Naura Technology Group Co.,Ltd. (002371.SZ) has released its semi-annual report for 2026, showing that the company achieved operating revenue of 20.161 billion yuan during the reporting period, representing a year-on-year increase of 24.90%. Net profit attributable to shareholders of the listed company reached 3.37 billion yuan, up 5.05% from the same period last year. Net profit attributable to shareholders of the listed company, excluding non-recurring gains and losses, stood at 3.341 billion yuan, an increase of 5.02% year-on-year. Basic earnings per share came in at 4.6486 yuan.
For the first half of 2026, the 24.90% year-on-year growth in operating revenue was primarily driven by the company's steady market share gains across multiple equipment categories in the integrated circuit equipment sector, including etching, thin film deposition, thermal processing, wet cleaning, ion implantation, coating and developing, and bonding systems. The increased process coverage and market penetration contributed to higher revenue during the period.
The 5.05% year-on-year increase in net profit attributable to shareholders of the listed company for the first half of 2026 can be attributed to the following factors: Firstly, the company has been actively investing in the research and development of multiple high-end semiconductor equipment products, leading to a continued increase in R&D expenditure. Research and development expenses recognized in profit or loss for the first half of 2026 totaled 2.677 billion yuan, an increase of 600 million yuan compared to the first half of 2025, representing a year-on-year growth of 28.87%.
Secondly, in response to the expansion of market scale, the company increased the size of its market development and customer service teams. Additionally, the consolidation of sales expenses from 芯源微 contributed to a 295 million yuan increase in selling expenses for the first half of 2026, up 63.46% year-on-year.
Thirdly, the company's gross margin declined from 42.17% to 40.07% in the first half of 2026. This decrease was mainly due to higher costs associated with the iterative upgrades of components during the customer validation process for new products, as well as commercial concessions offered to certain bulk-purchase customers.
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