In the first half of the year, Shanghai accounted for nearly 60% of the nation's brain-computer interface financing events.
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Optical Technology: Net profit is expected to increase by 170%-190% year-on-year in the first half of the year, driven by continued growth in market demand for high-speed optical modules and optical devices.
According to Mars Finance, Guangku Technology (300620.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 140 million and RMB 150 million, representing a year-on-year increase of 170%-190%. During the reporting period, benefiting from accelerated global investment in AI computing infrastructure and data center construction, the market demand for high-speed optical modules and optical devices continued to grow. At the same time, the company adhered to technological innovation, continuously launched new products, and actively expanded its domestic and international customer base, resulting in steady revenue growth. The significant year-on-year increase in net profit attributable to shareholders of the listed company was mainly due to the effective boost to profits from increased revenue. Furthermore, with the expansion of production and sales scale, economies of scale became apparent, and the company continued to promote cost reduction and efficiency improvement, comprehensively enhancing its overall profitability. Note: The company's Q2 net profit is expected to be between RMB 95 million and RMB 106 million, and Q1 net profit was RMB 45 million. Based on this, Q2 net profit is expected to increase by 113%-136% quarter-on-quarter. (Cailian Press)
Wang Ruomeng of the National Development and Reform Commission: Sales of AI smartphones and AI computers are expected to surpass those of non-AI products for the first time this year.
According to Mars Finance, at 10:00 AM today, the Shanghai Municipal Government held a press conference. Wang Ruomeng, Deputy Director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, stated that last year, my country's annual shipments of AI-powered smartphones, AI-powered computers, and other smart terminals exceeded 100 million units, and this high growth is expected to continue this year. Sales of AI-powered smartphones and AI-powered computers are projected to surpass those of non-AI products for the first time this year. Currently, my country's AI-native office intelligent agents receive over 20 million monthly visits, with daily meta-calls reaching trillions of times, a significant increase compared to last year. This demonstrates the vigorous development of new products and business models driven by "AI+". (Cailian Press)
Chengbang Technology: First-half profit expected to reach 26 million yuan; semiconductor storage business revenue and net profit both saw significant year-on-year growth.
According to Mars Finance, Chengbang Co., Ltd. (603316.SH) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be 26 million yuan, turning a loss into a profit year-on-year. The company's semiconductor storage business accounts for over 70% of its revenue and is its core business. During the reporting period, relying on the favorable global semiconductor storage market, the company's semiconductor storage business revenue and net profit increased significantly compared to the first half of 2025, showing improved profitability, but the absolute amount is still relatively small. Note: The company's Q2 net profit is estimated at 3 million yuan, and Q1 net profit at 23 million yuan. Based on this, Q2 net profit is expected to decrease by 89% quarter-on-quarter. (Cailian Press)
Shengshi Technology: Net profit is expected to increase by 336%-461% year-on-year in the first half of the year, with computing power-related businesses contributing significantly to the performance growth.
Mars Finance reported on July 8th that Shengshi Technology announced it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 105 million and RMB 135 million, representing a year-on-year increase of 336.02% to 460.59%. During the reporting period, based on the development prospects of the computing power infrastructure industry and its own advantages, the company vigorously promoted the development of computing power-related businesses, achieving initial results and beginning to recognize revenue. These computing power-related businesses made a significant contribution to the company's performance growth during the reporting period and are becoming a new driving force for the company's performance growth. (Company Announcement)
Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Rockchip: Net profit for the first half of 2026 is expected to increase by 60.03%-71.33% year-on-year.
Mars Finance reported on July 7th that Rockchip announced it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 850 million and RMB 910 million, representing a year-on-year increase of 60.03% to 71.33%. The performance change is mainly due to the rapid growth of its AIoT computing platform and audio products, and the successful mass production and introduction of new products to core customers. (Company Announcement)