Shenzhen CECport Technologies Co. Ltd. A

CECport released its 2026 interim report, with net profit attributable to the parent company of 513 million yuan, up 183.64% from the same period last year. Total operating revenue was 73.556 billion yuan, up 164.19% year on year, marking three consecutive years of growth. Net cash flow from operating activities was negative 17.5 billion yuan, a decrease of 15.425 billion yuan from the same period last year. The company's latest asset-liability ratio was 88.65%, gross margin was 2.85%, ROE was 8.82%, and diluted earnings per share was 0.68 yuan.

Centec Communications recently signed a product sales contract with related party Shenzhen CECport Technologies, with an amount exceeding 50% of the previous fiscal year's audited revenue and surpassing 100 million yuan. The subject is Ethernet switching chips. The contract falls within the expected scope of routine related-party transactions and does not require board or shareholder approval. It is a long-term contract, and revenue will be recognized in stages, with limited impact on 2026 results. If performed smoothly, it will have a positive impact on results in the relevant years. Financial data shows that in fiscal 2025, related-party transactions between Centec Communications and CECport amounted to 370 million yuan, making it one of the company's most important sales channels. In addition, on July 15 the company announced that it had raised the amount of goods to be sold to China Electronics Corporation in 2026 from 600 million yuan to 2.2 billion yuan, an increase of 267%. Centec Communications is a leading domestic Ethernet switching chip design company, with products covering switching capacities from 100 gigabits per second to 25.6 terabits per second. In the first quarter of 2026, revenue was 248 million yuan, up 11.40% year on year, while net profit attributable to the parent company was negative 17 million yuan, a year-on-year loss increase of 12.05%. On August 14, the company's stock closed at 398.60 yuan, with a total market value of 163.4 billion yuan, and has risen more than 181% so far this year.

Pinzhun Laser announced it will list on the Shanghai Stock Exchange STAR Market on August 18, 2026, at an issue price of 186.88 yuan per share, making it the highest-priced new stock in China's A-share market this year. The company is publicly offering 10 million shares, with total share capital of 40 million shares after the offering. Revenue in 2025 was 418 million yuan and net profit was 151 million yuan. At the initial listing, unrestricted tradable shares total 7.6178 million shares, accounting for 19.04 percent of total share capital. Shengke Communications signed a sales contract for Ethernet switch chip products with its related party Shenzhen CECport Technologies, with an amount exceeding 50 percent of the company's audited revenue for the most recent fiscal year and exceeding 100 million yuan. It is a long-term contract with a performance period of more than one year, and revenue will be recognized in stages. China Micro Semicon released its 2026 semi-annual report, achieving operating revenue of 726 million yuan, up 44.01 percent year on year, and net profit attributable to shareholders of the listed company of 172 million yuan, up 98.48 percent year on year. China Union Holdings received a notice from FIRES, Canada's foreign investment review and economic security authority, stating that the company's investment in the Arizaro lithium salt lake project in Argentina may affect Canada's national security and may trigger further review. The company acquired 100 percent of Argentum Lithium S.A. for about 175 million US dollars and obtained an 80 percent interest in the project. There is uncertainty over whether the transaction will ultimately pass review.

CECport has made humanoid robots a key strategic focus, building on its component distribution foundation and integrating design chain services, industrial data, and smart warehousing to strengthen its comprehensive service capabilities. On July 17, the company held a technical exchange event in Shenzhen titled "Computing Power Driving, Virtual-Real Integration: NVIDIA Jetson Empowering Robot Physical AI," inviting NVIDIA and森云智能 to share insights on critical paths including edge computing, large model deployment, robot vision, and supply chain services. NVIDIA architect Zheng Tao introduced the Jetson platform for accelerating robot development, engineer Song Bing proposed memory optimization solutions to reduce large model runtime memory usage,森云智能's Li Bin demonstrated an integrated hardware-software vision solution based on Jetson Thor, and CECport's Zeng Weijun explained the Isaac GR00T general humanoid robot foundation model workflow from data preparation to terminal deployment. Currently, CECport's XinChacha platform has launched an embodied AI section, Firefly Workshop focuses on edge AI and smart vision solution design, component distribution leverages over one hundred authorized product lines to provide supply chain support, and Yicang ensures delivery through smart warehousing.

Multiple A-share companies have released earnings forecasts, projecting substantial net profit growth for the first half of the year. Storage leader Longsys expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 9.2 billion and 11 billion yuan, a year-on-year increase of 62,204% to 74,394%, driven by rising downstream demand and limited global storage wafer capacity growth, which has boosted the storage industry's prosperity, along with renewed supply agreements with multiple wafer foundries. Hangzhou Cable expects net profit attributable to the parent company for the first half to be approximately 360 million to 400 million yuan, up 852% to 958%, benefiting from a recovery in the optical fiber and cable market and higher volumes and prices for optical fiber products. Dongyue Silicone expects net profit attributable to the parent company for the first half to be between 424 million and 444 million yuan, a year-on-year increase of 905% to 952%, due to rising silicone product prices and lower raw material costs. Huafu Fashion expects net profit attributable to the parent company for the first half to be between 160 million and 200 million yuan, up 538% to 697%, mainly due to higher cotton prices and investment income of approximately 160 million yuan. CECport expects net profit attributable to the parent company for the first half to be between 500 million and 530 million yuan, a year-on-year increase of 176% to 193%, thanks to strong demand in areas such as artificial intelligence and rising memory prices. Zhongjin Lingnan expects net profit attributable to the parent company for the first half to be between 1.05 billion and 1.2 billion yuan, up 88% to 115%, due to higher metal prices and increased gains from changes in fair value of financial assets. In addition, ST Jiaao expects to turn losses into profits, and ST Jinghua also expects to reverse losses year-on-year.

CECport disclosed its earnings forecast, expecting attributable net profit for the first half of 2026 to be between 500 million and 530 million yuan, a year-on-year increase of 176.43% to 193.01%. Deducted non-recurring net profit is also expected to be between 500 million and 530 million yuan, up 186.25% to 203.42% year-on-year, with basic earnings per share ranging from 0.658 yuan to 0.6975 yuan. The company said that strong demand in areas such as artificial intelligence, data centers, and advanced computing, along with continuously rising prices for core products like memory, has driven a sharp increase in operating revenue. At the same time, the company enhanced its sales, innovation, and operational capabilities, achieving double growth in both operating revenue and profit.

Longsys expects net profit of 9.2 billion to 11 billion yuan in the first half of 2026, a year-on-year increase of 62,204% to 74,394%, mainly benefiting from the global semiconductor storage industry upcycle, rising downstream demand and the renewal of wafer supply agreements. Hangzhou Cable expects first-half net profit of 360 million to 400 million yuan, up 852% to 958% year-on-year, as optical fibre sales grew with the industry recovery. Dongyue Silicone expects first-half net profit of 424 million to 444 million yuan, up 905% to 952% year-on-year, as higher silicone product prices and lower raw material costs boosted gross margins. Huafu Fashion expects first-half net profit of 160 million to 200 million yuan, up 538% to 697% year-on-year, with order recovery and investment income of about 160 million yuan. CECport expects first-half net profit of 500 million to 530 million yuan, up 176% to 193% year-on-year, as rising prices of core products such as memory drove revenue growth. Avary Holding plans a private placement to raise no more than 9.6 billion yuan for AI server and high-speed optical module high-density interconnect build-up board projects, with total investment of 12.73 billion yuan. Tinci Materials subsidiary Nantong Tinci terminated its annual 243,000-tonne lithium battery and fluorine-containing new materials project, originally planned with an investment of 2.654 billion yuan, due to industry supply-demand mismatch and market changes. PowerTECH plans to acquire all equity of Northstar Technologies Limited for 10 million US dollars to fill the gap in its storage testing business. Dynamic Power has suspended trading since 6 July due to a planned change of control. Gotion High-tech's wholly-owned subsidiary generated a profit of 829 million yuan from selling shares of Tongguan Copper Foil in the first half. Grace Fabric's second and third largest shareholders together reduced their holdings by 8.7503 million shares. Changsheng Bearing, Reach Machinery, Yibin Paper, Riying Electronics, Zhongzhong Technology and Foresight Technology each issued abnormal movement announcements regarding concepts such as robotics, electronic skin and commercial aerospace, noting that related business revenue proportions are extremely low or no orders have been formed. Shenhao Technology plans to purchase servers for no more than 2 billion yuan to carry out computing power leasing. JPT Opto-electronics plans to acquire all equity of NEOPTICS for 1.12 million Singapore dollars. Yunnan Energy Investment plans to invest in the construction of a 100-megawatt, 400-megawatt-hour all-vanadium liquid flow independent shared energy storage project in Lijiang. East Money contributed 200 million yuan to participate in the Yunfeng Yuancheng private equity fund. Seagull Cooling's controlling shareholder plans to reduce holdings by no more than 3%. Hanbang Technology shareholders Shanghai WuXi and Qingke Zhisheng plan to reduce their combined holdings by no more than 3%. EVE Energy plans to opportunistically reduce its holding of no more than 3.5% of Smoore International shares. ST Niya expects first-half net profit to increase by 1,017% to 1,523% year-on-year. Zhongjin Lingnan expects first-half net profit to increase by 88% to 115% year-on-year. Digital China won the bid for a major state-owned bank's Huawei intelligent computing server procurement project, with an estimated amount of 371 million yuan. Times New Material signed wind turbine blade sales contracts worth 3.034 billion yuan in the second quarter. Jiangsu Huachen signed a 221 million yuan energy storage converter booster integrated machine sales contract. Naipu Mining Machinery signed a 76 million yuan mineral processing equipment supply contract. Sunho Biologics plans to raise no more than 240 million yuan for nucleic acid drug platform construction. Hybio Pharmaceutical's semaglutide injection weight loss indication marketing application was accepted. Changchun High-Tech subsidiary's GenSci164 injection clinical trial application was approved. Yunnan Germanium's deputy general manager Pu Shikun resigned.