Zhitong Finance App News, Fast Innovation (03355) announced that the group is expected to achieve revenue of about 1,749 million yuan to 1,777 billion yuan in the first half of 2026, an increase of about 25.0% to 27.0%; net profit of about 437.4 million yuan to 464.7 million yuan, an increase of about 60.1% to 70.1% year on year; adjusted net profit of about 456.5 million to 486 million yuan, an increase of about 54.7% to 64.7% year on year.
The board of directors believes that fluctuations in the Group's performance are mainly due to the following reasons: (a) the current global demand for AI computing power clusters and high-speed data center construction continues to rise, driving the upward boom in the enterprise-level high-speed network infrastructure industry; the Group continues to cultivate the network communication hardware and complete solution circuit, adhere to product technology iteration and solution architecture optimization, promote the continuous expansion of the Group's core business order scale, and achieve a steady increase in revenue; (b) continuous optimization of the business structure, high demand for high-performance solutions with high added value and suitable for enterprise data centers and AI high-performance computing scenarios The revenue growth rate of this sector is expected to be about 45.4%, which is significantly higher than the Group's overall revenue growth rate, and the share of business revenue in the Group's overall revenue is increasing year by year, continuing to drive up the overall revenue scale; and (c) as the Group's operating income scale continues to expand, the scale effect at the operating level is fully released, diluting the fixed costs corresponding to unit revenue; the Group's overall cost structure continues to be optimized, and the scale effect is prominent, effectively broadening profit margins.