Pengding Holdings (002938.SZ) announced first-half results, with net profit of 1,284 billion yuan to mother, an increase of 4.11% over the previous year

According to the Zhitong Finance App, Pengding Holdings (002938.SZ) released its 2026 semi-annual report. During the reporting period, the company achieved revenue of 17.217 billion yuan, an increase of 5.14% over the previous year. Achieved net profit attributable to shareholders of listed companies of 1,284 billion yuan, an increase of 4.11% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 892 million yuan, a year-on-year decrease of 22.31%. Basic earnings per share were $0.56.

In the field of AI servers, the company has developed innovative technologies such as high-end HDI and embedded components to support GPU modules. High-end HDI products have successfully entered the AI server market, have been certified by mainstream server and cloud service vendors in the market, and are being supplied in batches. In the field of high-speed optical modules, the company's SLP products have reached cooperation with industry-leading optical module manufacturers to enter the 800G/1.6T high-end market and achieve mass production and shipment, and 3.2T products have entered the R&D stage. In the first half of 2026, the company's optical module business continued to grow rapidly, achieving sales revenue of 626 million yuan, an increase of 11 times over the same period last year.

At the same time, the company continues to increase its investment layout in optical modules and IHDI products. In July 2026, the company officially launched a refinancing plan to raise 9.6 billion yuan, mainly to invest in high-density interconnection laminated board projects for AI servers and high-speed optical modules. As related projects are completed and put into operation, the company's HDI product revenue in the field of AI servers and optical modules will gradually increase, which is expected to become the company's second growth curve.