According to the Zhitong Finance App, Jinlu Electronics (301282.SZ) released the 2026 semi-annual report. During the reporting period, the company achieved revenue of 1.34 billion yuan, an increase of 43.47% over the previous year. Net profit attributable to shareholders of listed companies was 556.34,800 yuan, an increase of 6.26% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 54.2341 million yuan, an increase of 16.63% over the previous year. Basic earnings per share were $0.27.
In the first half of the year, the procurement prices of copper-clad sheets and PP (semi-cured sheets), the main raw materials of PCBs rose sharply, and the tight supply situation intensified. The company stepped up efforts and carried out product price adjustment work more resolutely, using the gradual shift in pricing power in the industry chain and the guarantee of product supply in the context of widespread lack of materials in the industry as an opportunity to strengthen cooperative relationships with major customers and actively adjust the order structure. The amount of orders received in the first half of the year increased 101.14% year on year (of which the number of orders received increased 55.89% year on year, and the average unit price of orders received increased 29.03% year on year). In particular, since the second quarter, the company has successively reached agreement with all major customers (excluding individual bidding customers) on product price adjustment mechanisms or price adjustments, resulting in an average unit price increase of 21.77% month-on-month for orders received in the second quarter compared to the first quarter. The increase in order prices is expected to be more fully reflected and obvious in the second half of the year.