Selected A-share announcements | Changfei Optical Fiber (601869.SH)'s net profit increased 888.88% in half a year, and GigaYi Innovation (603986.SH) bought back nearly 250,000 shares for the first time today

Today's focus

1. Changfei Optical Fiber: Net profit of 2,924 billion yuan in the first half of 2026, an increase of 888.88% year-on-year

Changfei Optical announced that the company released its 2026 semi-annual report, achieving operating revenue of 9.809 billion yuan, an increase of 53.64% over the previous year; net profit attributable to shareholders of listed companies was 2,925 billion yuan, an increase of 888.88% over the previous year. The increase in performance was mainly due to the accelerated construction of computing power data centers. Demand for new fiber optic cable products continued to grow, and product sales and average prices increased. The company plans to distribute a cash dividend of 10.60 yuan (tax included) for every 10 shares to all shareholders.

2. Zhongji Xuchuang: Net profit of 13.651 billion yuan in the first half of the year, an increase of 241.7% over the previous year

Zhongji Xuchuang announced that the company released its 2026 semi-annual report and achieved operating income of 41,778 billion yuan in the first half of the year, an increase of 182.49%; net profit attributable to shareholders of listed companies was 13.651 billion yuan, an increase of 241.7% over the previous year. During the reporting period, key customers further increased capital expenditure and increased investment in computing power infrastructure. Demand for high-end optical module products such as 800G and 1.6T increased significantly, contributing to the continuous and rapid growth of the company's revenue and net profit. The company plans to distribute a cash dividend of 12 yuan (tax included) for every 10 shares to all shareholders. According to the 2026 semi-annual report of Zhongji Xuchuang, Zhang Jianping became the ninth largest shareholder, holding 5.934,800 shares, accounting for 0.53% of the total share capital.

3. GigaYi Innovation: 247,000 shares were repurchased for the first time today, costing 100 million yuan

According to the Zhaoyi Innovation announcement, on August 21, 2026, the company repurchased 247 million shares for the first time through centralized bidding transactions, accounting for 0.04% of the total share capital. The repurchase price range was 400.30 yuan/share to 409.95 yuan/share, and the total amount paid was 100 million yuan (not including transaction fees). According to the previous plan, the company plans to use its own capital and/or self-raised capital to repurchase shares through centralized bidding. The repurchase amount is 1 billion yuan to 2 billion yuan, and the repurchase price will not exceed 750 yuan/share. All repurchased shares will be used to cancel and reduce registered capital.

4. Dongshan Precision: Net profit increased 290% year-on-year in the first half of the year, and revenue increased significantly from the continuous introduction of new customers and products in the optical module business

Higashiyama Precision announced that in the first half of 2026, it achieved operating income of 27.798 billion yuan, an increase of 63.95% year on year; net profit attributable to shareholders of listed companies was 2,957 billion yuan, an increase of 290.09% year on year. Mainly due to the continuous introduction of new customers and products in the optical module business, in addition to the merger factors of Solus and GMD during the reporting period, revenue increased dramatically. The company plans not to pay cash dividends, bonus shares, and not to use the Provident Fund to increase share capital.

5. Oriental Wealth: Net profit of 8.064 billion yuan in the first half of the year, an increase of 44.85% over the previous year

According to Dongfang Wealth's announcement, the company released its 2026 semi-annual report, achieving total operating revenue of 10.505 billion yuan, an increase of 53.22% over the previous year; net profit attributable to shareholders of listed companies was 8.064 billion yuan, an increase of 44.85% over the previous year. The increase in performance was mainly due to a year-on-year increase in net income from securities fees and commissions, financial e-commerce service business, and the scale of financing. The company plans not to pay cash dividends, bonus shares, and not to use the Provident Fund to increase share capital.

6. Tonghua Shun: Net profit for the first half of the year was 952 million yuan, up 89.76% year on year

According to the announcement, the company released its 2026 semi-annual report and achieved operating income of 2,646 billion yuan in the first half of the year, an increase of 48.68% over the previous year; net profit attributable to shareholders of listed companies was 952 million yuan, an increase of 89.76% over the previous year. The increase in performance is due to: the accelerated integration of artificial intelligence technology and financial information services; large models and AI technology continue to be implemented in scenarios such as financial intelligence, data terminals and user services, driving the improvement of product competitiveness and service capabilities; the increase in domestic capital market trading activity and corresponding growth in demand for financial information services; increased user activity on the company's website and app, and the demand from financial customers such as securities and funds has also increased, driving revenue growth from advertising and Internet promotion services. The company plans to distribute a cash dividend of 2 yuan (tax included) to all shareholders for every 10 shares, without using the Provident Fund to increase share capital.

7. Eston: Net profit for the first half of the year was 161 million yuan, up 2314.23% year on year

According to Eston's announcement, the company released its 2026 semi-annual report, achieving operating income of 2,578 billion yuan, an increase of 1.14% over the previous year; net profit attributable to shareholders of listed companies was 161 million yuan, an increase of 2314.23% over the previous year. During the reporting period, the company's comprehensive gross margin improved markedly. The cost ratio declined year-on-year during the period. The asset restructuring between the participating companies Nanjing Technology and Nanjing Chemical Fiber was completed, the fair value of equity increased, and non-operating profit and loss increased accordingly. The company plans not to pay cash dividends, bonus shares, and not to use the Provident Fund to increase share capital.

8. Huatian Technology: Net profit increased 259% year-on-year in the first half of the year, and the scale of business such as memory packaging expanded

Huatian Technology announced that in the first half of 2026, it achieved operating income of 10.511 billion yuan, an increase of 35.09% over the previous year. Among them, the second quarter achieved operating income of 5.711 billion yuan, a record high in revenue scale in a single quarter; net profit attributable to shareholders of listed companies in the first half of the year was 813 million yuan, an increase of 259.15% over the previous year. The increase in performance is mainly due to a recovery in the semiconductor industry's prosperity, increased demand in the packaging and testing market, steady growth in company orders and operating performance, and further expansion of the scale of automotive electronics and memory packaging businesses. The company plans not to pay cash dividends, bonus shares, and not to use the Provident Fund to increase share capital.

9. Guangzheng Ophthalmology: Net profit for the first half year of 2026 was 177.75,800 yuan, an increase of 1152.76% over the previous year

Guangzheng Ophthalmology announced that the company released its 2026 semi-annual report, achieving operating income of 390 million yuan, a year-on-year decrease of 10.55%; net profit attributable to shareholders of listed companies was 17.775,800 yuan, an increase of 1152.76% over the previous year. The company plans not to pay cash dividends, bonus shares, and not to use the Provident Fund to increase share capital.

10. Lansi Technology: Net profit in the first half of the year fell 49.52% year-on-year, due to the memory chip cycle disrupting terminal demand and reducing assembly business revenue

According to Lansi Technology's announcement, the company released its 2026 semi-annual report, achieving operating income of 28.866 billion yuan, a year-on-year decrease of 12.42%; net profit attributable to shareholders of listed companies was 577 million yuan, a year-on-year decrease of 49.52%. During the reporting period, the smartphone and computer business achieved revenue of 22.382 billion yuan, a year-on-year decrease of 17.67%, accounting for 77.54% of the company's overall revenue. The decline was mainly due to the memory chip cycle disrupting terminal demand and reducing assembly business revenue. The company plans to distribute a cash dividend of 1.00 yuan (tax included) for every 10 shares to all shareholders.

11. Jingwang Electronics: Plans to invest 4.388 billion yuan to build an ultra-high multi-layer PCB intelligent manufacturing project

Jingwang Electronics announced that the company plans to adjust the investment plan for expanding production at the Jinwan base in Zhuhai to change the original “key process production capacity enhancement investment project” to an “ultra-high multi-layer PCB intelligent manufacturing project”. The total investment is estimated at 4.388 billion yuan, with capital from its own and self-raised funds. The project was implemented by Jingwang Electronic Technology (Zhuhai) Co., Ltd., a wholly-owned subsidiary. The construction period is 24 months. The aim is to expand the production capacity of high-end high-speed ultra-high multi-layer PCBs to meet customer needs in the fields of AI computing power and high-speed network communication. The investment has been reviewed and approved by the board of directors and still needs to be submitted to the shareholders' meeting for consideration.

12. Telford Technology: Net profit increased 581% year-on-year in the first half of the year, and the proportion of shipments of lithium copper foil and electronic circuit copper foil high value-added products increased significantly

According to Telford Technology's announcement, it achieved operating income of 9.197 billion yuan in the first half of 2026, an increase of 73.54% over the previous year; net profit attributable to shareholders of listed companies was 263 million yuan, an increase of 580.66% over the previous year. The company plans to distribute a cash dividend of 1 yuan (tax included) for every 10 shares to all shareholders. During the reporting period, the company continued to promote iterative product upgrades. The proportion of shipments of lithium battery copper foil and copper foil products with high added value for electronic circuits increased significantly. Product structure optimization led to an increase in the company's average processing costs, thereby improving the company's overall profitability.

13. ZTE: Net profit for the first half of the year was 2,753 billion yuan, down 45.57% year on year

ZTE announced that in the first half of 2026, it achieved operating income of 78.025 billion yuan, an increase of 9.05% over the previous year; net profit attributable to shareholders of listed companies was 2,753 billion yuan, a year-on-year decrease of 45.57%. The pressure on performance is mainly due to industry cycle changes compounded by business restructuring. In mid-2026, the company will not distribute profits or increase share capital from the capital reserve fund.

14. Cansino: Development of mRNA preventive vaccines and therapeutic biological products is ongoing

According to Cansino's announcement, the cumulative deviation value of the daily closing price increase of the company's shares exceeded 30% within 3 consecutive trading days, which is an abnormal fluctuation in stock trading. The company is concerned about recent developments in mRNA technology on the market. The mRNA platform is one of the technology platforms in the company's layout. The company is developing mRNA preventive vaccines and therapeutic biological products, as well as related delivery systems. In the field of treatment, the company is promoting research and development of mRNA vaccines for the treatment of indications such as glioblastoma, rhabdomyosarcoma, and cervical cancer, as well as the development of in viVocar related therapies, which are currently in the early stages.

15. Zijin Mining: Net profit for the first half of 2026 was 39.17 billion yuan, a year-on-year increase of 68.17%

Zijin Mining announced that the company released its 2026 semi-annual report and achieved operating income of 194.178 billion yuan in the first half of the year, an increase of 15.78% over the previous year; net profit attributable to shareholders of listed companies was 39.17 billion yuan, an increase of 68.17% over the previous year. During the reporting period, the company achieved 47 tons of mineral gold, a year-on-year increase of 13%, achieving 534,000 tons of mineral copper, a 5% year-on-year increase after excluding Kamoa; achieving 200,000 tons of mineral zinc (lead) and 229 tons of mineral silver; the “third growth pole” lithium sector has made a large-scale contribution, achieving 44,000 tons of equivalent lithium carbonate production, a significant year-on-year increase; production capacity for rare strategic metals such as molybdenum, tungsten, and tin was released along the way, and the comprehensive utilization of sulfur resources such as sulfur concentrate and sulfuric acid became a new highlight of profit growth. The company plans to pay a cash dividend of 4.2 yuan (tax included) for every 10 shares.

16. Zhongtai Securities: Net profit of 1,752 billion yuan in the first half of 2026, an increase of 146.38% year-on-year

According to the announcement of Zhongtai Securities, operating income for the first half of 2026 was 7.537 billion yuan, up 46.30% year on year; net profit attributable to shareholders of listed companies was 1,752 billion yuan, up 146.38% year on year, and 711 million yuan for the same period in 2025; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 1,672 billion yuan, up 140.67% year on year.

17. BGI: Net profit for the first half year of 2026 was 474,046 million yuan, an increase of 718.24% over the previous year

According to BGI's announcement, the semi-annual revenue of 2026 was 1,789 million yuan, up 9.59% year on year; net profit attributable to shareholders of listed companies was 474,046 million yuan, up 718.24% year on year, and 5.7935 million yuan in the same period last year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 8.4324 million yuan, up 127.66% year on year, with a loss of 34.881 million yuan for the same period last year.

18. Paineng Technology: Net profit for the first half of 2026 was 79.2862 million yuan, a year-on-year increase of 469.92%

According to Paineng Technology's announcement, revenue for the first half of 2026 was 2,644 billion yuan, up 130.07% year on year; net profit attributable to shareholders of listed companies was 79.2862 million yuan, up 469.92% year on year, and 13.917 million yuan in the first half of 2025; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 26.518 million yuan, and loss of 25.548 million yuan for the first half of 2025.

19. AI Precision: The acquirer says there is no backdoor listing plan for the next 36 months

AI Precision announced that the company received instructions from Shanghai Yusheng from the acquirer that there are no plans or arrangements to go public through the company's backdoor within the next 36 months, and that there are no plans to engage in business cooperation with the company in the next 12 months; Shanghai Yusheng and its controlling shareholders and actual controllers have no plans to inject assets into the company through major asset restructuring.

20. Jiankai Technology: The company did not directly supply LNP core raw materials to Moderna

According to the announcement of Jiankai Technology, the daily closing price deviation value of the company's stock reached 30% for 3 consecutive trading days on August 19, 2026, August 20, and 2026. The company said it did not directly supply LNP core raw materials to Moderna (MRNA); revenue from LNP products in 2025 was about 7.512,000 yuan, accounting for about 2.36% of that year's revenue, and is not expected to have a significant impact on material sales revenue in the short term. The relevant MRNA vaccine projects and ISL-3C-LNP licensor projects are all in the pre-clinical stage, and there is great uncertainty.

Operating performance

1. SDIC Intelligence: Net profit loss of 255 million yuan in the first half of 2026 and loss of 208 million yuan in the same period of 2025

2. Paulette: Net profit loss of 344.8869 million yuan in the first half of 2026, changing from profit to loss year-on-year

3. Qinglong Pipe Industry: Net profit of 145.54 million yuan in the first half of 2026, an increase of 7.65% over the previous year

4. Zhanpeng Technology: loss of 32.5837 million yuan in the first half of 2026, loss of 36.234,500 yuan in the same period of 2025

5. Shen Hao Technology: loss of 59.384 million yuan in the first half of 2026, loss of 71.495 million yuan in the same period last year

6. Lihua Co., Ltd.: Net profit loss for the first half of 2026 was 71.918,800 yuan, changing from profit to loss year-on-year

7. Pathfinder: Net profit for the first half year of 2026 increased by 155.06% year-on-year

8. Liberal Arts Biotech: Net profit for the first half of 2026 was 51.887 million yuan, a year-on-year decrease of 77.28%

9. Taier shares: loss of 1975.68 million yuan in the first half of 2026, loss of 19.3858 million yuan in the same period last year

10. Meansson: Net profit for the first half of 2026 was 26.727 million yuan, down 9.24% year on year

11. Neway shares: net profit of 733 million yuan in the first half of 2026, an increase of 15.20% over the previous year

12. Xinjiang Torch: Net profit for the first half of 2026 was 105 million yuan, up 2.40% year on year

13. Construction Research Institute: Net profit loss of 6.134,200 yuan for the first half of 2026, changing from profit to loss year-on-year

14. State Grid Communications: Net profit for the first half of 2026 was 231 million yuan, a year-on-year decrease of 12.97%

15. Guoxin Energy: Net profit for the first half of 2026 was 108 million yuan, an increase of 44.26% year-on-year

16. Baoxin Energy: Net profit of 633 million yuan in the first half of 2026, an increase of 13.28% year-on-year

17. Baoding Technology: Net profit for the first half of 2026 was 136 million yuan, an increase of 518.63% year-on-year

18. Tongyuan Petroleum: From profit to loss in the first half of 2026, net profit - 246.387 million yuan

19. Minhe shares: loss of 95.2412 million yuan in the first half of 2026

20. Farah Electronics: Net profit for the first half of 2026 was 582 million yuan, an increase of 2.23% year-on-year

21. Chongqing Gas: Net profit decreased by 28.79% year-on-year in the first half of 2026

22. Hanma Technology: Net profit of 33.2113 million yuan in the first half of 2026, an increase of 19.77% year-on-year

23. Xiangjia Co., Ltd.: From profit to loss in the first half of 2026, net profit - RMB 1.0948 million

24. Digital Video: Net profit increased 35.87% year-on-year in the first half of 2026

25. Sunshine Lighting: Net profit for the first half of 2026 was 49.3945 million yuan, a year-on-year decrease of 48.84%

26. Agricultural seed industry: net profit for the first half year of 2026 decreased by 16.64% year-on-year

27. Shibei Hi-Tech: loss of 711.151 million yuan in the first half of 2026

28. Yangyuan Drinks: Net profit increased 14.80% year-on-year in the first half of 2026

29. Xuetian Salt Industry: Net profit of 79.1813 million yuan in the first half of 2026, a year-on-year decrease of 9.23%

30. Daye Intelligence: Net profit for the first half of 2026 was 7.0551 million yuan, turning a year-on-year loss into a profit

31. Bohai Leasing: turning a loss into a profit in the first half of 2026, with net profit of 3.204 billion yuan

32. Jizhi Technology: Net profit for the first half of 2026 was 115 million yuan, a year-on-year decrease of 0.96%

33. Dewey: Net profit for the first half of 2026 was 32.9933 million yuan, a year-on-year decrease of 35.97%

34. Rieter's net profit for the first half of 2026 was 69.916 million yuan

35. Shiming Technology: Net profit for the first half of 2026 was 1.4891 million yuan, a year-on-year decrease of 90.20%

36. Sanxiong Aurora: loss of 50.22,300 yuan in the first half of 2026

37. Tahoe Intelligence: Net profit for the first half of 2026 was 15.2023 million yuan, an increase of 43.73% year-on-year

38. AUCMA: Net profit for the first half of 2026 - 430.35 million yuan

39. China Coal Energy: Net profit increased 5.8% year-on-year in the first half of 2026

40. Rutong shares: net profit of 53.343 million yuan for the first half of 2026

41. Zhongyida: Net profit for the first half of 2026 was 347.296 million yuan, a year-on-year decrease of 12.15%

42. Conglin Technology: Net profit for the first half of 2026 was 22.419,900 yuan, an increase of 294.48% year-on-year

43. New developments: Net profit for the first half of 2026 was 5.8871 million yuan, up 8.07% year on year

44. Ultrasound Electronics: Net profit of 113 million in the first half of 2026, a year-on-year decrease of 1.17%

45. Xinji Energy: Net profit for the first half of 2026 was 1,217 billion yuan, an increase of 32.27% over the previous year

46. Tianjin Port: Net profit increased 34.54% year-on-year in the first half of 2026

47. Sanxiang New Materials: Net profit of 77.099 million yuan in the first half of 2026, an increase of 71.48% year-on-year

48. Starway: Net profit of 528 million yuan for the first half of 2026

49. Red Star Development: Sulphur sales price increased 194.90% year-on-year in the second quarter of 2026

50. Zhangzi Island: Net profit increased by 26.82% in the first half of 2026

51. Helen Zhe: Net profit increased 52.41% year-on-year in the first half of 2026

52. Keger Precision Machinery: net profit of 137 million yuan for the first half of 2026

53. China Automobile Co., Ltd.: Net profit of 131 million yuan for the first half of 2026

54. Xinjiang Tianye: The first half of 2026 turned losses into net profit of 22.234 million yuan

55. Ningbo Construction Engineering: Net profit of 251 million yuan in the first half of 2026, an increase of 16.98% over the previous year

56. Maixinlin: Net profit for the first half of 2026 was 10.7665 million yuan, a year-on-year decrease of 73.79%

Foreign Stock Risk Warning

1. ST Jinhua: The chairman received an advance notice of the administrative penalty to be fined 9 million yuan

2. Kangmei Pharmaceutical: Chairman Lai Zhijian resigns, Ou Guoxiong takes over

3. Weilong Co., Ltd.: Deputy General Manager Xu Weifeng resigned on August 20, 2026

4. Corson Technology: The proportion of folding screen-related business revenue in the company's revenue is extremely low

5. *ST Konka A: Planning important matters, suspending trading next Monday 6. League of Nations People's Livelihood: President Ge Xiaobo resigns due to personal reasons

7. Haishun New Materials: The actual controller's divorce dispute has been filed by the court

8. Zhengyuan wisdom: The final trial of the case where the actual controller manipulated the securities market upheld the original judgment

9. Vogue Optoelectronics: The controlling shareholder and actual controller were fined 2.5 million yuan for credit disclosure violations

10. Jiankai Technology: The company did not directly supply LNP core raw materials to Moderna

Repurchase & increase or decrease holdings

1. Honglin Electric Power: The controlling shareholder completed its plan to increase its holdings, increasing its holdings by 1.3255%

2. Huaneng Hydropower: Huaneng Structural Adjustment Fund No. 1 completed an increase of 15.77,600 shares

3. Jiahua Energy: The subsidiary plans to invest no more than 750 million yuan to build liquefied hydrocarbon transport vessels

4. Suotong Development: Plans to invest no more than 550 million yuan to build a centralized steam supply and energy-saving carbon materials project

5. Haiyang Technology: Shareholder Linglong Tire plans to reduce its holdings by no more than 3%

6. Delong Huineng: Liu Xin, the third largest shareholder, reduced its position by 3.855 million shares in the second quarter

7. Huayang Group: The controlling shareholder plans to transfer 28.30% of the shares to Jiuzhou Group, and the actual controller will be changed to Mianyang State-owned Assets Administration Commission

8. Bojie shares: plans to acquire a controlling interest in Dingtai Xinyuan for 183 million yuan

9. Dongshan Precision: Additional investment of 500 million US dollars in optical chip and optical module expansion projects

10. Meansson: Plans to acquire 60% of Huayang Communications shares in cash

Sign a big order

1. User Network: Revenue grew steadily in the first half of the year, with AI-related contracts signed at 900 million yuan

2. Yasheng Group: Agricultural Reclamation Construction won the bid for the first section of construction, amounting to 707.791 million yuan

3. Buchang Pharmaceutical: The subsidiary Shandong Danhong signed a 68.53 million yuan technical service contract

This article is reprinted from “Tencent Optional Shares”, Zhitong Finance Editor: Feng Qiuyi.