Bank of America Securities released a report stating that Lansi Technology turned a loss into a profit for the second quarter and was better than expected. Net profit of 726 million yuan was beneficial to better gross margin and operating expenses control. Revenue for the first half of the year was $28.9 billion, down 12% year on year, lower than the bank's and market expectations of 4% and 8% respectively; gross margin was 14.7%, which was 0.4 percentage points/0.3 percentage points higher than the bank's and market expectations, respectively. After considering the results for the next quarter, the bank raised Lansi's 2026 profit forecast by 6% and fine-tuned the 2027-28 profit forecast; raised the target price of Hong Kong stocks from HK$24 to HK$27, and reaffirmed the “buy” rating due to steady core business expansion and diversification; the target price for A-shares was raised from $27 to $30, with a 30% premium over H shares, but due to excessive valuation, it is equivalent to predicting next year's price-earnings ratio by 30 times, reaffirming the “outperforming market” rating.

Bank of America Securities released a report stating that Lansi Technology turned a loss into a profit for the second quarter and was better than expected. Net profit of 726 million yuan was beneficial to better gross margin and operating expenses control. Revenue for the first half of the year was $28.9 billion, down 12% year on year, lower than the bank's and market expectations of 4% and 8% respectively; gross margin was 14.7%, which was 0.4 percentage points/0.3 percentage points higher than the bank's and market expectations, respectively. After considering the results for the next quarter, the bank raised Lansi's 2026 profit forecast by 6% and fine-tuned the 2027-28 profit forecast; raised the target price of Hong Kong stocks from HK$24 to HK$27, and reaffirmed the “buy” rating due to steady core business expansion and diversification; the target price for A-shares was raised from $27 to $30, with a 30% premium over H shares, but due to excessive valuation, it is equivalent to predicting next year's price-earnings ratio by 30 times, reaffirming the “outperforming market” rating.