Changes in Hong Kong stocks | Xingyuan Materials (06067) rose more than 5% in the first half of the year, the profitability of the diaphragm business was stable, and the acquisition of Bangci Electronics entered the piezoelectric ceramics industry

The Zhitong Finance App learned that Xingyuan Material (06067) rose more than 5% in the intraday period. As of press release, it had risen 4.71% to HK$7.89, with a turnover of HK$17.5441 million.

According to the news, Xingyuan Materials previously disclosed the 2026 interim results. The group obtained revenue of 2,631 billion yuan, an increase of 39.9% over the previous year; the company's owners should have accounted for 137 million yuan in profit, an increase of 36.82% over the previous year. According to Guoxin Securities, the company's 2026H1 diaphragm business revenue was 2,631 billion yuan, +40% year over year; gross profit margin was 29.24%, +4.40 pct year over year. The bank estimates that 2026H1's diaphragm shipments will exceed 2.3 billion square meters, of which Q2 shipments will exceed 1.3 billion square meters, an increase of about 30% over the previous month. The bank estimates that the 2026Q2 wet diaphragm shipment volume will exceed 1.1 billion square meters, with a net profit of about 0.15-0.16 yuan per sheet, which continued to improve from month to month.

Guoxin Securities added that in terms of emerging business layout, Xingyuan Materials established a subsidiary, Nantong Dingyuan Precision, to lay out the polymer tantalum capacitor business. The products are mainly aimed at high-precision voltage stabilized filtering scenarios such as computing power data centers, consumer electronics, and automotive electronics. Furthermore, the company entered the piezoelectric ceramics industry through the acquisition of Bangci Electronics, relied on its technical accumulation in the piezoelectric ceramics industry to connect with the incremental market for semiconductor equipment and components, broaden medium- to long-term growth boundaries, and simultaneously form industrial collaboration in the main industries of new materials and lithium batteries.