Genesis (300083.SZ) announced first-half results, with net profit of 301 million yuan to mother, an increase of 29.11% over the previous year

Zhitong Finance App News, Genesis (300083.SZ) released its 2026 semi-annual report. During the reporting period, the company achieved revenue of 3.205 billion yuan, an increase of 31.26% over the previous year. Achieved net profit of 301 million yuan attributable to shareholders of listed companies, an increase of 29.11% over the previous year. Achieved net profit of 307 million yuan after deducting non-recurring profit and loss attributable to shareholders of listed companies, an increase of 40.68% over the previous year.

The core factors driving performance during the reporting period are as follows: 1. Continued consolidation of the 3C basic market, and consumer electronics and new materials processing demand continued to recover. As a leading domestic CNC machine tool enterprise, the core product drilling and milling processing center leads the market share in the consumer electronics industry. With the moderate recovery of the consumer electronics industry, the promotion of the application of new materials such as superimposed titanium alloys, and the promotion of new consumer electronics processes such as folding screen phones, the demand for high-precision drilling machine processing time and equipment usage has been greatly boosted, and the company's 3C business orders and capacity utilization rates have remained high. 2. The computing power infrastructure is deeply empowered, and the proportion of optical modules and liquid cooling equipment processing has increased significantly. The explosion of AI computing power infrastructure has driven strong demand for processing high-precision structural components such as optical module housings, liquid-cooled cold plates, and microchannel heat exchangers. The company's high-end drilling machines and vertical machining centers have successfully entered the computing power hardware supply chain. The revenue share of high-value-added “optical module+liquid cooling processing” equipment continues to increase, and the product structure has been greatly optimized. 3. The performance of emerging racetracks such as new energy vehicles, self-contained robots, and low-altitude economy continues to grow. In the first half of the year, due to changes in the international energy situation, the increase in the penetration rate of new energy vehicles, and the increase in demand for machine tools, the company's orders in the new energy sector increased year-on-year. At the same time, mass production of core components for humanoid robots accelerated, commercialization exploration of the low-altitude economy accelerated, and large-scale production of new energy storage battery structural components and energy storage inverters led to a moderate increase in the company's machine tool orders.