Huafu Top Dyed Melange Yarn Co Ltd

Huafu Fashion released its 2026 semi-annual report, achieving operating revenue of 3.751 billion yuan, down 8.5% year on year. Net profit attributable to shareholders of the listed company was 177 million yuan, up 607.08% year on year. The profit growth was mainly due to non-recurring gains and losses. The company plans not to distribute cash dividends, not to issue bonus shares, and not to convert capital reserve into share capital. Among this, second-quarter net profit was 152 million yuan, within the previously forecast range of 135 million to 175 million yuan, while first-quarter net profit was 25 million yuan. Based on this calculation, second-quarter net profit rose 500% quarter on quarter.

Multiple A-share companies have released earnings forecasts, projecting substantial net profit growth for the first half of the year. Storage leader Longsys expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 9.2 billion and 11 billion yuan, a year-on-year increase of 62,204% to 74,394%, driven by rising downstream demand and limited global storage wafer capacity growth, which has boosted the storage industry's prosperity, along with renewed supply agreements with multiple wafer foundries. Hangzhou Cable expects net profit attributable to the parent company for the first half to be approximately 360 million to 400 million yuan, up 852% to 958%, benefiting from a recovery in the optical fiber and cable market and higher volumes and prices for optical fiber products. Dongyue Silicone expects net profit attributable to the parent company for the first half to be between 424 million and 444 million yuan, a year-on-year increase of 905% to 952%, due to rising silicone product prices and lower raw material costs. Huafu Fashion expects net profit attributable to the parent company for the first half to be between 160 million and 200 million yuan, up 538% to 697%, mainly due to higher cotton prices and investment income of approximately 160 million yuan. CECport expects net profit attributable to the parent company for the first half to be between 500 million and 530 million yuan, a year-on-year increase of 176% to 193%, thanks to strong demand in areas such as artificial intelligence and rising memory prices. Zhongjin Lingnan expects net profit attributable to the parent company for the first half to be between 1.05 billion and 1.2 billion yuan, up 88% to 115%, due to higher metal prices and increased gains from changes in fair value of financial assets. In addition, ST Jiaao expects to turn losses into profits, and ST Jinghua also expects to reverse losses year-on-year.

Huafu Fashion has issued a performance forecast, estimating that net profit attributable to shareholders of the listed company for the first half of 2026 will be between 160 million yuan and 200 million yuan, representing a year-on-year increase of 537.51% to 696.88%. The sharp rise in performance is mainly due to a recovery in orders driven by higher raw cotton prices, as well as investment income of approximately 160 million yuan from non-recurring gains and losses.

Longsys expects net profit of 9.2 billion to 11 billion yuan in the first half of 2026, a year-on-year increase of 62,204% to 74,394%, mainly benefiting from the global semiconductor storage industry upcycle, rising downstream demand and the renewal of wafer supply agreements. Hangzhou Cable expects first-half net profit of 360 million to 400 million yuan, up 852% to 958% year-on-year, as optical fibre sales grew with the industry recovery. Dongyue Silicone expects first-half net profit of 424 million to 444 million yuan, up 905% to 952% year-on-year, as higher silicone product prices and lower raw material costs boosted gross margins. Huafu Fashion expects first-half net profit of 160 million to 200 million yuan, up 538% to 697% year-on-year, with order recovery and investment income of about 160 million yuan. CECport expects first-half net profit of 500 million to 530 million yuan, up 176% to 193% year-on-year, as rising prices of core products such as memory drove revenue growth. Avary Holding plans a private placement to raise no more than 9.6 billion yuan for AI server and high-speed optical module high-density interconnect build-up board projects, with total investment of 12.73 billion yuan. Tinci Materials subsidiary Nantong Tinci terminated its annual 243,000-tonne lithium battery and fluorine-containing new materials project, originally planned with an investment of 2.654 billion yuan, due to industry supply-demand mismatch and market changes. PowerTECH plans to acquire all equity of Northstar Technologies Limited for 10 million US dollars to fill the gap in its storage testing business. Dynamic Power has suspended trading since 6 July due to a planned change of control. Gotion High-tech's wholly-owned subsidiary generated a profit of 829 million yuan from selling shares of Tongguan Copper Foil in the first half. Grace Fabric's second and third largest shareholders together reduced their holdings by 8.7503 million shares. Changsheng Bearing, Reach Machinery, Yibin Paper, Riying Electronics, Zhongzhong Technology and Foresight Technology each issued abnormal movement announcements regarding concepts such as robotics, electronic skin and commercial aerospace, noting that related business revenue proportions are extremely low or no orders have been formed. Shenhao Technology plans to purchase servers for no more than 2 billion yuan to carry out computing power leasing. JPT Opto-electronics plans to acquire all equity of NEOPTICS for 1.12 million Singapore dollars. Yunnan Energy Investment plans to invest in the construction of a 100-megawatt, 400-megawatt-hour all-vanadium liquid flow independent shared energy storage project in Lijiang. East Money contributed 200 million yuan to participate in the Yunfeng Yuancheng private equity fund. Seagull Cooling's controlling shareholder plans to reduce holdings by no more than 3%. Hanbang Technology shareholders Shanghai WuXi and Qingke Zhisheng plan to reduce their combined holdings by no more than 3%. EVE Energy plans to opportunistically reduce its holding of no more than 3.5% of Smoore International shares. ST Niya expects first-half net profit to increase by 1,017% to 1,523% year-on-year. Zhongjin Lingnan expects first-half net profit to increase by 88% to 115% year-on-year. Digital China won the bid for a major state-owned bank's Huawei intelligent computing server procurement project, with an estimated amount of 371 million yuan. Times New Material signed wind turbine blade sales contracts worth 3.034 billion yuan in the second quarter. Jiangsu Huachen signed a 221 million yuan energy storage converter booster integrated machine sales contract. Naipu Mining Machinery signed a 76 million yuan mineral processing equipment supply contract. Sunho Biologics plans to raise no more than 240 million yuan for nucleic acid drug platform construction. Hybio Pharmaceutical's semaglutide injection weight loss indication marketing application was accepted. Changchun High-Tech subsidiary's GenSci164 injection clinical trial application was approved. Yunnan Germanium's deputy general manager Pu Shikun resigned.

On the evening of July 3, several listed companies on the Shanghai and Shenzhen stock exchanges released significant positive announcements. Pengding Holding plans to raise no more than 9.6 billion yuan through a private placement for AI server and high-speed optical module high-density interconnect laminate projects. JPT plans to acquire all equity of NEOPTICS PTE. LTD. for 1.12 million Singapore dollars; the target company is engaged in the research, development, production, and sales of optical devices. Shenhao Technology and its subsidiaries plan to purchase servers from multiple suppliers, with the total contract amount expected not to exceed 2 billion yuan, to provide computing power leasing services to customers. Taihe Technology stated it is concentrating on advancing electronic chemical projects such as photoresist resins and high-purity solvents. Longsys expects a net profit of 9.2 billion to 11 billion yuan in the first half of 2026, a year-on-year increase of 62,204% to 74,394%, mainly benefiting from the storage industry boom, renewal of wafer supply agreements, and innovation in on-device AI storage technology. Huafu Fashion expects a net profit of 160 million to 200 million yuan in the first half of the year, a year-on-year increase of 537.51% to 696.88%, mainly due to rising cotton prices and increased investment income. Guotai Junan Securities released its first half-year performance forecast for brokerages, expecting a net profit attributable to the parent company of 20.003 billion to 20.511 billion yuan in the first half of the year, a year-on-year increase of 164% to 171%, setting a new record high for half-year performance. Dongyue Silicone expects a net profit of 424 million to 444 million yuan in the first half of the year, a year-on-year increase of 904.88% to 952.28%, benefiting from rising prices of silicone products and declining raw material costs. Hangzhou Cable expects a net profit of approximately 360 million to 400 million yuan in the first half of the year, a year-on-year increase of 852.03% to 957.82%, with both volume and price increases in demand for optical fiber products. A controlled subsidiary of Digital China won the bid for a Huawei intelligent computing server procurement project of a large state-owned commercial bank, with an estimated amount of 371 million yuan, supplying Digital China KunTai supernode servers.