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Guangdong Jia Yuan Technology Co Ltd

Guangdong Jiayuan Technology Co., Ltd. researches, develops, manufactures, and sells electrolytic copper foils in China. Its products include electronic circuit copper foil, lithium battery copper foil, high-performance precision copper wire, and standard copper foil. These are used in lithium-ion batteries, copper clad laminates, printed circuit boards, new energy vehicle power batteries, energy storage batteries, reverse treated foil, solid-state batteries, AI computing power, humanoid robots, multilayer circuit boards, and 3C digital electronic products. The company was founded in 2001 and is headquartered in Meizhou, China.

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688388.CG

Jiayuan Technology Appoints Yang Yuping as Vice President

Jiayuan Technology announced that on September 28, 2026, the company held the twelfth meeting of its sixth board of directors, at which it reviewed and approved the proposal on appointing a vice president of the company, agreeing to appoint Yang Yuping as vice president. The proposal was nominated by President Yang Jianwen and reviewed by the board's nomination committee. As of the announcement date, Yang Yuping holds 34,769 shares in the company and has no related-party relationship with the company's controlling shareholder, actual controller, or other directors and senior management. The announcement shows that Yang Yuping does not fall under any circumstances stipulated in the Company Law that would disqualify him from serving as senior management, has not been subject to market-entry bans by the China Securities Regulatory Commission, has not been publicly identified by a stock exchange as unsuitable to serve as senior management of a listed company, has not received administrative penalties from the securities regulator or public reprimands from an exchange, is not listed as a judgment debtor subject to enforcement, and meets the qualifications required by relevant laws, regulations, and the company's articles of association.
688388.CG · · Neutral Board appointed Yang Yuping as vice president; a routine management change with no clear financial or operational driver.
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688388.CG▲3

Jiayuan Technology's net profit for the first half of 2026 surges 940% year-on-year

Jiayuan Technology released its semi-annual report for 2026, achieving operating revenue of 7.513 billion yuan, up 89.57% year-on-year. Net profit attributable to shareholders of the listed company was 382 million yuan, up 940% year-on-year. Second-quarter net profit was 262 million yuan, while first-quarter net profit was 121 million yuan, meaning second-quarter net profit rose 117% quarter-on-quarter.
688388.CG · Capital · Positive Net profit surged 940% YoY and revenue rose 89.57% in H1 2026, a strong earnings report.
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China
Energy Transition & Power Demand▲2

Jiayuan Technology first-half net profit 382 million yuan, up 940% year on year

Jiayuan Technology disclosed its semi-annual report. In the first half of 2026, it achieved operating revenue of 7.513 billion yuan, up 89.57% year on year. Net profit attributable to shareholders of the listed company was 382 million yuan, up 940% year on year. Basic earnings per share were 0.58 yuan. The company said that downstream new energy industry prosperity continued to rise, driving steady growth in copper foil market demand and higher gross margins, while fair value gains and investment income from companies it invested in also increased.
About megatrends
Energy Transition & Power Demand › Solar ▲Demand
Critical Materials & Supply Chain › Copper ▲Demand
688388.CG · Capital · Positive First-half net profit up 940% YoY on strong demand and higher margins.
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Sinomine Resource Group first-half net profit 1.111 billion yuan, up 1146.81% year on year

Sinomine Resource Group reported first-half net profit of 1.111 billion yuan, up 1146.81% year on year. Songfa Shares posted first-half net profit of 3.609 billion yuan, up 457.67%; Gotion High-tech first-half net profit was 1.386 billion yuan, up 278.05%; Zhangyuan Tungsten first-half net profit was 688 million yuan, up 497.38%; Jiayuan Technology first-half net profit was 382 million yuan, up 940%. Far East Smarter Energy subsidiary plans to acquire 80% equity in Fudewangwang for 216 million yuan, Donghong Shares has been pre-selected for a 144 million yuan steel pipe procurement project, and Longjian Road and Bridge jointly won a 333 million yuan engineering project.
603268.CG · Capital · Positive First-half net profit up 457.67% year on year.
688388.CG · Capital · Positive First-half net profit up 940% year on year.
002074.CS · Capital · Positive First-half net profit up 278.05% year on year.
002378.CS · Capital · Positive First-half net profit up 497.38% year on year.
002738.CS · Capital · Positive First-half net profit up 1146.81% year on year.
600853.CG · Demand · Positive Longjian Road and Bridge jointly won a 333 million yuan engineering project.
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Artificial Intelligence▲impact 4

Biwin Storage forecasts up to 3,422% first-half net profit surge; Tinavi plans Shanghai Orthopedics controlling stake purchase

Biwin Storage expects net profit attributable to owners of the parent for the first half of 2026 to be between 7 billion and 7.5 billion yuan, a year-on-year increase of 3,200% to 3,422%, mainly driven by the explosion in AI computing power and the storage industry entering a high-growth cycle. Tinavi is planning to acquire a controlling stake in Shanghai Minimally Invasive Orthopedics Medical Technology by issuing shares, and also intends to raise matching funds; trading in the company's shares will be suspended from July 16. Shijia Photonics plans to raise no more than 2.8 billion yuan through a private placement for projects including high-speed AWG chip and optical interconnect component production capacity expansion, while Canqin Technology plans to raise no more than 851 million yuan for projects such as advanced ceramic packaging. Jiayuan Technology expects first-half net profit to grow 879% to 961% year-on-year, with copper foil market demand driving significant increases in production and sales. Dizal Pharmaceutical has signed a license agreement with AstraZeneca, under which it will receive an upfront payment of 600 million US dollars and up to 900 million US dollars in milestone payments, but the effectiveness of the agreement is subject to uncertainties. Chaozhuo Aviation's controlling shareholder and actual controller are planning a change of control, and trading in the stock will be suspended from July 16. Anlu Technology expects first-half operating revenue to increase by 83.57% to 101.48% year-on-year, and Jiulian Technology expects to turn from a loss to a profit in the first half. In addition, Alibaba's Qwen and Baidu AI will provide support for Apple Intelligence, and Tencent Cloud announced that starting August 1, 2026, it will charge for excess storage usage on cloud database MySQL local disk instances.
About megatrends
Artificial Intelligence › HBM & AI Memory ▲Demand
Semiconductors › Memory — DRAM, NAND & HBM ▲Demand
688192.CG · Technology · Positive Signed license agreement with AstraZeneca for upfront and milestone payments.
688237.CG · Capital · Neutral Controlling shareholder and actual controller planning change of control; stock suspended.
688277.CG · Capital · Neutral Planning to acquire controlling stake in Shanghai Minimally Invasive Orthopedics Medical Technology via share issuance; stock suspended.
688313.CG · Capital · Positive Plans private placement to raise up to 2.8 billion yuan for capacity expansion projects.
688388.CG · Demand · Positive Expects first-half net profit growth of 879%-961% due to copper foil market demand driving production and sales.
688525.CG · Demand · Positive AI computing power explosion and storage industry high-growth cycle drive massive profit surge.
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688388.CG

Jiayuan Technology Changes Continuous Supervision Sponsor Representative

Jiayuan Technology announced that CITIC Securities has appointed Li Rui to replace the original sponsor representative Guo Weijian, who no longer performs duties due to job changes. Li Rui will jointly fulfill continuous supervision responsibilities with Wu Xi. The relevant business handover has been completed, and the continuous supervision period will last until the stipulated obligations end. Li Rui currently serves as a director of the Global Investment Banking Management Committee at CITIC Securities, having participated in multiple IPO and refinancing projects such as Xin Guangyi and Xin Laifu, with a clean practice record.
688388.CG · · Neutral Jiayuan Technology is the subject, but the change of sponsor representative is a routine administrative matter with no clear impact on the company.
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