According to the Zhitong Finance App, Yunnan Germanium Industry (002428.SZ) released its 2026 semi-annual results forecast. The company expects to achieve net profit attributable to shareholders of listed companies of 55 million yuan to 80 million yuan in the semi-annual period of 2026, an increase of 148.31% to 261.18% over the same period last year.

During the reporting period, due to increased demand for downstream high-speed optical modules, the company's sales of compound semiconductor material products increased year-on-year; according to the agreed contract awaiting execution at the beginning of the delivery period, sales of material-grade germanium products increased year-on-year. Affected by changes in the supply and demand relationship in the optical communication market, the average sales price of compound semiconductor material products increased compared to the same period last year; at the same time, the capacity utilization rate of compound semiconductor material production lines increased in the current period, and product costs decreased compared to the same period last year. Changes in sales volume, price, and cost of the main products mentioned above have led to an increase in the company's current sales revenue and a year-on-year increase in comprehensive gross margin.

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