According to Zhitong Finance App News, Tengjing Technology (688195.SH) announced a pre-increase in its 2026 semi-annual results. The company expects to achieve net profit attributable to owners of the parent company of 48 million yuan to 52 million yuan for the first half year of 2026, an increase of 31.19% to 42.12% over the previous year. It is expected to achieve net profit of 48 million yuan to 52 million yuan after deducting non-recurring profit and loss attributable to the owner of the parent company for the first half year of 2026, an increase of 38.63% to 50.18% over the previous year.
During the reporting period, demand in the optical communications industry continued to grow, benefiting from the accelerated construction of global AI computing power infrastructure. High-speed optical modules in data centers are equipped with passive components and orders for key products such as OCS yttrium vanadate crystals at an accelerated pace, becoming the main engine driving business growth. In addition, the company's delivery volume of high-end optical module products in semiconductor equipment and other fields continues to increase.
During the reporting period, due to revenue growth and continuous optimization of the product structure, the company's comprehensive gross margin increased year-on-year, and overall profitability increased significantly. During the reporting period, the company confirmed that shares were paid approximately RMB 25.34 million due to the already implemented employee stock ownership plan for 2025. Excluding the impact of this fee, it is estimated that net profit attributable to the owner of the parent company will be 69.46 million yuan to 73.46 million yuan in the first half of 2026, an increase of 32.8712 million yuan to 36.8712 million yuan over the same period last year, an increase of 89.84% to 100.77% over the previous year.
In the second half of 2026, the company will continue to consolidate its core competitiveness, accelerate the implementation of production expansion projects, strengthen the delivery of precision optical components and semiconductor equipment optical module products in various forms of optical connectivity in the field of optical communication, and promote a continuous increase in business scale and profitability.