According to the Zhitong Finance App, Bandung Optoelectronics (300710.SZ) released its 2026 semi-annual report. During the reporting period, the company achieved revenue of 112 million yuan, a year-on-year decrease of 10.22%. The net loss attributable to shareholders of the listed company was RMB 13.537,800, and the net loss attributable to shareholders of the listed company after deducting non-recurring profit and loss was $144.102 million.
During the reporting period, the radio and television industry in which the company is located has moved from rapid growth to a stage of stock upgrading and structural adjustment. Affected by the macro environment, the industrial chain is generally under pressure to remove inventory. Combined with the siphon effect of AI computing power construction on upstream raw material production capacity, fluctuations on the cost side of core components have intensified. At the same time, radio and television operators tend to be cautious in their investments under the double pressure of loss of users and refined operations, and the phenomenon of inversion between collection limits and market prices is frequent. As emerging audiovisual formats such as OTT reshape the large home screen pattern, demand for traditional terminals continues to shrink, while many market participants and serious product homogenization have led to heated price competition. Under the double squeeze of shorter delivery cycles and increased cost reduction requirements, the profit margins and operating uncertainty of upstream equipment vendors have increased significantly.