According to Zhitong Finance App News, Boqian New Materials (605376.SH) disclosed its 2026 semi-annual report. During the reporting period, the company achieved operating income of 890 million yuan, an increase of 71.60%; net profit attributable to shareholders of listed companies was 136 million yuan, an increase of 28.50% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 129 million yuan, an increase of 31.09% year on year; basic earnings per share were 0.52 yuan.

In the first half of 2026, on the one hand, the global MLCC market continued to grow, but demand for different application fields and product specifications showed structural differentiation characteristics. The transfer of medium- to high-capacity consumer-grade MLCCs to manufacturers in mainland China and Taiwan has accelerated, bringing room for the company to expand its nickel-based products. On the other hand, the price of silver continues to be high, the momentum to reduce silver consumption and explore cost-effective alternative materials on the photovoltaic cell side has increased, the downstream promotion process of low silver and silver-free electrode materials has further accelerated, and sales of the company's copper-based products have increased year-on-year. As a result, the company's operating income and net profit attributable to shareholders of listed companies achieved year-on-year growth during the reporting period.

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