Recently, five photovoltaic listed companies have issued performance forecasts for the first half of 2026.
Overall, four companies were still profitable in the first half of this year, and two companies increased their net profit by more than 150% year-on-year. Only one company, Yujing shares, suffered a loss in net profit.
Yujing shares: net profit from profit to loss
Yujing shares in the first half of this year, net profit loss of 65-85 million yuan, from profit to loss ; Deducting non-net profit loss 0.7-0.
main equipment business is currently in the centralized delivery stage , and some products are in the installation and commissioning stage. The conditions for revenue recognition have not yet been met, resulting in a decrease in operating revenue in the same period. In the first half of
this year, the net profit of Dazu Laser was 1.25-1.35 billion yuan, an increase of 156.07% -176.55% over the same period last year; Net profit after deduction of non-profits was 1.35-1.45 billion yuan, an increase of 417.12% -455 over the same period last year.
As for the reasons for the substantial increase in performance, Dazu Laser said:
First, benefiting from the large-scale deployment of computing infrastructure such as AI servers and high-speed network switches, subsidiary Dazu CNC seized the investment opportunities brought by the expansion of production and new product development of leading customers in the industry. AIPCB related solutions accounted for a significant increase in revenue, with revenue in the first half of 2026 increasing by more than 100% year-on-year ;
Second, the company is deeply involved in the development of innovative products for overseas head customers. Orders for consumer electronics equipment continued to grow in the second quarter, with revenue increasing by about 180% year-on-year in the first half of 2026;
Third, lithium power equipment benefited from the expansion of head customers and overseas localized production lines, and its business income in the first half of 2026 increased by about 45% year-on-year; Semiconductor and pan-semiconductor equipment , driven by AMOLED production line project repurchase orders and the recovery of terminal demand for packaging business, increased by about 40% year-on-year in the first half of 2026; The small power plate of general industrial laser processing equipment has achieved rapid growth in the fields of special welding, automotive electronic automation, ultraviolet and ultrafast lasers, and its business income in the first half of 2026 has increased by about 30% year on year;
In addition, the share price of Lingpigeon Technologies held by the company fell in the first half of the year, resulting in a change in the fair value of this part of the financial assets held by the company in the first half of 2026. Compared with the same period last year, the net profit of Meic
hang shares increased by 272.08%
compared with the same period last year. From January to June this year, Meichang shares realized a net profit of 295-315 million yuan. Year-on-year growth of 248.45% -272.08% ; Net profit deducted from non-profits was 265-285 million yuan, an increase of 346.83% -380 over the same period last year.
Deye shares:
Deye shares in the first half of this year to achieve a net profit of 2.668-2.728 billion yuan, an increase of 75.28% -79.The net profit after deduction of non-profits was approximately RMB2.493-2.553 billion, representing a year-on-year increase of approximately 70.56% -74.
As for the expected increase in the results for the first half of the year, the Company said that it was mainly due to the strong demand in the overseas energy storage market. Influenced by oil and gas price shocks and the growing power gap caused by global warming, many countries continued to strengthen Jinlang Technology: Net profit declined
year-on-year in the first half of this year." The net profit of Jinlang technology was 410 million to 460 million yuan , down 23.61% to 31.91% year on year; Net profit after deduction of non-profits was approximately RMB407-457 million, representing a year-on-year decrease of approximately 16.73% -25.
As for the reasons for the decline in performance, Jinlang Technology explained that: (1) The exchange rate of US dollars and other currencies continued to decline during the reporting period. The book value of the Company recorded an exchange loss of approximately RMB47.9403 million, representing a decrease of approximately 76.13 million as compared with the same period of last year. (2) In order to establish and improve the long-term incentive and restraint mechanism of the Company and enhance the enthusiasm and creativity of the management and core backbone of the Company, The Company completed the first grant under the 2026 Restricted Shares Incentive Scheme on May 26 , 2026, and during the 12 months from that date, the amount of restricted shares will be approximately 1,897 per month. (3) Affected by changes in weather and other factors, The power generation efficiency of the Company's new energy power production and household photovoltaic power generation system business experienced seasonal fluctuations , and the number of hours of power generation during the reporting period decreased as compared with the same period last year.
At the same time, Jinlang Technology disclosed that during the reporting period, high-power grid-connected < a href = "https://www.databm.".
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