According to the Changjiang Securities Research Report, IFF expects to achieve net profit attributable to parent company owners of 12.8 billion yuan to 13.8 billion yuan in the second quarter, an increase of 86% to 101% year on year; net profit attributable to parent company owners of 23.4 billion yuan to 24.4 billion yuan in half a year, an increase of 93% to 101% year on year. It is estimated that net profit without return to mother will be 12.4 billion yuan to 13.4 billion yuan in the second quarter, an increase of 84% to 99%; net profit without deducted return to mother will be 22.7 billion yuan to 23.7 billion yuan in half a year, an increase of 94% to 103% over the previous year. The company's net profit exceeded 10 billion dollars for three consecutive quarters, and the performance exceeded expectations, and the trend of the accelerated release of AI computing power leaders was further established. The company has established deep technical research relationships with leading global customers. In the cloud computing business, customers such as Nvidia, Amazon Cloud Technology, Microsoft, Google, Oracle, ByteDance, Alibaba, and Tencent are all leading global companies in the industry. This deeply tied customer structure and joint R&D model forms a competitive barrier that is difficult for the company to replicate. The company is expected to achieve net profit of 601, 792, and 99.5 billion yuan in 2026-2028, maintaining the company's “buy” rating.

According to the Changjiang Securities Research Report, IFF expects to achieve net profit attributable to parent company owners of 12.8 billion yuan to 13.8 billion yuan in the second quarter, an increase of 86% to 101% year on year; net profit attributable to parent company owners of 23.4 billion yuan to 24.4 billion yuan in half a year, an increase of 93% to 101% year on year. It is estimated that net profit without return to mother will be 12.4 billion yuan to 13.4 billion yuan in the second quarter, an increase of 84% to 99%; net profit without deducted return to mother will be 22.7 billion yuan to 23.7 billion yuan in half a year, an increase of 94% to 103% over the previous year. The company's net profit exceeded 10 billion dollars for three consecutive quarters, and the performance exceeded expectations, and the trend of the accelerated release of AI computing power leaders was further established. The company has established deep technical research relationships with leading global customers. In the cloud computing business, customers such as Nvidia, Amazon Cloud Technology, Microsoft, Google, Oracle, ByteDance, Alibaba, and Tencent are all leading global companies in the industry. This deeply tied customer structure and joint R&D model forms a competitive barrier that is difficult for the company to replicate. The company is expected to achieve net profit of 601, 792, and 99.5 billion yuan in 2026-2028, maintaining the company's “buy” rating.