Yaxiang Integrated (603929.SH) released semi-annual results, with net profit of 490 million yuan, an increase of 204.8% over the previous year

According to Zhitong Finance App News, Yaxiang Integration (603929.SH) disclosed the 2026 semi-annual report. During the reporting period, the company achieved revenue of 2,548 billion yuan, an increase of 51.36%; net profit attributable to shareholders of listed companies was 490 million yuan, an increase of 204.8% year on year; after deducting non-net profit of 490 million yuan, an increase of 205.75% year on year; basic earnings per share were 2.30 yuan. The company plans to pay a cash dividend of 16.50 yuan (tax included) for every 10 shares.

The main reason for the increase in total profit is due to the good gross margin of the current construction project, effective control of contract costs, and the high gross profit of the project.

Driven by strong downstream demand such as AI computing power and advanced automotive electronics, the production capacity expansion of leading domestic chip manufacturers has moved from “gap filling expansion” to “advanced capacity expansion”, focusing on high-end production capacity links such as HBM high-bandwidth memory, advanced packaging, and large 12-inch silicon wafers. Multiple 10 billion semiconductor manufacturing and packaging and testing projects have been intensively implemented to push the domestic semiconductor industry in the direction of higher quality autonomy and control. Furthermore, thanks to the continued rise in investment in the chip and AI hardware sector in Singapore, the company's contract amount for the first half of 2026 has reached the phased target.