Dazu CNC (301200.SZ) announced first-half results, with net profit of 957 million yuan to mother, an increase of 263.45% over the previous year

According to the Zhitong Finance App, Dazu CNC (301200.SZ) released the 2026 semi-annual report. During the reporting period, the company achieved revenue of 4.985 billion yuan, an increase of 109.29% over the previous year. Achieved net profit attributable to shareholders of listed companies of 957 million yuan, an increase of 263.45% over the previous year. Achieved net profit of 953 million yuan after deducting non-recurring profit and loss attributable to shareholders of listed companies, an increase of 281.36% over the previous year. Basic earnings per share were $2.06.

The report shows that it is mainly due to the explosion in demand for AI computing power, which has led to a surge in high-end PCB equipment orders, combined with the increase in market share and the release of scale effects brought about by the consolidation of the company's technology moat, which has jointly driven a sharp increase in orders for all products.

During the reporting period, demand for high-end AIPCBs such as next-generation rack server computing power and switching unit high multi-layer HDI boards, N+N high multi-layer boards, and 800g and 1.6t high-speed optical module MSAP carrier boards increased significantly. Driven by the two factors of increased demand and technology improvement, investment in downstream PCB companies continued to rise. The company has seized market opportunities for downstream customers to expand production and upgrade, and orders for all products have grown dramatically.