Shanghai Daimay Auto Interior

Daimei Shares released its 2026 half-year report. First-half net profit attributable to the parent was 420 million yuan, up 74.2% year on year, but operating revenue was 3.022 billion yuan, down 4.8% year on year. Second-quarter net profit attributable to the parent was 234 million yuan, up 623.3% year on year, while operating revenue was 1.48 billion yuan, down 6.3% year on year. The sharp rise in net profit was mainly because the Mexico interiors business suffered a fire in the same period last year, creating a low base, and insurance compensation was received during the reporting period. However, net profit attributable to the parent after deducting non-recurring items was 350 million yuan, down 12.9% year on year, mainly affected by exchange losses from the appreciation of the renminbi against the US dollar. As of the end of the second quarter, the company's total assets were 7.296 billion yuan, down 3.8% from the end of the previous year.

Daimay announced it has signed a letter of intent for equity transfer with Zhang Qing and Yuan Shubin, planning to acquire a 100% stake in Rongming Automotive Technology Shanghai through a cash transaction. The target company is a high-tech enterprise specializing in automotive surface decorative parts and functional components. The company stated that if the deal proceeds smoothly, it will broaden its coverage of automotive interior products and enhance overall competitiveness and profitability. The transaction plan still requires further negotiation and remains subject to uncertainty.

On the evening of July 28, multiple listed companies on the Shanghai and Shenzhen stock exchanges issued significant positive announcements. Zhongji Innolight's chairman and president Liu Sheng proposed that the company repurchase shares worth 4 billion to 8 billion yuan for equity incentives or employee stock ownership plans. BOE Technology's controlling shareholder, Beijing Electronics Holdings, plans to increase its shareholding by 500 million to 1 billion yuan. Kingsoft Office expects a net profit attributable to the parent company of 2.316 billion to 2.719 billion yuan in the first half of 2026, a year-on-year increase of 209.98% to 263.89%, with some external investment fund projects achieving good returns. Wanma Technology's subsidiary, Wanma Polymer, plans to invest in cable material projects in Lin'an, Hangzhou, and the West Coast of Qingdao, with a total investment of approximately 820 million yuan. Jiuzhou Yigui's wholly-owned subsidiary plans to invest in an advanced semiconductor wafer laser stealth dicing industrialization project, with a total investment not exceeding 630 million yuan. In addition, Sanyou Chemical's controlling subsidiary plans to purchase a 31% stake in Sanyou New Materials, Daimei Auto Parts plans to acquire 100% equity of Rongming Technology, Leon Technology plans to raise no more than 255 million yuan through a private placement for an artificial intelligence computing resource pool project, Yandong Microelectronics' controlling shareholder's controlling subsidiary plans to increase its shareholding by 150 million to 300 million yuan, and Hongfuhan's liquid cooling business orders are progressing steadily.

Tesla's Optimus humanoid robot production line in Fremont will start production by the end of 2026, with a long-term planned annual capacity of 1 million units, and a second line in Texas targeting a long-term total annual capacity of 10 million units. Daimay has invested 100 million yuan to establish a wholly owned robotics subsidiary, focusing on intelligent robot R&D and manufacturing, and leveraging its technical reserves in fabrics, textiles, injection molding, and foaming to develop robot electronic skin and related components, with some structural parts already in the final critical verification stage. The company has been deeply engaged in overseas markets for over two decades, with production bases and R&D centers in the United States, Mexico, and other locations, serving customers including major global automakers such as Tesla, and is actively advancing robot business development with existing automotive clients.

Daimay Automotive Interior announced that it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 400 million yuan and 430 million yuan, representing a year-on-year increase of 65.75% to 78.18%. The change in performance is mainly due to the low net profit base in the same period last year caused by a fire accident at its Mexican subsidiary, as well as the receipt of insurance compensation for the fire accident in the current period.