Jiaxing ZMAX Optech Co. Ltd. A

Zhongrun Optics released its 2026 half-year report. First-half operating revenue was 404 million yuan, up 61.8% year on year, and net profit attributable to the parent was 31.82 million yuan, up 54.7% year on year. Second-quarter revenue was 216 million yuan, up 57.0% year on year, and net profit attributable to the parent was 16.92 million yuan, up 64.8% year on year. Since July 2025, the company has consolidated Daisi Optoelectronics into its financial statements, significantly expanding business scale. Revenue from special security and smart surveillance grew 13.30%, high-definition filming and display grew 190.06%, intelligent mobile machine perception grew 64.57%, video communication and interaction grew 56.16%, and advanced manufacturing and inspection grew 66,568.40% due to the consolidation impact.

Zhongrun Optical has issued an earnings forecast, projecting net profit attributable to owners of the parent company for the first half of 2026 to be between 30 million yuan and 35 million yuan, representing a year-on-year increase of 45.88% to 70.20%. The profit growth is mainly driven by the rapid expansion of the company's existing optical lens business, with strong growth in segments such as high-definition shooting and display, and intelligent mobile machine perception. Additionally, the inclusion of Dais Optronics into the consolidated financial statements has boosted revenue and earnings.

On the evening of July 8, several listed companies on the Shanghai and Shenzhen exchanges released significant positive announcements. Tianhao Energy plans to acquire 100% equity of Tianhao New Energy through a combination of share issuance and cash payment, along with raising supporting funds; trading of its shares will resume on July 9. Huakang Clean, as a member of a consortium, won the bid for the second section of the Jiufengshan semiconductor manufacturing base project, with a total bid amount of 1.956 billion yuan and the company's expected share at approximately 180 million yuan. BOE Technology Group expects its first-half net profit to be between 5 billion and 5.5 billion yuan, a year-on-year increase of 54% to 69%. Shengxin Lithium Energy expects its first-half net profit to be between 1 billion and 1.2 billion yuan, turning from a loss to a profit year-on-year. Yachuang Electronics expects its first-half net profit to be between 220 million and 270 million yuan, a year-on-year increase of 439% to 561.49%. Jiangxi Copper expects its first-half net profit to be between 7.55 billion and 8.5 billion yuan, a year-on-year increase of 80.86% to 103.61%. Zhongfu Industrial expects its first-half net profit to be between 1.8 billion and 1.95 billion yuan, a year-on-year increase of 154.42% to 175.62%. CICC expects its first-half net profit to be between 7.708 billion and 8.227 billion yuan, a year-on-year increase of 78% to 90%. Jingang Photovoltaic's controlling shareholder, Ohao Group, plans to increase its shareholding in the company by no less than 100 million yuan. China Nerin Engineering signed an overseas project design and supply framework agreement worth approximately 1.123 billion yuan. Zhongrun Optics plans to invest 1 billion yuan to build a high-precision optical component research and industrialization base. Huahong Grace's acquisition of 97.4988% equity of Huali Microelectronics and the related fundraising matters have received approval and registration from the China Securities Regulatory Commission.

Zhongrun Optical announced plans to sign an investment agreement with the Jiaxing High-tech Industrial Development Zone Management Committee to build a high-precision optical component R&D and industrialization base, with a total planned investment of about 1 billion yuan. The project will mainly focus on the R&D upgrade and capacity expansion of high-end optical lenses and precision optical components, with construction expected to be completed within 24 months and production to start within 36 months. Meanwhile, the company plans to issue A-shares to specific investors, raising no more than 1.004 billion yuan, for a high-precision optical component smart manufacturing base project and a high-precision optical component R&D center upgrade project.