Inspur Information: Expected net profit for the first half of the year is 2.6-3.1 billion yuan, a year-on-year increase of 226%-288% | Earnings Report

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Inspur Information, a leading domestic server company, released a performance forecast showing a significant leap in profitability in the first half of the year, reflecting the strong pull effect of the domestic AI infrastructure investment boom on related hardware manufacturers.

According to Inspur Information's Tuesday announcement, the net profit attributable to shareholders of the listed company in the first half of 2026 is expected to be between 2.6 billion and 3.1 billion yuan, representing a year-on-year increase of 226% to 288%; net profit after excluding non-recurring gains and losses is expected to be between 2.055 billion and 2.555 billion yuan, up 206% to 280% year-on-year. In the same period last year, net profit was about 799 million yuan.

The company attributes the significant performance growth to seizing industry uptrend opportunities, continuously advancing product and technological innovation, improving product line layout, enhancing product added value, and strengthening supply assurance capabilities. Basic earnings per share are expected to reach 1.77 yuan to 2.11 yuan, a marked increase from 0.54 yuan in the same period last year.

Significant Expansion of Profit Scale

In absolute terms, the median value of the forecasted net profit range is about 2.85 billion yuan, an increase of more than 2 billion yuan compared to about 799 million yuan in the same period last year. The median value of the net profit after excluding non-recurring gains and losses is about 2.3 billion yuan, also achieving a substantial leap compared to about 672 million yuan in the same period last year.

The above data have not yet been pre-audited by accounting firms. The company stated that specific financial data will be disclosed in detail in the 2026 semi-annual report and reminds investors to pay attention to related investment risks.

Industry Upcycle Drives Growth

In the announcement, Inspur Information attributes the core driving force of its performance growth to "industry uptrend opportunities." The company stated that during the reporting period, it adhered to a market-oriented approach, drove significant growth in operating performance through product and technological innovation and improved customer satisfaction.

The company also emphasized the continuous improvement of product line layout, enhancement of product added value, and strengthening of supply assurance capabilities, indicating its focus on solidifying supply chain resilience while responding to expanding market demand.

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