Felivh expects H1 2026 net profit to grow 21.78%-39.82%
Felivh has announced its financial forecast for the first half of 2026. The company anticipates a net profit attributable to shareholders ranging from 270 million to 310 million yuan, representing a year-on-year increase of 21.78% to 39.82%. This projected growth is primarily driven by a recovery in the global semiconductor industry, which has allowed Felivh to capitalize on opportunities for domestic substitution. Consequently, the company's semiconductor segment has experienced steady revenue growth. Additionally, increased demand for quartz glass testing in electronic fabrics has contributed to sales revenue of 150 million yuan during the reporting period. Looking at quarterly performance, Felivh estimates its second-quarter net profit to be between 126 million and 166 million yuan. Considering the first-quarter net profit of 144 million yuan, this suggests an expected sequential change in net profit for the second quarter of -12% to 15%.
Felivh's optimistic outlook for the first half of 2026, projecting significant net profit growth, is closely tied to the anticipated upswing in the global semiconductor market and its success in the domestic substitution trend. The company's strategic positioning within this recovery, coupled with specific revenue contributions from quartz glass testing, highlights the interplay between macroeconomic industry cycles and targeted business development. Investors will likely monitor the company's ability to sustain this growth trajectory beyond the forecast period, particularly in navigating the inherent cyclicality of the semiconductor sector and the competitive landscape of domestic alternatives. The projected sequential dip in Q2 profit, while within a growth context, warrants attention for its potential implications on short-term operational momentum.
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