Inspur Information: Expected H1 net profit of 2.6-3.1 billion yuan, up 226%-288% year-on-year | Financial Report Insights

Leading domestic server manufacturer Inspur Information 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.

Inspur Information's Tuesday announcement shows that the net profit attributable to shareholders of the listed company for the first half of 2026 is expected to be between 2.6 billion yuan and 3.1 billion yuan, a year-on-year increase of 226% to 288%; the net profit after deducting non-recurring gains and losses is expected to be between 2.06B yuan and 2.56B yuan, a year-on-year increase of 206% to 280%. The net profit for the same period last year was about 799 million yuan.

The company attributes the substantial profit growth to seizing industry upward opportunities, continuously advancing product technology 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, significantly up from 0.54 yuan in the same period last year.

Significant expansion in profit scale

In absolute terms, the midpoint of the net profit range forecasted by Inspur Information this time is about 2.85 billion yuan, an increase of over 2 billion yuan compared to the net profit of about 799 million yuan in the same period last year. The midpoint of the net profit after deducting non-recurring gains and losses is about 2.3 billion yuan, also achieving a significant leap from about 672 million yuan in the same period last year.

The above data has not yet been pre-audited by an accounting firm. The company stated that specific financial data will be disclosed in detail in the 2026 semi-annual report and reminded investors of related investment risks.

Industry upward cycle drives growth

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

The company also emphasized continuously improving product line layout, enhancing product added value, and strengthening supply assurance capabilities, indicating that while responding to the expansion of market demand, it is also focusing on strengthening supply chain resilience.

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