Liyuan Information expects 1H 2026 net profit attributable to parent of CNY
295–305 mln, a 206.87%–217.28% YoY increase. The company cites surging AI-driven
compute demand: sales of its AI power supplies, optical modules, servers, GPUs
and compute cards rose sharply, with AI-related revenue up more than 150%. As an
agent, sales of Murata MLCCs and STMicroelectronics MCUs for optical modules
also increased substantially. Prior investments in optical, storage and charging
businesses drove industrial and new-energy sales to double.