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Thursday, July 30th, 2026

Chengdu SIWI Science and Technology Announces Positive Profit Alert Driven by AI Data Center Demand for H1 2026





Chengdu SIWI Science and Technology Company Limited Positive Profit Alert – Detailed Investor Report

Chengdu SIWI Science and Technology Company Limited Announces Explosive Profit Growth for First Half of 2026

Key Points for Investors

  • Positive Profit Alert: The Company expects to record a sharply higher consolidated net profit of approximately RMB80.72 million for the six months ended 30 June 2026.
  • Net Profit Attributable to Owners: Net profit attributable to shareholders is anticipated to be around RMB40.97 million.
  • Year-on-Year Growth: This represents a dramatic increase compared to the same period in 2025, when consolidated net profit was only RMB1.01 million and net profit attributable to owners was RMB0.42 million.
  • Main Driver: The surge was primarily due to explosive growth in application demand, especially in AI data centers, which led to a rapid short-term increase in optical fiber market prices, significantly boosting the Company’s profits.
  • Status of Results: The figures are based on preliminary, unaudited management accounts and may be subject to adjustments upon finalization and audit.
  • Disclosure Timing: The official interim results announcement is expected to be published by the end of August 2026.

Details Investors Must Know

Chengdu SIWI Science and Technology Company Limited (Stock Code: 1202) has issued a positive profit alert for the first half of 2026, signaling a potentially significant shift in its financial performance. The Company, which operates in the optical fiber and technology sector, credits the explosive growth in demand from AI data centers as the main factor driving this short-term profit surge. This demand spike has led to rapid increases in optical fiber market prices, directly benefiting the Company’s revenue and profit margins.

The Board emphasizes that these results stem from preliminary unaudited management accounts. As such, there may be changes when the final, audited figures are released. Investors should note that this performance improvement is viewed as a short-term phenomenon, linked specifically to the AI-driven market environment, and may not be sustainable over the long term.

Shareholders and potential investors are urged to exercise caution, as actual results may differ from those disclosed in this announcement. The final results will be published by the end of August 2026, which may be a key price-sensitive event for the Company’s shares.

Board and Management

  • Chairman: Ms. Li Tao
  • Executive Director: Mr. Wu Xiaodong
  • Non-executive Directors: Mr. Li Qiangbin, Mr. Xu Jiaxin, Mr. Xu Ningbo, Mr. Zeng Li
  • Independent Non-executive Directors: Ms. Fu Wenjie, Mr. Kang Yiguo, Mr. Li Shaorong

Implications for Shareholders

This announcement is likely to be highly price-sensitive given the magnitude of profit growth and the underlying market dynamics. The sharp increase in profits, driven by AI sector demand, could positively impact the Company’s share value. However, investors should be mindful of the short-term nature of this growth and await the final audited results before making investment decisions.

Disclaimer

This article is for informational purposes only and does not constitute investment advice. The information is based on preliminary unaudited accounts and may be subject to change. Investors are advised to exercise caution and consult professional advisors before making any investment decisions regarding Chengdu SIWI Science and Technology Company Limited.


成都思維科技股份有限公司2026年上半年業績爆炸性增長詳盡報導

重點摘要

  • 盈利預喜:公司預計2026年上半年錄得合併淨利潤約人民幣8,072萬元。
  • 歸屬股東淨利潤:歸屬股東淨利潤約為人民幣4,097萬元。
  • 同比增長:相比2025年同期,淨利潤僅為101萬元,歸屬股東淨利潤僅為42萬元,本期增幅極為顯著。
  • 主要推動因素:今年AI數據中心需求爆炸式增長,光纖市場價格短期急升,直接帶動公司利潤大幅增長。
  • 業績狀況:相關數據基於初步未經審核管理賬目,最終數據可能調整。
  • 公告時間:公司預計將於2026年8月底公布正式中期業績。

股東須知詳情

成都思維科技股份有限公司(股份代號:1202)發佈2026年上半年盈利預喜,預示公司業績將出現重大轉變。作為光纖及科技行業企業,公司明確指出,AI數據中心需求的爆炸式增長是推動本期業績急升的核心原因。光纖市場價格大幅上漲,直接提升公司收入及利潤率。

董事會強調,該業績基於初步未經審核管理賬目,最終經審核後或有變化。投資者需注意,這種業績改善屬於短期現象,主要受AI市場環境影響,未必可持續。

股東及潛在投資者需謹慎,最終業績可能與本公告所述不同。正式業績公告預計於2026年8月底發佈,屆時可能成為公司股價敏感的事件。

董事會及管理層

  • 董事長:李濤女士
  • 執行董事:吳曉東先生
  • 非執行董事:李強斌先生、徐家鑫先生、徐寧波先生、曾力先生
  • 獨立非執行董事:傅文潔女士、康義國先生、李紹榮先生

對股東的啟示

本公告因業績增長幅度巨大及市場動態,極具股價敏感性。AI行業需求推動的短期業績增長或令公司股價受益,但投資者應留意此增長屬於短期現象,並等待正式審核業績發佈後再作決策。

免責聲明

本文章僅供資訊參考,並不構成投資建議。資料來自初步未經審核賬目,或會有所變動。投資者應謹慎行事,並在投資成都思維科技股份有限公司前諮詢專業意見。




View SIWI SCI & TECH Historical chart here



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