Shenzhen Hans CNC Technology (03200) announced its interim results, with a net profit attributable to shareholders of approximately 957 million yuan, an increase of 263.45% year-on-year.

Shenzhen Hans CNC Technology (03200) announced its interim results for 2026, with operating revenue of approximately 4.985 billion yuan, a year-on-year increase of 109.29%; gross profit of approximately 1.752 billion yuan, a year-on-year increase of 142.9%; net profit attributable to shareholders of the listed company of approximately 957 million yuan, a year-on-year increase of 263.45%; and basic earnings per share of 2.06 yuan. The announcement stated that the overall business achieved rapid growth in the first half of the year, mainly driven by the explosion in demand for AI computing power, which led to a surge in high-end PCB equipment orders, combined with the strengthening of the company's technological moat that improved its market share and released scale effects, collectively propelling a substantial increase in orders across all product lines. Drilling equipment: Revenue during the reporting period was approximately 3.62 billion yuan, an increase of 113.98% year-on-year, with its share of operating revenue rising from 71.02% to 72.61%. This type of product is the core revenue pillar of the company, and significant growth was achieved in the reporting period. On the demand side, the downstream AI server, high-speed switch, and high-speed optical module industries are expanding continuously, driving strong demand in the high-end PCB market, with ample orders and significant growth in sales for upstream drilling equipment in the industry chain; in addition, on the product structure front, the proportion of high value-added mechanical drilling machines sold has been steadily increasing, pushing the overall average selling price of drilling equipment upward, further expanding its revenue scale. The overall gross profit margin in the first half of the year rose from 30.28% to 35.15%, an increase of 4.87 percentage points. The growth in profits during the reporting period was mainly supported by the explosive demand in the AI computing power industry chain and the favorable demand for high-end PCB processing equipment driven by the technological upgrades of downstream PCB manufacturers. Meanwhile, the company continues to promote iterative R&D technology, optimize product sales structure, deepen cooperation with top quality clients, and scale up production capacity to reduce costs and increase efficiency, which collectively drove the simultaneous increase in the group's gross profit scale and overall profitability level.