Guangdong Yuehai Feeds Group Co.Ltd.

On the evening of July 12, multiple listed companies on the Shanghai and Shenzhen exchanges released important announcements. StarNeto clarified that its satellite communication business is unrelated to the breakthrough in sea recovery technology for the Long March 10B carrier rocket, and that revenue from new businesses such as the low-altitude economy accounts for less than 5%. Zhezhong Co., Ltd. cautioned that there is uncertainty in converting new orders signed in 2026 into revenue, and that revenue from its main business of complete switchgear has continued to decline. Juli Sling was fined 4.5 million yuan by the Hebei Securities Regulatory Bureau for misleading statements on an interactive platform. The controlling shareholder of Western Region Gold, Xinjiang Nonferrous Metals, plans to merge entirely with Xinjiang Geology and Mining Investment Group, with the actual controller remaining unchanged. In terms of earnings, Yuehai Feed's net profit for the first half of the year is expected to increase by 965.92% to 1302.52%, Ningbo Fubon is expected to increase by 416.54% to 519.85%, Shanshan Co., Ltd. is expected to increase by 262% to 334%, Sanyou Chemical is expected to increase by about 129%, Yalian Machinery's flash report shows net profit growth of 60.06%, Shengnuo Bio is expected to increase by 43.23% to 64.79%, and both Rundu Pharma and China Satellite are expected to turn losses into profits year-on-year. In addition, Taikang Life Insurance plans to reduce its stake in Guoke Hengtai by no more than 3%, and Hengtong Co., Ltd. plans to invest in a digital smart industrial park in Indonesia, with a planned investment of no more than 2 billion yuan.

On the evening of July 12, several A-share listed companies disclosed earnings forecasts, sharply raising their first-half performance estimates. Ningbo Fubang expects net profit of 50 million to 60 million yuan, up 416.54% to 519.85% year-on-year, with its core business having shifted to the production and sale of electrical contact materials. Shanshan Co. expects net profit of 750 million to 900 million yuan, up 262% to 334% year-on-year, with its two main businesses, anode materials and polarizer operations, together expected to achieve net profit of 880 million to 950 million yuan. Yuehai Feed expects net profit of 38 million to 50 million yuan, up 965.92% to 1,302.52% year-on-year. In addition, Sanyou Chemical's net profit is expected to rise about 129% year-on-year, Shengnuo Bio's net profit is expected to rise 43.23% to 64.79% year-on-year, and both China Satellite and Rundu Pharma expect to turn losses into profits year-on-year. Yalian Machinery disclosed a performance flash report, with first-half revenue of 515 million yuan, up 36.93% year-on-year, and net profit of 157 million yuan, up 60.06% year-on-year.

Yuehai Feed has released its 2026 half-year earnings forecast, projecting net profit attributable to shareholders of 38 million to 50 million yuan, a year-on-year increase of 965.92% to 1,302.52%. The company expects first-half recurring net profit of 36.7 million to 48.7 million yuan, surging by 2,603.29% to 3,421.81% year-on-year, with basic earnings per share estimated at 0.05 to 0.07 yuan. During the reporting period, feed sales volume reached 450,000 tonnes, up 33% year-on-year, mainly driven by the large-scale rollout of the Yuehai successful farming model, as well as cost advantages from supply chain optimization and technological innovation.

Yuehai Feed expects net profit for the first half of 2026 to come in between 38 million and 50 million yuan, representing year-on-year growth of 965.92% to 1,302.52%, driven mainly by improved product quality, effective marketing, raw material cost control and refined management. Goldwind Science & Technology saw net institutional seat buying of 350 million yuan, with Huatai Securities bullish on its wind turbine profit recovery and commercial aerospace catalysts. A subsidiary of Dongyangguang signed a computing power service procurement contract with an estimated total value of 13 billion to 15 billion yuan, delivering computing resources through leasing. The State Council executive meeting called for accelerating the construction of a computing power network, as intelligent computing capacity grows rapidly and the nationwide integrated computing power network continues to advance. National electricity load hit a record high, reaching 1.518 billion kilowatts, highlighting the backstop value of thermal power. The 15th Five-Year Plan for traditional Chinese medicine was approved, adhering to the principle of upholding fundamentals while pursuing innovation and accelerating the modernisation of traditional Chinese medicine. Semiconductor-themed ETFs saw net inflows exceeding 100 billion yuan over the past 15 trading days, with multiple ETFs hitting record highs in both turnover and units.