Beijing Bewinner Communications Co Ltd

Beiwei Technology released its 2026 interim report, with net profit attributable to the parent company of 4.78 million yuan, an increase of 7.91 million yuan compared with the same period last year, achieving a turnaround from loss to profit. The company's total operating revenue was 199 million yuan, up 2.19 percent year on year, marking five consecutive years of growth. Net cash outflow from operating activities was 9.44 million yuan, a decrease of 2.41 million yuan from the same period last year. The company's latest asset-liability ratio was 9.03 percent, gross margin was 34.94 percent, and return on equity was 0.39 percent.

On July 3, the communication services concept rose 2.10% during the session. Among related constituent stocks, Bewinner Communications gained 10.07%, ST Tongmai rose 9.99%, Online and Offline advanced 4.71%, Bee Assistant climbed 3.95%, and Aerospace Micro up 2.78%. According to People's Daily, the 2026 Shanghai Mobile World Congress was held from June 24 to 26, with exhibitors generally showcasing technologies in real application scenarios. A research report from Guosheng Securities pointed out that the explosion of AI demand is driving data centers to transform toward high density, low power consumption, and high speed, accelerating the iteration of optical module speeds. 800G switches have become the main theme of the data communications market from 2025 to 2026, and are expected to maintain their dominant shipment position in 2026 while gradually moving into the 1.6T era. Meanwhile, operators are transforming from telecom operators to integrated ICT operators that develop both telecom and data communications, and are expected to benefit from the new transformation of AI computing network infrastructure.