NanoMicro Tech expects first-half 2026 net profit to rise 102%–137% year-on-year

Earnings
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NanoMicro Tech has released its earnings forecast, expecting first-half 2026 revenue of 558 million to 572 million yuan, a year-on-year increase of 35% to 38%. Net profit attributable to the parent is projected at 128 million to 150 million yuan, up 102% to 137% year-on-year. Deducted non-recurring net profit is expected to be 120 million to 140 million yuan, a rise of 117% to 153%. The company's main products include spacer microspheres, conductive gold balls, black balls, and other optoelectronic application microspheres based on different matrices such as polymers and silica, as well as key microsphere raw materials like magnetic beads, latex microspheres, and fluorescent microspheres. The company is accelerating its transformation and upgrade from a single filler supplier to a provider of integrated separation and purification solutions. It has built a relatively complete product matrix and a core competitive advantage with balanced development in both small and large molecule applications. In 2026, it will fully implement a dual-drive, balanced-development market strategy. While deepening its presence in the two main application areas of peptides, GLP-1, and antibodies, it is actively seizing the historic opportunities from the explosive growth of small nucleic acid drugs and the domestic substitution of insulin chromatography fillers. At the same time, it is expanding into potential markets such as blood products, vaccines, and recombinant albumin.

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