Tianqi Lithium and other companies forecast sharp first-half profit growth, with the highest pre-increase reaching 49 times

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On the evening of July 14, several popular stocks including Tianqi Lithium, Litong Electronics, and Yangtze Optical Fibre and Cable issued profit pre-increase announcements. Tianqi Lithium expects net profit attributable to shareholders of the listed company for the first half to be between 2.85 billion and 4.25 billion yuan, a year-on-year increase of 3,276% to 4,935%, mainly benefiting from the development of the new energy industry and downstream demand growth, a significant rise in the average selling price of lithium products, and a substantial expected increase in investment income from its associate SQM. Litong Electronics expects net profit attributable to the parent company for the first half to be between 650 million and 750 million yuan, a year-on-year increase of 1,172.53% to 1,368.31%, with significant growth in its computing power distribution business, narrowing losses in its precision metal structural parts business, and gains from fair value changes and disposal of equity investments. Yangtze Optical Fibre and Cable expects net profit attributable to the parent company for the first half to be between 2.4 billion and 3 billion yuan, a year-on-year increase of 711% to 914%, thanks to the accelerated construction of computing power data centres, increased demand for new types of optical fibre and cable, and the company's expansion into related businesses to achieve profit improvement. Honghe Technology expects net profit attributable to the parent company for the first half to be approximately 332 million to 405 million yuan, a year-on-year increase of 280% to 364%, driven by increased end-market demand leading to higher electronic cloth prices and product mix optimisation. Dongshan Precision expects net profit attributable to the parent company for the first half to be between 2.9 billion and 3 billion yuan, a year-on-year increase of 282.58% to 295.78%, with stable consumer electronics and auto parts businesses, the integration effect of the optical module business emerging, and returns from data centre investments. China Jushi expects net profit attributable to the parent company for the first half to be between 2.784 billion and 3.121 billion yuan, a year-on-year increase of 65% to 85%, as downstream demand for glass fibre increases and both product volume and prices rise. Demingli expects net profit attributable to the parent company for the first half to be between 5.7 billion and 6.5 billion yuan, turning from a loss to a profit year-on-year, driven by the accelerated implementation of AI applications boosting storage demand, rising storage product prices, the company's launch of self-developed enterprise-grade SSD controller chips, and continuous optimisation of its product mix.

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