Unisplendour Hits Limit-Up Again After Intraday Break; Domestic Computing Power Supply Chain Strengthens

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Unisplendour opened sharply higher and hit its daily limit-up in early trading on August 5, then saw the board break open, but by midday the stock was locked at limit-up again. The company expects attributable net profit for the first half of 2026 to be between 1.91 billion and 2.32 billion yuan, representing year-on-year growth of 83.50 percent to 122.89 percent, with recurring net profit of 1.61 billion to 2.02 billion yuan, up 44.02 percent to 80.69 percent. The domestic computing power supply chain strengthened broadly on the day, with stocks such as Unisplendour, Ruijie Networks, Feilingkesi, Inspur Information, and Yutai Micro surging intraday. In terms of news flow, a research note from China Galaxy Securities pointed out that Kimi K3 has achieved Day 0 rapid adaptation with multiple domestic computing platforms, driving demand for domestic super-nodes and in turn boosting supporting demand across supply chain segments including servers, switches, optical modules, liquid cooling, and power supplies.

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Unisplendour Corp Ltd
000938
▲ PositiveDemandrelevance

Company expects H1 2026 net profit up 83.5%-122.9% and is a key beneficiary of domestic computing power demand.

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