Yuehai Feed first-half net profit could surge as much as 1,302.52%

EarningsIndustryRegulation Impact 4
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Summary · why it matters

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.

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