As of August 7, 14 listed companies on the Beijing Stock Exchange have disclosed their interim reports for the first half of 2026, revealing significant divergence in sector performance. The new energy vehicle and energy storage industries have driven a rebound in the lithium iron phosphate market, while the rapid growth in demand for AI computing power and advanced packaging has become the core driving force behind the performance growth of several companies. In contrast, some traditional manufacturing sectors are temporarily under pressure due to factors such as global macroeconomic fluctuations, rising raw material costs, and changes in export rhythms.
