The first-half 2026 performance forecasts are currently in a phase of concentrated release. Based on Wind data, as of this moment, 82 companies listed on the Hong Kong stock exchange have disclosed their performance forecasts. Notably, industries such as non-ferrous metals, semiconductors, and securities firms have demonstrated significant growth in their results. Conversely, sectors including real estate, construction, education, and discretionary consumption have encountered declines. Among these, the performance of chip companies has been exceptionally noteworthy. Memory chip giant GigaDevice anticipates revenue of approximately RMB 11.5 billion for the first half of the year, marking a year-on-year surge of 177%. Its net profit attributable to the parent company is projected to reach around RMB 6.9 billion, reflecting a substantial year-on-year leap of 1099%. The company attributed this stellar performance growth mainly to the resurgence of the memory chip industry, where both product volume and prices have risen, consequently enhancing profitability.
