Guosheng Securities' research report highlights that Accelink's second-quarter performance in 2026 surpassed all expectations. For the first half of the year, the company is expected to report a net profit attributable to shareholders ranging from RMB 7 billion to RMB 8 billion, reflecting a significant year-on-year surge of 77.6% to 102.9%. Notably, the median net profit attributable to shareholders for the second quarter alone soared to RMB 4.72 billion, marking an all-time high. By strategically leveraging its global production capacity, fostering industrial chain collaborations, and maintaining a technological framework that encompasses diverse interconnection modalities, Accelink is well-positioned to capitalize on the growth prospects emerging from the AI infrastructure boom and its subsequent expansion. Given these factors, Guosheng Securities maintains its 'Buy' rating for the company.
