Huaqin Technology released an announcement stating that the company held a semi-annual performance briefing on August 27, 2026. During the briefing, it was disclosed that the data business reached a scale of approximately 20 billion in the first half of the year. Since the latter half of the previous year, the company has transitioned to using domestic GPUs. Despite experiencing a year-on-year decline compared to the first half of the previous year, the data business has demonstrated consistent quarterly growth. It is projected that in the second half of the year, the data business will experience rapid expansion, driven by an increased delivery volume of super-node products and swift growth in switches. Consequently, the full-year revenue is expected to surge by 50% year-on-year.

Leveraging the 11% growth in non-recurring profit for the first half of the year, the company foresees an even steeper rise in non-recurring profit for the second half. The full-year revenue is projected to surpass 200 billion, with non-recurring profit growing by around 20%. With the sustained rapid growth of products like super-nodes and switches, the growth rate of non-recurring profit is expected to climb further in 2027.

The accelerated growth in the second half of the year is primarily attributed to an expedited pace of product shipments. Mass shipment of super-node products is set to commence in the third quarter, with revenue for the second half of the year anticipated to exceed 10 billion.