Tianfu Communication (Stock Code: 300394) has revealed that it anticipates its net profit for the first half of 2026 to range between RMB 1.124 billion and RMB 1.304 billion, marking a significant year-on-year (YoY) increase of 25% to 45%. After excluding non-recurring items, the net profit is projected to be between RMB 1.089 billion and RMB 1.284 billion, showing a YoY growth of 25.56% to 48.02%. The main drivers behind this expected performance boost are the rapid advancement of the global artificial intelligence (AI) sector and the ongoing expansion of global data centers. These factors have collectively spurred a consistent and robust demand for high-speed optical device products.
