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Nsing Technologies (300077) investor relations material
Nsing Technologies Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for H1 2026 reached RMB 906.08 million, up 43.39% year-over-year, with net profit attributable to shareholders at RMB 4.41 million, reversing a loss from the prior year.
Integrated circuit and key component sales volume increased 30%, and anode material sales volume rose 39% year-over-year.
The company completed an H-share IPO in Hong Kong, raising net proceeds of approximately RMB 833 million.
Financial highlights
Operating income: RMB 906.08 million, up 43.39% year-over-year.
Net profit attributable to shareholders: RMB 4.41 million, compared to a loss of RMB 36.78 million last year.
Gross margin for integrated circuits: 32.16%; for anode materials: 9.29%.
Operating cash flow: -RMB 273.37 million, down from -RMB 52.30 million year-over-year.
Total assets: RMB 4.69 billion, up 31.34% from year-end 2025.
Outlook and guidance
The company expects continued strong demand in AI, industrial automation, automotive electronics, and energy storage, with robust growth in high-end MCU and anode materials.
Strategic focus on AI supply chain MCU leadership, high-end product development, and global talent acquisition.
- Revenue up 12.6%, net loss narrowed, but high debt and inventory risks remain.300077
Q4 2024 - Revenue up 10.6% and net loss narrowed 41% as IC sales offset anode material headwinds.300077
Q2 2024 - Revenue up, net loss narrowed, and segment margins improved amid industry recovery.300077
Q3 2024 - Revenue up 22.74% and net loss narrowed 72.54% on strong segment growth.300077
Q2 2025 - Revenue up 31.87% and net loss narrowed 71.43% year-over-year amid sector recovery.300077
Q1 2025 - Revenue up 16.5% with narrowed net loss; H-share listing completed post-year-end.300077
Q4 2025 - Revenue grew and losses narrowed year-to-date, but Q3 remained unprofitable.300077
Q3 2025 - Revenue up 29.86% and net loss narrowed, boosted by Hong Kong IPO proceeds.300077
Q1 2026
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