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Tianshui Huatian Technology Co. (002185) investor relations material
Tianshui Huatian Technology Co. 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 ¥10.51 billion, up 35.09% year-over-year, with net profit attributable to shareholders at ¥813 million, a 259.15% increase year-over-year.
Q2 revenue hit a record ¥5.71 billion, up ¥912 million sequentially; Q2 net profit was ¥727 million, up ¥640 million from Q1.
The company expanded automotive electronics and memory packaging, advanced 2.5D/3D packaging, and secured 30 new patents.
Acquisition of Huayi Microelectronics was approved by the Shenzhen Stock Exchange, pending CSRC registration.
Financial highlights
Operating income: ¥10.51 billion, up 35.09% year-over-year.
Net profit attributable to shareholders: ¥813 million, up 259.15% year-over-year.
Basic EPS: ¥0.2483, up 251.70% year-over-year.
Gross margin for integrated circuits: 14.35%, up 3.46 percentage points year-over-year.
Operating cash flow: ¥1.01 billion, down 36.07% year-over-year.
Total assets: ¥46.99 billion, up 8.97% from year-end 2025.
Outlook and guidance
The company expects continued strong demand in AI, memory, and advanced packaging, with traditional consumer chips remaining weak.
Industry forecasts for 2026 global semiconductor sales were raised to $1.655 trillion, up 108% year-over-year.
The company is preparing for further capacity expansion to capture incremental orders.
- Revenue up 34.49% and net profit turned positive in Q1 2026, driven by strong order growth.002185
Q1 2026 - 2025 revenue up 19.03% and net profit up 15.30%, with strong IC packaging growth.002185
Q4 2025 - Q3 net profit surged 135.40% year-over-year on strong revenue and non-operating gains.002185
Q3 2025 - Revenue up 15.81% year-over-year, with record Q2 sales and robust automotive, memory growth.002185
Q2 2025 - Net profit jumped 571.76% in Q3 2024 on robust sales and investment gains.002185
Q3 2024 - H1 2024 revenue up 32%, net profit up 254%, led by semiconductor market rebound.002185
Q2 2024 - Revenue up, but net profit turned negative amid investment and valuation losses.002185
Q1 2025 - Net profit jumped 172% on 28% revenue growth, with strong outlook for advanced packaging.002185
Q4 2024
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