AI Optical Module Demand Surges, Yuanjie Technology H1 Revenue Up 351% YoY, Net Profit Soars 1212% | Earnings Report

In the first half of 2026, Yuanjie Technology reported revenue of 925 million yuan, up 351.40% year-over-year, with net profit attributable to shareholders reaching 607 million yuan, surging 1212.20%. The performance explosion was driven by AI data centers, with this business segment accounting for over 80% of revenue, growing 640.29% year-over-year. The ramp-up of high-margin data center products, combined with economies of scale, lifted overall gross margin to 80.4%. Operating cash flow grew more than sevenfold, but accounts receivable and customer concentration rose in tandem, warranting continued monitoring.