According to the Dongwu Securities Research Report, in the first half of the year, China Jushi achieved net profit of 29.33 billion yuan, and net profit after deduction of 2,908 billion yuan, respectively, of +73.87% and +70.93% year-on-year respectively. Among them, Q2 achieved net profit of 1,666 billion yuan in a single quarter, +74.17% year over year and +31.49% month over month. The company plans to distribute a cash dividend of 3.30 yuan for every 10 shares in the medium term. AI computing power is driving the upward trend of the electronic landscape. The company's volume and price have risen sharply, profit flexibility has been fully released, and production capacity expansion and high-end layout have opened up room for growth. Based on the interim report results and the Q3 electronic distribution price trend, the company's net profit forecast for 2026-2028 was drastically raised to 82.3/143.6/16.83 billion yuan. The corresponding price-earnings ratio was 20/12/10 times, respectively, maintaining the “buy” rating.

According to the Dongwu Securities Research Report, in the first half of the year, China Jushi achieved net profit of 29.33 billion yuan, and net profit after deduction of 2,908 billion yuan, respectively, of +73.87% and +70.93% year-on-year respectively. Among them, Q2 achieved net profit of 1,666 billion yuan in a single quarter, +74.17% year over year and +31.49% month over month. The company plans to distribute a cash dividend of 3.30 yuan for every 10 shares in the medium term. AI computing power is driving the upward trend of the electronic landscape. The company's volume and price have risen sharply, profit flexibility has been fully released, and production capacity expansion and high-end layout have opened up room for growth. Based on the interim report results and the Q3 electronic distribution price trend, the company's net profit forecast for 2026-2028 was drastically raised to 82.3/143.6/16.83 billion yuan. The corresponding price-earnings ratio was 20/12/10 times, respectively, maintaining the “buy” rating.