The semi-annual reports of Ruifeng Optoelectronics, Weilan Lithium Core and Shenzhen Keda are released

Recently, Ruifeng Optoelectronics, Azure Lithium Core, and Shenzhen Keda have successively disclosed their results for the first half of 2026. Overall, the performance of the three companies has increased. Among them, Ruifeng Optoelectronics' automotive LED and automotive backlight business has grown significantly, the Azure lithium core LED business has remained stable overall and continues to promote high-end layout. Shenzhen Keda has benefited from the growth of its semiconductor equipment business, and its net profit has increased significantly year-on-year.

Ruifeng Optoelectronics

In the first half of 2026, the company achieved total operating income of 1.073 billion yuan, a year-on-year increase of 27.47%; net profit attributable to the parent company was 53.7267 million yuan, a year-on-year increase of 73.86%.

Ruifeng Optoelectronics mentioned that based on Mini LED technology, the company has now built a comprehensive automotive lighting and display LED solution, further focusing on automotive and automotive track. This year, the sales revenue of automotive LED and automotive backlight has achieved a substantial growth, and the market share has steadily increased. At the same time, the advantages of Mini backlight products have been further expanded, driving an increase in overall revenue and gross profit.

On the other hand, the company focuses on the optimization and upgrading of its organizational structure and operation management model, deeply uses informatization and automation technologies to empower production and operations, comprehensively builds intelligent manufacturing, full-chain quality control and efficient R&D management systems, continues to improve internal operating efficiency, and strictly controls operating costs. The measures have achieved remarkable results, and the company's operating performance has grown steadily.

Azure Lithium Core

In the first half of 2026, Azure Lithium Core achieved operating income of 4.858 billion yuan, a year-on-year increase of 30.35%; net profit attributable to shareholders of listed companies was 511 million yuan, a year-on-year increase of 53.39%.

In terms of LED business, the company achieved operating income of approximately 861 million yuan, a year-on-year increase of approximately 0.16%; Huai'an Shunchang achieved a net profit of approximately 82.995 million yuan.

During the reporting period, the company adhered to the high-end development route and continued to increase technology investment, focusing on areas such as Mini/Micro LED display, automotive LED lighting, plant lighting, smart health lighting, CSP chip-scale packaging, and mobile phone flash.

The company's BG blue and green bimodal chips have been supplied in batches and equipped with flagship TV products of international mainstream manufacturers; CSP lamp bead production capacity has begun to climb, and Mini COB automotive backlight flip-chip chips have achieved large-scale mass production and delivery. Faced with competition in the LED chip industry and falling prices of mid- to low-end products, the company has increased the sales scale of high-end products by expanding high-end customers and promoting differentiated product layout.

Shenzhen Keda

In the first half of 2026, Shenzhen Keda achieved operating income of 435 million yuan, a year-on-year increase of 21.03%; net profit attributable to shareholders of listed companies was 61.4474 million yuan, a year-on-year increase of 198.23%.

During the reporting period, the company's semiconductor equipment business revenue increased by 86.99% year-on-year, and business profits achieved significant growth. Among them, the wholly-owned subsidiary Shenzhen Keda Semiconductor achieved a net profit of 42.9223 million yuan. In addition, its translational testing and sorting machine revenue surged by 5448.02% year-on-year, and core parts business revenue also maintained a steady growth of 24.06%.