Inspur Electronic Info Industr

Unisplendour opened sharply higher and hit its daily limit-up in early trading on August 5, then saw the board break open, but by midday the stock was locked at limit-up again. The company expects attributable net profit for the first half of 2026 to be between 1.91 billion and 2.32 billion yuan, representing year-on-year growth of 83.50 percent to 122.89 percent, with recurring net profit of 1.61 billion to 2.02 billion yuan, up 44.02 percent to 80.69 percent. The domestic computing power supply chain strengthened broadly on the day, with stocks such as Unisplendour, Ruijie Networks, Feilingkesi, Inspur Information, and Yutai Micro surging intraday. In terms of news flow, a research note from China Galaxy Securities pointed out that Kimi K3 has achieved Day 0 rapid adaptation with multiple domestic computing platforms, driving demand for domestic super-nodes and in turn boosting supporting demand across supply chain segments including servers, switches, optical modules, liquid cooling, and power supplies.

The Cyberspace Administration of China, together with four regional cyberspace administrations and five leading large-model enterprises, has launched a one-year special initiative to enhance IPv6 capabilities for AI large models, promoting full IPv6 support for generative AI applications. Industry estimates show that the domestic IPv6-related industry exceeded 80 billion yuan in 2025. The market for equipment room hardware upgrades and supporting solutions driven by the migration of government, enterprise, IDC, and computing centers to IPv6 single-stack exceeds 300 billion yuan, with deployment spanning 2026 to 2030. Among the 31 A-share IPv6 concept stocks, ZTE, Inspur Information, and Unisplendour all have market capitalizations exceeding 100 billion yuan. Institutions forecast that Inspur Information, Unisplendour, and FiberHome Technologies will all see net profit growth exceeding 30 percent this year and next. As of July 28, leveraged funds had net bought 643 million yuan of Unisplendour, 196 million yuan of Inspur Information, and 60 million yuan of Star-Net Ruijie.

On the morning of July 22, the supernode concept heated up, with many stocks soaring. Gongjin shares hit the daily limit for consecutive days, achieving three boards in four days; Unisplendour secured two consecutive daily limits. Huaqin Technology hit the daily limit, and Ruijie Networks surged over 15%. Driven by associated benefits, many liquid-cooled server stocks performed brilliantly, with Shenglan and Tongfei rising over 10%, and Inspur Information climbing nearly 7%. At the just-concluded 2026 WAIC, major manufacturers launched supernode products one after another, making supernodes one of the most focused product directions. Huatai Securities' latest research suggests that supernodes are expected to become an important product form for domestic intelligent computing infrastructure, driving increased demand for high-speed interconnects and cabinet-level accessories.

Inspur Information hit limit-up again on July 9, closing at 85.99 yuan, with a total market value of 126.3 billion yuan and turnover of 17.7 billion yuan, ranking second among A-shares. The company previously disclosed its first-half earnings forecast, estimating net profit attributable to shareholders of the listed company at 2.6 billion to 3.1 billion yuan, a year-on-year increase of 226% to 288%, mainly driven by industry upturn opportunities and product technology innovation. As of June 18, 2026, the company had a total of 330,000 shareholders.