The 'AI+' concept: profits of 12 leading companies total over RMB 42.8 billion, with computing infrastructure emerging as the biggest winner.

Kaiyuan Securities believes that Inspur Information’s earnings forecast exceeded market expectations. “We attribute this primarily to three factors: first, sustained robust domestic demand for computing power—especially increased capital expenditures by major internet firms—driving higher revenue growth; second, improved profitability achieved through enhanced supply chain management amid rising upstream costs for memory and CPUs; and third, continuous investment in product innovation and customer satisfaction, along with an optimized product portfolio and higher value-added offerings—such as ultra-node servers—which command higher gross margins.” Kaiyuan Securities maintains its ‘Buy’ rating on the company, citing its position as China’s leading AI server manufacturer. Dongfang Precision Engineering divests part of its corrugated paper assets RMB 3.799 billion in investment gains accelerates technological transformation Unlike AI+ sector leaders such as Foxconn Industrial Internet and Inspur Information, Dongfang Precision Engineering—a global leader in corrugated paperboard equipment—has only recently embarked on a comprehensive strategic shift toward technological upgrading. Dongfang Precision Engineering Co., Ltd. (002611.SZ) issued its 2026 semi-annual earnings forecast on July 10, projecting a net profit attributable to shareholders of RMB 3.18–3.577 billion for H1 2026, representing a 700%–800% year-on-year increase; non-recurring net profit is expected to range from RMB 77.07 million to RMB 103 million, down 60%–70% year-on-year. The difference between the upper limit of Dongfang Precision Engineering’s forecasted net profit attributable to shareholders and its non-recurring net profit upper limit amounts to RMB 3.474 billion—indicating that the vast majority of its reported profit stems from non-recurring items. The company explained the reasons behind this performance change: “On April 9, 2026, the Company completed the sale and transfer of 100% equity stakes in Fosber S.p.A., Guangdong Fosber Intelligent Equipment Co., Ltd., and Dilenar (Guangdong) Intelligent Equipment Manufacturing Co., Ltd. In accordance with the accrual basis of accounting and relevant provisions of the Accounting Standards for Business Enterprises regarding control transfer, the Company derecognized all assets and liabilities of these subsidiaries in its consolidated financial statements during Q2 2026, and they were excluded from consolidation starting in Q2. In the same period of 2025, these divested assets remained within Dongfang Precision Engineering’s consolidated scope; thus, this asset disposal resulted in significant changes to the Company’s consolidated financial statements for Q2 2026 compared to Q2 2025. The investment gain generated from this subsidiary disposal totaled RMB 3.799 billion (converted at the exchange rate prevailing on the closing date), and this entire amount has been classified as non-recurring income in the current reporting period.” From a quarterly perspective, in Q1 2026, Dongfang Precision Engineering recorded RMB 1.047 billion in operating revenue, up 5.94% year-on-year; net profit attributable to shareholders was a loss of RMB 9.4227 million, down 103.42% year-on-year; and non-recurring net profit attributable to shareholders stood at RMB 38.0178 million, down 70.73% year-on-year. Based on the earnings forecast, the Company’s Q2 non-recurring net profit attributable to shareholders is projected to fall between RMB 39.0522 million and RMB 64.7322 million—down 49%–69.25% year-on-year but up 2.72%–70.27% quarter-on-quarter. Notably, the equity sale of these subsidiaries delivered substantial gains and also marks a pivotal milestone in Dongfang Precision Engineering’s full-scale transition toward technology-driven operations.

Blue Low-Carbon Ammonia Industry: Current Status, Trends, Outlook, and Strategic Recommendations Report, 2026

3.8.2 Ma’aden: Blue low-carbon ammonia product specifications, technical parameters, and market applications 3.8.3 Ma’aden: Sales volume, revenue, pricing, and gross margin for blue low-carbon ammonia in the Chinese market (2021–2026) 3.8.4 Ma’aden: Company profile and core business activities 3.8.5 Ma’aden: Latest corporate developments 3.9 PAO NOVATEK 3.9.1 PAO NOVATEK: Basic information, blue low-carbon ammonia production bases, headquarters, competitors, and market position 3.9.2 PAO NOVATEK: Blue low-carbon ammonia product specifications, technical parameters, and market applications 3.9.3 PAO NOVATEK: Sales volume, revenue, pricing, and gross margin for blue low-carbon ammonia in the Chinese market (2021–2026) 3.9.4 PAO NOVATEK: Company profile and core business activities 3.9.5 PAO NOVATEK: Latest corporate developments 3.10 ADNOC Group 3.10.1 ADNOC Group: Basic information, blue low-carbon ammonia production bases, headquarters, competitors, and market position 3.10.2 ADNOC Group: Blue low-carbon ammonia product specifications, technical parameters, and market applications 3.10.3 ADNOC Group: Sales volume, revenue, pricing, and gross margin for blue low-carbon ammonia in the Chinese market (2021–2026) 3.10.4 ADNOC Group: Company profile and core business activities 3.10.5 ADNOC Group: Latest corporate developments 3.11 LSB Industries 3.11.1 LSB Industries: Basic information, blue low-carbon ammonia production bases, headquarters, competitors, and market position 3.11.2 LSB Industries: Blue low-carbon ammonia product specifications, technical parameters, and market applications 3.11.3 LSB Industries: Sales volume, revenue, pricing, and gross margin for blue low-carbon ammonia in the Chinese market (2021–2026) 3.11.4 LSB Industries: Company profile and core business activities 3.11.5 LSB Industries: Latest corporate developments 3.12 Equinor 3.12.1 Equinor: Basic information, blue low-carbon ammonia production bases, headquarters, competitors, and market position 3.12.2 Equinor: Blue low-carbon ammonia product specifications, technical parameters, and market applications 3.12.3 Equinor: Sales volume, revenue, pricing, and gross margin for blue low-carbon ammonia in the Chinese market (2021–2026) 3.12.4 Equinor: Company profile and core business activities 3.12.5 Equinor: Latest corporate developments 3.13 Uniper 3.13.1 Uniper: Basic information, blue low-carbon ammonia production bases, headquarters, competitors, and market position 3.13.2 Uniper: Blue low-carbon ammonia product specifications, technical parameters, and market applications 3.13.3 Uniper: Sales volume, revenue, pricing, and gross margin for blue low-carbon ammonia in the Chinese market (2021–2026)

LSB Industries, Inc. Reports Operating Results for Q2 2026

Jul 30, 2026

LSB Industries reported Q2 2026 net sales of $168.1 million and Adjusted EBITDA of $53.1 million, despite a net loss from turnaround expenses. The company cited improved operations, strong fertilizer market conditions, and progress on its carbon capture project.

Business Wire

2026-04-30

LSB Industries, Inc. Reports Operating Results for Q1 2026

2026-04-30

LSB Industries Reports Strong First-Quarter 2026 Earnings Growth

2026-05-01

LSB Industries (LXU) Q1 EPS Turnaround Tests Bullish Margin Narratives

2026-05-01

LSB Industries, Inc. (NYSE:LXU) Q1 2026 Earnings Call Transcript

2026-05-03

LSB Industries Reports Q1 2026 Earnings Beat