Yahua Group Hits Limit-Up After Forecasting 2026 H1 Net Profit of 11-13 Billion Yuan

Yahua Group (002497.SZ) opened at the daily limit-up on July 7 after issuing an upbeat 2026 first-half earnings forecast, with its shares at 24.65 yuan by midday and market capitalization at 28.41 billion yuan, according to Jiemian News. The stock had risen 21% over the first five trading days of July and is up more than 110% from a cyclical low of about 11 yuan in July 2025. The lithium-salt producer said it expects 2026 H1 net profit attributable to shareholders of 11 billion to 13 billion yuan, up 710.17% to 857.48% year-on-year. Net profit excluding non-recurring items is forecast at 11.25 billion to 13.15 billion yuan, up 1,392.73% to 1,644.84%, with basic EPS of 0.9621 to 1.137 yuan. Based on its Q1 net profit of 339 million yuan, implied Q2 net profit would be 7.61 billion to 9.61 billion yuan, up 124.65% to 183.68% quarter-on-quarter. The company attributed the surge to rising lithium-salt prices and volumes and tighter cost controls across mining, production and sales.