CENTRAL NEW EGY (01735) Interim Report: AI computing power revenue soars to 1.047 billion yuan, business transformation reshapes growth logic.

On September 25, CENTRAL NEW EGY (01735) released its 2026 interim report. In the first half of this year, the company achieved revenue of approximately HK$6.33 billion, up 56.3% year on year; gross profit was approximately RMB130 million, up 50.0% year on year. Its revenue structure has undergone a qualitative change. As a second growth curve, the AI computing power business saw revenue soar to RMB1.047 billion during the period, accounting for nearly 20%, marking that the company is opening up a new growth dimension beyond its traditional renewable energy business. Driven by the interim results and the breakthrough in the AI computing power business, the company's secondary market activity has heated up significantly, with a cumulative gain of about 25% this week, indicating that capital continues to enter and increase bets on the implementation prospects of its "new energy + AI + computing power" composite growth model. Leveraging its clean power foundation in photovoltaics and energy storage, CENTRAL NEW EGY has extended its business upward into AI data centers and computing power centers, and further into AI Token factories, making efforts on both the software and hardware sides of AI. In June this year, the company officially released Central "Huanxi-AIDC" photovoltaic modules dedicated to AI data centers, targeting the energy pain points of the intelligent computing era and helping the efficient operation of an integrated computing-power and electricity system. In addition, Chairman Yu Zhuyun proposed the concept of a "photovoltaic new energy + AI" mega-base, planning to build a green base integrating photovoltaics, energy storage, and intelligent computing power, so as to realize a virtuous cycle in which "green electricity supplies computing power, and computing power supports green electricity." Based on a series of arrangements, CENTRAL NEW EGY is building an irreplaceable competitive advantage in key areas of the AI industry chain. The company's traditional business provides a solid foundation, while the AI computing power business continues to broaden its second growth space, with its growth logic continuously being delivered.