--- title: "JTGROUP's high-end computing copper materials exceeded expectations in the first half of the year, focusing on leading industry chains such as NVIDIA, Google, Meta, Amazon, AMD, and Huawei" type: "News" locale: "en" url: "https://longbridge.com/en/news/296209812.md" description: "JTGROUP released its 2026 semi-annual report, with main revenue of 79.3 billion yuan in the first half of the year, a year-on-year increase of 33.74%; net profit of 442 million yuan, a year-on-year increase of 18.44%. The company's high-end strategy has shown significant results, with AI computing power copper material sales exceeding expectations, becoming the main engine of profit growth. Sales of its computing power cooling and rack busbar copper substrates increased by 68% and 94% year-on-year, respectively, successfully entering the supply chains of leading companies such as NVIDIA and Alphabet, and advancing its capacity expansion plans" datetime: "2026-08-18T10:02:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296209812.md) - [en](https://longbridge.com/en/news/296209812.md) - [zh-HK](https://longbridge.com/zh-HK/news/296209812.md) --- # JTGROUP's high-end computing copper materials exceeded expectations in the first half of the year, focusing on leading industry chains such as NVIDIA, Google, Meta, Amazon, AMD, and Huawei According to the Zhitong Finance APP, on the evening of August 18, JTGROUP (601609.SH) disclosed its semi-annual report for 2026. During the reporting period, JTGROUP achieved a main business revenue of 79.3 billion yuan, a year-on-year increase of 33.74%; the net profit attributable to shareholders of the listed company was 442 million yuan, a year-on-year increase of 18.44%, with continuous improvement in profitability. During the reporting period, the effectiveness of JTGROUP's high-end strategy continued to be realized, with significant growth in copper sales in the AI computing power sector exceeding expectations, becoming the main engine driving profit growth. **Significant Growth in AI Computing Power Copper Sales** In the first half of 2026, global AI computing power infrastructure construction continued to thrive, with liquid cooling and high-voltage direct current power supply solutions accelerating penetration, driving an unexpected surge in demand for high-end copper materials. JTGROUP has formed two major product series: "copper substrates for computing power cooling" and "rack busbar copper substrates." Leveraging long-term production experience in computing power copper materials, product research and iteration capabilities, and large-scale delivery capabilities, it has successfully entered the supply chain systems of multiple AI computing power industries both domestically and internationally. During the reporting period, the sales volume of copper materials in the semiconductor chip sector reached 26,000 tons, a year-on-year increase of 22%; among them, the sales volume of copper substrates for computing power cooling reached 12,700 tons, with a year-on-year growth rate of 68%; the sales volume of rack busbar copper substrates reached 3,185 tons, with a year-on-year growth rate of 94%. During the reporting period, JTGROUP's production capacity for copper bars in the semiconductor cooling sector was 35,000 tons, and the production capacity for rack busbars was 15,000 tons. With the advancement of the "30,000 tons annual production project for liquid cooling and rack busbars" in Vietnam and the expansion project for copper bars in Guangdong, it is expected that by the first half of 2027, JTGROUP's production capacity for copper bars in the semiconductor cooling sector could reach 70,000 tons, and the production capacity for rack busbars could reach 30,000 tons. **Comprehensive Coverage of Global Supply Chains of Leading Enterprises** JTGROUP began supplying copper materials for NVIDIA's H100 project, participating in the development of new technologies and products, with continuous supply of related cabinet products such as NVIDIA's GB200 and GB300, deepening its industry position; the company has now entered the AI computing power industry supply chains of NVIDIA, META, Amazon Web Services (AWS), Huawei, etc. Since May of this year, the company has been supplying NVIDIA's Vera Rubin and AMD's MI450 projects in bulk. In the field of rack busbar copper substrates, the company has significant advantages in "liquid cooling rack busbar copper substrates" and "800V high-voltage direct current rack busbar copper substrates" due to its cross-section design capabilities and composition control capabilities. The company supplies conductive copper materials to AI computing power enterprises through leading connection system companies such as Amphenol and TE Connectivity, meeting the demand for 1400A rack busbar copper materials used in NVIDIA's GB200/GB300, as well as the 5000-8000A rack busbar copper materials for cabinets like NVIDIA's Vera Rubin and AMD Helios, and the horizontal rack busbar (HBB) project for META's 800V wide-body cabinet (ORW) In addition, the company's green high-end recycled copper series products, with the dual advantages of "high thermal conductivity" and "green low carbon," have entered the Google AI computing power supply chain, and are currently in the mass production supply stage ### Related Stocks - [601609.CN](https://longbridge.com/en/quote/601609.CN.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [GOU.US](https://longbridge.com/en/quote/GOU.US.md) - [GOOX.US](https://longbridge.com/en/quote/GOOX.US.md) - [GOOP.US](https://longbridge.com/en/quote/GOOP.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [HUAWEI.NA](https://longbridge.com/en/quote/HUAWEI.NA.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [APH.US](https://longbridge.com/en/quote/APH.US.md) - [TEL.US](https://longbridge.com/en/quote/TEL.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Harvard Reveals $2.2 Billion SpaceX Stake, Its Largest Public Equity Holding: University's Bet on Elon Musk-led Company Outshines Amazon and Nvidia](https://longbridge.com/en/news/296055204.md) - [Fiduciary Financial Group LLC Acquires 7,713 Shares of Alphabet Inc. $GOOG](https://longbridge.com/en/news/295645335.md) - [Groq raises $350 million at a $3.5 billion valuation after Nvidia deal](https://longbridge.com/en/news/296132903.md) - [Anthropic’s Massive AI Buildout Is Another Bullish Signal for AMD Stock](https://longbridge.com/en/news/295700576.md) - [Instagram Head of Product Design Explains Thinking Behind That New Logo and Responds to Critics: ‘It’s Important for Us to Embrace the Future’](https://longbridge.com/en/news/296134477.md)