Ruijie's profit jumps 54% as AI networking demand builds
AI networking showcase at WAIC At the July World AI Conference, Ruijie showed off its AI infrastructure gear — high-speed switches, lossless networking and optical links. It signals the company is positioned in the fast-growing AI data-center buildout, supporting future orders and investor interest.
Shows the company's product positioning in the AI infrastructure theme driving the stock.
Supernode and domestic computing rally lifts peers A July-August rally in 'supernode' and domestic computing-power stocks swept Ruijie up over 15% in a day. Analysts say supernodes need more high-speed switches and interconnects, so rising domestic AI server demand pulls Ruijie's products along.
Explains the sector-wide demand wave that carried Ruijie shares higher.
Interim profit up 53.5%, revenue up 32.8% Ruijie's first-half 2026 report showed revenue of 8.83 billion yuan, up 32.8%, and net profit of 694 million yuan, up 53.5% — a fifth straight year of growth. Strong earnings confirm the AI-driven demand is reaching actual sales and profits.
Hard earnings numbers are the clearest evidence the growth story is real.
Restricted-share plan ties 685 staff to targets Ruijie proposed granting 11.13 million restricted shares (about 1% of capital) to 685 R&D and core staff at 52.27 yuan each, vesting over three stages after 24 months. It aims to retain talent and align them with future performance goals.
A new incentive plan signals confidence and staff retention, a fresh capital event.