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Julong Holding (JLHL) lifts revenue 21.6%—what did it earn?

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Julong Holding Limited reported unaudited results for the six months ended March 31, 2026. Revenue rose 21.6% to RMB124.3 million, driven mainly by engineering solutions for intelligent projects, where revenue increased 22.9% and active contracts grew to 322 from 226 a year earlier.

Gross profit increased 16.4% to RMB19.5 million, but gross margin slipped to 15.7% from 16.4% due to revenue mix. Selling, general and administrative expenses jumped 91.9% to RMB6.0 million, largely from higher service fees, leaving operating income roughly flat at RMB13.5 million and net income up 0.8% to RMB11.7 million.

Cash generation was weaker: operating cash outflow widened to RMB17.8 million from RMB8.2 million, mainly from higher unbilled receivables and other receivables. Cash and restricted cash declined to RMB43.2 million as of March 31, 2026 from RMB62.2 million at September 30, 2025, while unbilled receivables grew to RMB303.9 million.

Positive

  • Revenue grew 21.6% year over year to RMB124.3 million, driven primarily by engineering solutions for intelligent projects and an increase in contracts under execution.
  • Gross profit increased 16.4% to RMB19.5 million, and the company remained profitable with net income of RMB11.7 million.
  • Core engineering solutions revenue rose 22.9% to RMB120.3 million, with contracts under execution increasing to 322 from 226, indicating strong project demand.

Negative

  • Operating cash flow was a net outflow of RMB17.8 million, more than doubling the prior-period outflow of RMB8.2 million.
  • Cash and restricted cash fell to RMB43.2 million from RMB62.2 million over six months, while unbilled receivables increased to RMB303.9 million.
  • Gross margin declined to 15.7% from 16.4%, reflecting less favorable revenue mix and higher cost of materials and tools.
  • Selling, general and administrative expenses rose 91.9% to RMB6.0 million, mainly due to higher service fees, pressuring operating leverage.

Filing Explained

The filing updates Julong’s F-3 with interim disclosure while highlighting extended billing timing, related-party revenue, and revenue not yet recognized from remaining obligations.

As a Form 6-K, this August 18, 2026 filing furnishes Julong Holding’s unaudited results for the six months ended March 31, 2026; it is incorporated by reference into the company’s Form F-3, so these interim disclosures update that registration statement unless later superseded.

The filing says unbilled receivables represent amounts earned for which Julong has an unconditional right to consideration but has not yet billed the customer. For engineering contracts, customer acceptance of work progress and the invoice are conditions for conversion to accounts receivable, with the filing stating that this timing can range from 6 to 36 months.

Revenue included RMB63,792,598 from Beijing Jianlei International Decoration Engineering Co., Ltd., a company the filing identifies as controlled by Hu Jiaqi. The filing also reports RMB33,262,734 of partially unsatisfied engineering-service obligations expected to be recognized within 60 months, plus RMB13,523,072 of maintenance revenue expected within 36 months.

The specified resolution path is subsequent reporting of whether the unbilled-receivable balance moves into billed receivables as customer acceptance and invoicing occur.

Revenue RMB124,292,811 Six months ended March 31, 2026; up 21.6% from RMB102,175,246 in 2025
Gross Profit RMB19,453,420 Six months ended March 31, 2026; up 16.4% from RMB16,718,500
Gross Margin 15.7% Six months ended March 31, 2026; down from 16.4% in prior-year period
Net Income RMB11,659,229 Six months ended March 31, 2026; up 0.8% from RMB11,566,664
Net Cash Used in Operating Activities RMB17,834,473 Six months ended March 31, 2026; compared with RMB8,236,979 used in 2025
Cash and Restricted Cash RMB43,217,243 Balance as of March 31, 2026; down from RMB62,247,745 at September 30, 2025
Unbilled Receivables, Net RMB303,893,778 As of March 31, 2026; up from RMB242,066,085 at September 30, 2025
Engineering Solutions Revenue RMB120,264,552 Six months ended March 31, 2026; 96.8% of total revenue
unbilled receivables financial
"Unbilled receivables represent amounts earned under contracts with customers"
Amounts for goods or services a company has delivered or completed but has not yet invoiced the customer; think of it as work done where the bill hasn’t gone out. For investors, unbilled receivables signal revenue that is likely to become billed and collected in the near term, affecting future cash flow and earnings, but large or growing balances can also indicate billing delays, contract disputes, or collectability risks.
contract assets financial
"Projects with performance obligations recognized over time that have revenue recognized"
Contract assets are amounts a company has earned by doing work or delivering goods under a customer agreement but has not yet billed or collected because certain contract conditions remain. Think of it as completed work sitting in a company’s toolbox waiting for an invoice trigger. For investors, growing contract assets signal future cash and revenue potential but also raise questions about timing, cash collection risk and the real strength of reported sales.
contract liabilities financial
"Contract liabilities on uncompleted contracts represent the amounts of cash collected"
Contract liabilities are amounts a company has been paid in advance for goods or services it still owes to customers — think of them like gift cards or prepaid subscriptions the company must fulfill later. For investors, they show promised future work or deliveries that will turn into revenue over time, reveal cash already collected, and help assess whether a firm has a backlog of obligations that could affect future earnings and cash flow.
current expected credit losses financial
"The Group has developed a current expected credit losses (“CECL”) model"
An accounting rule that requires lenders and creditors to estimate and record expected loan losses up front, based on current information and reasonable forecasts, rather than waiting until losses actually occur. Think of it as a bank setting aside a rainy-day fund based on the weather report instead of only after storms hit; for investors this affects reported profits, reserves and capital levels and can change perceptions of a firm’s financial strength.
right-of-use assets financial
"Right of sue (“ROU”) assets represent the Group’s right to use an underlying asset"
Right-of-use assets are the rights a company gains to use a physical space or equipment under a lease agreement. They are recorded as assets on the company's balance sheet, reflecting the value of future benefits from the leased item. For investors, these assets provide a clearer picture of a company's obligations and resources related to leasing arrangements, helping to assess its financial health and operational commitments.
engineering solutions of intelligent projects technical
"Revenues of the Group are primarily derived from providing engineering solutions of intelligent projects"

FAQ

How did Julong Holding Limited (JLHL) perform financially in the first half of fiscal 2026?

Julong reported revenue of RMB124.3 million, up 21.6% year over year, and net income of RMB11.7 million, up 0.8%. Growth was driven by engineering solutions projects, while margins softened slightly and operating cash flow was negative.

What drove revenue growth for JLHL in the six months ended March 31, 2026?

Revenue growth was mainly from engineering solutions for intelligent projects, where revenue rose 22.9% to RMB120.3 million. Contracts under execution increased to 322 from 226, although average contract size declined modestly.

How did JLHL’s profitability and margins change year over year?

JLHL’s gross profit increased 16.4% to RMB19.5 million, but gross margin slipped to 15.7% from 16.4%. Net income was broadly stable, rising 0.8% to RMB11.7 million, reflecting higher operating expenses.

What is the cash and liquidity position of JLHL as of March 31, 2026?

As of March 31, 2026, JLHL held cash and restricted cash of RMB43.2 million, down from RMB62.2 million at September 30, 2025. The decline was mainly due to operating cash outflows of RMB17.8 million and increased working capital needs.

How did JLHL’s operating expenses evolve in the first half of fiscal 2026?

Selling, general and administrative expenses increased 91.9% to RMB6.0 million. The main driver was a RMB2.1 million rise in service fees, along with higher provisions for credit losses, partly offset by lower rent and slightly lower employee compensation.

What were JLHL’s earnings per share for the six months ended March 31, 2026?

Basic and diluted net income per share were RMB0.54 (approximately US$0.08), compared with RMB0.58 in the prior-year period, based on 21,448,632 weighted average ordinary shares outstanding.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 6-K

 

REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

 

For the month of August 2026

 

Commission File Number: 001-42683

 

Julong Holding Limited

(Translation of registrant’s name into English)

 

Room 2009, Building A, Times Fortune World

No.1 Hangfeng Road, Fengtai District

Beijing, China 100070
(Address of principal executive offices)

 

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

 

Form 20-F ☒               Form 40-F ☐

 

 

 

 

 

 

INCORPORATION BY REFERENCE

 

This current report on Form 6-K (the “Report”) is hereby incorporated by reference in the registration statement of Julong Holding Limited (the “Company”) on Form F-3 (File No. 333-297664) to the extent not superseded by documents or reports subsequently filed or furnished.

 

2

 

 

EXPLANATORY NOTE

 

Julong Holding Limited, a Cayman Islands exempted company (the “Company”) is furnishing this Form 6-K to provide results for the six months ended March 31, 2026 in connection with the unaudited interim condensed consolidated financial statements for the six months ended March 31, 2026.

 

3

 

 

Exhibits Index

 

Exhibit No.   Description
99.1   Unaudited Condensed Consolidated Financial Statements as of March 31, 2025 and March 31, 2026 and for the Six Months Ended March 31, 2025 and March 31, 2026
99.2   Management’s Discussion and Analysis of Financial Condition and Results of Operation for the Six Months Ended March 31, 2026
99.3   Earning Release, dated as of August 18, 2026
101. INS   Inline XBRL Instance Document.
101. SCH   Inline XBRL Taxonomy Extension Schema Document
101. CAL   Inline XBRL Taxonomy Extension Calculation Linkbase Document
101. DEF   Inline XBRL Taxonomy Extension Definition Linkbase Document
101. LAB   Inline XBRL Taxonomy Extension Label Linkbase Document
101. PRE   Inline XBRL Taxonomy Extension Presentation Linkbase Document
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

4

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

  Julong Holding Limited
     
  By: /s/ Jiaqi Hu
  Name: Jiaqi Hu
  Title:

Chairman of the Board of Directors

Chief Executive Officer

 

Dated: August 18, 2026

 

5

 

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Exhibit 99.1

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

AS OF SEPTEMBER 30, 2025 AND MARCH 31, 2026

 

  

As of September 30,

2025

  

As of March 31,

2026

  

As of March 31,

2026

 
   RMB   RMB   US$ 
ASSETS               
Current assets               
Cash and cash equivalents   62,247,145    43,216,643    6,265,098 
Restricted cash   600    600    87 
Accounts receivable (net of allowance of RMB91,886 and RMB56,070 as of September 30,2025 and March 31, 2026, respectively)   14,723,857    8,130,297    1,178,646 
Unbilled receivables-current (net of allowance of RMB4,267,547 and RMB5,457,002 as of September 30,2025 and March 31, 2026, respectively)   

242,066,085

    

303,893,778

    

44,055,346

 
Contract assets- current (net of allowance of RMB nil and RMB nil as of September 30, 2025 and March 31, 2026, respectively)   2,466,827    1,498,137    217,184 
Other receivables (net of allowance of RMB64,103 and RMB164,106 as of September 30, 2025 and March 31, 2026, respectively)   801,734    24,234,001    3,513,192 
Amounts due from related parties   3,486,135    1,105,933    160,327 
Prepaid expenses and other current assets   1,966,812    4,212,170    610,635 
Total current assets   327,759,195    386,291,559    56,000,515 
                
Non-current assets               
Property, plant and equipment, net   83,125    161,404    23,399 
Deferred tax assets   1,044,349    1,240,584    179,847 
Operating lease right-of-use assets   280,398    229,471    33,266 
Contract assets- non-current, net   10,955,098    10,995,921    1,594,074 
Total non-current assets   12,362,970    12,627,380    1,830,586 
                
TOTAL ASSETS   340,122,165    398,918,939    57,831,101 
                
LIABILITIES               
                
Current liabilities               
Short-term borrowing   10,000,000    10,000,000    1,449,696 
Accounts payable   21,797,667    15,767,146    2,285,756 
Contract liabilities   844,757    1,691,990    245,287 
Accrued expenses and other current liabilities   221,848,274    275,039,372    39,872,336 
Amounts due to related parties   5,244,067    3,443,940    499,266 
Income tax payable   10,312,947    12,398,896    1,797,462 
Operating lease liabilities, current portion   99,065    100,540    14,575 
Total current liabilities   270,146,777    318,441,884    46,164,378 
Non-current liabilities:               
Operating lease liabilities, non-current   164,896    114,254    16,563 
Total non-current liabilities   164,896    114,254    16,563 
                
TOTAL LIABILITIES   270,311,673    318,556,138    46,180,941 
SHAREHOLDERS’ EQUITY               
Stock Subscription Receivable   (14,246)   (14,246)   (2,065)
Ordinary shares subscribed (US$0.0001 par value, 500,000,000 shares authorized as of September 30, 2025 and March 31, 2026; 21,448,632 shares issued and outstanding as of September 30, 2025 and March 31, 2026) (1)   15,269    15,269    2,214 
Additional paid in capital   26,281,420    26,281,420    3,810,006 
Statutory reserve   5,883,035    7,048,957    1,021,884 
Retained earnings   37,645,105    48,138,412    6,978,604 
Accumulated other comprehensive loss   (91)   (1,107,011)   (160,483)
TOTAL SHAREHOLDERS’ EQUITY   69,810,492    80,362,801    11,650,160 
TOTAL LIABILITIES AND SHAREHOLDERS’ EQUITY   340,122,165    398,918,939    57,831,101 

 

The accompanying notes are an integral part of the unaudited condensed consolidated financial statements.

 

(1) Giving retroactive effect to Reorganization transactions.

 

II-1

 

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME

 

FOR THE SIX MONTHS ENDED MARCH 31, 2025 AND MARCH 31,2026

 

   2025   2026   2026 
   Six Months Ended March 31, 
   2025   2026   2026 
   RMB   RMB   US$ 
Revenues (including revenues from related parties of RMB42,257,767 and RMB63,792,598 for the six months ended March 31, 2025 and 2026, respectively)   102,175,246    124,292,811    18,018,674 
                
Cost of revenues   85,456,746    104,839,391    15,198,520 
                
Gross profit   16,718,500    19,453,420    2,820,154 
                
Operating expenses:               
Selling, general and administrative expenses   3,105,980    5,959,721    863,978 
Total operating expenses   3,105,980    5,959,721    863,978 
                
Operating income   13,612,520    13,493,699    1,956,176 
                
Interest expenses   (936)   (148,839)   (21,577)
Other income, net   263    324,664    47,066 
Income before income taxes   13,611,847    13,669,524    1,981,665 
Income tax expenses   2,045,183    2,010,295    291,432 
                
Net income   11,566,664    11,659,229    1,690,233 
Other comprehensive loss, net of tax of nil:   -    (1,107,011)   (160,483)
Comprehensive income   11,566,664    10,552,218    1,529,750 
Net income per share-basic and diluted               
Weighted average number of ordinary shares outstanding-basic and diluted   20,011,132    21,448,632    21,448,632 
Basic and diluted net income per share   0.58    0.54    0.08 

 

The accompanying notes are an integral part of the unaudited condensed consolidated financial statements.

 

II-2

 

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS’ EQUITY

FOR THE SIX MONTHS ENDED MARCH 31, 2025 AND 2026

 

   Number   RMB   RMB   RMB   RMB   RMB   RMB   RMB   RMB   RMB 
   Ordinary shares   Stock Subscription Receivable   Additional
paid-in
capital
   Statutory
reserve
   Accumulated other comprehensive income   (Accumulated deficit)/Retained earnings   Total Julong Holding Limited shareholders’
equity
   Non-controlling
interest
   Total
equity
 
   Number   RMB   RMB   RMB   RMB   RMB   RMB   RMB   RMB   RMB 
Balance as of September 30, 2024   20,011,132    14,043    (14,043)   -    3,267,815    -    14,108,126    17,375,941    -    17,375,941 
Net income for the year   -    -    -    -    -    -    11,566,664    11,566,664    -    11,566,664 
Provision of statutory reserve   -    -    -    -    1,156,666    -    (1,156,666)   -    -    - 
Foreign currency translation adjustment   -    478    (478)   -    -    -    -    -    -    - 
Balance as of March 31, 2025   20,011,132    14,521    (14,521)   -    4,424,481    -    24,518,124    28,942,605    -    28,942,605 

Balance as of

September 30, 2025

   21,448,632    15,269    (14,246)   26,281,420    5,883,035    (91)   37,645,105    69,810,492    -    69,810,492 
Net income for the year   -    -    -    -    -    -    11,659,229    11,659,229    -    11,659,229 
Provision of statutory reserve   -    -    -    -    1,165,922    -    (1,165,922)   -    -    - 
Foreign currency translation adjustment   -    -    -    -    -    (1,106,920)   -    (1,106,920)   -    (1,106,920)
Balance as of March 31, 2026   21,448,632    15,269    (14,246)   26,281,420    7,048,957    (1,107,011)   48,138,412    80,362,801    -    80,362,801 

 

The accompanying notes are an integral part of the unaudited condensed consolidated financial statements.

 

II-3

 

 

JULONG HOLDING LIMITED

UNAUITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

FOR THE SIX MONTHS ENDED MARCH 31, 2025 AND 2026

 

   2025   2026   2026 
   Six Months Ended March 31, 
   2025   2026   2026 
   RMB   RMB   US$ 
CASH FLOWS FROM OPERATING ACTIVITIES               
Net income   11,566,664    11,659,229    1,690,233 
Adjustments to reconcile net income to net cash provided by (used in) operating activities:               
Depreciation of property, plant and equipment   7,117    10,830    1,570 
Amortization of the right-of-use assets   95,003    50,928    7,383 
Provision of allowance for doubtful accounts   94,292    6,420,154    930,727 
Provision of allowance for unbilled receivables   311,983    1,189,455    172,435 
                
Changes in operating assets and liabilities               
Accounts receivables   (4,473,997)   3,451,393    500,347 
Unbilled receivables   

(18,755,216

)   

(63,017,148

)   

(9,135,568

)
Contract assets   (2,110,855)   968,690   140,431 
Other receivable   (80,510)   (23,532,270)   (3,411,463)
Prepaid expenses and other current assets   (759,161)   (2,245,360)   (325,509)
Amount due from related parties   699,026    2,380,202    345,057 
Deferred tax assets   (62,182)   (196,235)   (28,448)
Non-current assets   476,681    (40,823)   (5,918)
Accounts payable   (4,720,741)   (7,985,422)   (1,157,643)
Accrued expenses and other current liabilities   16,811,087    46,683,831    6,767,734 
Income tax payable   1,875,544    2,085,949    302,399 
Contract liabilities   2,081,323    847,233    122,823 
Amount due to related parties   (13,836,127)   (1,800,127)   (260,964)
Lease liabilities   (95,003)   (49,166)   (7,128)
Other Current liabilities   2,638,092    5,284,184    766,047 
                
Net cash used in operating activities   (8,236,979)   (17,834,473)   (2,585,455)
                
CASH FLOWS FROM INVESTING ACTIVITIES               
Purchase of property, plant and equipment   -    (89,109)   (12,918)
Net cash used in investing activities   -    (89,109)   (12,918)
                
CASH FLOWS FROM FINANCING ACTIVITIES               
Proceed from short-term borrowing        10,000,000    1,449,696 
Proceed from (repayment of) short-term borrowing   10,000,000    (10,000,000)   (1,449,696)
Payment of deferred offering costs   (1,169,139)   -    - 
Net cash provided by financing activities   8,830,861    -    - 
 Exchange rate effect on cash and cash equivalents   -    (1,106,920)   (160,470)
Net increase (decrease) in cash, cash equivalents and restricted cash   593,882    (19,030,502)   (2,758,843)
Cash, cash equivalents and restricted cash at beginning of the period   20,772,130    62,247,745    9,024,028 
                
Cash, cash equivalents and restricted cash at end of the period   21,366,012    43,217,243    6,265,185 

 

The accompanying notes are an integral part of the unaudited condensed consolidated financial statements.

 

Supplemental disclosure of cash flow information                  
- Income taxes (refund)     (68,832 )      (12,669 )      (1,837 )
- Interest paid     5,193        151,275        21,930  

 

II-4

 

 

1. ORGANIZATION AND PRINCIPAL ACTIVITIES

 

(a) Principal activities

 

Julong Holding Limited (“Julong Holding”, or the “the Company”) was incorporated under the law of Cayman Islands on August 7, 2023 as an exempted company with limited liability. The Company and its direct or indirectly owned subsidiaries (collectively, the “Group”) are a provider of intelligent integrated solutions to public utilities, enterprises, commercial, and multifamily properties operating at scale in the People’s Republic of China (“PRC”).

 

(b) Organization

 

Julong Holding owns 100% equity interest of Jiangshan Holding Limited (“Jiangshan BVI”). Hong Kong Changfeng Holding Limited (“HK Changfeng”) is incorporated under the laws of Hong Kong and it is a 100% wholly-owned subsidiary of Jiangshan BVI. Beijing Junxinyuan Technology Development Co. Ltd. (“Beijing Junxinyuan”) is a wholly-owned subsidiary of HK Changfeng incorporated in PRC.

 

After February 21, 2024, Julong Holding owns 100% equity interest of Liyun Holding Limited (“Liyun BVI”). Hong Kong Qinan Holding Limited (“HK Qinan”) is a 100% wholly-owned subsidiary of Liyun BVI in Hong Kong.

 

Julong Online (Beijing) Technology Development Co., Ltd. (“Julong Online”) was established under the laws of the PRC on June 3, 1997, who is the Group’s main operating entity in China.

 

(c) Reorganization

 

In 2025 the Group undertook the following steps to effect a reorganization (the “Reorganization”) in anticipation of an initial public offering (“IPO”) of the Company’s equity securities,:

 

● Formation of Julong Holding, Jiangshan BVI, HK Changfeng, and Beijing Junxinyuan.

● HK Qinan injected US$83,490 in Julong Online and became Julong Online’s 1.00% shareholder.

● Beijing Junxinyuan obtained 99.00% equity interests of Julong Online with consideration of RMB59,098,500.

● Julong Holding acquired 100% of Liyun BVI, the 100% shareholder of HK Qinan, by issuing 11,132 of its own common shares, through which Julong Holding indirectly holds 100% of equity interests in Julong Online.

● Julong Holding issued 20,000,000 ordinary shares to Datongyi Holding Limited, a British Virgin Islands company, Datongyi Holding Limited, a British Virgin Islands company, of which 96.0% of the equity interests are held by Qiren Holding Limited, a British Virgin Islands company, which is wholly owned by Hushi Holding Limited, a British Virgin Islands company wholly owned by Mr. Jiaqi Hu.

 

Immediately before and after the Reorganization as described above, Julong Holding together with its subsidiaries, Jiangshan BVI, HK Changfeng, Beijing Junxinyuan and Julong Online were effectively controlled by the same controlling shareholders; therefore, the Reorganization was accounted for as a recapitalization, and thus the current capital structure has been retroactively presented in prior periods as if such structure existed at that time, and the entities under common control are presented on a combined basis for all periods to which such entities were under common control.

 

In June 2025, the Group successfully listed on Nasdaq.

 

II-5

 

 

2. SIGNIFICANT ACCOUNTING POLICIES

 

(a) Principles of presentation and consolidation

 

As the Reorganization was accounted for as restructuring of entities under common control, the accompanying consolidated financial statements have been prepared by using historical cost basis and include the assets, liabilities, revenue, expenses and cash flows that were directly attributable to these entities for all periods presented. The consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”). Certain information and footnote disclosure normally included in annual financial statements prepared in accordance with U.S. GAAP have been condensed or omitted pursuant to such rules and regulations. Accordingly, these interim financial statements should be read in conjunction with the Group’s combined and consolidated financial statements for the years ended September 30, 2023,2024 and 2025.

 

(b) Use of estimates

 

The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities at the date of the financial statements and reported amounts of revenues and expenses during the reporting period. Actual results may differ from these estimates. Changes in estimates are recorded in the period they are identified. Significant accounting estimates reflected in the Group’s consolidated financial statements primarily include but not limited to Significant accounting estimates reflected in the Group’s consolidated financial statements include the estimated cost or input measure method used to calculate the revenue recognized in the Group’s, allowance for doubtful accounts and allowance for deferred tax assets and uncertain tax position. Actual results could differ from these estimates.

 

(c) Functional currency and foreign currency translation

 

The Group’s reporting currency is the Renminbi (“RMB”). The functional currency of the Company’s subsidiaries incorporated in PRC is the RMB. The functional currencies of the Company and its subsidiaries incorporated outside the PRC are their respective local currencies.

 

Assets and liabilities are translated from each entity’s functional currency to the reporting currency at the exchange rate on the balance sheet date. Equity amounts are translated at historical exchange rates, and revenues, expenses, gains and losses are translated monthly using the exchange rate of the last day of the previous month. Translation adjustments are reported as cumulative translation adjustments and are shown as a separate component of accumulated other comprehensive income in the consolidated statements of changes in shareholders’ equity.

 

Monetary assets and liabilities denominated in currencies other than the entity’s applicable functional currencies are translated into the functional currencies at the prevailing rates of exchange at the balance sheet date. Nonmonetary assets and liabilities are re-measured into the applicable functional currencies at historical exchange rates. Transactions in currencies other than the applicable functional currencies during the year are converted into the functional currencies at the applicable rates of exchange prevailing at the transaction dates. Transaction gains and losses are recognized as other income (expense), net, in the consolidated statements of operations.

 

II-6

 

 

(d) Convenience translation

 

Translations of balances in the consolidated balance sheets, consolidated statements of operations and comprehensive income and consolidated statements of cash flows from RMB into United States dollar (“US$”) as of and for the Six Months Ended March 31, 2026 are solely for the convenience of the readers outside of the People’s Republic of China and were calculated at the rate of US$1.00 for RMB6.8980, representing the noon buying rate set forth in the H.10 statistical release of the U.S. Federal Reserve Board on March 31, 2026.

 

(e) Fair value

 

A financial instrument’s categorization within the fair value hierarchy as established by ASC 820, Fair value measurements and disclosure is based upon the lowest level of input that is significant to the fair value measurement. The established fair value hierarchy has three levels based on the reliability of the inputs used to measure fair value which include:

 

Level 1 —Quoted prices (unadjusted) in active markets for identical assets or liabilities.

Level 2 —Observable, market-based inputs, other than quoted prices, in active markets for identical assets or liabilities.

Level 3 —Unobservable inputs to the valuation methodology that are significant to the measurement of the fair value of the assets or liabilities.

 

The Group’s financial instruments include cash and cash equivalents, accounts receivable, note receivables, payables, related party receivables and related party receivables.

 

(f) Cash, cash equivalents

 

Cash and cash equivalents consist of cash on hand, demand deposits and highly-liquid investments placed with banks, which are unrestricted as to withdrawal and use, and which have original maturities of three months or less.

 

(g) Restricted Cash

 

Cash that is restricted as to withdrawal or is used or pledged as security is reported separately on the face of the Group’s consolidated balance sheets and is included in the total cash in the consolidated statements of cash flows. The Group’s restricted cash mainly represents security deposits held in designated bank accounts for performance of sales contract.

 

(h) Accounts receivable and allowance for doubtful accounts

 

Accounts receivable mainly consist of amounts due from the Group’s customers, which are recorded net of allowance for doubtful accounts. The Group performs ongoing credit evaluations of its customers, and assesses allowance for doubtful accounts based on expected credit loss model on a portfolio basis. When specific customers are identified as no longer sharing the same risk profile as the current pool, they are removed from the pool and evaluated separately. Accounts receivable are written off when there is no reasonable expectation of recovery.

 

The Group elected to early adopt Accounting Standards Update (“ASU”) No. 2016-13, Financial Instruments — Credit Losses (Topic 326): Measurement of Credit Losses on Financial Instruments using the modified retrospective transition method from January 1, 2020. The Group has developed a current expected credit losses (“CECL”) model for class of customers, including our related parties, with similar risk characteristics based on historical experience, credit quality of its customers, current economic conditions and supportable forecasts of future economic conditions that may affect customers’ ability to pay. The cumulative effect from the adoption as of January 1, 2020 was immaterial to the financial statements.

 

II-7

 

 

(i) Unbill receivables

 

Unbilled receivables represent amounts earned under contracts with customers for which the Group has an unconditional right to consideration as of the reporting date, but for which billing has not yet occurred in accordance with customary billing practices. Such amounts generally arise from timing differences between the recognition of revenue and the issuance of an invoice to the customer.

 

(j) Contract assets and contract Liabilities

 

Projects with performance obligations recognized over time that have revenue recognized to date in excess of cumulative billings are reported on our consolidated balance sheets as “contract assets”. Provisions for estimated losses of contract assets on uncompleted contracts are made in the period in which such losses are determined.

 

Contract assets having billing terms with the unconditional right to be billed beyond one year are classified as non-current assets.

 

The condition required for a payment to be converted to an accounts receivable under service contract to provide engineering solutions of intelligent projects is that the customer accepts   the work progress performed by the Group and accepts the invoice issued by the Group.

 

The time frame for a contract asset to be reclassified to a receivable (or consideration from customer becomes unconditional) is between 6 months to 36 months.

 

Contract liabilities on uncompleted contracts represent the amounts of cash collected from clients, billings to clients on contracts in advance of work performed and revenue recognized. Contract assets and liabilities are reported in a net position on a contract-by-contract basis at the end of each reporting period.

 

(k) Revenue recognition

 

Revenues of the Group are primarily derived from providing engineering solutions of intelligent projects, operation and maintenance of intelligent projects, and sales of equipment and materials of intelligent systems.The Group applies ASU 2014-09, Revenue from Contracts with Customers — Topic 606 (“ASC 606”) for its revenue recognition for all periods presented.

 

Revenue is recognized when control of the goods or services is transferred to a customer. Depending on the terms of the contract and the laws that apply to the contract, control of the goods and services may be transferred over time or at a point in time. Control of the goods and services is transferred over time if the Group’s performance:

 

  provides the benefits received and consumed simultaneously by the customer;
  creates and enhances an asset that the customer controls as the Group performs; or
  does not create an asset with an alternative use to the Group and the Group has an enforceable right to payment for performance

 

The Group accounts for a contract with a customer when the contract is committed in writing, the rights of the parties, including payment terms, are identified, the contract has commercial substance and consideration to collect is substantially probable.

 

II-8

 

 

If a customer pays consideration or the Group has a right to an amount of consideration that is unconditional, before the Group transfers a good or service to the customer, the Group presents a contract liability when payment is made or a receivable is recorded (whichever is earlier). A contract liability is the Group’s obligation to transfer goods or services to a customer for which the Group has received consideration (or an amount of consideration is due) from the customer.

 

Revenue recognition policies for each type of revenue steams are as follows:

 

i) Service to provide engineering solutions of intelligent projects

 

Revenue relating to providing engineering solutions of intelligent projects are generally recognized based on the Group’s efforts or inputs to the satisfaction of its performance obligation over time as work progresses because of the continuous transfer of control to the customer and the Group has the right to bill the customer as costs are incurred. Typically, revenue is recognized over time using an input measure (i.e., costs incurred to date relative to total estimated costs at completion) to measure progress. The Group generally uses the cost-to-cost measure of progress method because it best depicts the transfer of control to the customer which occurs as the Group incurs costs on its contracts. Under the cost-to-cost measure of progress method, the extent of progress towards completion is measured based on the ratio of total costs incurred to date to the total estimated costs at completion of the performance obligation. Revenues, including estimated fees or profits, are recorded proportionally as costs are incurred. Any expected losses on this type of contracts in progress are charged to operations, in total, in the period the losses are identified.

 

The Group’s contract with the customer has payment terms specified based upon certain conditions. The payment terms usually include, but are not limited to, the following billing stages: 1) signing of the sales contract, 2) quarterly or monthly payment based on progress report agreed by the customer; 3) completion and acceptance of the project, and 4) completion of guarantee period, normally 24 months after completion. As the Group’s customers are required to pay the Group at different billing stages over the contract period, as such, the Group believes the progress payments limit the Group’s exposure to credit risk and the Group would be able to collect substantially all of the consideration gradually at different stages.

 

The timing of the satisfaction of our performance obligations is based upon the cost-to-cost measure of progress method, which is generally different than the timing of unconditional right of payment, and is based upon certain conditions completed as specified in the contract. The timing between the satisfaction of our performance obligations and the unconditional right to payment would contribute to contract assets and contract liabilities.

 

Cost based input methods of revenue recognition require the Group to make estimates of costs to complete its projects. In making such estimates, significant judgment is required to evaluate assumptions related to the costs to complete its projects, including materials, labor, and other costs. The estimate of unit material costs are reviewed and updated on a quarterly basis, based on the updated information available in the supply markets. The estimate of material quantities to be used for completion is also reviewed and updated on a quarterly basis, based on the updated information on the progress of project execution. If the estimated total costs on any contract, including any inefficient costs, are greater than the net contract revenues, the Group recognizes the entire estimated loss in the period the loss becomes known. The cumulative effect of revisions to estimates related to net contract revenues or costs to complete contracts are recorded in the period in which the revisions to estimates are identified and the amounts can be reasonably estimated.

 

The Group has no obligations for returns, refunds or similar obligations for services to provide engineering solutions of intelligent projects,.

 

The aggregate amount of the transaction price allocated to the performance obligations for engineering solution service that are partially unsatisfied was RMB33,262,734 which is expected to recognize as revenue within 60 months as of March 31, 2026 using an input measure method for the for the engineering solution service.

 

ii) Service to provide operation and maintenance of intelligent projects

 

Revenue from maintenance type of contracts requires the Group to render routine maintenance on the customers’ various intellectualized systems during the contracted periods, which is generally between one to four years. Revenue generated from services of operation and maintenance of intelligent projects is recognized over the coverage period on a straight-line basis.

 

As of March 31, 2026, the Group had system maintenance revenue amounting to RMB13,523,072 which is expected to be recognized within 36 months from March 31, 2026, all on a straight-line basis.

 

II-9

 

 

iii) Sales of equipment and materials of intelligent systems

 

The Group generates revenue from sales of equipment and materials of intelligent systems.

 

Product sales generally require customer acceptance. Thus, the revenue is recognized at point in time upon customer acceptance after goods are delivered to the customers. No product warranty is provided to customers under this type of sales contracts.

 

(l) Leases

 

The Group adopted ASC 842, Leases (“ASC 842”) on January 1, 2019, using the modified retrospective transition method and adopted the package of practical expedients, which allowed the Group to (1) not reassess whether existing contracts contain leases, (2) carry forward the existing lease classification, and (3) not reassess initial direct costs associated with existing leases. Upon adoption of ASC 842, the Group elected to use the remaining lease term as of January 1, 2019 in estimation of the applicable discount rate for leases that were in place at adoption.

 

In evaluating whether an agreement constitute a lease upon adoption of ASC 842, the Group reviews the contractual terms to determine which party obtains both the economic benefits and control of the assets at the inception of the contract. The Group categorizes leases with contractual terms longer than twelve months as either operating or finance lease at the commencement date of a lease. All the leases of the group are operating leases. The Group also elected the short-term lease exemption for all contracts with an original lease term of 12 months or less. Lease payments on short-term leases are recognized as an expense on a straight-line basis over the lease term, not included in lease liabilities. The Group’s lease agreements do not contain any significant residual value guarantees or restricted covenants.

 

Right of sue (“ROU”) assets represent the Group’s right to use an underlying asset for the lease term and lease liabilities represent the Group’s obligation to make lease payments arising from the lease. ROU assets are recognized as the amount of the lease liability, adjusted for lease incentives received. Lease liabilities are recognized at the present value of the future lease payments at the lease commencement date. The discount rate used to determine the present value of the future lease payments is the Group’s incremental borrowing rate (“IBR”) or the rate implicit in the lease if available. The IBR is a hypothetical rate based on the Group’s understanding of what its credit rating would be to borrow and resulting interest the Group would pay to borrow an amount equal to the lease payments in a similar economic environment over the lease term on a collateralized basis. Lease payments may be fixed or variable, however, only fixed payments or in substance fixed payments are included in the Group’s lease liability calculation. Variable lease payments are recognized in operating expenses in the period in which the obligation for those payments are incurred.

 

II-10

 

 

(m) Income per share

 

Basic income per share is computed by dividing net income attributable to the holders of shares by the weighted average number of shares outstanding during the year.

 

Diluted earnings per share reflect the potential dilution that could occur if securities or other contracts to issue ordinary shares were exercised or converted into ordinary shares.

 

(n) Comprehensive income

 

Comprehensive income is defined to include all changes in equity of the Group during a period arising from transactions and other events and circumstances excluding transactions resulting from investments by shareholders and distributions to shareholders. Accumulated other comprehensive income, as presented in the consolidated balance sheets, consists of accumulated foreign currency translation adjustments.

 

(o) Reclassifcations

 

Certain amounts in the prior-period condensed consolidated balance sheet have been reclassified to conform to the current-period presentation. The reclassification primarily relates to the presentation of unbilled account receivables, which were previously included in contract asset and are now presented separately as a new line item.

 

Accordingly, the comparative balance sheet amounts as of September 30, 2025 have been reclassified to conform to the current-period presentation. These reclassifications were made for presentation purposes only and did not affect previously reported total assets, total liabilities, stockholders’ equity, net income, or cash flows.

 

3. Recent accounting pronouncements

 

Recently adopted accounting pronouncements

 

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The amendments require the disclosure of specific categories in the rate reconciliation and additional information for reconciling items that meet a quantitative threshold. The amendments also require disaggregated information about the amount of income taxes paid (net of refunds received), income (or loss) from continuing operations before income tax expense (or benefit) and income tax expense (or benefit) from continuing operations. The Group adopted this update prospectively on January 1, 2025. The adoption did not have a material impact on the consolidated financial statements.

 

Recently issued accounting pronouncements not yet adopted

 

In November 2024, the FASB issued ASU No. 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses (“ASU 2024-03”), and in January 2025, the FASB issued ASU No. 2025-01, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date (“ASU 2025-01”). ASU 2024-03 requires additional disclosure of the nature of expenses included in the income statement as well as disclosures about specific types of expenses included in the expense captions presented in the income statement. ASU 2024-03, as clarified by ASU 2025-01, is effective for annual periods beginning after December 15, 2026, and interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. This guidance will be applied either prospectively or retrospectively. The Group is currently evaluating the impact that the adoption of these standards will have on the consolidated financial statements.

 

In July 2025, the FASB issued ASU 2025-05, Financial Instruments—Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets (“ASU 2025-05”). This standard introduces a practical expedient that companies can choose to apply when determining allowances for credit losses. Specifically, it permits companies to assume that the current conditions as of the balance sheet remain unchanged throughout the remaining life of the asset. ASU 2025-05 is effective for annual reporting periods beginning after December 15, 2025, and interim reporting periods within those annual reporting periods, and requires prospective application. The Group does not expect the adoption of the ASU to have a material impact on the consolidated financial statements.

 

In September 2025, the FASB issued ASU 2025-06, Intangibles-Goodwill and Other-Internal Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software (“ASU 2025-06”), which removes all references to software development project stages so that the guidance is neutral to different software development methods. Therefore, under ASU 2025-06, software capitalization will begin when management has authorized and committed to funding the software project and when it is probable that the project will be completed and the software will be used to perform the function intended. ASU 2025-06 will be effective for annual reporting periods beginning after December 15, 2027, and interim reporting periods within those annual reporting periods with early adoption permitted. The guidance is to be applied on a prospective basis, or on a modified transition approach or a retrospective transition approach. The Group does not expect the adoption of the ASU to have a material impact on the consolidated financial statements.

 

II-11

 

 

In December 2025, the FASB issued ASU 2025-10, Government Grants (Topic 832): Accounting for Government Grants Received by Business Entities (“ASU 2025-10”), which provides updated guidance on how to recognize, measure, and present government grants. The ASU will be effective for annual reporting periods beginning after December 15, 2028, including interim periods within those annual reporting periods, with early adoption permitted. The Group does not expect the adoption of the ASU to have a material impact on the consolidated financial statements.

 

4. Concentration and risks

 

(a) Concentration of credit risk

 

Assets that potentially subject the Group to significant concentrations of credit risk primarily consist of cash and cash equivalents, restricted cash, accounts receivable and amounts due from related parties. The maximum exposure of such assets to credit risk is their carrying amounts as of the balance sheet dates. All of the Group’s cash and cash equivalents and restricted cash are held with financial institutions that Group’s management believes to be high credit quality. The Group periodically evaluates the creditworthiness of the existing customers in determining an allowance for doubtful accounts primarily based upon the age of the receivables and factors surrounding the credit risk of specific customers.

 

(b) Concentration of customers:

 

The following customers accounted for 10% or more of revenue for the six months ended March 31, 2025 and 2026:

 

   2025   2026   2026 
   Six Months Ended March 31, 
   2025   2026   2026 
   RMB   RMB   USD 
Customer A   42,257,767    63,792,598    9,247,985 
Customer B   34,440,743    20,577,998    2,983,183 
Customer C   -*    17,033,418    2,469,327 
Customer D   10,051,313     -*    -* 

 

The following customers accounted for 10% or more of the Group’s accounts receivable and amounts due from related parties as of September 30, 2025 and March 31, 2026:

 

   RMB   RMB   USD 
  

As of

September 30, 2025

  

As of

March 31, 2026

 
   RMB   RMB   USD 
Customer A   6,237,484    3,139,888    455,188 
Customer B   -*    1,141,440    165,474 
Customer C   3,486,135    1,105,933    160,327 
Customer D   3,177,983    - *    - * 

 

II-12

 

 

(c) Concentration of suppliers

 

Below suppliers represent more than 10% of the Group’s total purchases for the six months ended March 31, 2025 and 2026:

 

   2025   2026   2026 
   Six Months Ended March 31, 
   2025   2026   2026 
   RMB   RMB   USD 
Supplier A   18,600,197    10,409,641    1,509,081 
Supplier B   10,377,124    - *    -* 
Supplier C   7,641,441    - *    -* 

 

* Represents less than 10%

 

(d) Foreign currency risk

 

Currency convertibility risk

 

The RMB is not a freely convertible currency. The State Administration for Foreign Exchange, under the authority of the People’s Bank of China, regulates the conversion of RMB into other currencies. The value of the RMB is subject to changes in central government policies, international economic and political developments affecting supply and demand in the China Foreign Exchange Trading System market. As of September 30, 2025 and March 31, 2026, the Group has cash and cash equivalents and time deposits that are denominated in US$, totaling US$4,994,550 and, US$1,705,697, respectively.

 

5. ACCOUNTS RECEIVABLE, NET

 

Accounts receivable and allowance for doubtful accounts as of September 30, 2025 and March 31, 2026 are as follows:

 

   RMB   RMB   USD 
  

As of

September 30, 2025

  

As of

March 31, 2026

 
   RMB   RMB   USD 
Accounts receivable   14,815,743    8,186,367    1,186,774 
Less: allowance for doubtful accounts   (91,886)   (56,070)   (8,128)
Total Accounts receivable, net   14,723,857    8,130,297    1,178,646 

 

The roll-forward of the allowance for doubtful accounts related to accounts receivable for the year ended September 30, 2025 and for the six months ended March 31, 2026 were as follows:

 

   RMB   RMB   USD 
  

For the year ended
September 30, 2025

  

For the six months ended

March 31, 2026

 
   RMB   RMB   USD 
Beginning of the year/period   641,101    91,886    13,321 
(Reversal) provision of allowance for doubtful accounts   (549,215)   (35,816)   (5,193)
End of the year/period   91,886    56,070    8,128 

 

6. UNBILLED RECEIVABLES, NET

 

         USD 
   As of September 30, 2025   As of March 31, 2026 
   RMB   RMB   USD 
Unbilled receivables, net:               
Revenue recognized in excess of amounts paid or billed (account receivable) to the Group   246,333,632    309,350,780    44,846,445 
             
Less: allowance for credit loss   (4,267,547)   

(5,457,002

)   (791,099)
Total   242,066,085    303,893,778    44,055,346 

 

The movements in the allowance for credit loss related to unbilled receivables for the year ended September 30, 2025 and for the six months ended March 31, 2026 were as follows:

 

         USD 
  

For the year ended

September 30, 2025

  

 

For the six months ended

March 31, 2026

 
   RMB   RMB   USD 
Balance at beginning of the year/period   2,292,498    4,267,547    618,664 
Additions   1,975,049    1,189,455    172,435 
Balance at end of the year/period   4,267,547    5,457,002    791,099 

 

II-13

 

 

7. CONTRACT ASSETS AND CONTRACT LIABILITIES

 

   RMB   RMB   USD 
  

As of

September 30, 2025

  

As of

March 31, 2026

 
   RMB   RMB   USD 
Contract assets – current, net:               
Retention receivables   2,466,827    1,498,137    217,184 
Less: allowance for credit loss   -    -    - 
Total   2,466,827    1,498,137    217,184 
Contract assets – non- current, net:               
Retention receivables   10,955,098    10,995,921    1,594,074 
Less: allowance for credit loss   -    -    - 
Total   10,955,098    10,995,921    1,594,074 

 

   RMB   RMB   USD 
  

As of

September 30, 2025

  

As of

March 31, 2026

 
   RMB   RMB   USD 
Contract liabilities:               
Payments received or receivable in excess of revenue recognized on uncompleted contracts   844,757    1,691,990    245,287 
Total   844,757    1,691,990    245,287 

 

8. PREPAID EXPENSES AND OTHER CURRENT ASSETS

 

Prepaid expenses and other current assets consisted of the following:

 

   RMB   RMB   USD 
  

As of

September 30, 2025

   As of
March 31, 2026
 
   RMB   RMB   USD 
Prepayment for inventories and others   1,600,862    3,703,878    536,950 
Prepaid taxes   365,950    508,292    73,685 
Total   1,966,812    4,212,170    610,635 

 

II-14

 

 

9. PROPERTY, PLANT AND EQUIPMENT, NET

 

Property, plant and equipment and related accumulated depreciation were as follows:

 

   RMB   RMB   USD 
  

As of

September 30, 2025

   As of
March 31, 2026
 
   RMB   RMB   USD 
Motor vehicles   455,795    455,795    66,076 
Electronic devices, furniture and office equipment   11,800    11,800    1,711 
Software application   103,010    192,119    27,851 
Total   570,605    659,714    95,638 
Less: accumulated depreciation   (487,480)   (498,310)   (72,239)
Property, plant and equipment, net   83,125    161,404    23,399 

 

The Group recorded depreciation expenses of RMB7,117 and RMB10,830 for the six months ended March 31, 2025 and 2026, respectively.

 

10. SHORT-TERM BORROWING

 

In November 2025, Julong Online entered into a loan facility agreement with Beijing Bank with borrowing credit of RMB10,000,000, bearing interest rate of 3.0% per annum with a maturity date in November 2026.

 

11. ACCRUED EXPENSES AND OTHER CURRENT LIABILITIES

 

The components of accrued expenses and other current liabilities are as follows:

 

   RMB   RMB   USD 
  

As of

September 30, 2025

  

As of

March 31, 2026

 
   RMB   RMB   USD 
Salary and welfare payable   410,514    277,822    40,276 
Accrued liabilities to suppliers   194,166,070    242,920,386    35,216,061 
Other tax payable   23,150,849    28,435,033    4,122,214 
Supplier deposit for quality   2,678,737    1,822,850    264,258 
Others   1,442,104    1,583,281    229,527 
Total   221,848,274    275,039,372    39,872,336 

 

II-15

 

 

12. LEASES

 

Operating leases of the Group mainly include leases of office space. The components of lease expenses were as follows:

 

   RMB   RMB   USD 
  

For the

Six Months ended

March 31, 2025

  

For the

Six Months ended

March 31, 2026

 
   RMB   RMB   USD 
Lease cost               
Operating lease cost   163,524    54,596    7,915 
Short term lease cost   -    -    - 
Total lease cost   163,524    54,596    7,915 

 

Operating lease cost was recognized as rental expenses in consolidated statements of operations on a straight-line basis over the lease term. For the six months ended March 31, 2025, and 2026, there is no variable lease cost and sublease income recognized in the consolidated financial statements of the Group.

 

Supplemental cash flows information related to leases was as follows:

 

   RMB   RMB   USD 
  

For the

Six Months ended

March 31, 2025

  

For the

Six Months ended

March 31, 2026

 
   RMB   RMB   USD 
Cash paid for amounts included in measurement of liabilities:            
Operating cash flows from operating leases   (95,003)   (49,166)   (7,128)
Right-of-use assets obtained in exchange for lease liabilities:               
Operating leases   -    -    - 

 

Supplemental balance sheet information related to leases was as follows:

 

   RMB   RMB   USD 
  

As of

September 30, 2025

  

As of

March 31, 2026

 
   RMB   RMB   USD 
Operating leases               
Operating lease right-of-use assets, net   280,398    229,471    33,266 
Total operating lease assets   280,398    229,471    33,266 
Operating lease liabilities, current   99,065    100,540    14,575 
Operating lease liabilities, non-current   164,896    114,254    16,563 
Total operating lease liabilities   263,961    214,794    31,138 

 

  

As of

March 31,2025

  

As of

March 31, 2026

 
Weighted average remaining lease term- operating lease   

0.25 years

    

2.25 years

 
Weighted average discount rate- operating lease   4.75%   3.00%

 

II-16

 

 

The following is a maturity analysis of the annual undiscounted cash flows for the annual periods ended March 31, 2026:

 

Years ending March 31,  RMB   USD 
2027   105,670    15,319 
2028   116,237    16,851 
2029   -    - 
2030   -    - 
2031 and thereafter   -    - 
Less: imputed interest   (7,113)   (1,032)
Total operating lease liabilities   214,794    31,138 
Less: current operating lease liabilities   100,540    14,575 
Non-current operating lease liabilities   114,254    16,563 

 

 

13. FAIR VALUE MEASUREMENT

 

The Group’s financial assets and liabilities primarily include cash and cash equivalents, restricted cash, accounts receivable, notes receivable, other receivables, amounts due from related parties, amount due to related parties, short-term borrowing, accounts payable and other current liabilities.

 

The carrying amounts of cash and cash equivalents, restricted cash, accounts receivable, notes receivable, amounts due from related parties, other receivables, amount due to related parties, short-term borrowing, accounts payable and other current liabilities approximate their fair values.

 

14. REVENUE

 

The following table disaggregates the Group’s revenue by major sources:

 

   RMB   RMB   USD 
   Six Months Ended March 3l, 
   2025   2026 
   RMB   RMB   USD 
Engineering solutions of intelligent projects   97,860,980    120,264,552    17,434,699 
Operation and maintenance of intelligent projects   4,303,976    3,682,377    533,833 
Sales of equipment and materials of intelligent systems   10,290    345,882    50,142 
Total   102,175,246    124,292,811    18,018,674 

 

The following table summarizes the Group’s revenues recognized at a point in time or over time:

 

   RMB   RMB   USD 
   Six Months Ended March 3l, 
   2025   2026 
   RMB   RMB   USD 
Revenue recognized at a point in time   10,290    345,882    50,142 
Revenue recognized over time   102,164,956    123,946,929    17,968,532 
Total   102,175,246    124,292,811    18,018,674 

 

Revenues with amount of RMB255,740 and RMB844,757 were recognized in the six months ended March 31,,2025 and March 31,2026, respectively, which were included in the balance of contract liabilities at the beginning of each year. Remaining unsatisfied performance obligations that will be recognized as revenue by the Group within the following 12 months are RMB18,048,402 and RMB36,541,289 of the remaining performance obligations as of March 31, 2025 and 2026, respectively, with the remainder recognized thereafter.

 

II-17

 

 

15. EMPLOYEE BENEFITS

 

Full time employees of the Group in the PRC participate in a government mandated defined contribution plan, pursuant to which certain pension benefits, medical care, employee housing fund and other welfare benefits are provided to the employees. Chinese labor regulations require that the PRC subsidiaries make contributions to the government for these benefits based on certain percentages of the employees’ salaries, up to a maximum amount specified by the local government. The Group has no legal obligation for the benefits beyond the contributions made. Total amounts of such employee benefit expenses, which were expensed as incurred, were approximately RMB621,329 and RMB565,612 for the six months ended March 31, 2025 and 2026, respectively.

 

16. NET INCOME PER SHARE

 

For the purpose of calculating net income per share, the number of shares used in the calculation reflects the outstanding shares of the Company as if the Reorganization as described in Note 1 took place at the earliest period presented.

 

   RMB   RMB   USD 
   Six Months Ended March 3l, 
   2025   2026 
   RMB   RMB   USD 
Numerator:            
Net income               
Net income attributable to ordinary shareholders of Julong Holding Limited   11,566,664    11,659,229    1,690,233 
Denominator:               
Weighted average number of ordinary shares outstanding-basic and diluted   20,011,132    21,448,632    21,448,632 
Basic and diluted net income per share   0.58    0.54    0.08 

 

 

17. RELATED PARTY TRANSACTION

 

Major related parties that transacted with the Group and their respective relationship to the Group are listed as below:

  

Name of related parties   Relationship with the Group
Beijing Yihai Construction Engineering Co., Ltd.   Company controlled by Hu Jiaqi
Beijing Jianlei International Decoration Engineering Co., Ltd.   Company controlled by Hu Jiaqi
Beijing Huiju Tianxia Investment Co., Ltd   Company controlled by Hu Jiaqi

 

  

      RMB   RMB   USD 
      Six Months Ended March 3l, 
Nature of transactions  Related party  2025   2026 
      RMB   RMB   USD 
Revenue from engineering solutions and services of intelligent projects  Beijing Jianlei International Decoration Engineering Co., Ltd.   42,257,767    63,792,598    9,247,985 
Total      42,257,767    63,792,598    9,247,985 

 

      RMB   RMB   USD 
      Six Months Ended March 3l, 
Nature of transactions  Related party  2025   2026 
      RMB   RMB   USD 
Purchase of services  Beijing Yihai Construction Engineering Co., Ltd.   57,940    57,940    8,400 
Total      57,940    57,940    8,400 

 

        RMB     RMB     USD  
Nature of balance  Related party 

As of

September 30, 2025

   As of
March 31, 2026
 
      RMB   RMB   USD 
Amounts due from related parties relating to operating activities  Beijing Jianlei International Decoration Engineering Co., Ltd.   3,486,135    1,105,933    160,327 
Total      3,486,135    1,105,933    160,327 

 

II-18

 

 

        RMB     RMB     USD  
      RMB   USD 
Amounts due to related parties relating to operating activities  Beijing Jianlei International Decoration Engineering Co., Ltd.   4,894,067    3,036,000    440,128 
Amounts due to related parties relating to operating activities  Beijing Yihai Construction Engineering Co., Ltd.   -    57,940    8,400 
Amounts due to related parties relating to operating activities  Beijing Huiju Tianxia Investment Co., Ltd   350,000    350,000    50,739 
Total      5,244,067    3,443,940    499,266 

 

18. COMMITMENTS AND CONTINGENCIES

 

(a) Commitments

 

As of September 30, 2025 and March 31, 2026, the Group did not have commitments contracted but not yet reflected in the consolidated financial statements.

 

(b) Contingencies

 

The Group is subject to periodic legal or administrative proceeding in the ordinary course of business. The Group does not have any pending legal or administrative proceeding to which the Group is a party that will have a material effect on its business or financial condition.

 

19. SEGMENT INFORMATION

 

The Group’s chief operating decision maker (“CODM”) has been identified as the Chief Executive Officer of the Company, who reviews financial information when making decisions about allocating resources and assessing performance of the Group. An operating segment is a component of the Group that engages in business activities from which it may earn revenues and incur costs, and is identified on the basis of the internal financial reports that are provided to and regularly reviewed by the Group’s CODM. All of the Company’s operating facilities and long-lived assets are in China. The Group has determined that it has only one operating segment as defined by ASC 280.

 

20. SUBSEQUENT EVENT

 

The Group has evaluated subsequent events through August 17, 2026, which is the date when the unaudited condensed consolidated financial statements are available to be disclosed.

 

II-19

 

 

Exhibit 99.2

 

MANAGEMENT’S DISCUSSION AND ANALYSIS OF

FINANCIAL CONDITION AND RESULTS OF OPERATIONS

 

Overview

 

We are a growth-oriented professional provider of intelligent integrated solutions to public utilities, commercial properties, and multifamily residential properties operating at scale in China. The intelligent integrated solutions that we offer typically include intelligent security systems, fire protection systems, parking systems, toll collection systems, broadcasting systems, identification systems, data room systems, emergency command systems and city management systems.

 

We have successfully provided intelligent integrated services and solutions to numerous landmark infrastructure projects in private and public sectors in China, such as (i) the design, procurement, installation, integration and maintenance of the security system, access control system and parking system of an international airport in Beijing, (ii) the installation, integration and maintenance of the parking system and visitor management system of a prestigious public university in Beijing, and (iii) the operation and maintenance of the intelligent integrated systems of over 460 branches of a renowned commercial bank in Southwest China. We primarily obtain contracts either through direct invitation for quotation from customers, or through a competitive tendering process of the project employers or their main contractors.

 

Our business lines include (i) engineering solutions of intelligent projects, (ii) operation and maintenance of intelligent projects, and (iii) sales of equipment and materials of intelligent systems. Our intelligent integrated solutions enable an array of service scenarios to be digitized, visualized and simplified, enabling easier management by and bringing long-term benefits for our customers. We develop and deliver one-stop high-quality services and solutions that cater to the needs of each customer and enhance customer experience with stringent quality assurance policies. We have highly experienced management and technical teams, and we maintain long-term and stable relationships with several technical and installation teams that share our core corporate values.

 

Key Components of Results of Operations

 

Revenues

 

We generated revenue primarily from provision of services for engineering solutions, operation and maintenance of intelligent projects and sales of equipment and materials of intelligent systems.

 

The following table breaks down our revenue by amounts and as percentages of our net revenues for the periods presented:

 

   Six Months Ended March 31, 
   2025   2026 
   RMB   %   RMB   US$   % 
Engineering solutions of intelligent projects   97,860,980    95.8%   120,264,552    17,434,699    96.8%
Operation and maintenance of intelligent projects   4,303,976    4.2%   3,682,377    533,833    3.0%
Sales of equipment and materials of intelligent systems   10,290    0.0%   345,882    50,142    0.2%
Total   102,175,246    100.0%   124,292,811    18,018,674    100.0%

 

Our business lines include (i) engineering solutions of intelligent projects, (ii) operation and maintenance of intelligent projects, and (iii) sales of equipment and materials of intelligent systems.

 

 

 

 

Cost of revenues

 

Our cost of sales mainly comprises direct labor costs and cost of materials and tools.

 

The following table breaks down our cost of revenues by amounts and as percentages of our cost of revenues for the periods presented:

 

   Six Months Ended March 31, 
   2025   2026 
   RMB   %   RMB   US$   % 
Direct labor costs   46,044,108    53.9%   46,122,096    6,686,300    44.0%
Cost of materials and tools   39,412,638    46.1%   58,717,295    8,512,220    56.0%
Total   85,456,746    100.0%   104,839,391    15,198,520    100.0%

 

Operating expenses

 

The following table sets forth our operating expenses and as percentages of our operating expenses for the periods presented:

 

   Six Months Ended March 31, 
   2025   2026 
   RMB   %   RMB   US$   % 
Selling, general and administrative expenses   3,105,980    100.0%   5,959,721    863,978    100.0%
Total operating expenses   3,105,980    100.0%   5,959,721    863,978    100.0%

 

Our selling, general and administrative expenses primarily consist of (i) professional services fee, (ii) payroll and related expenses for employees involved in general corporate functions, (iii) costs associated with these functions including rental and other general corporate related expenses incurred, and (iv) provision of bad debt.

 

Interest expenses

 

Interest expenses mainly represent interest expenses on short-term borrowings.

 

Other income

 

Other income mainly consists of miscellaneous items such as government subsidy.

 

Results of Operations

 

The following table sets forth a summary of our combined and consolidated results of operations for the periods presented, both in absolute amount and as percentages of our net revenues. This information should be read together with our combined and consolidated financial statements and related notes included elsewhere in this prospectus. The results of operations in any particular period are not necessarily indicative of our future trends.

 

   2025   Amount   %       
   RMB   %   RMB   US$   %   RMB     
Revenues   102,175,246    100.0%   124,292,811    18,018,674    100.0%   22,117,565    21.6%
Cost of revenues   85,456,746    83.6%   104,839,391    15,198,520    84.3%   19,382,645    22.7%
Gross profit   16,718,500    16.4%   19,453,420    2,820,154    15.7%   2,734,920    16.4%
Operating expenses:                                   
Selling, general and administrative expenses   3,105,980    3.0%   5,959,721    863,978    4.8%   2,853,741    91.9%
Total operating expenses   3,105,980    3.0%   5,959,721    863,978    4.8%   2,853,741    91.9%
Income from operations   13,612,520    13.3%   13,493,699    1,956,176    10.9%   (118,821)   (0.9)%
Interest (expense) income, net   (936)   0.0%   (148,839)   (21,577)    (0.1)%   (147,903)   15801.6%
Other income, net   263    0.0%   324,664    47,066    0.3%   324,401    123346.4%
Income before income tax   13,611,847    13.3%   13,669,524    1,981,665    11.0%   57,677    0.4%
Income tax expenses   2,045,183    2.0%   2,010,295    291,432    1.6%   (34,888)   (1.7)%
Net income   11,566,664    11.3%   11,659,229    1,690,233    9.4%   92,565    0.8%

 

 

 

 

Six Months Ended March 31, 2026 Compared to Six Months Ended March 31, 2025

 

Revenues

 

Our revenues increased by 21.6% from RMB102,175 thousand for the six months ended March 31, 2025 to RMB124,293 thousand (US$18,019 thousand) for the six months ended March 31, 2026, primarily attributable to an increase in the number of intelligent projects where we provided engineering solutions.

 

Our revenues generated from service of engineering solutions of intelligent projects increased by 22.9% from RMB97,861 thousand for the six months ended March 31, 2025 to RMB120,265 thousand (US$17,435 thousand) for the six months ended March 31, 2026. The number of contracts under execution to provide engineering solutions was 226 and 322, respectively during the six months ended March 31, 2025 and 2026. The average contract amount of these contracts was RMB433 thousand and RMB373 thousand (US$54 thousand), respectively during the six months ended March 31, 2025 and 2026.

 

Revenues generated from service of operation and maintenance of intelligent projects decreased by 14.5% from RMB4,304 thousand for the six months ended March 31, 2025 to RMB3,682 thousand (US$534 thousand) for the six months ended March 31, 2026. The number of contracts under execution to provide operation and maintenance of intelligent projects was 45 and 40 during the six months ended March 31, 2025 and 2026, respectively. The average contract amount of these contracts was RMB96 thousand and RMB92 thousand (US$13 thousand) during the six months ended March 31, 2025 and 2026, respectively.

 

Revenues generated from the sale of equipment and material of intellectualized systems increased by 3360.0% from RMB10 thousand for the six months ended March 31, 2025 to RMB346 thousand (US$50 thousand) for the six months ended March 31, 2026.

 

Cost of revenues

 

Our cost of revenues increased by 22.7% from RMB85,457 thousand for the six months ended March 31, 2025 to RMB104,839 thousand (US$15,199 thousand) for the six months ended March 31, 2026. The increase was in line with the increase in revenues and was primarily attributable to (i) an increase of RMB46,122 thousand (US$6,686 thousand) in labor cost due to increased sales, and (ii) an increase of RMB58,717 thousand (US$8,512 thousand) in materials and components cost associated with the increased sales.

 

Gross profit and gross margin

 

As a result of the foregoing, our gross profit increased by 16.4% from RMB16,719 thousand for the six months ended March 31, 2025 to RMB19,453 thousand (US$2,820 thousand) for the six months ended March 31, 2026. Our gross margin slightly decreased from 16.4% for the six months ended March 31, 2025 to 15.7% for the six months ended March 31, 2026 primarily due to change in revenue mix.

 

 

 

 

Selling, general and administrative expenses

 

The following table sets forth a breakdown of our selling, general and administrative expenses during the periods indicated, both in the absolute amount and as a percentage of total selling, general and administrative expenses for the periods indicated.

 

   Six Months Ended March 31,   Variances 
   2025   2026   Amount   % 
   RMB   %   RMB   US$   %   RMB     
Administrative cost   112,448    3.6%   324,566    47,052    5.4%   212,118    188.6 
Employee compensation   2,259,534    72.7%   2,097,290    304,043    35.2%   (162,244)   (7.2)
Service fee   111,862    3.6%   2,172,547    314,953    36.5%   2,060,685    1842.2 
Provision of credit losses   406,275    13.1%   1,253,643    181,740    21.0%   847,367    208.6 
Rent   163,524    5.3%   54,596    7,915    0.9%   (108,927)   (66.6)
Depreciation and amortization   7,117    0.2%   10,830    1,570    0.2%   3,713    52.2 
Others   45,220    1.5%   46,249    6,705    0.8%   1,029    2.3 
Total selling, general and administrative expenses   3,105,980    100.0%   5,959,721    863,978    100.0%   2,853,741    91.9 

 

Our selling, general and administrative expenses increased by 91.9% from RMB3,106 thousand for the six months ended March 31, 2025 to RMB5,960 thousand (US$864 thousand) for the six months ended March 31, 2026, which was primarily due to an increase in service fee for RMB2,061 thousand (US$299 thousand).

 

Operating income

 

As a result of the foregoing, our operating income before income taxes increased by 0.4% from RMB13,613 thousand for the six months ended March 31, 2025 to RMB13,494 thousand (US$1,956 thousand) for the six months ended March 31, 2026.

 

Income tax expense

 

Our income tax expense decreased by 1.7% from RMB2,045 thousand for the six months ended March 31, 2025 to RMB2,010 thousand (US$291 thousand) for the six months ended March 31, 2026.

 

Net income

 

As a result of the foregoing, our net income increased by 0.8% from RMB11,567 thousand for the six months ended March 31, 2025 to RMB11,659 thousand (US$1,690 thousand) for the six months ended March 31, 2026.

 

Liquidity and Capital Resources

 

To date, we have financed our operating and investing activities primarily through cash generated from operating activities, proceeds from initial public offering and shareholder contribution. As of September 30, 2025 and March 31, 2026, our cash and cash equivalents and restricted cash were RMB62,248 thousand and RMB43,217 thousand (US$6,265 thousand), respectively. Our cash and cash equivalents and restricted cash primarily consist of cash and time deposits with terms of three months or less.

 

We believe that our current levels of cash and cash flows from operations will be sufficient to meet our anticipated cash needs for at least the next 12 months. However, we may need additional cash resources in the future if we find and wish to pursue opportunities for investment, acquisition, strategic cooperation or other similar actions. If we determine that our cash requirements exceed the amounts of cash on hand or if we decide to further optimize our capital structure, we may seek to issue debt or equity securities or obtain credit facilities or other sources of funding.

 

The following table set forth a summary of its cash flows for the periods indicated:

 

   Six Months Ended March 31,   Variances 
   2025   2026   2026   Amount   % 
   RMB   RMB   US$   RMB     
Net cash used in operating activities   (8,236,979)   (17,834,473)   (2,585,455)   (9,597,494)   116.5 
Net cash used in investing activities   -    (89,109)   (12,918)   (89,109)   - 
Net cash provided by financing activities   8,830,861    -    -    (8,830,861)   (100.0)

 

 

 

 

Operating activities

 

Net cash used in operating activities was RMB17,834 thousand (US$2,585 thousand) for the six months ended March 31, 2026, as compared to RMB8,237 thousand net cash used in operating activities for the six months ended March 31, 2025.

 

Net cash used in operating activities for the six months ended March 31, 2026 was resulted from net income of RMB11,659 thousand (US$1,690 thousand), adjusted for non-cash operating activities of: (i) depreciation of RMB11 thousand (US$2 thousand), (ii) amortization of the right-of-use asset of RMB51 thousand (US$7 thousand), (iii) provision of allowance for doubtful accounts for account receivables of RMB6,420 thousand (US$931 thousand), and (iv) provision of allowance for unbilled receivables of RMB1,189 thousand (US$172 thousand). The amount was further adjusted by changes in operating assets and liabilities of RMB37,165 thousand (US$5,388 thousand) from March 31, 2025 to March 31, 2026 that collectively had a negative effect on cash flow, including primarily (i) an increase in unbilled receivable of RMB63,017 thousand (US$9,136 thousand) caused by an increase in revenue, (ii) an increase in other receivable of RMB23,532 thousand (US$3,411 thousand), and (iii) decrease in account payable of RMB7,985 thousand (US$1,158 thousand) and partially offset by (i) an increase in accrued expenses and other current liabilities of RMB46,684 thousand (US$6,768 thousand), (ii) an increase in other current liabilities of RMB5,284 thousand (US$766 thousand), (iii) decrease in accounts receivable of RMB3,451 thousand (US$500 thousand), and (iv) decrease in contract assets of RMB960 thousand (US$140 thousand).

 

Net cash used in operating activities of RMB8,237 thousand for the six months ended March 31, 2025 was resulted from net income of RMB11,567 thousand, adjusted for non-cash operating activities of: (i) depreciation of RMB7 thousand, (ii) amortization of the right-of-use asset of RMB95 thousand, (iii) reversal of allowance for doubtful accounts for account receivables of RMB94 thousand, and (iv) provision of allowance for unbilled receivables of RMB312 thousand. The amount was further adjusted by changes in operating assets and liabilities that collectively had a negative effect on cash flow, including: (i) an increase in unbilled receivable of RMB18,755 thousand and increase in contract assets of RMB2,111 thousand, because of the increase of revenue and projects in service during the six months ended March 31, 2025, (ii) increase in account receivables for RMB4,474 thousand, (iii) decrease in amount due to related parties for RMB13,836 thousand, as well as (iv) decrease in accounts payable of RMB4,721 thousand, and partially offset by (i) an increase in accrued expenses and other current liabilities of RMB16,811 thousand, (ii) an increase in contract liabilities of RMB2,081 thousand also associated with increased revenue and undergoing projects, and (iii) decrease in amount due from related parties of RMB699 thousand, because amount from Beijing Jianlei International Decoration Engineering Co., Ltd., a company controlled by Mr. Hu Jiaqi, decreased due to provision of services,

 

Investing activities

 

Net cash used in investing activities was RMB89 thousand (US$13 thousand) for the six months ended March 31, 2026, as compared to nil for the six months ended March 31, 2025. The cash outflow was used to upgrade software application.

 

Financing activities

 

Net cash provided by financing activities was nil for the six months ended March 31, 2026, as compared to RMB8,831 thousand net cash provided by financing activities for the six months ended March 31, 2025. The net cash provided by financing activities for the six months ended March 31, 2025 was proceeded from short-term borrowing of RMB10,000 thousand and payment for deferred offering costs with amount of RMB1,169 thousand.

 

 

 

 

Commitments and contingencies

 

(a) Commitments

 

As of September 30, 2025 and March 31, 2026, we did not have commitments contracted but not yet reflected in the consolidated financial statements.

 

(b) Contingencies

 

We are subject to periodic legal or administrative proceeding in the ordinary course of business. We do not have any pending legal or administrative proceeding to which we are a party that will have a material effect on its business or financial condition.

 

Off-Balance Sheet Arrangements

 

We have not entered into any off-balance sheet financial guarantees or off-balance sheet commitments to guarantee the payment obligations of any third parties. We have not entered into any derivative contracts that are indexed to our shares and classified as shareholder’s equity or that are not reflected in our combined and consolidated financial statements. Furthermore, we do not have any retained or contingent interest in assets transferred to an unconsolidated entity that serves as credit, liquidity or market risk support to such entity. We do not have any variable interest in any unconsolidated entity that provides financing, liquidity, market risk or credit support to us or engages in leasing, hedging or product development services with us.

 

Material Cash Requirements

 

Our material cash requirement as of September 30, 2025 and March 31, 2026, and any subsequent period primarily include our capital expenditures and contractual obligations.

 

Contractual Obligations

 

There were no contractual obligations as of September 30, 2025 and March 31, 2026.

 

 

 

 

Exhibit 99.3

 

Julong Holding Limited Reports Unaudited Financial Results for the First Half of Fiscal Year 2026

 

BEIJING, August 18, 2026/GLOBE NEWSWIRE/ - Julong Holding Limited (“Julong” or the “Company”) (Nasdaq: JLHL), a growth-oriented provider of intelligent integrated solutions, today announced its unaudited financial results for the six months ended March 31, 2026.

 

First Half of Fiscal Year 2026 Financial Highlights

 

Revenues increased by 21.6% to RMB124,293 thousand (US$18,019 thousand) for the six months ended March 31, 2026, from RMB102,175 thousand in the same period of fiscal year 2025.
Gross profit increased by 16.4% to RMB19,453 thousand (US$2,820 thousand) for the six months ended March 31, 2026, from RMB16,719 thousand in the same period of fiscal year 2025.
Gross margin was 15.7% for the six months ended March 31, 2026, compared with 16.4% in the same period of fiscal year 2025.
Net income increased by 0.8% to RMB11,659 thousand (US$1,690 thousand) in the six months ended March 31, 2026, from RMB11,567 thousand in the same period of fiscal year 2025.

 

Mr. Jiaqi Hu, the founder, Chairman of the Board of Directors, and Chief Executive Officer of Julong, commented, “We are pleased to report solid results for the first half of fiscal year 2026, despite a challenging external environment. Total revenue increased by 21.6% year over year, reflecting the continued strength of our core engineering solutions business. This growth was primarily driven by an increase in the number of intelligent projects we served, with contracts under execution for our engineering solutions business rising to 322 from 226 in the same period last year. Additionally, we saw encouraging early-stage momentum in our sale of equipment and materials for intelligent systems, which complements our core business. With a rising number of contracts under execution in our domestic engineering solutions business and our continuous efforts to expand our international footprint, we are confident that we will sustain this momentum and capture new opportunities across our markets.”

 

Ms. Airu Chen, the Chief Financial Officer of Julong, said, “We delivered a year-over-year revenue increase of 21.6%, reaching RMB124 million in the first half of fiscal year 2026, with revenue from our core engineering solutions for intelligent projects business rising 22.9% year over year. Notably, revenue from the sale of equipment and materials for intelligent systems grew substantially, climbing to RMB346 thousand from RMB10 thousand in the same period last year. Gross profit increased 16.4% year-over-year to RMB19.5 million and we remained profitable with net income of RMB11.7 million. As we continue to support the execution of our project pipeline, we remain focused on improving operational efficiency and creating sustainable, long-term value for our business partners and shareholders.”

 

Unaudited Financial Results for the First Half of Fiscal Year 2026

 

Revenues increased by 21.6% to RMB124,293 thousand (US$18,019 thousand) in the six months ended March 31, 2026, from RMB102,175 thousand in the same period of fiscal year 2025, primarily attributable to an increase in the number of intelligent projects where we provided engineering solutions.

 

Revenues from engineering solutions for intelligent projects increased by 22.9% to RMB120,265 thousand (US$17,435 thousand) in the six months ended March 31, 2026, from RMB97,861 thousand in the same period of fiscal year 2025.

 

Revenues from intelligent project operation and maintenance were RMB3,682 thousand (US$534 thousand) in the six months ended March 31, 2026, compared with RMB4,304 thousand in the same period of fiscal year 2025.

 

 
 

 

Revenues from sales of equipment and materials of intelligent systems increased to RMB346 thousand (US$50 thousand) in the six months ended March 31, 2026, from RMB10 thousand in the same period of fiscal year 2025.

 

Cost of revenues increased by 22.7% to RMB104,839 thousand (US$15,199 thousand) in the six months ended March 31, 2026, from RMB85,457 thousand in the same period of fiscal year 2025.

 

Gross profit increased by 16.4% to RMB19,453 thousand (US$2,820 thousand) in the six months ended March 31, 2026, from RMB16,719 thousand in the same period of fiscal year 2025.

 

Gross margin was 15.7% for the six months ended March 31, 2026, compared with 16.4% in the same period of fiscal year 2025, primarily due to change in revenue mix.

 

Operating expenses increased by 91.9% to RMB5,960 thousand (US$864 thousand) in the six months ended March 31, 2026, from RMB3,106 thousand in the same period of fiscal year 2025, primarily due to an increase in service fee for RMB2,061 thousand (US$299 thousand).

 

Operating income was RMB13,494 thousand (US$1,956 thousand) in the six months ended March 31, 2026, compared with RMB13,613 thousand in the same period of fiscal year 2025.

 

Net income increased by 0.8% to RMB11,659 thousand (US$1,690 thousand) in the six months ended March 31, 2026, from RMB11,567 thousand in the same period of fiscal year 2025.

 

Basic and diluted net income per share was RMB0.54 (US$0.08) in the six months ended March 31, 2026, compared with RMB0.58 per share in the same period of fiscal year 2025.

 

Balance Sheets

 

As of March 31, 2026, the Company had cash and cash equivalents and restricted cash of RMB43,217 thousand (US$6,265 thousand), compared with RMB62,248 thousand as of September 30, 2025.

 

About Julong Holding Limited

 

Founded in 1997, Julong is a growth-oriented professional provider of intelligent integrated solutions to public utilities, commercial properties, and multifamily residential properties operating at scale in China. The Company’s comprehensive suite of intelligent integrated solutions includes systems for intelligent security, fire protection, parking, toll collection, broadcasting, identification, data room, emergency command, and city management. Since its inception, Julong has focused on the successful and on-time execution of complex projects, through its “deliveries before deadline” and “customers first” initiatives. As Julong continues to cross-sell its service and solution offerings and advance its purpose-built technologies, the Company is well-positioned to achieve economies of scale and capture future opportunities.

 

For more information, please visit: ir.julongzx.com.

 

 
 

 

Exchange Rate Information

 

This announcement contains translations of certain RMB amounts into U.S. dollars at a specified rate solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to U.S. dollars and from U.S. dollars to RMB are made at a rate of RMB6.8980 to US$1.00, the exchange rate on March 31, 2026 set forth in the H.10 statistical release of the Federal Reserve Board. The Company makes no representation that the RMB or U.S. dollar amounts referred could be converted into U.S. dollars or RMB, as the case may be, at any particular rate or at all.

 

Forward-Looking Statements

 

This press release contains statements that may constitute “forward-looking” statements which are made pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements relating to the Company’s future operating and financial performance, business strategies, and growth plans. These forward-looking statements can be identified by terminology such as “will,” “would,” “may,” “expects,” “anticipates,” “aims,” “future,” “continues,” “could,” “should,” “target,” “intends,” “plans,” “believes,” “estimates,” “likely to,” and similar expressions. Statements that are not historical facts, including statements about the Company’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including uncertainties related to market conditions, competition, and other factors discussed in the “Risk Factors” section of the Company’s filings with the Securities and Exchange Commission. All information provided in this press release is as of the date of this press release, and the Company does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

 

For investor and media inquiries, please contact:

 

In China:

 

Investor Relations:

Email: ir@julongzx.com

 

Piacente Financial Communications

Jenny Cai

Tel: +86 (10) 6508-0677

E-mail: julong@thepiacentegroup.com

 

In the United States:

 

Piacente Financial Communications

Brandi Piacente

Tel: +1-212-481-2050

E-mail: julong@thepiacentegroup.com

 

 
 

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

 

  

As of

September 30, 2025

  

As of

March 31, 2026

  

As of

March 31, 2026

 
    RMB    RMB    US$ 
ASSETS               
Current assets               
Cash and cash equivalents   62,247,145    43,216,643    6,265,098 
Restricted cash   600    600    87 
Accounts receivable (net of allowance of RMB91,886 and RMB56,070 as of September 30,2025 and March 31, 2026, respectively)   14,723,857    8,130,297    1,178,646 

Unbilled receivables (net of allowance of RMB4,267,547 and RMB5,457,002 as of September 30,2025 and March 31, 2026, respectively)

   242,066,085    303,893,778    44,055,346 
Contract assets- current (net of allowance of nil and nil as of September 30, 2025 and March 31, 2026, respectively)   

2,466,827

    

1,498,137

    

217,184

 
Other receivable (net of allowance of RMB64,103 and RMB164,106 as of September 30, 2025 and March 31, 2026, respectively)   801,734    24,234,001    3,513,192 
Amounts due from related parties   3,486,135    1,105,933    160,327 
Prepaid expenses and other current assets   1,966,812    4,212,170    610,635 
Total current assets   327,759,195    386,291,559    56,000,515 
                
Non-current assets               
Property, plant and equipment, net   83,125    161,404    23,399 
Deferred tax assets   1,044,349    1,240,584    179,847 
Operating lease right-of-use assets   280,398    229,471    33,266 
Contract assets- non-current, net   10,955,098    10,995,921    1,594,074 
Total non-current assets   12,362,970    12,627,380    1,830,586 
                
TOTAL ASSETS   340,122,165    398,918,939    57,831,101 

 

 
 

 

JULONG HOLDING LIMITED 

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS (CONTINUED)

 

  

As of

September 30, 2025

  

As of

March 31, 2026

  

As of

March 31, 2026

 
    RMB    RMB    US$ 
LIABILITIES               
                
Current liabilities               
Short-term borrowing   10,000,000    10,000,000    1,449,696 
Accounts payable   21,797,667    15,767,146    2,285,756 
Contract liabilities   844,757    1,691,990    245,287 
Accrued expenses and other current liabilities   221,848,274    275,039,372    39,872,336 
Amounts due to related parties   5,244,067    3,443,940    499,266 
Income tax payable   10,312,947    12,398,896    1,797,462 
Operating lease liabilities, current portion   99,065    100,540    14,575 
Total current liabilities   270,146,777    318,441,884    46,164,378 
Non-current liabilities:               
Operating lease liabilities, non-current   164,896    114,254    16,563 
Total non-current liabilities   164,896    114,254    16,563 
                
TOTAL LIABILITIES   270,311,673    318,556,138    46,180,941 
SHAREHOLDERS’ EQUITY               
Stock Subscription Receivable   (14,246)   (14,246)   (2,065)
Ordinary shares subscribed (US$0.0001 par value, 500,000,000 shares authorized as of September 30, 2025 and March 31, 2026; 21,448,632 shares issued and outstanding as of September 30, 2025 and March 31, 2026) (1)   15,269    15,269    2,214 
Additional paid in capital   26,281,420    26,281,420    3,810,006 
Statutory reserve   5,883,035    7,048,957    1,021,884 
Retained earnings   37,645,105    48,138,412    6,978,604 
Accumulated other comprehensive loss   (91)   (1,107,011)   (160,483)
TOTAL SHAREHOLDERS’ EQUITY   69,810,492    80,362,801    11,650,160 
TOTAL LIABILITIES AND SHAREHOLDERS’ EQUITY   340,122,165    398,918,939    57,831,101 

 

(1) Giving retroactive effect to Reorganization transactions.

 

 
 

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE
INCOME

 

   Six Months Ended March 31, 
   2025   2026   2026 
   RMB   RMB   US$ 
Revenues (including revenues from related parties of RMB42,257,767 and RMB63,792,598 for the six months ended March 31, 2025 and 2026, respectively)   102,175,246    124,292,811    18,018,674 
                
Cost of revenues   85,456,746    104,839,391    15,198,520 
                
Gross profit   16,718,500    19,453,420    2,820,154 
                
Operating expenses:               
Selling, general and administrative expenses   3,105,980    5,959,721    863,978 
Total operating expenses   3,105,980    5,959,721    863,978 
                
Operating income   13,612,520    13,493,699    1,956,176 
                
Interest expenses   (936)   (148,839)   (21,577)
Other income, net   263    324,664    47,066 
Income before income taxes   13,611,847    13,669,524    1,981,665 
Income tax expenses   2,045,183    2,010,295    291,432 
                
Net income   11,566,664    11,659,229    1,690,233 
Other comprehensive loss, net of tax of nil:   -    (1,107,011)   (160,483)
Comprehensive income   11,566,664    10,552,218    1,529,750 
Net income per share-basic and diluted               
Weighted average number of ordinary shares outstanding-basic and diluted   20,011,132    21,448,632    21,448,632 
Basic and diluted net income per share   0.58    0.54    0.08 

 

 
 

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS’ EQUITY

 

   Ordinary shares   Stock Subscription Receivable   Additional
paid-in
capital
   Statutory
reserve
   Accumulated other comprehensive income   (Accumulated deficit)/Retained earnings   Total Julong Holding Limited shareholders’
equity
   Non-controlling
interest
   Total
equity
 
   Number   RMB   RMB   RMB   RMB   RMB   RMB   RMB   RMB   RMB 
Balance as of September 30, 2024   20,011,132    14,043    (14,043)   -    3,267,815    -    14,108,126    17,375,941    -    17,375,941 
Net income for the year   -    -    -    -    -    -    11,566,664    11,566,664    -    11,566,664 
Provision of statutory reserve   -    -    -    -    1,156,666    -    (1,156,666)   -    -    - 
Foreign currency translation adjustment   -    478    (478)   -    -    -    -    -    -    - 
Balance as of March 31, 2025   20,011,132    14,521    (14,521)   -    4,424,481    -    24,518,124    28,942,605    -    28,942,605 

Balance as of September 30, 2025

   21,448,632    15,269    (14,246)   26,281,420    5,883,035    (91)   37,645,105    69,810,492    -    69,810,492 
                                                   
Net income for the year   -    -    -    -    -    -    11,659,229    11,659,229    -    11,659,229 
Provision of statutory reserve   -    -    -    -    1,165,922    -    (1,165,922)   -    -    - 
Foreign currency translation adjustment   -    -    -    -    -    (1,106,920)   -    (1,106,920)   -    (1,106,920)
Balance as of March 31, 2026   21,448,632    15,269    (14,246)   26,281,420    7,048,957    (1,107,011)   48,138,412    80,362,801    -    80,362,801 

 

 
 

 

JULONG HOLDING LIMITED

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

 

   Six Months Ended March 31, 
   2025   2026   2026 
   RMB   RMB   US$ 
CASH FLOWS FROM OPERATING ACTIVITIES               
Net income   11,566,664    11,659,229    1,690,233 
Adjustments to reconcile net income to net cash provided by (used in) operating activities:               
Depreciation of property, plant and equipment   7,117    10,830    1,570 
Amortization of the right-of-use assets   95,003    50,928    7,383 
Provision of allowance for doubtful accounts   94,292    6,420,154    930,727 
Provision of allowance for unbilled receivables   311,983    1,189,455    172,435 
                
Changes in operating assets and liabilities               
Accounts receivable   (4,473,997)   3,451,393    500,347 
Unbilled receivables   (18,755,216)   (63,017,148)   (9,135,568)
Contract assets   (2,110,855)   968,690    

140,431

 
Other receivable   (80,510)   (23,532,270)   (3,411,463)
Prepaid expenses and other current assets   (759,161)   (2,245,360)   (325,509)
Amount due from related parties   699,026    2,380,202    345,057 
Deferred tax assets   (62,182)   (196,235)   (28,448)
Non-current assets   476,681    (40,823)   (5,918)
Accounts payable   (4,720,741)   (7,985,422)   (1,157,643)
Accrued expenses and other current liabilities   16,811,087    46,683,831    6,767,734 
Income tax payable   1,875,544    2,085,949    302,399 
Contract liabilities   2,081,323    847,233    122,823 
Amount due to related parties   (13,836,127)   (1,800,127)   (260,964)
Lease liabilities   (95,003)   (49,166)   (7,128)
Other Current liabilities   2,638,092    5,284,184    766,047 
                
Net cash used in operating activities   (8,236,979)   (17,834,473)   (2,585,455)
                
CASH FLOWS FROM INVESTING ACTIVITIES               
Purchase of property, plant and equipment   -    (89,109)   (12,918)
Net cash used in investing activities   -    (89,109)   (12,918)
                
CASH FLOWS FROM FINANCING ACTIVITIES               
Proceed from short-term borrowing        10,000,000    1,449,696 
Proceed from (repayment of) short-term borrowing   10,000,000    (10,000,000)   (1,449,696)
Payment of deferred offering costs   (1,169,139)   -    - 
Net cash provided by financing activities   8,830,861    -    - 
 Exchange rate effect on cash and cash equivalents   -    (1,106,920)   (160,470)
Net increase (decrease) in cash, cash equivalents and restricted cash   593,882    (19,030,502)   (2,758,843)
Cash, cash equivalents and restricted cash at beginning of the period   20,772,130    62,247,745    9,024,028 
                
Cash, cash equivalents and restricted cash at end of the period   21,366,012    43,217,243    6,265,185 

 

 

Filing Exhibits & Attachments

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