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Shennan Circuits Expects Q1-Q3 2026 Net Profit of 4.05-4.15 Billion Yuan, Up 74%-78%
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Shennan Circuits announced a profit forecast for the first three quarters of 2026, projecting attributable net profit of 4.05 billion to 4.15 billion yuan, up 74.13% to 78.43% year-on-year from 2.326 billion yuan. Non-recurring net profit is expected at 4.018 billion to 4.118 billion yuan, up 84.15% to 88.73%, with basic earnings per share of 6.02 to 6.17 yuan. The company attributed the growth to market opportunities from AI computing infrastructure investment and product upgrades, citing sustained demand growth for AI servers, high-speed switches, optical modules, and processor and memory packaging substrates. It also noted high capacity utilization, ongoing product mix optimization, and the steady ramp-up of its Guangzhou production base.
Source report
Shennan Circuits has announced its earnings forecast for the first three quarters of 2026.
Profit Forecast
- Net profit attributable to shareholders: RMB 4.05 billion to RMB 4.15 billion, representing year-on-year growth of 74.13% to 78.43% (compared with RMB 2.326 billion in the same period last year).
- Net profit excluding non-recurring gains and losses: RMB 4.018 billion to RMB 4.118 billion, representing year-on-year growth of 84.15% to 88.73% (compared with RMB 2.182 billion in the same period last year).
- Basic earnings per share: RMB 6.02 to RMB 6.17 per share.
Reasons for Growth
The year-on-year increase in net profit attributable to shareholders is mainly driven by:
- Market opportunities arising from investment in AI computing infrastructure and product iteration and upgrading;
- Sustained growth in market demand for AI servers, high-speed switches, optical modules, processors, and memory packaging substrates;
- High capacity utilization rates;
- Continuous optimization of the product mix;
- The steady ramp-up of production capacity at the Guangzhou production base.
Source
domesticNeutral / independent
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