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CIG Shanghai (603083) investor relations material
CIG Shanghai Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was RMB 2.22bn, up 67.26% YoY and 56.21% QoQ; net profit attributable to parent shareholders was RMB 432.9m, up 212.81% YoY and 106.71% QoQ.
9M revenue reached RMB 4.92bn, up 46.46% YoY and already above the prior full-year level; attributable net profit was RMB 760.6m, up 193.35%.
Financial highlights
9M total profit was RMB 791.1m, up 242.52% YoY; Q3 total profit was RMB 516.6m, up 361.82%.
9M adjusted attributable net profit, excluding non-recurring gains and losses, was RMB 730.0m, up 185.95%; Q3 was RMB 410.5m, up 201.26%.
9M revenue was RMB 4.921bn versus RMB 3.360bn in the prior-year period; 9M consolidated net profit was RMB 709.1m versus RMB 248.8m.
Segment performance
High-speed optical module revenue exceeded 50% of total revenue by quarter-end; 800G products made up the vast majority of high-speed optical module shipments.
High-speed optical module growth drove revenue expansion, supported by customer expansion, capacity build-out, supply-chain coordination and R&D investment.
- Net profit surged 276% on 44% revenue growth, led by high-speed optical module demand.603083
Q1 2026 - Net profit surged 171% YoY on strong optical module demand and product mix optimization.603083
Q2 2026 - Revenue up slightly, net profit down nearly 50% amid margin pressure and global risks.603083
Q2 2024 - Q3 revenue jumped 69.53% year-over-year, with nine-month net profit up 26.15%.603083
Q3 2024 - Q1 2025 saw 5.18% revenue growth and 21.11% higher net profit, driven by global expansion.603083
Q1 2025 - Revenue up 18.3%, net profit up 75.4%, strong cash flow, H-share listing planned.603083
Q4 2024 - Net profit surged 51.12% year-over-year on strong optical module and broadband growth.603083
Q2 2025 - Revenue rose to RMB 4.82 billion, but net profit fell as margins narrowed and costs increased.603083
Q4 2025 - Q3 net profit surged 92.92% YoY, driven by high-speed optical modules and global data center demand.603083
Q3 2025
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