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NATIONAL SILICON INDUSTRY GROUP
NATIONAL SILICON INDUSTRY GROUP (688126) investor relations material
NATIONAL SILICON INDUSTRY GROUP Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary19 Aug, 2026
Executive summary
Revenue for H1 2026 reached RMB 2.32 billion, up 36.51% year-over-year, driven by a 90%+ increase in 300mm wafer sales volume, though average selling prices remained low.
Net loss attributable to shareholders was RMB -965 million, with profitability pressured by increased R&D, FX losses, and higher inventory impairment.
Operating cash flow turned positive at RMB 179 million, a significant improvement from the prior year.
Financial highlights
Revenue: RMB 2.32 billion (+36.51% YoY); 300mm wafer sales volume up 90%+, 200mm up 16%.
Net loss: RMB -965 million (vs. -367 million YoY); EPS: -0.292.
Gross margin did not improve significantly due to continued low ASPs and high-cost inventory.
R&D expenses: RMB 259 million (+66.5% YoY), 11.17% of revenue.
Operating cash flow: RMB 179 million (vs. -462 million YoY).
Outlook and guidance
300mm wafer capacity expected to reach 1.2 million wafers/month by year-end 2026.
Focus on expanding high-end product lines for AI, automotive, and silicon photonics.
Anticipates gradual price recovery in 300mm wafers in H2 2026.
Continued investment in R&D and capacity to address structural supply gaps in high-end domestic market.
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Latest events from NATIONAL SILICON INDUSTRY GROUP
- Revenue up 35%, but net loss deepened on higher costs and R&D; cash flow negative.688126
Q1 2026 - Revenue up 9.7%, net loss deepens to RMB -1.51bn, major equity restructuring completed.688126H2 2025
- Revenue up 6.6% but net loss deepened on weak demand and higher costs.688126Q3 2025
- Revenue up 10.6% but net loss widened as high costs and R&D spending pressured margins.688126Q1 2025
- Revenue up 8.16% with strong 300mm wafer growth, but losses persist amid higher costs.688126H1 2025
- Revenue up 6.18% but net profit turned negative amid expansion and market headwinds.688126H2 2024
- Revenue up 11.37% in Q3, but net loss widened due to slow wafer price recovery and higher costs.688126Q3 2024
- Net loss reached RMB -388.6 million as wafer prices fell and costs rose, despite stable revenue.688126H1 2024
Next NATIONAL SILICON INDUSTRY GROUP earnings date
Q3 202629 Oct, 2026
NATIONAL SILICON INDUSTRY GROUP
Next NATIONAL SILICON INDUSTRY GROUP earnings date
Q3 202629 Oct, 2026
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