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Shengyi Technology (600183) investor relations material
Shengyi Technology Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue reached RMB 14.18bn, up 78.76% YoY; attributable net income was RMB 3.44bn, up 238.40% YoY.
9M revenue was RMB 33.21bn, up 61.10%; attributable net income rose 175.36% to RMB 6.73bn, with operating cash flow up 90.99% to RMB 6.07bn.
Financial highlights
Q3 total profit rose 206.97% YoY to RMB 4.27bn; 9M total profit increased 162.75% to RMB 8.49bn.
Q3 adjusted attributable net income was RMB 3.47bn, up 246.70% YoY; 9M adjusted attributable net income was RMB 6.38bn, up 168.10%.
9M consolidated net income was RMB 7.47bn, including RMB 6.73bn attributable to parent shareholders and RMB 744.5m to minority shareholders.
Segment performance
Copper-clad laminate growth reflected higher sales volumes, early R&D products reaching market, timely capacity expansion and a more favorable sales mix; high-end demand remained strong despite rapid raw-material price increases.
The PCB business benefited from strong AI-computing demand, capacity releases, technology upgrades and quality controls; high-value-added products gained share, supporting 9M revenue and net profit growth.
- Net profit surged 130% on 50% revenue growth, led by AI and high-end PCB demand.600183
Q2 2026 - Revenue and net profit more than doubled year-over-year on robust segment growth.600183
Q1 2026 - 2025 saw record revenue and profit growth, robust cash flow, and global market leadership.600183
Q4 2025 - Q3 revenue up 55.10% and net profit up 131.18% year-over-year, led by high-value product growth.600183
Q3 2025 - H1 2025 revenue and net profit rose 31.68% and 52.98% year-over-year, with robust AI and server demand.600183
Q2 2025 - Net profit jumped 52.65% year-over-year on robust sales and improved margins.600183
Q3 2024 - Net profit jumped 68% on 22% revenue growth, with margin and global share both rising.600183
Q2 2024 - Net profit surged 43.76% on 26.86% revenue growth, led by high-end product sales.600183
Q1 2025 - Net profit jumped 49.81% on strong revenue growth and improved segment performance.600183
Q4 2024
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