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Shenzhen Longsys Electronics (301308) investor relations material
Shenzhen Longsys Electronics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved revenue of ¥9.91 billion in Q1 2026, up 132.79% year-over-year, driven by strong AI-related demand in the global semiconductor storage sector.
Net profit attributable to shareholders reached ¥3.86 billion, a 2,644.05% increase year-over-year; adjusted net profit (excluding non-recurring items) was ¥3.94 billion, up 2,051.40%.
Flagship storage products (UFS4.1, ePOP4x, mSSD) achieved large-scale shipments and entered major global supply chains, including automotive and wearable tech sectors.
Strategic partnerships and supply agreements with key upstream suppliers secured future resource stability.
Financial highlights
Total assets at quarter-end were ¥35.95 billion, up 58.00% from year-end 2025.
Shareholders’ equity rose 55.13% to ¥12.18 billion.
Basic EPS was ¥9.21, compared to -¥0.37 in Q1 2025.
Operating cash flow was -¥2.87 billion, down from ¥153 million in Q1 2025, mainly due to increased cash outflows for goods and services.
Financing cash flow surged to ¥6.13 billion, reflecting increased borrowings.
Outlook and guidance
AI-driven demand expected to sustain high industry growth; new storage products anticipated to replace traditional SSDs at scale in 2026.
- Revenue and profit surged on industry recovery, with strong growth in enterprise and chip segments.301308
Q2 20242 Jun 2026 - 2024 revenue jumped 72.48% and net profit turned positive, driven by global and tech innovation.301308
Q4 20242 Jun 2026 - Revenue and profit soared year-over-year, but Q3 posted a loss amid weak demand and margin pressure.301308
Q3 20242 Jun 2026 - Revenue up 12.8% year-over-year, but net profit fell 97.5% amid margin and impairment pressures.301308
Q2 20252 Jun 2026 - Q1 2025 saw revenue drop and a net loss, but cash flow and key segments showed improvement.301308
Q1 20252 Jun 2026 - Q3 2025 saw record profit growth and robust overseas expansion, with improved financial health.301308
Q3 20252 Jun 2026 - Q1 2026 revenue and net profit soared on AI-driven storage demand and product innovation.301308
Q4 20252 Jun 2026
Next Shenzhen Longsys Electronics earnings date
Next Shenzhen Longsys Electronics earnings date
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