Yangzhou Yangjie Electronic Technology
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Yangzhou Yangjie Electronic Technology (300373) investor relations material

Yangzhou Yangjie Electronic Technology Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary27 Oct, 2026

Executive summary

  • Q3 revenue was RMB 2.668bn, up 40.93% YoY; parent-attributable net income was RMB 462.4m, up 24.22% YoY.

  • 9M revenue reached RMB 7.183bn, up 34.31% YoY; parent-attributable net income was RMB 1.233bn, up 26.67% YoY.

  • Growth reflected demand from AI servers, new-energy vehicles and optical storage, alongside tight 8-inch mature-process capacity; 9M gross margin rose YoY.

Financial highlights

  • Q3 adjusted net income was RMB 515.6m, up 51.67% YoY; 9M adjusted net income was RMB 1.240bn, up 37.93% YoY.

  • 9M operating costs rose 31.58% YoY to RMB 4.571bn, while R&D expense increased 30.09% to RMB 443.7m.

  • 9M other income rose to RMB 116.1m from RMB 74.2m; investment income increased to RMB 21.3m from RMB 14.3m.

Outlook and guidance

  • Automotive, AI data-center and SiC businesses each recorded 9M revenue growth exceeding 100% YoY; SiC growth accelerated quarter by quarter.

  • Product certifications and customer sample introductions continued for multiple AI data-center products; SiC capacity release and customer onboarding advanced.

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Q4 202631 Mar, 2027
Yangzhou Yangjie Electronic Technology
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