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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.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.
- Revenue up 9.16% and net profit up 3.43% year-over-year, led by automotive and clean energy.300373
Q2 2024 - 2024 revenue up 11.53% and net profit up 8.50%, led by automotive and overseas growth.300373
Q4 2024 - Q3 net profit jumped 17.91% year-over-year on robust electronics demand and margin gains.300373
Q3 2024 - Net profit surged 51.2% year-over-year on strong automotive, consumer, and overseas growth.300373
Q1 2025 - Net profit surged 41.55% year-over-year on robust revenue and margin growth.300373
Q2 2025 - Q3 2025 saw double-digit revenue and profit growth, margin improvement, and a key acquisition.300373
Q3 2025 - Net profit rose 25.55% on 18.18% revenue growth, with strong automotive and overseas momentum.300373
Q4 2025 - Revenue and net profit surged over 28% YoY, led by AI, automotive, and SiC segment growth.300373
Q2 2026 - Q1 revenue and profit surged over 34%, led by booming automotive electronics and high-end products.300373
Q1 2026
Next Yangzhou Yangjie Electronic Technology earnings date
Next Yangzhou Yangjie Electronic Technology earnings date
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