According to the Zhitong Finance App, Lanqi Technology (688008.SH) announced a pre-increase in its 2026 semi-annual results. It is expected to achieve revenue of about 3.335 billion yuan for the half year, an increase of about 26.6% over the same period last year. It is estimated that net profit attributable to shareholders of listed companies will be 1.9 billion yuan to 210 billion yuan, an increase of 63.9% to 81.2% over the same period last year. It is estimated that net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss will be 1,250 billion yuan to 1,450 million yuan, an increase of 14.5% to 32.9% over the same period last year.
In the first half of 2026, the company expects to achieve a sharp increase in business performance, mainly benefiting from AI industry trends, and strong industry demand: on the one hand, as DDR5 penetration rate increases and generations continue to iterate, the company's DDR5 RCD chip shipments have increased significantly, and the proportion of shipments of third and fourth generation RCD chips has further increased; on the other hand, revenue from new interconnect chip products MRCD/MDB, PCIe Retimer, CKD and CXLC chips has risen significantly.
In the first half of the year, the company's interconnect chip product line sales revenue was about 3.111 billion yuan, up 26.4% year on year. Among them, sales revenue of the interconnect chip product line in the second quarter was about 1,694 billion yuan, up about 28.2% year on year and 19.5% month on month. The company's net profit increased over the same period of the previous year. The main reasons include the increase in operating income, gross profit, investment income and fair value change income compared to the same period of the previous year.