According to the Zhitong Finance App, Lansi Technology (06613) announced its 2026 interim results, with operating income of about 28.866 billion yuan, a year-on-year decrease of 12.42%; net profit attributable to shareholders of listed companies was about 577 million yuan, a year-on-year decrease of 49.52%; basic earnings per share were 0.11 yuan, with a discovery dividend of 1.00 yuan (tax included) for every 10 shares.
Among them, the company's revenue in the second quarter was 14.727 billion yuan, down 7.36% year on year, mainly due to the decline in assembly business revenue, but the decline was significantly narrower than in the first quarter; net profit attributable to shareholders of listed companies was 726 million yuan, up 1.77% year on year, turning loss into profit month on month; overall gross margin increased to 18.2%, up 2.47 percentage points year on year. Overall, the company's second-quarter revenue and revenue from all business segments achieved month-on-month growth, and gross margin and net profit to mother both showed a year-on-year trend.
During the reporting period, the smartphone and computer business achieved revenue of 22.382 billion yuan, a year-on-year decrease of 17.67%, accounting for 77.54% of the company's overall revenue. The decline was mainly due to the memory chip cycle disrupting terminal demand and a decrease in assembly business revenue. The sector's gross profit margin was 16.17%, up 2.99 percentage points year over year. While the assembly business declined in the second quarter, the sector still achieved a month-on-month increase in overall revenue. The sector's gross margin further rose to 17.91%, an increase of 3.78 percentage points over the previous year. Faced with fluctuations in industry demand, the company actively adjusted its product and customer structure, developed well-known domestic customers, introduced high-end product assembly services such as sports cameras, and hedged the downward pressure on revenue in some low-value-added businesses by increasing shipments of high-end products with high added value. The smart car and cockpit business achieved revenue of 3.372 billion yuan, an increase of 6.56% over the previous year, accounting for 11.68% of the company's overall revenue. The sector's gross profit margin was 12.53%, up 2.69 percentage points year over year. Among them, the sector's revenue growth accelerated in the second quarter, with a year-on-year increase of 10.11% and a month-on-month increase of 16.29%. The sector's gross margin continued to increase by 0.72 percentage points year over year to 12.69%. The company successfully completed production capacity climbing and achieved batch delivery for a number of new automotive projects. The depth and breadth of cooperation with mainstream car companies at home and abroad continued to increase, and laminated car window glass was successfully mass-produced and shipped.