According to the Zhitong Finance App, Yangjie Technology (300373.SZ) released a performance forecast for the first three quarters of 2026. The net profit attributable to shareholders of listed companies for the first three quarters is expected to be 1,168 billion yuan to 1,363 billion yuan, an increase of 20%-40% over the previous year.
In the first three quarters, the power semiconductor industry benefited from an explosion in demand in the fields of AI servers, new energy vehicles, optical storage, etc., and there was a shortage of production capacity in the 8-inch mature process, showing a trend of rising prosperity and sharp rise in volume and price. The company grasped market opportunities, continued to accelerate product structure optimization and upgrading, and achieved a year-on-year increase in revenue of more than 30%. Among them, the automobile business benefited from the increase in NEV penetration rate and the upgrading of application demand for scenarios, compounded by accelerated domestic substitution and deepening customer cooperation, and revenue increased by more than 100% year on year; the SiC business also achieved more than 100% year-on-year revenue growth, and the growth rate increased quarterly, with a year-on-year increase of nearly 200% in the third quarter, driven by accelerated production capacity release and customer introduction. At the same time, the company further promoted lean production and full-process cost control, effectively relieved the upward pressure on raw material costs. The gross margin increased sequentially in the third quarter, driving the company's performance to achieve steady growth.