According to the Shennan Circuit announcement, net profit attributable to shareholders of listed companies is expected to be 4,050 billion yuan to 4.150 billion yuan in the first three quarters of 2026, an increase of 74.13% to 78.43% over the previous year. The changes in performance are mainly due to market opportunities brought about by AI computing power infrastructure investment and product iterative upgrades. Market demand for AI servers, high-speed switches, optical modules, processors and storage packaging substrates continues to grow, the company's production capacity utilization rate is running at a high level, and the product structure continues to be optimized. This is compounded by the steady decline in production capacity at the Guangzhou production base, driving the year-on-year increase in revenue and profit. The company's Q3 net profit is expected to be 1,799 million to 1,899 million yuan, and Q2 net profit is 1,401 million yuan. Based on this calculation, Q3 net profit is expected to increase 28%-35% month-on-month.

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