According to the Zhitong Finance App, Jialichuang (001232.SZ) released a performance forecast for the first three quarters of 2026. Net profit attributable to shareholders of listed companies for the first three quarters is expected to be 1,679 billion yuan to 2,052 billion yuan, an increase of 78.76% to 118.48% over the previous year.
Operating performance is expected to achieve relatively rapid year-on-year growth in the first three quarters of 2026. The main reasons are:
1. AI accelerates hardware innovation, and global hardware R&D demand continues to grow. AI is changing the threshold and pace of hardware development: for professional engineers, AI improves design, verification, and iteration efficiency; for a wider group of innovators, AI automates parts of repetitive and basic R&D tasks that used to invest heavily and have a high professional threshold, so that smaller teams and less capital can complete early exploration. The number of participants and projects in hardware innovation continues to expand, and the demand for prototyping, trial production, and small batches is growing.
2. One-stop service capabilities continue to increase, and customer stickiness and single customer value are constantly improving. The company provides integrated services covering industrial software, electronics industry chains, and machinery industry chains around customers' long-tail R&D needs of “multiple categories, small batches, high frequency, and short delivery”. During the reporting period, the business process used by customers continued to deepen, and the value of a single customer continued to increase.
3. Industrial software connects design and manufacturing to continuously import customer orders and improve delivery efficiency. As an entry point for hardware research and development, EDA continues to grow in the number of registered users and design projects, introducing customers and orders into the manufacturing business; digital systems such as DFM, CAM, and cloud ERP run through the entire process of reviewing, collating, scheduling, quality inspection, and delivery, order processing efficiency continues to improve, and large-scale fragmentation requirements can be delivered stably.
4. Overseas business maintained relatively rapid growth. Overseas engineers and small and medium-sized enterprises have long faced supply gaps with high prices, long delivery times, and scattered services in hardware proofing and small-batch manufacturing. The company replicates a proven, domestic one-stop service model overseas to provide overseas engineers with integrated capabilities for hardware R&D and manufacturing in China. Overseas revenue continues to grow rapidly. Currently, there is no large-scale platform exactly the same as the company's business model in overseas markets.