Zhitong Finance App News, Lanqi Technology (06809) issued an announcement. According to preliminary estimates by the company's finance department, July 1, 2026 to September 30, 2026. The third quarter of 2026 is expected to achieve operating income of about 2,079 billion yuan, an increase of about 46.0% over the same period of the previous year; net profit attributable to shareholders of listed companies is expected to be achieved in the third quarter of 2026 of 1200 million yuan to 1,300 million yuan, an increase of 153.6% to 174.7% over the same period of the previous year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss is expected to be achieved in the third quarter of 2026 of 950 million yuan to 1,050 million yuan, an increase of 152.6% to 179.2% over the same period last year.
Since this year, with the rapid development of AI inference and agent applications, the demand for server CPUs has continued to grow, further driving the overall demand for memory modules and memory interconnect chips. In the third quarter of 2026, the company relied on its leading position in the industry. Shipments of DDR5 memory interface and module supporting chips increased dramatically, and the share of DDR5 third, fourth, and fifth generation RCD chip shipments further increased, driving the company's business performance to increase dramatically year-on-year.
In the third quarter of 2026, the company expects to achieve operating income of about 2,079 billion yuan, up about 46.0% year on year and 10.9% month on month; it is expected to achieve net profit attributable to shareholders of listed companies of 1200 billion yuan to 1,300 billion yuan, up 153.6% to 174.7% year on year, and 4.3% to 13.0% month on month; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss is expected to be 950 million yuan to 1,050 million yuan, up 152.6% to 179.2% year on year and 32.2% month on month 46.1%
In the third quarter of 2026, the company expects sales revenue of the interconnect chip product line to be about 2,047 billion yuan, up about 49.3% year on year, and about 20.9% month on month. Demand for related products is expected to increase further in the fourth quarter of this year; the gross margin of the interconnect chip product line is expected to be 68.0% to 68.5% in the third quarter of 2026, up 2.31 to 2.81 percentage points year on year, and 0.57 to 1.07 percentage points month on month.