Zhitong Finance App News, Saiyi Information (300687.SZ) released its report for the third quarter of 2026. The company achieved operating income of 1,683 billion yuan in the first three quarters, up 12.12% year on year; net profit attributable to shareholders of listed companies was 122 million yuan, up 342.87% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 107 million yuan, up 605.61% year on year; basic earnings per share were 0.2994 yuan.
In the first three quarters of 2026, the company's overall operations continued to pick up, and business recovered significantly. At the order level, from the beginning of the year to the end of the reporting period, the amount of new orders signed in the company's traditional software and digital service business (excluding computing power infrastructure operations) increased 10.35% year-on-year, and demand in the main business market continued to recover. In terms of AI application penetration, by the end of the reporting period, the company had delivered a total of 255 AI-containing application projects, accounting for more than 20% of the total delivery projects. The penetration effect of AI application capabilities on traditional software implementation services continues to show, and is gradually becoming a normalized component of project delivery.
At the strategic level, during the reporting period, the company continued to advance the construction of a “computing power base - big industrial model - scenario intelligence” full-stack industrial AI technology system, using the self-developed GPT enterprise-level AI platform as the core carrier to form a full-stack three-tier business layout covering enterprise-level AI applications, industrial models, and computing power infrastructure. During the reporting period, all three levels of business achieved phased progress: enterprise-level AI applications were deeply integrated with customer stock business systems, and scenario coverage and integrated delivery systems continued to be improved; industrial models were implemented at the core of manufacturing and transformed into standardized products using the PCB industry as a breakthrough; computing power infrastructure completed the leap from technical verification to commercial operation, providing resource support for upper level applications and models.