According to the Zhitong Finance App, Dongyangguang (600673.SH) disclosed its report for the third quarter of 2026. In the first three quarters, the company achieved operating income of 14.672 billion yuan, an increase of 33.74%; net profit to mother of 638 million yuan, a year-on-year decrease of 29.57%; deducted non-net profit of 701 million yuan, a year-on-year decrease of 10.90%; and basic earnings per share of 0.213 yuan.
During the reporting period, the company confirmed the amortization of equity incentives and the impact of changes in the fair value of shares held in Dongyangyang Pharmaceutical and Lipton, which had a certain impact on net profit attributable to shareholders of listed companies. Excluding the above factors, the company's operating profit was 1,253 billion yuan, achieving a year-on-year increase of 51.96%, mainly reflected in the following aspects:
1. During the reporting period, the company relied on the Qinhuai data platform to deploy high-performance servers to continuously improve the output capacity of computing power operation services, accelerate the implementation of computing power operation services, and achieved remarkable results. In the context of the booming development of the AI industry, AI computing power services have become an important source of incremental profit growth for the company. 2. During the reporting period, the company continued to promote the expansion of laminated foil production capacity, and the business has achieved large-scale production and shipment. As demand for AI computing power continues to rise, the AI passive components business market space continues to expand, and the multilayer foil business has achieved steady revenue growth, becoming an important growth point for the company's profit growth. 3. The supply and demand pattern of third-generation refrigerants has fundamentally improved during the reporting period. Driven by the implementation of quota controls on the supply side and a significant year-on-year increase in downstream demand, product prices continued to operate at a high level, contributing to a steady increase in profits for the company. 4. During the reporting period, the market boom in high-end aluminum foil and energy materials increased, compounding the booming development of the data center and energy storage industry, driving the continuous recovery of demand in the electronic components market. The company's product production capacity has been steadily released, and unit production costs have been further reduced, providing strong support for improving overall performance.