According to Zhitong Finance App, Shenzhen Huaqiang (000062.SZ) released its report for the third quarter of 2026. The company achieved operating income of 27.309 billion yuan in the first three quarters, up 54.66% year on year; net profit attributable to shareholders of listed companies was 588 million yuan, up 62.84% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 596 million yuan, an increase of 77.82% year on year; basic earnings per share were 0.5622 yuan.
The main reasons for the increase in the company's performance in the first three quarters of 2026 include: ① As a leading authorized distributor of local electronic components, the company continued to seize opportunities such as rapid AI development and increased storage demand, continuously deepened cooperation with leading upstream passive component manufacturers, original end-side SOC chip manufacturers, storage vendors, etc., actively expanded the downstream market in various application fields, and promoted revenue growth in the authorized distribution business of electronic components. Among them, the storage product line was the main source of revenue growth in the company's authorized distribution business in the first three quarters, and its shipments increased sharply year over year; in the field related to downstream data center construction, the company's sales to server, server ODM, and data center power customers continued to grow. ② As a pioneer and leader in digital transformation in the vertical field of electronic components in China, the company relies on the advantages of rich supply channel data resources and the advantages of the digital long-tail spot procurement system to seize the recovery in the long-tail spot market and high market boom opportunities such as storage and MLCC, strive to explore and expand business opportunities, efficiently meet customer spot procurement needs, and promote a significant year-on-year increase in the revenue of the electronic component long-tail spot procurement business. ③ The company's “Huaqiang Electronics World” is the largest physical trading market for electronic components and electronic terminal products in China, covering the entire industry chain. “Huaqiang Electronics Network” is a world-renowned Internet information service platform in the vertical field of electronic components. The aforementioned business operations remain steady and continue to contribute well and stable cash flow to the company's development.