According to Zhitong Finance App News, Howell Group (603501.SH) disclosed its report for the third quarter of 2026. In the first three quarters, the company achieved operating income of 22.149 billion yuan, up 1.68% year on year; net profit attributable to shareholders of listed companies was 2,299 billion yuan, down 28.39% year on year; after deducting non-net profit of 2.06 billion yuan, down 27.90% year on year; basic earnings per share were 1.84 yuan.
In the first three quarters of 2026, the global semiconductor industry continued to be promoted by AI infrastructure construction, and the supply and demand relationship for products represented by memory chips experienced phased disruptions, putting pressure on demand in consumer electronics, automotive electronics and other terminal markets. In the same period, due to the transmission of demand from the AI industry chain to electronic components, the scale of the company's semiconductor agent sales business expanded accordingly. The company achieved business revenue of 16.346 billion yuan in semiconductor design and sales in the first three quarters of 2026, accounting for 73.80% of revenue, a decrease of 9.40% over the same period last year.
In the first three quarters of 2026, semiconductor agent sales revenue was 5.686 billion yuan, accounting for 25.67% of revenue, an increase of 55.67% over the same period last year. Due to the increase in the share of revenue from the semiconductor agency business, the company's comprehensive gross margin decreased by 1.20 percentage points compared to the same period last year. This change was caused by changes in the business structure. Affected by the above factors, net profit attributable to shareholders of listed companies in the first three quarters of 2026 was about 2,299 billion yuan, a decrease of about 28.39% over the same period last year.
The company actively responds to the impact of industry fluctuations, continues to invest in R&D to enrich its product line matrix, and accelerate penetration in fields such as intelligent driving, professional imaging, machine vision and robotics, end-side AI, medical care, security, and optical communication and AI computing power infrastructure through high-performance image sensors, in-vehicle analog chips, and high-speed analog electronic chips for optical communication. Along with the continuous optimization of the company's semiconductor design business revenue structure, the company's gross margin rebounded to 30.00% in the third quarter of 2026, an increase of 1.73 percentage points over the previous quarter. Net profit attributable to shareholders of listed companies in the third quarter of 2026 was approximately RMB 1,079 million, an increase of 50.53% over the previous quarter.