Yuanjie Semiconductor Posts 866.88% Profit Growth on Data Center Demand

On October 30, 2026, Yuanjie Technology released its report for the first three quarters of 2026 (January to September) and for the third quarter alone (July to September). For the nine-month period, total operating revenue reached CNY 1.609 billion, up 319.83% year-on-year. Gross profit came to CNY 1.315 billion, up 525.45%, and the gross margin stood at 81.7%, a year-on-year increase of 26.88 percentage points. Net profit attributable to shareholders was CNY 1.024 billion, a jump of 866.88%, while net profit after deducting non-recurring items was CNY 924 million, up 854.83%. Operating cash flow reached CNY 863 million, an increase of 1188.99%. The weighted average return on equity was 34.51%. Basic earnings per share were CNY 8.24, up 870.44%, and diluted earnings per share were CNY 8.17, up 862.2%. The debt-to-asset ratio was 28.21%, up 18.75 percentage points from the previous reporting period.

For the third quarter by itself, total operating revenue was CNY 684 million, up 283.55% year-on-year. Net profit attributable to shareholders was CNY 417 million, up 598.96% year-on-year but down 2% from the second quarter. Net profit after deducting non-recurring items was CNY 409 million, up 696.87%. The weighted average return on equity for the quarter was 17.89%. Basic earnings per share were CNY 3.36, up 605.41%, and diluted earnings per share were CNY 3.3. In its report, the company attributed the strong results to a substantial increase in data center business revenue and a higher share of high-margin digital communication products, with demand for optical modules driven by AI computing power cited as an important backdrop.