Yangjie Keji forecasts 20%-40% rise in net profit for first three quarters of 2026
In short
Yangjie Keji (扬杰科技) said in an announcement that it expects net profit attributable to shareholders of 1.168 billion to 1.363 billion yuan for the first three quarters of 2026, up 20% to 40% year on year. The company said revenue rose more than 30% year on year, and revenue from its SiC business rose more than 100%.
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Yangjie Keji (扬杰科技) expects net profit attributable to shareholders of the listed company of 1.168 billion to 1.363 billion yuan for the first three quarters of 2026, an increase of 20% to 40% from a year earlier, according to a company announcement reported by CLS, Yicai and 36Kr on October 8. CLS gave the company's stock code as 300373.SZ. [ 1 , 2 , 3 ]
The announcement said the power semiconductor industry benefited in the first three quarters of 2026 from a surge in demand from AI servers, new energy vehicles and solar and energy storage, combined with a shortage of 8-inch mature-process capacity, and saw rising activity with both volumes and prices increasing. 36Kr reported that the company attributed the change in results mainly to the industry upturn and to seizing the demand opportunities in those areas. [ 1 , 2 , 3 ]
Revenue rose more than 30% year on year. Revenue from the SiC business rose more than 100%, and third-quarter SiC revenue rose nearly 200% year on year, CLS and Yicai reported. Yicai said SiC growth was driven by capacity release and faster customer onboarding and accelerated quarter by quarter, and that the company sped up the optimisation and upgrading of its product structure. CLS and 36Kr reported that automotive business revenue also rose more than 100%. [ 1 , 2 , 3 ]
In a note, CLS calculated that the forecast implies third-quarter net profit of 398 million to 592 million yuan. Compared with second-quarter net profit of 386 million yuan, that would be a quarter-on-quarter increase of 3% to 53%, by CLS's calculation. [ 1 ]
Why it matters
The announcement tied the results to demand from AI servers, new energy vehicles and solar and energy storage, together with a shortage of 8-inch mature-process capacity, which it said lifted both volumes and prices in the power semiconductor industry. Two business outlets and one tech outlet reported the forecast on the evening of October 8.
Key facts
- Yangjie Keji expects net profit attributable to shareholders of 1.168 billion to 1.363 billion yuan for the first three quarters of 2026, up 20% to 40% year on year. [ 1 , 2 , 3 ]
- Revenue rose more than 30% year on year. [ 1 , 2 , 3 ]
- Revenue from the SiC business rose more than 100% year on year. [ 1 , 2 , 3 ]
- Third-quarter SiC revenue rose nearly 200% year on year. [ 1 , 2 ]
- Revenue from the automotive business rose more than 100% year on year. [ 1 , 3 ]
- The announcement cited demand from AI servers, new energy vehicles and solar and energy storage, plus a shortage of 8-inch mature-process capacity. [ 1 , 2 ]
- CLS calculated third-quarter net profit at 398 million to 592 million yuan, up 3% to 53% from 386 million yuan in the second quarter. [ 1 ]
Confirmed by several sources
- Net profit attributable to shareholders for the first three quarters of 2026 is expected at 1.168 billion to 1.363 billion yuan, up 20% to 40% year on year. [ 1 , 2 , 3 ]
- Revenue rose more than 30% year on year. [ 1 , 2 , 3 ]
- SiC business revenue rose more than 100% year on year. [ 1 , 2 , 3 ]
- Third-quarter SiC revenue rose nearly 200% year on year. [ 1 , 2 ]
- Automotive business revenue rose more than 100% year on year. [ 1 , 3 ]
- The announcement cited demand from AI servers, new energy vehicles and solar and energy storage. [ 1 , 2 , 3 ]
Still unclear
- Third-quarter net profit of 398 million to 592 million yuan and a quarter-on-quarter rise of 3% to 53%. These figures are CLS's own calculation from the forecast; the other outlets do not give them.
- The year-earlier net profit and the absolute revenue figure. None of the documents states them.