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Shengyi Technology (600183) investor relations material
Shengyi Technology Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved revenue of RMB 19.03 billion in H1 2026, up 50.05% year-over-year, with net profit attributable to shareholders of RMB 3.29 billion, up 130.42%.
High-end product mix and AI server demand drove significant growth; gross margin improved across main segments.
Maintained global #2 position in rigid copper-clad laminate sales, with 13.2% global market share in 2025.
Continued strong R&D investment, with 21 new patents authorized in H1 2026.
Financial highlights
Operating income: RMB 19.03 billion, up 50.05% year-over-year.
Net profit attributable to shareholders: RMB 3.29 billion, up 130.42% year-over-year.
Basic and diluted EPS: RMB 1.36, up 130.51% year-over-year.
Gross margin: 29.24%, up 4.76 percentage points year-over-year.
Operating cash flow: RMB 2.98 billion, up 53.44% year-over-year.
Outlook and guidance
Industry demand for AI servers and high-end PCB expected to remain strong in H2 2026.
Company will focus on high-end product development, supply chain resilience, and AI-driven operational efficiency.
Continued investment in R&D and capacity expansion to support growth.
- Revenue and net profit more than doubled year-over-year on robust segment growth.600183
Q1 2026 - 2025 saw record revenue and profit growth, robust cash flow, and global market leadership.600183
Q4 2025 - Q3 revenue up 55.10% and net profit up 131.18% year-over-year, led by high-value product growth.600183
Q3 2025 - H1 2025 revenue and net profit rose 31.68% and 52.98% year-over-year, with robust AI and server demand.600183
Q2 2025 - Net profit jumped 52.65% year-over-year on robust sales and improved margins.600183
Q3 2024 - Net profit jumped 68% on 22% revenue growth, with margin and global share both rising.600183
Q2 2024 - Net profit surged 43.76% on 26.86% revenue growth, led by high-end product sales.600183
Q1 2025 - Net profit jumped 49.81% on strong revenue growth and improved segment performance.600183
Q4 2024
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