A-share Announcement Highlights | Net profit forecast to rise by up to 1500%; multiple A-share companies report positive earnings

Today's Focus 1. Fspg Hi-Tech: Net profit for the first three quarters is expected to be 1.2 billion yuan1.4 billion yuan, up 1,329.95%1,568.28% year-on-year before restructuring Fspg Hi-Tech announced that it expects net profit attributable to shareholders for the first three quarters of 2026 to be 1.2 billion yuan1.4 billion yuan, up 1,329.95%1,568.28% from the same period last year before restructuring and up 367.70%445.65% after restructuring; net profit after deducting non-recurring gains and losses is expected to be 750 million yuan950 million yuan, up 886.64%1,149.75% from the same period last year before restructuring and up 206.24%287.91% after restructuring. The earnings growth is mainly due to the completion of a major asset restructuring, with Jinli New Energy included in the consolidated statements starting from February 2026; 456 million yuan in non-operating income was recognized in the current period, making a significant contribution to net profit. This gain is a non-recurring profit or loss and is not sustainable. 2. Guangdong Jiayuan Technology: Net profit for the first three quarters is expected to be 530 million yuan to 580 million yuan, up 1,196.60% to 1,318.92% year-on-year Guangdong Jiayuan Technology announced that it expects operating revenue for the first three quarters of 2026 to be 12.5 billion yuan to 13.2 billion yuan, up 91.13% to 101.83% year-on-year; net profit attributable to shareholders of 530 million yuan to 580 million yuan, up 1,196.60% to 1,318.92% year-on-year; and net profit after deducting non-recurring gains and losses of 360 million yuan to 390 million yuan, up 3,065.71% to 3,329.52% year-on-year. In the same period of 2025, net profit attributable to shareholders was 40.876 million yuan and net profit after deducting non-recurring gains and losses was 11.3719 million yuan. This earnings forecast has not been audited by a certified public accountant. 3. Guangdong Orient Zirconic Ind Sci & Tech: Net profit for the first three quarters is expected to rise 262%365% year-on-year, with both volume and price of main products rising Guangdong Orient Zirconic Ind Sci & Tech announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 140 million yuan180 million yuan, up 261.93%365.34% year-on-year. The change in performance is mainly due to rapid growth in demand from emerging downstream application areas for zirconium materials, an accelerated domestic substitution process, and rising volume and prices of main products; the company has deepened cost reduction and efficiency enhancement, effectively lowering production costs; and it has continued to optimize its product mix, improve capacity utilization, and realize economies of scale. 4. Wus Printed Circuit: Net profit for the first three quarters is expected to be 5.45 billion yuan5.7 billion yuan, up 100.54%109.74% year-on-year Wus Printed Circuit announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 5.45 billion yuan5.7 billion yuan, up 100.54%109.74% year-on-year. The change in performance is mainly due to structural demand from application areas such as high-speed switches, AI servers, high-performance computing, and smart vehicles, combined with the company's continued product mix optimization, leading to relatively rapid growth in operating revenue and net profit; the Thailand subsidiary has moved from the capacity ramp-up stage into scaled operations and turned profitable. 5. Unisplendour Corporation: Net profit for the first three quarters is expected to rise 72%118% year-on-year, seizing opportunities in intelligent computing and domestic substitution and focusing on core businesses such as AI infrastructure Unisplendour Corporation announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 2.42 billion yuan3.06 billion yuan, up 72.38%117.97% year-on-year. The change in performance is mainly due to the company seizing opportunities in intelligent computing and domestic substitution, focusing on core businesses such as AI infrastructure, and expanding overseas business, which drove revenue growth and gross margin improvement; the completion of the acquisition of a 6.98% stake in H3C raised its shareholding to 87.98%, increasing net profit attributable to shareholders; and the maturity of related financial liabilities meant that interest expenses are no longer accrued. 6. Camelot Electronics Technology: Net profit for the first three quarters is expected to rise 193%219% year-on-year, with product price adjustments carried out amid sharp increases in raw material prices such as copper-clad laminates Camelot Electronics Technology announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 180 million yuan196 million yuan, up 192.88%218.92% year-on-year. In the first three quarters of 2026, the company thoroughly implemented its established marketing strategy, fully seized market opportunities arising from the structural supply-demand imbalance in the printed circuit board industry, and strengthened horizontal expansion and vertical penetration with major customers in automotive applications; it focused on emerging industrial application areas such as computing infrastructure, artificial intelligence, and satellite communications, accelerating customer introduction and order landing; and it orderly divested low-gross-margin, small-scale businesses, with order structure adjustment achieving relatively obvious results. At the same time, against the backdrop of sharp price increases in raw materials such as copper-clad laminates and PP (prepreg), the company carried out comprehensive and effective product price adjustments. 7. Wuhan Tianyuan Group: Plans to invest 500 million yuan to build a high-purity indium and indium phosphide polycrystalline production base Wuhan Tianyuan Group announced that it plans to sign a cooperation agreement with the Chuxiong High-tech Industrial Development Zone Management Committee to invest in and build the "Chuxiong High-tech Zone project with an annual output of 200 tons of 6N/7N-grade high-purity indium and an annual output of 100 tons of indium phosphide polycrystalline production base," with a planned total investment of about 500 million yuan, including about 100 million yuan of own funds and about 400 million yuan of bank loans. The project construction period is 12 months, mainly building high-purity indium and indium phosphide polycrystalline production lines and related supporting facilities. The company noted that the project involves a new field and new business, and it currently has no relevant technology or personnel reserves, posing multiple risks including technology verification, raw material supply, and market risks, and it will not have a major impact on operating performance in the short term. 8. Ningbo Deye Technology Corporation: Net profit for the first three quarters is expected to rise 80%84% year-on-year, with sales revenue of residential energy storage and commercial and industrial energy storage products growing significantly Ningbo Deye Technology Corporation announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 4.22 billion yuan4.32 billion yuan, up 79.81%84.07% year-on-year. The change in performance is mainly due to the company's continued efforts to strengthen product competitiveness, its global channel system, and order delivery capabilities, as well as growth in overseas energy storage market demand, with sales revenue of residential and commercial and industrial energy storage products increasing significantly, driving overall performance growth. 9. Suntak Technology: Net profit for the first three quarters is expected to rise 90%118% year-on-year, with the share of high-end product shipments increasing notably Suntak Technology announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 595 million yuan685 million yuan, up 89.73%118.43% year-on-year. During the reporting period, the company continued to shift production capacity toward high-value customers, further optimized its customer and order structure, and significantly increased the share of high-end product shipments, effectively restoring product profitability; production capacity utilization at each production base was sufficient, technological and process iteration drove continuous yield improvement, and combined with the implementation of full-process refined cost control and cost reduction and efficiency enhancement measures, these factors jointly drove growth in operating revenue and net profit attributable to shareholders for the period. Net profit for the third quarter of 2026 is expected to achieve relatively rapid year-on-year and quarter-on-quarter growth. 10. Hunan Energy Group Development: Net profit for the first three quarters is expected to rise 290.45%352.92% year-on-year Hunan Energy Group Development announced that it expects net profit attributable to shareholders for the first three quarters of 2026 to be 250 million290 million yuan, up 290.45%352.92% from the same period in 2025 (before restructuring); net profit after deducting non-recurring gains and losses of 189 million229 million yuan, up 194.68%257.04% from the same period in 2025 (before restructuring). The earnings growth is mainly due to the expansion of hydropower installed capacity after a major asset restructuring, as well as relatively abundant upstream inflows and increased power generation from hydropower stations. 11. Huakai Yibai Technology: Net profit for the first three quarters is expected to rise 456.61%517.33% year-on-year Huakai Yibai Technology announced that it expects operating revenue for the first three quarters of 2026 to be about 6.1 billion yuan, net profit attributable to shareholders of 275 million yuan305 million yuan, up 456.61%517.33% from a profit of 49.4063 million yuan in the same period of 2025; and net profit after deducting non-recurring gains and losses of 264 million yuan294 million yuan, up 649.82%735.09% from a profit of 35.1796 million yuan in the same period of 2025. The company said that business operating efficiency, profitability, and operating quality continued to improve, and its premium business maintained good development momentum. This forecast is a preliminary estimate by the finance department and has not been audited. 12. Shandong Linglong Tyre: Net profit for the first three quarters is expected to fall 94.09% to 94.69% year-on-year Shandong Linglong Tyre announced that it expects net profit attributable to shareholders for the first three quarters of 2026 to be 62 million yuan to 69 million yuan, down 94.09% to 94.69% from 1.167 billion yuan in the same period of 2025; net profit after deducting non-recurring gains and losses is expected to be a loss of 134 million yuan to 113 million yuan, compared with 1.023 billion yuan in the same period of 2025, turning from profit to loss year-on-year. The company said that exchange rate fluctuations generated foreign exchange losses, and rising raw material prices, intensifying competition in overseas markets, rising ocean freight rates, and declining domestic OEM sales affected performance. 13. Jiujiang Defu Technology: Net profit for the first three quarters of 2026 is expected to be 440 million yuan480 million yuan, up 560.72%620.78% year-on-year Jiujiang Defu Technology announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 440 million yuan480 million yuan, compared with 66.5941 million yuan in the same period last year, up 560.72%620.78% year-on-year; net profit after deducting non-recurring gains and losses of 400 million yuan440 million yuan, compared with 25.3391 million yuan in the same period last year, up 1,478.59%1,635.45% year-on-year. The earnings growth is mainly due to an increased share of high-value-added product shipments, product mix optimization, expanded production and sales scale, and improved capacity utilization. 14. Satellite Chemical: Net profit for the first three quarters of 2026 is expected to rise 131.69%158.32% year-on-year Satellite Chemical announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 8.7 billion yuan to 9.7 billion yuan, compared with 3.755 billion yuan in the first three quarters of 2025, up 131.69%158.32% year-on-year; net profit after deducting non-recurring gains and losses is expected to be 8.664 billion yuan to 9.664 billion yuan, compared with 4.238 billion yuan in the first three quarters of 2025, up 104.45%128.04% year-on-year. The earnings growth is mainly due to the company leveraging the integrated advantages of its light hydrocarbon feedstock industrial chain, maintaining safe and stable operation of production facilities, product iteration and innovation, service upgrades, and seizing market opportunities. Operating Performance 1. Acter Technology Integration Group: Order backlog as of September 30, 2026 was 3.822 billion yuan, up 72.64% year-on-year 2. Zhe jiang Provincial New Energy Investment Group: Power generation in the first three quarters of 2026 fell 1.58% from the same period last year 3. Xiamen Solex High-Tech Industries: Net profit attributable to shareholders for the first three quarters of 2026 is expected to be 195 million yuan to 210 million yuan, up 22.91% to 32.37% year-on-year 4. Hebei Huatong Wires & Cables Group: Net profit for the first three quarters of 2026 is expected to rise 86.53% to 117.62% year-on-year 5. Matrix Design: Net profit for the third quarter of 2026 was 27.7739 million yuan, down 2.02% year-on-year 6. Gemdale Corporation: Contracted sales amount in September 2026 was 1.55 billion yuan, down 30.49% year-on-year 7. Shandong Linglong Tyre: Net profit for the first three quarters is expected to fall 94%95% year-on-year 8. Cssc Offshore & Marine Engineering: Net profit for the first three quarters of 2026 is expected to rise 67.91%90.80% year-on-year 9. Wuhan Raycus Fiber Laser Technologies: Net profit for the first three quarters rose 108.93% year-on-year, with steady growth in laser market demand 10. Ningbo Deye Technology Corporation: Net profit for the first three quarters of 2026 is expected to rise 80%84% year-on-year 11. Hunan Energy Group Development: Net profit for the first three quarters of 2026 is expected to rise 290%353% year-on-year 12. Sichuan Zigong Conveying Machine Group: Net profit for the first three quarters of 2026 is expected to fall 62.50%71% year-on-year 13. Huakai Yibai Technology: Net profit for the first three quarters of 2026 is expected to rise 456.61%517.33% year-on-year 14. Qingdao Gon Technology: Net profit for the first three quarters of 2026 is expected to rise 54.45%78.84% year-on-year 15. B: Net loss for the first three quarters of 2026 is expected to be 36 million yuan40 million yuan, turning to a loss year-on-year 16. Tech-Bank Food: Net loss for the first three quarters of 2026 was 1.658 billion yuan 17. Guangdong Guanghua Sci-Tech: Net profit for the first three quarters of 2026 rose 42.29% year-on-year 18. Delixi New Energy Technology: Net profit for the first three quarters of 2026 is expected to rise 75%126% year-on-year 19. Shandong Linglong Tyre: Net profit for the first three quarters is expected to fall 94%95% year-on-year 20. Shandong New Beiyang Information Technology: Net profit for the first three quarters of 2026 is expected to rise 23%41% year-on-year 21. Shandong Link Science and Technology: Net profit for the first three quarters of 2026 rose 11% year-on-year 22. Yutong Bus Co.,Ltd.: Net profit for the first three quarters of 2026 fell 3.31% year-on-year 23. Fspg Hi-Tech: Net profit for the first three quarters is expected to rise 368%446% year-on-year (after restructuring) 24. China Leadshine Technology: Net profit for the first three quarters of 2026 is expected to rise 70%90% year-on-year 25. Chengdu Leejun Industrial: Net profit for the first three quarters of 2026 is expected to fall 83.94%89.10% year-on-year 26. Sichuan Goldstone: Net profit for the first three quarters of 2026 is expected to rise 32.35%63.41% year-on-year 27. Guangdong Mingzhu Group: Net profit for the first three quarters is expected to fall 58.41%65.97% year-on-year 28. HCIG Energy Investment: Net profit for the first three quarters of 2026 is expected to fall 55.79% year-on-year 29. Henan Tong-Da Cable: Net profit for the first three quarters of 2026 is expected to fall 58.85%71.96% year-on-year 30. Shanghai Anlogic Infotech: Net loss for the first three quarters of 2026 is expected to be 100 million yuan120 million yuan 31. Guangzhou Anyka Microelectronics: Net profit for the first three quarters of 2026 is expected to be 65 million yuan70 million yuan, turning profitable year-on-year 32. Henan Hengxing Science & Technology: Net profit for the first three quarters of 2026 is expected to rise 58.87%138.31% year-on-year 33. Grand Industrial Holding: Net profit for the first three quarters of 2026 is expected to rise 890%1,018% year-on-year 34. Guangdong Enpack Packaging: Net profit for the first three quarters of 2026 is expected to rise 22.96%25.22% year-on-year 35. Shenzhen Huaqiang Industry: Net profit for the first three quarters of 2026 is expected to rise 60%90% year-on-year 36. Shida Shinghwa Advanced Material Group: Net profit for the first three quarters of 2026 is expected to be 540 million yuan580 million yuan, turning profitable year-on-year Risk Warnings on Unusual Stock Movements 1. DELTON: As of now, the company has no arrangement to acquire copper-clad laminate companies or upstream material companies 2. Yonghui Superstores: Dalian Yujin's application for non-enforcement of the arbitration award was rejected 3. Inner Mongolia BaoTou Steel Union: Fined 2 million yuan due to a safety accident 4. China Hi-Tech Group: Hainan Innovation has still not returned the 50 million yuan deposit, and the public security organ has filed a case 5. H&R Century Union Corporation: The company received a first-instance judgment from the Beijing Financial Court, and the defendant should transfer 116 million shares of the company for cancellation after transfer Buybacks & Increases/Decreases in Holdings 1. Shanghai Rightongene Biotechnology: Zhejiang Dajiankang's reduction plan expired, with a cumulative reduction of 726,600 shares 2. Oppein Home Group Inc.: Plans to repurchase company shares for 100 million yuan200 million yuan 3. Jack Technology: The increase plan of actual controller Hu Caifang is more than halfway through its time period, with 0.16% already increased 4. Jiangsu Yoke Technology: Plans to jointly increase capital in semiconductor photoresist subsidiary Jiangsu Yarui by no more than 1.789 billion yuan with investors 5. Ningbo Yong Xin Optics: Shareholder Electronic Information Group plans to reduce no more than 0.94% of shares 6. JoulWatt Technology: Concerted action person of the controlling shareholder plans to increase holdings by 80 million yuan to 160 million yuan 7. East Group Co.,Ltd.: Plans to transfer 51% equity of controlling subsidiary Aishente through a listing 8. Zhejiang Conba Pharmaceutical: Shareholder plans to reduce no more than 1% of company shares Major Contracts 1. Metallurgical Corporation of China: Newly signed contracts from January to September 2026 totaled 519.17 billion yuan 2. Gemdale Corporation: Contracted sales amount in September 2026 was 1.55 billion yuan, down 30.49% year-on-year This article is reprinted from "Tencent Stock Picker," edited by GMTEight: Chen Siyu.