Longsys forecasts RMB 14–14.9B net profit for first nine months of 2026, up 1,864%–1,991%
Longsys (江波龙) said on Oct 15 in a preliminary earnings forecast that it expects net profit attributable to shareholders of RMB 14–14.9 billion for January–September 2026, up 1,864.55%–1,990.84% from RMB 713 million a year earlier, on revenue of RMB 38–40 billion (up 127.08%–139.03%) and adjusted net profit of RMB 13.8–14.8 billion. For the third quarter alone it projects revenue of RMB 13.9–15.9 billion and adjusted net profit of RMB 3.753–4.753 billion, and said operating cash flow turned positive in the quarter. The company attributed the swing to revenue and profit growth and to the memory industry moving from a consumer price cycle to an AI-driven technology cycle, saying UFS 4.1, mSSD and ePOP5x products have reached volume commercial use with major customers and that edge-AI cooperation now extends to AMD and Qualcomm. The figures are preliminary and unaudited, pending the formal quarterly report.
Longsys credits memory's shift from a consumer price cycle to an AI-driven technology cycle for the jump; the unaudited forecast is one data point on how AI demand is reaching memory suppliers' profit.
IT之家 10 月 15 日消息，江波龙今日发布 2026 年三季度（2026 年 1 月～2026 年 9 月）业绩预告报告：
- 营业总收入：380 亿元 ~400 亿元，预计同比增长 127.08%~139.03%
- 归母净利润：140 亿元 ~149 亿元，预计同比增长 1864.55%~1990.84%
- 扣非净利润：138 亿元 ~148 亿元，预计同比增长 2782.36%~2991.23%
- 资产负债率：50%
AI 解读 本次业绩预告归母净利润和营收增速均大幅超出市场一致预期，业绩表现亮眼。公司主营业务与财报亮点行业变动与公司进展风险提示 本次业绩为初步测算结果，未经审计机构审计，具体数据请以后续正式披露的三季报为准，投资者请注意业绩波动风险。
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