Hygon Q3 2026 net profit rises 37.9% to 1.05 billion yuan
Hygon Information published its third-quarter 2026 report, posting revenue of 5.856 billion yuan, up 45.46% year on year, and net profit attributable to shareholders of 1.048 billion yuan, up 37.9%, with non-GAAP net profit of 953 million yuan, up 31.12%. For the first nine months, cumulative revenue was about 14.955 billion yuan, up 57.58%, and cumulative net profit about 2.847 billion yuan, up 45.12%. Third-quarter R&D spending reached 1.82 billion yuan, up 48.68% and equal to 31.08% of revenue, while operating cash flow for the year to date was negative 2.443 billion yuan, down 208.35%, which the report attributes to larger inventory build-up and higher raw-material purchases. IT之家 notes that its analysis was auto-generated by AI and that official disclosures should be checked against the regulator-designated platform.
Hygon attributed the growth to rapid development of the AI industry and to domestic substitution shifting from policy-driven to market-driven, which it says lifted demand for high-end chips in China.
IT之家 10 月 19 日消息，海光信息今日发布 2026 年第三季度（2026 年 7 月～2026 年 9 月）报告：
- 营业总收入：58.56 亿元，同比增长 45.46%
- 归母净利润：10.48 亿元，同比增长 37.9%
- 扣非净利润：9.53 亿元，同比增长 31.12%
- 加权平均净资产收益率：4.05%
- 基本每股收益：0.45 元，同比增长 36.36%
- 稀释每股收益：0.45 元，同比增长 36.36%
AI 解读 本次业绩符合市场对于 AI 芯片高增长的预期，营收和净利润均实现较快增长。公司主营业务 海光信息主要从事研发、设计和销售应用于服务器、工作站等计算、存储设备中的高端处理器，产品包括海光通用处理器 (CPU) 和海光协处理器 (DCU)，产品兼容 x86 指令集，软硬件生态丰富，在国内高端芯片市场具备竞争优势。财报核心亮点业绩增长原因 受人工智能产业快速发展、国产替代进程由政策驱动全面转向市场驱动等因素带动，国内高端芯片需求持续攀升。公司持续加大研发投入，围绕通用计算和人工智能计算市场迭代优化产品性能，在高端芯片市场持续保持竞争优势和市场领先地位，推动业绩持续增长。现金流情况 年初至报告期末，经营活动现金流净额为 -2442780168.86，同比减少 208.35%，主要原因为公司匹配市场销售规划加大备货规模，原材料采购支出同比显著增多，导致经营活动现金流净额同比减少。