Ziguang and Wus forecast sharp profit growth on AI infrastructure demand
Ziguang Co. issued preliminary results for the first three quarters of 2026, estimating net profit attributable to shareholders of 2.42–3.06 billion yuan, up 72.38%–117.97% year on year, with adjusted net profit of 2.10–2.74 billion yuan, up 43.84%–87.68%. The company attributed the growth to released AI demand, its focus on AI infrastructure and solutions, expansion of overseas business, and the late-May purchase of an additional 6.98% stake in H3C. On the same day, Wus Printed Circuit forecast net profit of 5.45–5.70 billion yuan for the period, up 100.54%–109.74%, citing structural demand from high-speed switches, AI servers, high-performance computing and smart vehicles, plus a swing to profit at its Thai subsidiary.
Both companies sit in the AI server and computing-infrastructure supply chain, and their forecasts indicate AI-related hardware demand is lifting revenue and profit, according to the companies' own explanations.