Hygon Information guides first-nine-month net profit up 38%–52%
Hygon Information issued a preannouncement for the first three quarters of 2026, forecasting revenue of 14.28–15.58 billion yuan, up 50.47%–64.17% year on year, and net profit attributable to shareholders of 2.71–2.98 billion yuan, up 38.16%–51.93%. It also projected non-recurring-adjusted net profit of 2.45–2.71 billion yuan, up 34.86%–49.17%; 36Kr added that excluding share-based payment costs, attributable net profit would be 3.45–3.72 billion yuan, up 70.19%–83.51%. The company designs high-end processors for servers and workstations, including Hygon general-purpose CPUs and Hygon DCU coprocessors, and said growth was driven by rapid AI industry development, a shift in domestic substitution from policy-driven to market-driven, and rising demand for high-end chips at home, alongside continued work on its CPU+DCU portfolio. The IT之家 article was automatically generated by AI, and its claim that growth far exceeded market expectations did not cite expectation data.
Hygon attributes the growth to rapid AI industry development, a shift toward market-driven domestic substitution and rising domestic high-end chip demand, making the preannouncement a window on demand for homegrown AI compute chips.
IT之家 10 月 15 日消息，海光信息今日发布 2026 年三季度（2026 年 1 月～2026 年 9 月）业绩预告报告：
- 营业总收入：142.8 亿元 ~155.8 亿元，预计同比增长 50.47%~64.17%
- 归母净利润：27.1 亿元 ~29.8 亿元，预计同比增长 38.16%~51.93%
- 扣非净利润：24.5 亿元 ~27.1 亿元，预计同比增长 34.86%~49.17%
AI 解读 本次业绩预告营收和净利润增速均大幅高于市场预期，表现超预期。公司主营业务说明 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)，产品广泛应用于电信、金融、互联网等多个行业。本次财报业绩亮点业绩增长主要原因 受人工智能产业快速发展、国产化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。报告期内，公司牢牢把握发展机遇期，持续优化“CPU+DCU”业务布局，围绕通用计算和人工智能计算市场，加大研发投入力度、迭代优化产品性能，市场竞争力不断增强，实现了公司业绩的持续增长。风险提示 本次预告数据为初步核算数据，具体准确的财务数据以公司正式披露的 2026 年第三季度报告为准，投资者需注意投资风险。