[Xinlian Integration: Net profit is expected to be 681 million yuan in the first three quarters of 2026, turning losses into profits year-on-year] On September 28, Xinlian Integration (688469.SH) announced that according to preliminary calculations by the financial department, operating income in the first three quarters of 2026 is expected to be approximately 7.766 billion yuan, an increase of approximately 2.344 billion yuan over the same period last year, and a year-on-year increase of approximately 43.23%. It is expected that the net profit attributable to the owners of the parent company in the first three quarters of 2026 will be approximately 681 million yuan, turning a loss into a profit compared with the same period last year. Changes in performance are mainly driven by technology iterations in the global semiconductor industry, demand upgrades and the expansion of emerging application fields such as AI. The company actively expands the market, deepens customer cooperation, seizes opportunities for domestic substitution, promotes continued expansion of business scale, optimizes product structure and releases economies of scale to enhance profitability. Xiaocai Note: The company’s Q3 net profit is expected to be 403 million, and Q2 net profit is 367 million. Based on this calculation, Q3 net profit is expected to increase by 9% month-on-month.