[Dongyue Silicon Materials: Net profit is expected to increase by 19050%-19750% year-on-year in the first three quarters and the prices of main products will rise] On October 8, Dongyue Silicon Materials (300821.SZ) announced that the net profit attributable to shareholders of listed companies in the first three quarters of 2026 is expected to be 547 million yuan-567 million yuan, a year-on-year increase of 19050%-19750%. In the first three quarters of 2026, affected by the improvement of market environment and industry supply and demand pattern, the prices of the company's main products increased. In terms of raw materials, the purchase price of industrial silicon decreased year-on-year, the prices of methanol and methyl chloride increased year-on-year, the overall unit production cost decreased, and the comprehensive gross profit margin increased. At the same time, the company continues to promote refined management and safety control to ensure the smooth operation of production, effectively control production costs, and further enhance profitability. In the third quarter of 2025, affected by the "July 20" fire accident, the company suffered a loss of 39.3374 million yuan for the current period, making the net profit attributable to shareholders of the listed company in the first three quarters 2.8567 million yuan. The profit indicators for this period are not comparable with the same period last year. During the reporting period, the company estimates that the impact of non-recurring gains and losses on the net profit attributable to shareholders of the listed company will be approximately 42 million yuan, mainly due to gains and losses from the disposal of non-current assets and other items. Xiaocai Note: The company’s Q3 net profit is expected to be 118 million to 138 million, and Q2 net profit is 235 million. Based on this calculation, Q3 net profit is expected to drop 41% to 49% month-on-month.