[Xingsen Technology: Net profit is expected to increase by 204%-227% year-on-year in the first three quarters of 2026] On October 13, Xingsen Technology (002436.SZ) announced that the net profit attributable to shareholders of listed companies in the first three quarters of 2026 is expected to be 400 million yuan-430 million yuan, a year-on-year increase of 204.20%-227.02%. During the reporting period, driven by AI infrastructure construction, the PCB industry maintained high prosperity. Through product structure optimization, price adjustment and cost reduction and efficiency improvement measures, the company has achieved steady growth in operating income and improved profitability year-on-year. Among them, the volume and price of the CSP packaging substrate project have increased, the orders are full, and the revenue and profit have increased significantly year-on-year; the optical module mSAP substrate business has achieved breakthroughs among front-line customers in the industry, with full orders on hand, high yield rates and delivery, achieving greater revenue and profit contributions. Yixing Silicon Valley's operating performance improved significantly year-on-year due to product structure adjustments and unit price increases, turning losses into profits. Xiaocai Note: The company’s Q3 net profit is expected to be 289 million-319 million, and Q2 net profit is 92 million. Based on this calculation, Q3 net profit is expected to increase by 215%-248% month-on-month.