[Shennan Circuit: Net profit is expected to increase by 74.13%-78.43% year-on-year in the first three quarters] On October 15th, Shennan Circuit (002916.SZ) announced that the net profit attributable to shareholders of listed companies in the first three quarters of 2026 is expected to be 4.050 billion-4.150 billion yuan, a year-on-year increase of 74.13%-78.43%. The changes in performance are mainly due to the market opportunities brought about by investment in AI computing power infrastructure and product iterative upgrades. The market demand for AI servers, high-speed switches, optical modules, processors and storage packaging substrates continues to grow. The company's production capacity utilization rate is operating at a high level, and the product structure continues to be optimized. The production capacity of the Guangzhou production base is steadily increasing, which promotes year-on-year growth in operating income and profits. Xiaocai Note: The company’s Q3 net profit is expected to be 1.799 billion-1.899 billion, and Q2 net profit is 1.401 billion. Based on this calculation, Q3 net profit is expected to increase by 28%-35% month-on-month.