A · Important
[Shengyi Electronics: Orders for data center-related products such as AI servers and 800G/1.6T switches have grown steadily, and 1.6T optical module products have made breakthrough progress] On October 23, Shengyi Electronics (688183.SH) issued an announcement about the company’s recent production and operations. Currently, production and operation activities, order delivery, major project promotion and production capacity expansion are all carried out normally. Orders are sufficient, the supply chain is stable, and capacity utilization remains at a high level. It is expected to achieve net profit of 1.869 billion yuan to 1.952 billion yuan in the first three quarters of 2026, a year-on-year increase of 68% to 75%. High-speed, high-multilayer PCB is a key basic component of AI servers, switches, and high-speed optical modules, and downstream demand remains high. The company seizes industry opportunities and relies on in-depth strategic cooperation with core customers and high-quality delivery capabilities. Orders for data center-related products such as AI servers and 800G/1.6T switches have grown steadily. 1.6T optical module products have made breakthrough progress. The industrialization of emerging fields such as satellite communications has been advanced in an orderly manner, and the overall market share has steadily increased.
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