[OmniVision Group: Net profit in the third quarter fell by 9% year-on-year and increased by 50% quarter-on-quarter. Periodic disturbances occurred in the supply and demand relationship of memory chips] On October 28, OmniVision Group (603501.SH) announced that operating income in the third quarter was 8.124 billion yuan, a year-on-year increase of 3.80%; net profit attributable to shareholders of listed companies was 1.079 billion yuan, a year-on-year decrease of 8.74%. Operating income in the first three quarters was 22.149 billion yuan, a year-on-year increase of 1.68%; net profit attributable to shareholders of listed companies was 2.299 billion yuan, a year-on-year decrease of 28.39%. In the first three quarters, driven by the construction of AI infrastructure in the global semiconductor industry, the supply and demand relationship of memory chips experienced periodic disturbances, which put pressure on end market demand for consumer electronics, automotive electronics, etc. At the same time, the expansion of the semiconductor agency sales business led to a decline in comprehensive gross profit margin. The company actively responds to the impact of industry fluctuations and accelerates penetration in fields such as intelligent driving, professional imaging, machine vision and robotics, end-side AI, medical care, security, optical communications and AI computing infrastructure. With the continuous optimization of the company's semiconductor design business revenue structure, the company's gross profit margin rebounded to 30.00% in the third quarter of 2026, an increase of 1.73 percentage points from the previous quarter. Xiaocai Note: The company’s Q3 net profit was 1.079 billion and Q2 net profit was 717 million. Based on this calculation, Q3 net profit increased by 50% month-on-month.