Yangzhou Yangjie Electronic Technology Co Ltd

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Yangjie Technology Releases 2026 Interim Report with Net Profit of 771 Million Yuan

Yangjie Technology released its 2026 interim report on August 22, 2026. Total operating revenue was 4.515 billion yuan, and net profit attributable to the parent company was 771 million yuan. Net cash inflow from operating activities was 499 million yuan, a decrease of 259 million yuan from the same period last year, down 34.13 percent year on year. The company's latest asset-liability ratio was 40.61 percent, gross margin was 35.72 percent, return on equity was 7.69 percent, and diluted earnings per share was 1.42 yuan.

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Electrification & Mobility▲

Yangjie Technology's first-half net profit attributable to parent reaches 771 million yuan, up 28.2% year on year

Yangjie Technology released its 2026 half-year report, with first-half net profit attributable to the parent reaching 771 million yuan, up 28.2% year on year. The company's operating revenue was 4.515 billion yuan, up 30.7% year on year; non-GAAP net profit attributable to the parent was 724 million yuan, up 29.6% year on year; and net operating cash flow was 499 million yuan, down 34.1% year on year. Second-quarter operating revenue was 2.39 billion yuan, up 27.2% year on year, and net profit attributable to the parent was 386 million yuan, up 17.5% year on year. The company said that as demand in the power semiconductor industry continues to grow, especially in areas such as AI data centers, new energy vehicles, and solar-storage-charging, its business has improved significantly, and it has stepped up research, development, and promotion of high-end products such as MOSFETs, IGBTs, and SiC.

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Yangjie Technology's net profit for the first half of 2026 rises 28.18% year on year

Yangjie Technology released its semi-annual report for 2026, achieving operating revenue of 4.515 billion yuan, up 30.69% year on year. Net profit attributable to shareholders of the listed company was 771 million yuan, up 28.18% year on year. The company plans not to distribute cash dividends, not to issue bonus shares, and not to convert capital reserve into share capital. Net profit for the second quarter was 386 million yuan, up 0.26% quarter on quarter.

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Kasikorn Securities cuts DELTA profit forecasts for 2026–2028 on high raw material costs pressuring gross margin

Kasikorn Securities has lowered its profit estimates for Delta Electronics Thailand, or DELTA, for 2026 through 2028 by 10%, 3%, and 4% respectively, to 34.5 billion baht, 47.0 billion baht, and 53.6 billion baht. This follows management comments that the gross profit margin in the second quarter of 2026 declined due to higher semiconductor and component costs, as well as supply disruptions from the European Union's sanctions on Yangjie, a Chinese supplier. Raw material costs are expected to remain elevated throughout the second half of the year. The research team expects the gross margin in the third quarter of 2026 to recover by at least 2 percentage points from the previous quarter to around 30%, supported by several factors. However, it maintains a hold rating and has lowered the target price from 320 baht to 300 baht to reflect the lower gross margin assumptions and limited near-term pricing power.

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Semiconductors▲

Yangjie Technology forecasts first-half 2026 net profit up 20% to 40% year-on-year

Yangjie Technology announced that it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 722 million and 842 million yuan, representing a year-on-year increase of 20% to 40%. The change in performance is mainly due to an upturn in the power semiconductor industry, the company's focus on its core business, rapid revenue growth in automotive electronics and silicon carbide operations, and lean production effectively coping with rising costs. The company's first-quarter net profit was 385 million yuan, and second-quarter net profit is expected to be between 337 million and 457 million yuan, representing a sequential change ranging from a decline of 12% to an increase of 18%.

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Semiconductors

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Artificial Intelligence▲

Yangjie Technology expects first-half 2026 net profit attributable to parent to rise 20% to 40%

Yangjie Technology issued an announcement, expecting net profit attributable to the parent for the first half of 2026 to be between 722 million and 842 million yuan, an increase of 20% to 40% compared with 601 million yuan in the same period last year. Net profit after deducting non-recurring items is expected to be between 700 million and 820 million yuan, up 25.21% to 46.72% from 559 million yuan a year earlier. The company said the power semiconductor industry is experiencing an upswing due to surging demand in areas such as AI servers, new energy vehicles, and solar and energy storage, with both volume and prices rising, driving operating revenue up about 30% year on year. Among this, automotive electronics revenue more than doubled, and silicon carbide business revenue nearly doubled. In addition, the impact of non-recurring items on net profit is estimated at 20 million to 25 million yuan.

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