SG Micro Corp

SG Micro released its 2026 interim report. Total operating revenue was 2.595 billion yuan, net profit attributable to the parent company was 420 million yuan, and net cash inflow from operating activities was 382 million yuan. The company's latest asset-liability ratio was 16.64%, gross margin was 51.84%, ROE was 4.30%, and diluted earnings per share was 0.68 yuan. Total asset turnover was 0.28 times, down 9.77% year-on-year, and inventory turnover was 0.80 times, ranking 120th among peers. The number of shareholders was 44,600, and the top ten shareholders held 51.61% of the total share capital.

SG Micro released its 2026 semi-annual report, achieving operating revenue of 2.595 billion yuan, up 42.7% year on year, and net profit attributable to shareholders of the listed company of 420 million yuan, up 109.28% year on year. The performance growth was mainly due to the company's continued launch of new products, a higher proportion of high-end products, and full customer coverage in market areas such as optical modules. Among them, second-quarter net profit was 297 million yuan, up 139% quarter on quarter.

SG Micro announced that it expects net profit attributable to the parent for the first half of 2026 to be approximately 402 million to 432 million yuan, compared with approximately 201 million yuan in the same period last year. The company said the increase in net profit was mainly due to the continued launch of new products and high-end products, expansion of application areas and customer base, as well as a multi-category product layout and comprehensive customer coverage in market areas such as optical modules, and long-term accumulation in the industrial sector and increased sales of corresponding products. In the first quarter of 2026, SG Micro achieved revenue of 1.098 billion yuan and net profit attributable to the parent of 124 million yuan.

SG Micro stated during its earnings briefing that orders in the second half of the year are showing a growth trend compared to the first half. The company has a rich product line, with application areas covering industrial and energy, automotive, networking and computing, and consumer electronics. Currently, most products are supplied normally, while some products have longer lead times due to rapidly growing demand, and the company is continuously striving for more capacity. The company possesses a comprehensive product matrix of analog signal and mixed-signal integrated circuits, fully covering product categories such as signal chain, power management, sensors, and memory. It has years of accumulation in computing power and storage, and related products are being continuously promoted at clients with smooth progress. It has been cultivating the optical module field for nearly a decade, with products comprehensively covering the various analog chip needs in optical modules, and revenue contribution is growing rapidly.