Shengyi Electronics has recently reported that its ongoing operations—encompassing production, order fulfillment, major project progression, and capacity expansion—are all proceeding as usual. The company boasts a robust order pipeline and a reliable supply chain, ensuring consistently high capacity utilization. Projections indicate that Shengyi Electronics' net profit for the first three quarters of 2026 is expected to range between RMB 1.869 billion and RMB 1.952 billion, marking a significant year-on-year increase of 68% to 75%. High-speed, multi-layer PCBs, which are essential components for AI servers, switches, and high-speed optical modules, are witnessing a surge in demand downstream. Capitalizing on industry opportunities, Shengyi Electronics is leveraging its deep-rooted partnerships with key customers and its exceptional delivery capabilities to experience a continuous uptick in orders for data center-related products. Notably, the company has achieved breakthroughs in 1.6T optical module products. Additionally, the industrialization of emerging sectors, such as satellite communications, is advancing in an orderly fashion, with a steady rise in market share.
