Six semiconductor components companies—Hengyunchang, Kema Technology, Fortune Precision, Gaokai Technology, Zhenbao Technology, and Chaochun Yingcai—all recorded year-on-year revenue growth in the first three quarters of 2026. Fortune Precision led the pack with revenue of 3.8 billion yuan and a 522% surge in net profit, while Chaochun Yingcai, Gaokai Technology, and Zhenbao Technology delivered steady growth. By contrast, Kema Technology and Hengyunchang came under profit pressure. Against the backdrop of an industry recovery and deepening domestic substitution, the sector is seeing rising revenue alongside increasingly divergent profitability.