The Economic Information Daily reported on the 16th that Longsys (09976) (Shenzhen: 301308) announced last night that it expects net profit attributable to shareholders of listed companies for the first three quarters of 2026 to be between 14 billion yuan (RMB, same below) and 14.9 billion yuan, representing a year-on-year increase of 1864.55% to 1990.84%. The company expects net profit for the third quarter to be between 3.423 billion and 4.323 billion, while the second quarter's net profit was 6.715 billion. Based on this calculation, the third quarter's net profit is expected to decline sequentially by 35% to 49%.

　　Longsys A-shares are currently up 1.49%, trading at 247.63 yuan.

　　The announcement stated that in the third quarter of 2026, the overall supply and demand situation in the global memory market remains relatively tight. However, due to the high price base in previous periods, the price increases for DRAM and NAND Flash have significantly narrowed compared to earlier periods. The marginal contribution of rising storage prices to the company's profitability has notably slowed. The storage industry is transitioning from a consumer-driven pricing cycle to an AI-driven technology cycle. In this context, the company, guided by its self-developed chips and software architecture, is pursuing a differentiated development path. The proportion of major customers, high-end customers, and global customers continues to rise, further optimizing the product and customer structure, driving the company's profitability in the third quarter of 2026 to remain at a historically high level. (jq)