Luxshare Precision Expects Net Profit to Rise 15%-25% in the First Nine Months of 2026

Luxshare Precision Industry Co., Ltd. ("Luxshare Precision" or the "Company") announced its preliminary earnings outlook for the nine months ending September 30, 2026. The Company expects net income attributable to shareholders of RMB 13.25 billion to RMB 14.40 billion, representing year-over-year growth of 15% to 25%. Adjusted net income attributable to shareholders, excluding non-recurring gains and losses, is expected to reach RMB 10.37 billion to RMB 11.72 billion, an increase of 8.63% to 22.79%. Basic earnings per share is expected to range from RMB 1.79 to RMB 1.95, compared with RMB 1.59 in the prior-year period.

The outlook reflects continued progress across the Company's three core business platforms, supported by its global manufacturing footprint, vertically integrated capabilities and precision intelligent manufacturing platform. The estimates are preliminary and unaudited, with final results to be reported in the Company's 2026 third-quarter report.

Consumer Electronics. Based on the latest disclosed results for the six months ended June 30, 2026, segment revenue increased 19.3% year over year to RMB 122.48 billion. Luxshare Precision continued to deepen core customer relationships, expand ODM and JDM capabilities, and increase its participation in AI-enabled devices. By integrating technologies across acoustics, optics, electrical systems, thermal management, magnetics and precision structures, the Company is extending its capabilities from components and modules to product definition, system development and end-to-end manufacturing. Key areas include AI PCs, smart wearables, AI glasses and intelligent acoustic products.

Communications and Data Center. First-half revenue increased 49.7% to RMB 16.61 billion. The Company is building an integrated AI infrastructure portfolio spanning high-speed copper interconnects, optical interconnects, thermal management and power management. Progress includes batch shipments of 1.6T DAC, ACC and AEC products, volume production of 800G optical products, continued customer introductions for liquid-cooling solutions, and scaled production of DC-DC server power modules. Its system-led development model supports coordinated optimization of bandwidth, signal integrity, power density and thermal performance.

Automotive Electronics. First-half revenue increased 274.1% to RMB 32.39 billion, supported by organic growth, customer program ramp-ups and Leoni's contribution. Luxshare Precision has expanded its portfolio across connectors, wiring harnesses, intelligent control systems, smart chassis technologies and powertrain solutions. High-speed connectors, intelligent cockpit platforms and advanced driver-assistance systems are progressing across multiple customer programs, while rear-wheel steering products have entered mass production on mainstream vehicle models in China. The continued integration of Leoni strengthens the Company's global customer access, engineering resources and localized delivery capabilities as it develops a platform-based global Tier 1 business.

Targeted Investment Supports Commercialization The following figures represent the Company's latest disclosed data for the six months ended June 30, 2026. Gross margin incre...