Circuit Fabology Microelectronics Equipment Co.,Ltd. has released its performance forecast for the first quarter of 2026. The company expects to achieve a net profit attributable to shareholders of the parent company ranging from 106 million yuan to 124 million yuan. This represents a year-on-year increase of 104.45% to 138.53% compared to the same period last year.
The significant growth in performance is primarily driven by strong downstream demand, coupled with the company's technological advantages, diverse product portfolio, and efficient operational capabilities. By the end of March 2026, cumulative orders for the year had exceeded 800 million yuan, setting a new record in terms of order scale, growth momentum, and order reserves.
In the high-end PCB sector, the AI computing revolution and the automotive electronics trend have fueled a surge in demand for high-layer and high-density PCBs. As a global leader in direct imaging lithography equipment, Circuit Fabology's high-end LDI systems are well-positioned to meet industry upgrading needs, resulting in robust order intake and consistently high capacity utilization rates.
In the broader semiconductor field, the company continues to expand its presence across multiple segments. The application scope of its direct imaging lithography technology is broadening, with advanced packaging equipment experiencing rapid growth and IC substrate equipment contributing steady incremental gains. Additionally, its mask-making and display businesses are flourishing, further enriching its product lineup and laying a solid foundation for long-term growth.
The successful commissioning of its second-phase production base, combined with comprehensive optimization of production processes, has significantly enhanced delivery capabilities and capacity utilization, ensuring timely order fulfillment. Moreover, as the trend of domestic substitution continues to deepen, Circuit Fabology's leading position in the high-end lithography equipment market within China has been further strengthened. These multiple favorable factors have collectively driven the company's exceptional performance growth in the first quarter.
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