One-sentence summary
This dataset compares two Chinese electronics chains: BOE Q3 revenue RMB 48.677B swinging to a RMB 996M net loss, while optical-chip maker Yuanjie posted Q3 revenue RMB 684M up 283.55% and net profit RMB 417M up 598.96%.
Notes
- Figures in RMB.
- Both BOE and Yuanjie disclosed Q3 reports around October 30, 2026.
- YoY compares with the same period of 2025.
Core Data
| model | BOE Q3 2026 | Yuanjie Q3 2026 |
|---|---|---|
| Revenue | RMB 48.677B (-8.62%) | RMB 684M (+283.55%) |
| Attributable net profit | -RMB 996M (prior +RMB 1.355B) | RMB 417M (+598.96%) |
| Basic EPS | -RMB 0.03 | RMB 3.36 |
| Nine-month revenue | RMB 151.809B (-1.77%) | RMB 1.609B (+319.83%) |
| Nine-month net profit | RMB 4.251B (-7.61%) | RMB 1.024B (+866.88%) |
Field Notes
- BOE pressure: Memory shortages and price hikes hit consumer electronics; small/medium panel shipments suffered.
- Yuanjie surge: Datacenter revenue grew sharply and gross margin improved significantly.
- Chain divergence: Mature-panel weakness coexists with optical-chip (datacenter optics) strength.
Sources
- Jiemian (163): Tech morning brief
