One-sentence summary
On the evening of October 29, 2026, China's semiconductor equipment leader Naura released its Q3 2026 results: first-nine-month revenue of RMB 31.467B (+15.26% YoY) and net profit attributable to shareholders of RMB 5.392B (+5.10%); Q3 revenue was RMB 11.306B, with the company citing AI-driven industry momentum and a growing order book.
Event Overview
- Time: Q3 report released on the evening of October 29, 2026.
- Company: Naura (leading Chinese semiconductor equipment maker).
- Event: Reported nine-month and Q3 results, with rising share across etch, thin-film deposition, thermal processing and other equipment.
Key Information
| Item | Detail |
|---|---|
| Nine-month revenue | RMB 31.467B, +15.26% YoY |
| Nine-month net profit | RMB 5.392B, +5.10% YoY |
| Q3 revenue | RMB 11.306B, +1.31% YoY |
| Q3 net profit | RMB 2.022B, +5.18% YoY |
| R&D (Jan-Sep) | RMB 5.427B, +17.42% YoY |
| Gross margin (Jan-Sep) | Down to 39.44% from 41.41% |
| Equipment coverage | Etch, thin-film deposition, thermal, wet clean, ion implant, track, bonding |
Background and Impact
- Growth driver: AI-driven global semiconductor demand lifted the order book and process coverage/market share.
- Pressures: Tight materials supply for some categories strained near-term deliveries; gross margin fell on new-product validation costs and volume-customer discounts.
- Sector context: Peer Piotech's Q3 net profit rose 135.39% YoY and Changchuan's nine-month revenue rose 57.25%, as Chinese equipment makers broadly reported strong results.