VGT(SZ:300476) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-16 12:15Core Viewpoint - Shenghong Technology has reported significant growth in net profit and revenue, driven by advancements in AI computing power and high-performance computing, with a notable increase in the proportion of high-end products in its portfolio [3][4]. Financial Performance - The net profit attributable to shareholders for the current period is 416 million, compared to 456 million in the same period last year, reflecting a growth of 260.35% year-on-year [3]. - The net profit after deducting non-recurring losses is 415 million, with a year-on-year growth of 263.59% [3]. - The company's revenue for 2025 is projected to reach 107 billion, with a year-on-year increase of 35.3% [6]. Market Position - As of January 16, Shenghong Technology's stock price is 281.19 CNY per share, with a market capitalization exceeding 240 billion CNY [4][6]. - The stock has experienced a slight decline of over 2% year-to-date, but has seen a remarkable increase of 586% over the full year of 2025 [4]. Industry Context - The PCB industry, often referred to as the "mother of electronic products," is experiencing a surge in demand due to the rapid growth in AI computing needs, positioning Shenghong Technology favorably within this expanding market [3].