Everbright Securities Co Ltd

Amlogic, a company listed on the STAR Market, announced that it expects net profit attributable to owners of the parent company in the third quarter of 2026 to be between 649 million and 699 million yuan, up 222.67% to 247.52% year-on-year and up 48.36% to 59.79% quarter-on-quarter. Revenue for the first three quarters is expected to be between 7.08 billion and 7.18 billion yuan, up 39.61% to 41.59% year-on-year, with net profit of 1.26 billion to 1.31 billion yuan, up 80.58% to 87.74% year-on-year. The company said the performance change was mainly due to its smart set-top box SoC chip shipments remaining firmly first in the world and its smart TV SoC chips continuing to be adopted by mainstream global terminal brands, and it preliminarily estimates that full-year revenue this year is expected to exceed 10 billion yuan. In response to the sharp drop in the optical chip sector triggered by a Morgan Stanley report, Everbright Photonics said the report is a policy scenario analysis rather than formally implemented regulation, and that domestic 800G and 1.6T optical chips remain in extremely short supply in the short term. Yuanjie Technology said it had no comment on the report and that its operations are normal. The Shanghai Stock Exchange terminated the review of Sakesaisi's STAR Market listing application after the company and its sponsor Everbright Securities withdrew the application.