Dongyue Silicon Materials expects net profit attributable to shareholders for the first three quarters to rise 19,050% to 19,750% year on year

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Summary · why it matters

Dongyue Silicon Materials announced on October 8 that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be 547 million to 567 million yuan, an increase of 19,050% to 19,750% year on year. The company said that, thanks to the market environment and an improved supply-demand balance in the industry, prices of its main products rose. On the raw materials side, the purchase price of industrial silicon fell year on year, while prices of methanol and methyl chloride rose year on year, so overall unit production costs declined and the consolidated gross margin improved. At the same time, the company continued to advance refined management and safety controls, ensured stable production operations, effectively controlled production costs, and further strengthened profitability. The company also explained that in the third quarter of 2025, affected by the July 20 fire accident, it recorded a loss of 39.3374 million yuan in that period, leaving net profit attributable to shareholders of the listed company for the first three quarters of the prior year at only 2.8567 million yuan, so the current-period profit indicator is not comparable with the same period last year. During the reporting period, the company expects the impact of non-recurring gains and losses on net profit attributable to shareholders of the listed company to be about 42 million yuan, mainly due to items such as gains and losses on disposal of non-current assets.

Impact on assets 3

Others± Mixed
⛏Polysilicon Futures (GFEX)
POLYSILICON
▲ PositiveDemandrelevance

The company cites an improved supply-demand balance and higher prices for its main silicon products, a positive read-through for polysilicon pricing/demand.

Others▲
Shandong Dongyue Organosilicon Mat
300821
▲ PositivePricingrelevance

Improved supply-demand balance lifted prices of its main silicon products while industrial silicon input costs fell, boosting gross margin and profit.