TREE NEWS update: Shenzhen-listed Ultrasonic Electronics said it expects net profit of 340 million to 360 million yuan for the first three quarters of 2026, up 90.78% to 102.00% from 178 million yuan a year earlier. Non-recurring net profit is forecast at 335 million to 355 million yuan, up 89.14% to 100.43%, with basic EPS of 0.6073 to 0.6431 yuan. The company cited a strong copper-clad laminate market, full order books, rising prices and higher capacity utilization at its PCB business.
Ultrasonic Electronics Forecasts 90.78%-102% Profit Growth for First Three Quarters of 2026
AI take
The forecast is notable less for its size than for its source: the driver is PCB materials, a less visible corner of the electronics supply chain than chips or modules. Copper-clad laminate strength and full order books point to demand further upstream than most coverage looks, and the near-identical recurring and non-recurring figures suggest the gain is operational rather than one-off. Whether laminate pricing and utilization hold through the rest of the year is the open question.
Generated by AI for reference only.
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