TREE NEWS update: Lianxun Instruments said it expects net profit attributable to shareholders of RMB 1.90 billion to RMB 2.10 billion for the first three quarters of 2026, a year-on-year increase of 1,866% to 2,073%. The company attributed the gain to rapid development of artificial intelligence technology and rising global computing power demand, which accelerated data center construction and drove sales of its communications test instruments and optoelectronic device test equipment.
Lianxun Instruments Guides 2026 First-Three-Quarter Net Profit Up 1,866%-2,073%
The scale of the guidance points to how directly AI infrastructure spending now flows into test-and-measurement suppliers, a segment that sits upstream of the data center buildout rather than in the headline chip trade. The company's own attribution ties the result to computing power demand and data center construction, so the read-through is about capex intensity in that supply chain, not about Lianxun specifically. Whether that equipment demand stays as concentrated in communications and optoelectronic testing is the open question.
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