长鑫科技三季报业绩预告：第三季度营收同比增约六倍 前三季归母净利1310亿至1325亿元 董事长提议10亿至20亿元回购
合肥消息——中国DRAM存储芯片制造商长鑫科技（科创板：688825）发布2026年第三季度业绩预告：预计第三季度实现营业收入1147亿至1197亿元，同比增长约589%至619%；第三季度归母净利润预计533.95亿至548.95亿元；今年前三季度归母净利润预计达1310亿至1325亿元，实现同比扭亏为盈。
长鑫科技今年上半年的业绩已呈爆发式增长：上半年营业收入1503.1亿元、同比增长873.64%，归母净利润776.05亿元，同样实现扭亏。公司在此前披露中表示，全球算力需求快速增长、主要厂商产能调配之下，全球DRAM产品供不应求、价格大幅上涨，带动主要产品销售毛利大幅增长；其主营业务毛利率由2025年全年的约41%升至上半年约84.84%。
与业绩预告同日披露的还有一项股东回报安排：长鑫科技董事长朱一明提议公司以10亿至20亿元回购股份。科创板近期出现一轮上市公司回购潮，多家公司相继推出回购计划。
产品方面，长鑫科技的LPDDR6已向关键客户送样验证并实现首次商用落地，车规级LPDDR5X已量产。公司同时提示，DRAM行业受供需波动影响较大，价格持续大幅上涨不具备可持续性，下半年全球DRAM供给紧缺格局预计延续。（GSM 据长鑫科技科创板公告报道）
CXMT Forecasts Third-Quarter Revenue Up About Sixfold and Nine-Month Profit of RMB 131–132.5 Billion; Chairman Proposes Buyback
HEFEI — CXMT Corporation, China's DRAM memory-chip maker listed on Shanghai's STAR Market (688825), has issued its third-quarter earnings forecast, projecting third-quarter revenue of RMB 114.7 billion to 119.7 billion, up about 589% to 619% from a year earlier, and third-quarter net profit attributable to shareholders of RMB 53.4 billion to 54.9 billion. For the first three quarters of 2026, net profit is forecast at RMB 131 billion to 132.5 billion, a swing from loss to profit.
The forecast extends a breakout first half, in which CXMT's revenue surged 873.64% to RMB 150.31 billion and net profit reached RMB 77.6 billion, also a turnaround to profit. The company has attributed the surge to rapid growth in global computing demand and capacity adjustments by major producers that left DRAM in short supply and pushed prices sharply higher, lifting its main-business gross margin from about 41% for full-year 2025 to about 84.84% in the first half of 2026.
Alongside the forecast, CXMT disclosed that its chairman, Zhu Yiming, has proposed that the company buy back between RMB 1 billion and 2 billion of its shares. The proposal comes amid a wave of buyback plans by STAR Market companies.
On the product side, CXMT's LPDDR6 has been delivered to key customers for validation and achieved its first commercial deployment, while its automotive-grade LPDDR5X is in mass production. The company has cautioned that the DRAM industry is highly sensitive to supply-demand swings, that sustained sharp price increases are not sustainable, and that tight global DRAM supply is expected to persist through the second half. (GSM, via CXMT's STAR Market disclosures)
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图片来源：图：DDR5服务器内存条（资料图）。图片来源：Wikimedia Commons，CC BY 4.0。Photo: A DDR5 server memory module (file photo). Image: via Wikimedia Commons, CC BY 4.0.
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