Jiang Bolong (301308.SZ): From January to September 2026, the enterprise business achieved a significant year-on-year increase in revenue of more than 4 billion yuan

Zhitongcaijing · 2d ago

According to the Zhitong Finance App, Jiang Bolong (301308.SZ) announced that the company's production and operation are currently normal. In the first three quarters of 2026, the company's operating income and net profit increased markedly year-on-year, and the health of the company's various operating indicators further improved. The company has always been guided by self-developed chips and self-developed software architectures, continuously seeking differentiated development paths, and making breakthroughs in product and technological innovation.

The company focuses on the end-side AI business on the basis of self-developed main control chips. After significant progress has been made in AI technology and computing power infrastructure construction, end-side AI has initially shown a good momentum of development. The company's SSD master control chip and UFS master control chip, combined with the company's unique storage intelligence software architecture, can be used on end-side AI such as PCs and mobile phones to run large local models. At present, it has cooperated with AMD, Qualcomm, Ziguang Zhanrui and other leading global chip manufacturers, showing broad development potential. The company will continue to develop overseas business and enhance the influence of high-end brands.

From January to September 2026, the company's enterprise-level business achieved revenue of more than 4 billion yuan, a significant increase over the same period last year. Relying on its own R&D technical capabilities, the company's enterprise-level business development is relatively steady. Joint research and development with terminal Internet cloud vendors and other important customers in terms of storage medium improvement and particle improvement has strong technical barriers and better and longer-term development potential. Overall, the continuous evolution of AI technology is still the main trend. In addition to computing power centers, the application of AI technology on the end side (including automotive-level applications and scenarios such as physical intelligence) will continue to deepen, creating new needs. The company is confident in the development of the industry. At the same time, the company will further enhance shareholder returns through measures such as repurchases and dividends.