According to Lianyun Technology's announcement, net profit attributable to owners of the parent company for the first half year of 2026 is expected to be around 517 million yuan, an increase of about 821% over the previous year. In the first half of 2026, overall storage market demand continued to grow, and the industry landscape continued to be optimized. The company focuses on the main storage control industry and seizes the opportunities of the industry boom. Products such as PCIe 3.0, PCIe 4.0, PCIe 5.0 and enterprise-grade SATA master control chips continue to benefit from market expansion, and shipments continue to grow steadily. The company has made phased progress in new product development and mass production. The PCIe5.0 chip of the storage controller supports the NVMe2.1 protocol and next-generation LDPC error correction technology. The performance is nearly double that of the previous generation, and has been mass-produced on the OEM side; the UFS3.1 master control chip supports QLCNAND, which can effectively reduce overall customer storage costs during the NAND price increase cycle; the enterprise-grade PCIe5.0 main control chip is already in the mass production testing stage. The related R&D work is progressing in an orderly manner. Currently, it has not contributed to revenue. Subsequent mass production pace and performance contributions There is some uncertainty. In addition, the company's next-generation in-vehicle sensing signal processing chips meet the requirements of 4D imaging millimeter-wave applications, are suitable for L2+ and above advanced driver assistance applications. Customer introduction was completed in early 2026, and shipments gradually progressed in the second quarter. The estimated amount of non-recurring profit and loss from net profit attributable to owners of the parent company in the first half of 2026 is around 463.03 million yuan, a significant increase over the same period last year. The main reason is a significant increase in fair value change income confirmed by the company in the current period of Shenghejing Micro shares held through strategic placement. This matter is an unrecurring profit and loss. The company's Q2 net profit is expected to be 508 million, and Q1 net profit is expected to be 0.09 million. Based on this calculation, Q2 net profit is expected to increase 5636% month-on-month.

According to Lianyun Technology's announcement, net profit attributable to owners of the parent company for the first half year of 2026 is expected to be around 517 million yuan, an increase of about 821% over the previous year. In the first half of 2026, overall storage market demand continued to grow, and the industry landscape continued to be optimized. The company focuses on the main storage control industry and seizes the opportunities of the industry boom. Products such as PCIe 3.0, PCIe 4.0, PCIe 5.0 and enterprise-grade SATA master control chips continue to benefit from market expansion, and shipments continue to grow steadily. The company has made phased progress in new product development and mass production. The PCIe5.0 chip of the storage controller supports the NVMe2.1 protocol and next-generation LDPC error correction technology. The performance is nearly double that of the previous generation, and has been mass-produced on the OEM side; the UFS3.1 master control chip supports QLCNAND, which can effectively reduce overall customer storage costs during the NAND price increase cycle; the enterprise-grade PCIe5.0 main control chip is already in the mass production testing stage. The related R&D work is progressing in an orderly manner. Currently, it has not contributed to revenue. Subsequent mass production pace and performance contributions There is some uncertainty. In addition, the company's next-generation in-vehicle sensing signal processing chips meet the requirements of 4D imaging millimeter-wave applications, are suitable for L2+ and above advanced driver assistance applications. Customer introduction was completed in early 2026, and shipments gradually progressed in the second quarter. The estimated amount of non-recurring profit and loss from net profit attributable to owners of the parent company in the first half of 2026 is around 463.03 million yuan, a significant increase over the same period last year. The main reason is a significant increase in fair value change income confirmed by the company in the current period of Shenghejing Micro shares held through strategic placement. This matter is an unrecurring profit and loss. The company's Q2 net profit is expected to be 508 million, and Q1 net profit is expected to be 0.09 million. Based on this calculation, Q2 net profit is expected to increase 5636% month-on-month.