长鑫科技于2026年10月31日召开第三季度业绩说明会，宣布公司正与多家头部客户协商长期供货协议，旨在锁定中长期市场需求 1。基于当前业务表现，该公司预计第四季度毛利率将保持稳定 1。此前数据显示，长鑫科技已被纳入上证综合指数，以4.67%的权重成为该指数第一大权重股 1。
财务数据方面，2026年前三季度，长鑫科技实现营业收入2690.24亿元，同比增长738.51% 1。归母净利润达到1320.4亿元，较上年同期净亏损52.8亿元的情况实现扭亏为盈 1。报告期内，公司综合毛利率为86.85%，其中第三季度单季毛利率升至89.53% 1。此外，前三季度经营活动产生的现金流量净额为2547.51亿元，同比大幅增长1864.52% 1。
ChangXin Memory Technologies (CXMT) announced during its third-quarter 2026 earnings briefing that it has entered negotiations with several leading customers to establish long-term supply agreements, aiming to lock in medium-to-long term demand 1. The company expects its gross margin to remain stable in the fourth quarter 1.
Financial results for the first three quarters of 2026 show a significant turnaround for the semiconductor firm. Revenue reached 269.024 billion yuan, marking a year-on-year increase of 738.51% 1. Net profit attributable to shareholders surged to 132.04 billion yuan, reversing a net loss of 5.28 billion yuan recorded in the same period last year 1. During the first nine months, the comprehensive gross margin stood at 86.85%, with the single-quarter gross margin for Q3 rising to 89.53% 1. Additionally, cash flow from operating activities hit 254.751 billion yuan, reflecting a dramatic year-on-year growth of 1,864.52% 1.
Beyond its operational performance, CXMT’s influence on the broader market was highlighted by its inclusion in the Shanghai Composite Index 1. The stock now holds a weight of 4.67%, making it the largest constituent by weighting in the index 1.
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