In the first nine months of 2026, seven of the 12 listed companies tracked by BSC grew revenue, six grew both revenue and net profit, and three posted a net loss. The figures come from consolidated company filings and include all business segments.
Display manufacturers had mixed results. Unilumin led the group with RMB 5.56 billion in revenue. Sales slipped just 1.13%, while net profit fell 82.57%, partly due to foreign exchange losses. Leyard reported declines in both revenue and profit, while Ledman and LianTronics swung to losses. Absen grew revenue by 4.98% and net profit by 35.79%, with net profit excluding non-recurring items up 6.00%. AOTO Electronics also grew both measures, with revenue up 15.01% and net profit up 65.69%.
Results also varied across the supply chain. NovaStar grew revenue and net profit, while Colorlight’s revenue rose 5.23% and its net profit fell 90.80%. In LED packaging, Hongli Zhihui grew both measures, while NationStar swung to a loss. Driver IC suppliers FineMade Microelectronics and Sunmoon Microelectronics both returned to profitability, earning RMB 140.64 million and RMB 142.01 million, respectively, after losses a year earlier.
