At its 2026 Q3 results briefing Chunguang Group said materials for AI compute,
PV storage and new energy vehicles saw large growth in the first nine months of
2026 and selling prices have risen. In AIDC the company’s core advantage is
ultra‑low‑power materials; AIDC power products’ efficiency has risen to 98.5%, a
gain the company attributes partly to its magnetic material properties. The
power business is currently small; the company expects operating performance to
improve in 2027 as scale expands and market certifications progress. Mid‑ to
high‑end magnetic powder remains in short supply and available capacity is being
prioritized for new energy, AI compute and energy storage demand.
