[Titanium Morning Brief] Optical module trio "Yi Zhong Tian" earn over RMB 35 billion net in first three quarters; Guoxin enters China Unicom, Chengtong buys gold; Lianxun Instruments and Puya Semiconductor Q3 net profit surge over 30-fold

The first three quarters of 2026 results are all out for the optical module trio "Yi Zhong Tian," with combined revenue exceeding RMB 100 billion and combined net profit exceeding RMB 35 billion; Zhongji Innolight's first three quarters net profit was RMB 22.238 billion, up 211.81% year on year. Lianxun Instruments' third-quarter net profit was RMB 1.439 billion, up 3,488.07% year on year, and Puya Semiconductor's third-quarter net profit was RMB 728 million, up 3,875.57% year on year, both benefiting from global AI computing infrastructure buildout. On national team position changes, Guoxin Hongsheng newly became China Unicom's ninth-largest shareholder, and China Chengtong newly became China National Gold's seventh-largest shareholder.