Lianhua Shentong Group's subsidiaries, Shenda （3706） and Shenji （3005）, announced their revenue for January this year on the 9th. Among them, Shenda's revenue for January was NT$ 10.267 billion, maintaining a monthly level above NT$ 10 billion, with a month-on-month decrease of 2.71% and a year-on-year increase of 34.35%, setting a new record for the same period in history.

Shenda stated that the positive outlook for the industry has driven strong revenue in January, mainly benefiting from the strong and stable demand from large-scale cloud data centers and cloud service customers. Additionally, shipments of automotive electronics, smart IoT, and smart in-vehicle communication products continue to show good growth momentum.

Looking ahead, Shenda's General Manager He Jiwu previously stated that the global economy will still face many challenges and uncertainties in 2026. In addition to geopolitical impacts, the global economic growth rate is also expected to be not very good, coupled with debt issues in many countries. Nevertheless, Shenda still has a complete strategic direction to respond and is optimistic about continuous growth this year, stating that "there should be no problem."

Industry estimates suggest that with strong demand from new and existing customers, along with the contributions from the Zhunan plant in Taiwan and the Vietnam plant, which are gradually starting to contribute to performance, and the new production capacity in the United States this year, it is estimated that Shenda's revenue will grow by double-digit percentages year-on-year in 2026, driving annual performance to continue setting new highs, with core profitability also expected to peak.

As for Shenji, its revenue for January was NT$ 3.188 billion, with a month-on-month decrease of 4.98% and a year-on-year increase of 1.08%.

Looking forward to 2026, Shenji is striving for overall revenue growth in double digits, with strong computing still being the main growth driver. The gross profit margin is expected to maintain recent levels, around 31% to 33%.

Shenji continues to be optimistic about military and drone applications. Shenji's Chairman Huang Minghan previously stated that there will be significant growth in drone applications by 2025. Although the current contribution to the company's overall revenue is limited, he remains optimistic that business opportunities will multiply in 2026, with the key being how to convert these opportunities into actual orders.

Shenji's current drone business includes two parts: one is the Ground Control Station (GCS), with customers in Taiwan and the European and American markets. The other is the subsidiary providing drone components, among others