超七成预喜！A股三季报密集交卷，电子、化工行业领跑

Over 70% of A-Shares Expect Positive Earnings!Third Quarter Reports Flood In, , with the Electronics and Chemical Industries Leading the Way

【环球网财经综合报道】当前正值A股三季报密集披露期，上市公司业绩答卷陆续揭晓。据数据宝统计，截至目前，共有360家上市公司披露三季报相关数据。按照净利润下限计算，合计有254家公司前三季度净利润实现盈利且同比增长（含扭亏为盈），占比超过七成，展现出强劲的经营韧性。

[Global Network Financial Comprehensive Report]The A-share market is currently in the intensive disclosure period of third-quarter reports , with listed companies gradually unveiling their performance results. According to statistics from Databao, up to now, 360 listed companies have disclosed relevant data of the third quarterly report. Calculated according to the lower bound of net profit, 254 companies achieved profitability and year-on-year growth in net profit in the first three quarters (including turning losses into profits), accounting for more than 70%, demonstrating strong operational resilience.

电子、化工行业表现亮眼

Electronics and chemical industries delivered an outstanding performance

从行业分布来看，业绩增长公司主要集中在电子、基础化工、汽车、电力设备、机械设备等领域。其中，电子行业以32家公司高居榜首，成为业绩高增长的“集中营”。受益于人工智能技术加速迭代和应用场景持续扩展，多个电子细分行业景气度上行，龙头公司业绩尤为亮眼。

From the perspective of industry distribution, companies with growing earings are predominantly concentrated in electronics, basic chemicals, automobiles, power equipment, mechanical equipment and other fields. Among them, the electronics industry topped the list with 32 companies, becoming a "hub" for high performance growth. Benefiting from the accelerated iteration of artificial intelligence technology and the continuous expansion of application scenarios, the prosperity of multiple electronic sub-sectors is on the rise, and the performance of leading companies is particularly impressive.

人工智能龙头寒武纪-U今年前三季度实现净利润16.05亿元，同比成功扭亏，为公司历史同期首次盈利。算力芯片相关的海光信息前三季度净利润同比增长28.56%，达19.61亿元。此外，立讯精密、领益智造、瑞芯微等电子领域龙头业绩均实现大幅增长。

Cambrian-U, the leader in artificial intelligence, achieved a net profit of 1.605 billion yuan in the first three quarters of this year, successfully turning losses into profit year-on-year, marking the first profit in the same period in the company's history. The net profit of Haiguang Information, which is related to computing power chips, in the first three quarters increased by 28.56% year-on-year, reaching 1.961 billion yuan. In addition, the performance of leading companies in the electronic sector such as Luxshare Precision, Lingyi Intelligent Manufacturing, and Rockchip has all achieved substantial earning growth.

基础化工行业亦有30家公司业绩报喜，增长动力主要来自产品涨价、新产能投产及新业务拓展。锂矿龙头盐湖股份预计前三季度净利润同比增长36.89%至49.62%，主要受益于氯化钾价格上升。东方铁塔同样因氯化钾涨价，预计净利润同比增长超60%。

The basic chemicals industry was similarly buoyed, with 30 firms announcing positive earnings performances. This growth was principally driven by favorable pricing environments, the operational launch of new facilities, and strategic diversification into new business segments. Salt Lake Co., Ltd., a key player in lithium, anticipates its net profit for the first three quarters to grow by 36.89% to 49.62% year-on-year, a performance it ascribes primarily to increased potassium chloride prices. In a comparable situation, Dongfang Tie Tower is forecasting a net profit increase exceeding 60%, likewise benefitting from the upward trend in potassium chloride pricing.

85家公司净利润创历史新高

85 companies have achieved a record-high net profits

与历史同期对比，业绩增长公司中，有85家（剔除上市不满三年公司）今年前三季度净利润创下历史新高，彰显了企业卓越的成长性。

In a year-on-year comparison, 85 of these companies with growing earnings (excluding those listed for less than three years) achieved record net profits for the first three quarters, underscoring their exceptional growth trajectory.

截至10月21日收盘，这85家绩优公司中已涌现出7家千亿市值巨头，分别是中国人寿、立讯精密、中国船舶、中科曙光、新华保险、山东黄金和小商品城。其中，中国人寿以9160.27亿元的A股市值领跑，公司预计前三季度净利润同比增长约50%至70%。

As of the market close on October 21, seven companies from this group of 85 top performers have emerged as giants with market capitalizations exceeding one hundred billion yuan. They are China Life Insurance, Luxshare Precision, China State Shipbuilding, Sugon, New China Life Insurance, Shandong Gold, and Yiwu China Commodities City. Among them, China Life Insurance leads the pack with an A-share market value of approximately 916.027 billion yuan. The company has projected a year-on-year net profit increase of about 50% to 70% for the first three quarters.

业绩与股价共振，多股创历史新高

Strong earnings and share prices in virtuous cycle, lifting multiple stocks to record highs

亮眼的业绩也推动了股价的同步走强。数据显示，上述85家净利润创新高的公司中，有17家近一个月内股价创下历史新高，包括思源电气、扬杰科技、瀚蓝环境、神马电力、山东黄金等。

Strong earnings have also provided a boost to share prices. Data shows that among the 85 companies with record-high profits, 17 have seen their stock prices hit all-time highs within the past month. These include Sieyuan Electric, Yangjie Technology, Hanblue Environment, Shenma Electric Power, and Shandong Gold.

总体来看，A股三季报开局良好，超七成公司交出预喜成绩单。以电子、化工为代表的行业景气度持续，业绩与股价形成良性共振。（文馨）

In summary, the A-share third-quarter reporting season is off to a solid start, with over 70% of companies delivering positive surprises. Sectors like Electronics and Chemicals continue to show robust performance, creating a virtuous cycle where strong earnings and rising stock prices reinforce each other.(Wenxin)