
Group 1 - As of September 23, 29 listed companies have provided forecasts for their operating conditions in the first three quarters, with 6 companies expecting net profits attributable to shareholders exceeding 100 million yuan [1] - The structural transformation of the industry in China is shifting from traditional sectors to emerging fields, and from scale expansion to innovation-driven growth, characterized by a dual-driven model of "consumption foundation and technology leadership" [1] - Industries such as integrated circuits and biomedicine are becoming new engines for performance growth among listed companies, while traditional industries are upgrading through technology and digital transformation to enhance product competitiveness and production efficiency [1] Group 2 - Luxshare Precision Industry Co., Ltd. is expected to report a net profit of approximately 10.89 billion to 11.34 billion yuan for the first three quarters, driven by "smart manufacturing upgrades" and "underlying technology innovation" [2] - The positive performance of hard technology companies is attributed to a combination of policy support, market dynamics, and technological advancements, reflecting the necessity of economic transformation and independent innovation [2] - The rapid commercialization of technology is being accelerated by the construction of 5G infrastructure and smart vehicles, creating a large domestic demand market [2]