工业企业营收增长加快 为企业盈利持续恢复创造有利条件

Core Insights - The National Bureau of Statistics reported that from January to September, the total profit of industrial enterprises above designated size reached 53,732 billion yuan, marking a year-on-year increase of 3.2%, the highest cumulative growth rate since August 2024 [1] - The manufacturing sector saw a profit growth of 9.9%, accelerating by 2.5 percentage points compared to January to August [1] - The electricity, heat, gas, and water production and supply industry experienced a profit growth of 10.3%, an increase of 0.9 percentage points [1] Revenue Growth - From January to September, the operating income of industrial enterprises above designated size grew by 2.4% year-on-year, which is an acceleration of 0.1 percentage points compared to January to August [1] - In September, the operating income increased by 2.7%, accelerating by 0.8 percentage points compared to August, marking two consecutive months of revenue growth acceleration [1] Industry Performance - Among 41 major industrial categories, 23 industries reported a year-on-year profit increase, with a growth coverage exceeding 50% [1] - In terms of recovery, 26 industries saw profit growth accelerate or a narrowing of decline compared to January to August, with a recovery coverage exceeding 60% [1] - High-tech manufacturing played a significant role, with profits in this sector growing by 8.7% year-on-year, accelerating by 2.7 percentage points compared to January to August, contributing 1.6 percentage points to the overall profit growth of industrial enterprises [1]