Shang Hai Zheng Quan Bao·2025-10-29 00:05Core Insights - A-share listed companies are showing strong resilience in their performance, with over 1200 companies reporting year-on-year growth in net profit attributable to shareholders in the first three quarters of 2025 [1][2] - The technology innovation is driving the development of high-tech industries at an unprecedented speed and depth, particularly benefiting the communication, semiconductor, and non-ferrous metal sectors [1][4] Company Performance - Over 2400 A-share companies reported profits in the first three quarters, with 19 companies achieving net profits exceeding 10 billion yuan [2] - China Mobile reported a revenue of 794.7 billion yuan, a 0.4% increase year-on-year, and a net profit of 115.4 billion yuan, up 4.0% [2] - CATL (宁德时代) achieved a revenue of 283.072 billion yuan, a 9.28% increase, and a net profit of 49.034 billion yuan, up 36.20% [2] - Fangzheng Electric reported a revenue of 2.013 billion yuan, a 10.44% increase, and a net profit of 13.7573 million yuan, a significant increase of 153128.60% [3] - Shengyi Technology (生益电子) reported a revenue of 6.829 billion yuan, a 114.79% increase, and a net profit of 1.115 billion yuan, up 497.61% [3] Industry Insights - The communication industry is experiencing stable growth, with telecom business revenue reaching 1.327 trillion yuan, a 0.9% year-on-year increase [4] - The semiconductor industry is benefiting from the explosion of demand driven by artificial intelligence, with companies like Cambrian (寒武纪) reporting a revenue of 4.607 billion yuan, a 2386.38% increase, and turning a profit of 1.605 billion yuan [5] - The non-ferrous metal industry is seeing strong performance, with companies like Zijin Mining (紫金矿业) reporting a revenue of 254.2 billion yuan, a 10.33% increase, and a net profit of 37.864 billion yuan, up 55.45% [5]