Core Insights - The Shanghai Stock Exchange reported that as of October 31, all listed companies in the Shanghai market have completed their Q3 2025 disclosures, highlighting new productivity as a key driver of performance growth [1] - The modern industrial system is accelerating, with high-tech industries maintaining rapid growth [1] Industry Summary - In the first three quarters, the combined R&D investment in high-tech manufacturing and service industries reached 229.6 billion yuan, representing a year-on-year increase of 9% [1] - High R&D investment has driven revenue and net profit growth of 10% and 19% year-on-year, respectively, with profit contribution ratio increasing by 3.4 percentage points [1] Company Summary - The AI-driven semiconductor industry is experiencing a wave of growth, with net profits in chip design and semiconductor equipment increasing by 82% and 25% year-on-year, respectively [1] - Domestic computing power has gained market recognition, with Cambrian's revenue increasing 24 times and Haiguang Information's revenue growing by 55% [1] - Companies in core components, such as Mingzhi Electric and Obsidian Light, have also seen year-on-year net profit growth driven by the dual iteration of embodied intelligence and artificial intelligence [1]
上交所：新质生产力成为推动沪市上市公司业绩增长的重要动能
Xin Lang Cai Jing·2025-10-31 11:45