Zhong Guo Ji Jin Bao·2025-11-04 16:24Core Insights - The overall performance of Shenzhen-listed companies in the third quarter of 2025 shows a dual growth in revenue and net profit, indicating a stable and improving trend in performance [1][2] - Key industries, particularly those related to new productive forces, continue to exhibit high prosperity, contributing significantly to market confidence [1][4] Revenue and Profit Growth - Shenzhen-listed companies achieved a total revenue of 15.72 trillion yuan, a year-on-year increase of 4.31%, and a net profit of 903.02 billion yuan, up 9.69% year-on-year [2] - 2,169 companies reported profits, accounting for 75.34% of the total, with 207 companies experiencing profit growth exceeding 100% [2] - The main board and the ChiNext board both showed strong performance, with the main board generating 12.47 trillion yuan in revenue and 658.36 billion yuan in net profit, while the ChiNext board achieved 3.2 trillion yuan in revenue and 244.66 billion yuan in net profit, both with double-digit growth rates [2] Leading Companies - 57 companies in Shenzhen have a market capitalization exceeding 100 billion yuan, collectively generating 4.38 trillion yuan in revenue and 461.37 billion yuan in net profit, with growth rates significantly surpassing the overall market [3] - Notable companies such as BYD, Midea Group, and CATL have reported impressive earnings, contributing to the overall growth of the Shenzhen market [3] High Prosperity in Technology Sector - The technology sector, particularly in electronics, power equipment, and communications, continues to thrive, driven by policy support and demand [4] - The electronics industry reported revenue of 1.59 trillion yuan, a year-on-year increase of 15.03%, and net profit of 791.22 billion yuan, up 32.12% [4] - The power equipment sector benefited from "dual carbon" policies, achieving revenue of 1.32 trillion yuan and net profit of 946.09 billion yuan, with growth rates of 10% and 29.53%, respectively [5] Non-Banking Financial Sector Recovery - The non-banking financial sector has shown a strong recovery, with total revenue of 213.58 billion yuan and net profit of 60.85 billion yuan, reflecting year-on-year increases of 10.67% and 49.03% [6] - The brokerage sector performed particularly well, with revenue of 117.48 billion yuan and net profit of 50.91 billion yuan, marking increases of 30.05% and 77.15% [6] R&D and Investor Returns - Shenzhen-listed companies have increased R&D investment, totaling 518.01 billion yuan, a year-on-year increase of 6.20%, with a research intensity of 3.29% [7] - The number of companies implementing cash dividend plans has risen, with 507 companies announcing dividends totaling 129.11 billion yuan, doubling from the previous year [7]