深市公司前三季营收净利双增 新质生产力成引擎

Core Insights - The overall performance of Shenzhen-listed companies shows both year-on-year and quarter-on-quarter growth in revenue and net profit, with over 70% of companies reporting profitability, highlighting the significant pull of leading enterprises and the evident characteristics of technology-driven innovation [1][2] Group 1: Financial Performance - Shenzhen-listed companies achieved a total revenue of 15.72 trillion yuan, a year-on-year increase of 4.31%, and a net profit attributable to shareholders of 903.02 billion yuan, up 9.69% year-on-year [1] - Among the companies, 2,169 reported profits, accounting for 75.34%, with 207 companies experiencing profit growth exceeding 100% [1] - The main board reported revenue of 12.47 trillion yuan and net profit of 658.36 billion yuan, with a net profit increase of 6.68% year-on-year, while the ChiNext board continued to show high growth with revenue of 3.25 trillion yuan and net profit of 244.66 billion yuan, both achieving double-digit growth [1] Group 2: Contribution of Leading Companies - The 57 Shenzhen-listed companies with a market capitalization exceeding 100 billion yuan contributed significantly, with a combined revenue of 4.38 trillion yuan, a year-on-year increase of 10.70%, and a net profit of 461.37 billion yuan, up 13.84% [2] - Major companies like BYD, Midea Group, and CATL reported revenues exceeding 100 billion yuan and net profits over 10 billion yuan, serving as core drivers of industry growth [2] Group 3: Sector Performance - The electronics sector benefited from the demand for AI computing power, domestic semiconductor testing, and a recovery in consumer electronics, achieving revenue of 1.59 trillion yuan, a year-on-year increase of 15.03%, and a net profit of 791.22 billion yuan, up 32.12% [2] - The power equipment industry, supported by the "dual carbon" policy, reported revenue of 1.32 trillion yuan, a 10% increase, and net profit of 946.09 billion yuan, up 29.53% [3] - The non-bank financial sector saw significant recovery, with total revenue of 213.58 billion yuan, a year-on-year increase of 10.67%, and net profit of 60.85 billion yuan, up 49.03% [3] Group 4: Innovation and R&D - Shenzhen-listed companies demonstrated a continuous enhancement of innovation capabilities, with total R&D expenses reaching 518.01 billion yuan, a year-on-year increase of 6.20%, and an R&D intensity of 3.29% [4] - A total of 507 companies implemented or announced mid-term cash dividends amounting to 129.11 billion yuan, doubling year-on-year, and 257 share repurchase plans with a maximum amount of 74.57 billion yuan were disclosed [4]