超七成公司盈利，创业板营收净利增速领跑A股

Core Insights - The Growth of the ChiNext Board: In the first three quarters of 2025, the ChiNext board outperformed other domestic market sectors in terms of revenue and profit growth, with over 70% of companies achieving profitability and more than 50% experiencing net profit growth [1][2] Financial Performance - Overall Revenue and Profit: As of October 31, 2025, 1,388 ChiNext companies reported a total revenue of 3.25 trillion yuan, a year-on-year increase of 10.69%, and a net profit of 244.66 billion yuan, up 18.69% year-on-year [3] - Quarterly Performance: In Q3 2025, ChiNext companies achieved a total revenue of 1.18 trillion yuan, a quarter-on-quarter increase of 7.13%, and a net profit of 932.61 billion yuan, up 18.32% quarter-on-quarter [3] - Profitability Metrics: Among the 1,388 companies, 1,034 were profitable (74.5%), and 737 saw net profit growth (53.1%), an increase of 8.31 percentage points compared to the previous year [3] Sector Performance - Industry-Wide Profitability: 26 out of 28 primary industries reported overall profitability, with significant contributions from sectors such as power equipment, pharmaceuticals, electronics, communications, and machinery [4] - Power Equipment Sector: This sector benefited from explosive growth in energy storage, recovery in photovoltaic inverter profitability, increased demand for grid equipment, and expansion in overseas exports, with revenue up 12.90% year-on-year and net profit up 28.61% [4] - Machinery Sector: The machinery sector experienced a recovery in engineering machinery demand and support from emerging fields, with revenue and net profit growing by 10.15% and 8.26% year-on-year, respectively [4] Electronics and Communications - Electronics Sector: In the first three quarters, the electronics sector saw revenue growth of 21.65% year-on-year and net profit growth of 36.29% [5] - Communications Sector: The communications sector reported a revenue increase of 24.82% year-on-year and a remarkable net profit growth of 94.10% [5] - Leading Growth in Optical Modules: The optical module industry led in profit growth, with net profit increasing by 130.13% year-on-year, driven by the production of advanced products by leading companies [5] Semiconductor and Traditional Industries - Semiconductor and Components: The semiconductor and components sectors benefited from high demand, with net profits increasing by 54.09% and 91.07% year-on-year, respectively [6] - Recovery in Traditional Industries: Traditional industries are showing signs of recovery due to capacity clearing, price recovery, and reform initiatives, with notable improvements in profitability [6] - Basic Chemical and Nonferrous Metals: The basic chemical sector saw a net profit increase of 28.86%, while the nonferrous metals sector benefited from a resurgence in global commodity prices, with net profits up 15.94% [6]