科创板三季报“交卷” 整体业绩呈现升势

Group 1 - The overall performance of the Sci-Tech Innovation Board (STAR Market) shows a significant upward trend, with a 75% year-on-year increase in net profit for the third quarter, highlighting the strong momentum of "hard technology" companies [1][3] - In the first three quarters of 2025, STAR Market companies achieved operating revenue of 1,105.01 billion yuan, a year-on-year increase of 7.9%, and net profit of 49.268 billion yuan, up 8.9% [2] - More than 70% of companies on the STAR Market reported revenue growth, and nearly 60% saw an increase in net profit, with 158 companies experiencing a net profit growth of over 50% [3] Group 2 - Research and development (R&D) investment reached 119.745 billion yuan in the first three quarters, which is 2.4 times the net profit of the board, with a median R&D intensity of 12.4%, leading all A-share sectors [5] - The STAR Market has seen significant breakthroughs in various fields, such as the approval of a recombinant human albumin injection by He Yuan Bio and the mass production of the world's first four-channel ultra-low noise semiconductor single-photon detector by GuoDun Quantum [6] Group 3 - The "1+6" reform initiated in June aims to support unprofitable technology companies, with 35 companies in the growth tier showing promising performance, achieving a 39% year-on-year revenue growth and a 65% reduction in net profit losses [7] - In the integrated circuit sector, 121 related companies reported a 25% year-on-year revenue increase and a 67% increase in net profit, with 80% of companies in chip design experiencing revenue growth [9] Group 4 - The artificial intelligence sector has seen full-chain growth in computing power, data transmission, storage, and applications, with related companies achieving an 11% revenue increase and a 48% net profit increase in the biopharmaceutical industry [10] - In the renewable energy sector, 17 photovoltaic companies significantly reduced their net losses, while 19 lithium battery-related companies reported a 7% year-on-year revenue increase and a net profit of 1.02 billion yuan, achieving profitability [11]