Core Insights - As of December 24, 1866 companies in the Shanghai Stock Exchange held third-quarter performance briefings, representing 99% of the scheduled number and over 80% of all companies in the exchange [1] - The theme of new productive forces driven by technology has emerged as a major discussion point among these companies, indicating the presence of new markets and opportunities across various industries [1] - Companies expressed optimism regarding the demand for AI computing power, with Industrial Fulian noting strong customer demand and an expected increase in overall shipments of AI servers due to rising capital expenditures from cloud service providers [1] - A number of companies are planning mergers and acquisitions or exploring new business avenues to create industrial platforms or a "second growth curve," with many firms revealing their transformation strategies during briefings and research discussions [1] - The willingness to integrate among emerging industry listed companies is notably strong, with mergers and acquisitions frequently mentioned in recent communications [1]
1866家沪市公司召开三季度业绩说明会
Xin Lang Cai Jing·2025-12-24 11:23