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- A-share Q3 Earnings Show AI Computing Leads Sector Growth
TMTPost reports that 5,572 A-share listed companies generated 56.65 trillion yuan in revenue and 5.10 trillion yuan in attributable net profit for the first three quarters of 2026, increases of 5.42% and 7.76%, respectively. It attributes the information technology sector’s 31.95% revenue growth and 140.25% profit growth mainly to the AI computing supply chain, particularly memory and chip companies, while noting that third-quarter overall profit fell 11.02%. The broader report also identifies sharply contrasting sector performance, including material-sector growth and a combined 53.187 billion yuan loss for real estate companies.
钛媒体 · 🔥 10 - Demingli forecasts 8.65–8.95B yuan Q1–Q3 profit on AI storage demand
Demingli released a preliminary 2026 first-three-quarter earnings forecast on Oct. 16, projecting revenue of 27.5–29.5 billion yuan (up 312.97%–343% year on year) and net profit attributable to shareholders of 8.65–8.95 billion yuan, with non-recurring net profit of 8.596–8.896 billion yuan; the company said it swung to profit, and Q3 revenue alone was 10.589–12.589 billion yuan. Demingli said its enterprise storage business captured AI infrastructure demand, using in-house controller chips to ship in volume to leading domestic cloud providers and expand into server OEM, domestic IT and overseas markets, with its Vietnam plant now in mass production. The figures are preliminary internal estimates and have not been audited.
IT之家 AI · 🔥 0
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