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.
The results show AI-related infrastructure demand translating into reported earnings across Chinese listed companies, but the figures and causal attribution come from a single media analysis.
10月31日，A股2026年三季报宣告收官，5572家上市公司合计实现营收56.65万亿元，比上年同期增长5.42%；归母净利润5.10万亿元，同比增长7.76%。超六成公司录得营收增长，逾七成实现盈利，整体情况良好，韧性凸显。
不过，Q3单季来看，总体营收19万亿元，同比仅增长2.22%；归母净利润1.53万亿元，同比下滑11.02%。
分板块来看，分化明显，行业冷暖一目了然：最赚钱的依然是金融业，工商银行以3431.10亿元净利润继续领跑A股；日子最难过的还是房地产，合计亏损531.87亿元。
盈利增长和下滑的行业则近乎五五开。科技赛道强势领跑，在AI算力产业链带动下信息技术板块的营收、归母净利润分别录得31.95%和140.25%的增速；材料板块不遑多让，量价齐升催化叠加低基数效应，营收、净利分别录得14.06%、54.03%的增速，排名第二；日常消费则净利增速下滑最多，主因生猪、白酒等集体承压。
#ChangXin Technology (CXMT)#Industrial and Commercial Bank of China#Demingli#Biwin Storage#GigaDevice#Eoptolink Technology