截至2026年10月28日19时，3490家A股上市公司披露2026年前三季度成绩单 1。合计实现营业收入25.37万亿元，同比增长8.55%；合计实现归母净利润1.96万亿元，同比增长11.53% 1。数据显示，上述公司营收与净利润双增，且归母净利润增速显著高于营收增速 1。
从板块表现来看，沪深主板仍是盈利主要支撑 1。已披露三季报的1930家沪深主板公司前三季度合计实现归母净利润1.69万亿元，同比增长10.01%，占已披露公司归母净利润总额的86.16% 1。科创板在规模扩张的同时盈利质量大幅改善 1。已披露三季报的280家科创板上市公司前三季度营业收入同比增长28.92%，归母净利润同比增长59.32% 1。
文章指出，以人工智能、半导体为代表的科技产业通过技术创新和国产替代加速释放增长动能，产业链共振夯实了企业业绩基础，为资本市场提供了基本面支撑 1。具体来看，苏州天准科技股份有限公司2026年前三季度新签订单35.01亿元(含税)，同比增长81.46% 1。海光信息技术股份有限公司前三季度营业收入149.55亿元，同比增长57.58%，归母净利润28.47亿元，同比增长45.12% 1。中科寒武纪科技股份有限公司前三季度营业收入95.26亿元，同比增长106.76%，归母净利润37.15亿元，同比增长131.49% 1。国家统计局数据显示，前三季度全国规模以上工业增加值同比增长5.3%，高技术制造业增加值增长14.3% 1。
As of 19:00 on October 28, 3,490 A-share listed companies have released their financial results for the first three quarters of 2026 1. These disclosures indicate a dual growth trend in both revenue and net profit, with the latter outpacing the former 1. The collective operating revenue reached 25.37 trillion yuan, marking an 8.55% year-on-year increase, while total net profit attributable to parent company shareholders stood at 1.96 trillion yuan, growing by 11.53% compared to the same period last year 1.
The main boards of the Shanghai and Shenzhen stock exchanges remain the primary pillars of profitability among disclosed entities 1. For the 1,930 main board companies that have reported, combined net profit attributable to parent shareholders was 1.69 trillion yuan, a 10.01% rise from the previous year 1. This figure accounts for 86.16% of the total net profit reported by all disclosed companies so far 1. Meanwhile, the Science and Technology Innovation Board (STAR Market) has demonstrated significant improvements in earnings quality alongside scale expansion 1. The 280 STAR Market companies that have disclosed their reports saw operating revenue jump by 28.92% and net profit attributable to parent shareholders surge by 59.32% year-on-year 1.
This robust performance is largely driven by accelerating momentum in the technology sector, particularly in artificial intelligence and semiconductors, supported by technological innovation and domestic substitution 1. Specific examples highlight this trend: Cambricon Technologies recorded operating revenue of 9.526 billion yuan (+106.76%) and net profit of 3.715 billion yuan (+131.49%) for the first three quarters 1. Hygon Information Technology achieved revenue of 14.955 billion yuan (+57.58%) and net profit of 2.847 billion yuan (+45.12%) 1. Additionally, Suzhou Tianzhun Technology secured new orders worth 3.501 billion yuan (including tax), an 81.46% increase 1. Broader economic data from the National Bureau of Statistics corroborates this strength, showing that industrial value-added above designated size grew by 5.3% in the first three quarters, while high-tech manufacturing increased by 14.3% 1.
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