According to preliminary statistics from Tonghuashun iFind data, as of 12:00 on October 16, according to the Shenwan industry classification, a total of 41 A-share listed companies in the electronics industry had disclosed their performance forecasts for the first three quarters of 2026. Among them, the number of companies that pre-increased, slightly increased, and reversed losses was 24, 6, and 6, respectively. The total number was 36, accounting for 87.80% of the companies with disclosed performance forecasts. After sorting through the reasons for the changes in the company's performance, the reporter found that among the 36 promising companies, similar expressions such as “rapid development of the artificial intelligence industry,” “demand for data center construction,” and “increase in storage demand” appeared in most companies' performance changes explanations. Looking ahead, the Donghai Securities Research Report said that industry demand is still strong, driven by AI, and the supply-side capacity layout is slow, and the boom may continue. Recently, technology quarterly reports may be released one after another. Due to high demand and high prices, the performance of the three-quarter report is likely to continue to improve.

According to preliminary statistics from Tonghuashun iFind data, as of 12:00 on October 16, according to the Shenwan industry classification, a total of 41 A-share listed companies in the electronics industry had disclosed their performance forecasts for the first three quarters of 2026. Among them, the number of companies that pre-increased, slightly increased, and reversed losses was 24, 6, and 6, respectively. The total number was 36, accounting for 87.80% of the companies with disclosed performance forecasts. After sorting through the reasons for the changes in the company's performance, the reporter found that among the 36 promising companies, similar expressions such as “rapid development of the artificial intelligence industry,” “demand for data center construction,” and “increase in storage demand” appeared in most companies' performance changes explanations. Looking ahead, the Donghai Securities Research Report said that industry demand is still strong, driven by AI, and the supply-side capacity layout is slow, and the boom may continue. Recently, technology quarterly reports may be released one after another. Due to high demand and high prices, the performance of the three-quarter report is likely to continue to improve.