"AI Engine + Overseas Layout" Working Together, Highlights of Consumer Electronics Listed Companies' Q3 Reports Shine

The third-quarter reports of consumer electronics listed companies are full of highlights. According to Choice data, as of 8 PM on October 30, 98 A-share consumer electronics companies have disclosed their third-quarter reports. Among them, 79 companies achieved profitability in the first three quarters, 41 companies reported positive year-on-year growth in net profit attributable to shareholders, and 5 companies turned losses into profits. Companies with a market value of over 100 billion yuan, such as Lens, Goertek, and Lingyi Industry, all achieved more than 10% year-on-year growth in net profit for the first three quarters, while Industrial Fulian and Huaqin Technology led the growth list of leading companies in the sector with increases of 48.52% and 51.17%, respectively. Shanghai Securities Journal reporters noted that AI is becoming the core growth engine of the consumer electronics industry, driving companies to accelerate their diversification into areas such as AI computing power, smart wearables, and embodied intelligence, thereby opening up new growth spaces. Yue Yang, co-chief analyst of the electronics team at Huachuang Securities, told Shanghai Securities Journal reporters that consumer electronics companies have two core advantages in the field of intelligence: first, high innovation response efficiency, allowing for quick responses to technological iteration demands; second, strong flexibility in business transformation, enabling timely adjustments to strategic directions. With these advantages, companies are more competitive when expanding into emerging fields such as robotics and "AI+"