According to the China Securities Regulatory Commission of Guangdong, as of October 31st, all 868 domestic listed companies in Guangdong have disclosed their revenue for the third quarter of 2023 and have maintained growth in both operating income and net profit, showing a good momentum of marginal improvement. Among them, the development of new energy vehicles and the software and information services industry is rapid, the consumer services industry continues to rebound, and the performance of the electronic information industry has recovered.

Performance growth rate exceeds the national average rate

From the data, in the first three quarters of 2023, Guangdong listed companies achieved a total operating income of 7.16 trillion yuan, a year-on-year increase of 2.5%, with a growth rate higher than the national average of listed companies (1.4%). The net profit attributable to the parent company's shareholders (hereinafter referred to as net profit) reached 590.24 billion yuan, a year-on-year increase of 5.6%, with a growth rate higher than the national average (-1.7%) and the same period of the previous year (-2.2%).

Among them, 385 listed companies achieved year-on-year growth in profit, 116 achieved a year-on-year increase in net profit of more than 50%, 58 achieved a doubling of net profit, and 21 turned losses into profits. The total loss of loss-making companies decreased by 22.1% compared with the same period last year.

From the perspective of R&D investment, both technological innovation and R&D investment have maintained a high-speed growth trend. In the first three quarters, a total of 833 listed companies in Guangdong disclosed R&D expenses amounting to 203.68 billion yuan, a year-on-year increase of 14.9%, accounting for approximately 34.5% of the total net profit of listed companies in the province. The proportion of R&D expenses to operating income was 2.8%, an increase of 0.3 percentage points compared to the same period last year. Among them, 563 listed companies in strategic industries disclosed R&D expenses totaling 153.25 billion yuan, a year-on-year increase of 15.6%, accounting for 4.1% of operating income, an increase of 0.4 percentage points compared to the same period last year.

 Consumer services industry continues to recover

The China Securities Regulatory Commission of Guangdong revealed that since the beginning of this year, the operating situation of listed companies in various industries in Guangdong has improved. Among them, industries related to consumption have shown a significant recovery.

From the disclosed data, Yangcheng Evening News found that in the third quarter, listed companies in the consumer service industry significantly reduced losses and turned losses around, while the financial service industry maintained steady growth. In the field of trade and service, 20 listed companies in Guangdong in the fields of culture, entertainment, hotels, tourism, and leasing achieved operating income of 121.13 billion yuan and a net profit of 4.84 billion yuan, representing year-on-year growth of 20.9% and 87.7% respectively, while the scale of construction projects increased by 21.5% year-on-year. For example, Jinyi Cinema achieved a 57.8% increase in operating income, and its net profit turned around from a loss to a profit (86 million yuan); Focus Media achieved a net profit of 3.6 billion yuan, a year-on-year increase of 69.1%.

In the transportation sector, 15 listed companies in ports, railways, roads, and warehousing achieved a net profit of 17.13 billion yuan, a year-on-year increase of 32.6%. In the aviation transportation sector, four listed companies achieved operating income of 128.55 billion yuan, a year-on-year increase of 67.3%. The net loss of 18.94 billion yuan in the same period last year turned into a profit of 1.95 billion yuan. China Southern Airlines achieved a single-quarter profit of 4.2 billion yuan in the third quarter, an increase of 5.17 billion yuan compared to the second quarter.

今年三季度，广东上市公司实现营业收入和净利润双增长

记者从广东证监局获悉，截至10月31日，广东全省868家境内上市公司均在规定期限内披露了2023年三季度经营业绩。从披露情况看，广东上市公司保持营业收入和净利润双增长，经营业绩呈现边际改善良好势头。其中，新能源汽车、软件与信息服务业发展迅速，消费服务行业持续向好回升，电子信息业绩得到一定修复。

业绩增速高于全国平均水平

从数据来看，2023年前三季度，广东上市公司合计实现营业收入7.16万亿元，同比增长2.5%，增速高于全国上市公司平均水平（1.4%），实现归属于母公司股东的净利润（以下简称“净利润”）5902.4亿元，同比增长5.6%，增速高于全国（-1.7%）和上年同期（-2.2%）。

其中，385家上市公司实现盈利额同比正增长，116家上市公司实现净利润50%以上同比增长，58家上市公司实现净利润翻倍，21家上市公司实现扭亏为盈，亏损公司合计亏损额较上年同期减少22.1%。

从研发投入看，科技创新和研发投入力度保持高速增长态势。前三季度广东共有833家上市公司披露研发费用合计2036.8亿元，同比增长14.9%，约占全省上市公司净利润总额的34.5%；研发费用占营业收入比重为2.8%，较上年同期提高0.3个百分点。其中，563家战略性产业上市公司披露研发费用合计1532.5亿元，同比增长15.6%，占营业收入比重为4.1%，较上年同期提高0.4个百分点。

消费服务行业持续向好回升

广东证监局相关负责人表示，今年以来，广东多个行业上市公司经营景气度有所提升。其中，与消费相关的行业回暖明显。

从披露数据中，羊城晚报记者发现，三季度消费服务业相关上市公司大幅减亏和扭亏，金融服务业保持平稳增长。在商贸服务领域，广东20家文娱、酒店、旅游、租赁业上市公司实现营业收入1211.3亿元、净利润48.4亿元，分别同比增长20.9%和87.7%；在建工程规模同比增长21.5%。例如，金逸影视营业收入增长57.8%，净利润实现扭亏为盈（0.86亿元）；分众传媒实现净利润36亿元，同比增长69.1%。

交通运输领域，全省15家港口、铁路、道路、仓储业上市公司实现净利润171.3亿元，同比增长32.6%。航空运输业领域，4家上市公司实现营业收入1285.5亿元，同比增长67.3%，净利润由上年同期亏损189.4亿元转为盈利19.5亿元，南方航空第三季度单季盈利42亿元，较第二季度环比增加51.7亿元。

文 | 记者 杭莹
图 | 羊城晚报资料图
译｜白心怡
责编 | 王楠
校对 | 马曼婷