Over 1,000 A-share firms report Q3 results; 176 post doubled net profit

The headline growth number is less telling than the sector split: semiconductor, chemicals, fiberglass, battery and electronic components driving the recovery points to a cyclical and capex-sensitive rebound rather than broad-based demand. The detail worth flagging is firms like JCET lifting 2026 investment plans alongside results — capital expenditure guidance is where management conviction, or its absence, tends to surface first. Whether that capex signal spreads across the recovering sectors, or stays concentrated in a handful of names, is the open question.