[AI and price increases are two-wheel drive, more than 130 A-share companies have predicted positive third-quarter results] On October 19, Wind data showed that as of 18:00 on October 18, 159 A-share companies had released third-quarter performance forecasts, of which 132 companies had predicted positive results, including 98 companies forecasting increases, 13 companies turning losses, and 21 companies reporting slight increases. The overall proportion of positive results reached 83.02%. 61 companies including Hengli Petrochemical, Lianxun Instruments, Fudan Microelectronics, and Hanyu Pharmaceuticals expect net profits attributable to their parent companies to increase by more than 100% year-on-year, and 7 of them predict an increase of more than 10 times. Sorting out the drivers of performance growth, we mainly focus on two main lines: First, the AI ​​industry chain continues to be booming, and the demand for computing power, servers, optical modules, PCBs, semiconductors and other links is strong, driving orders and profits of related companies to improve; second, the prices of cyclical products such as chemicals have rebounded, and the supply and demand pattern of some subdivided products has improved, promoting the restoration of corporate gross profit margins. In addition, overseas business has maintained rapid growth and also provided incremental support for industries such as electronics, chemicals, medicine, and computers. (Shanghai Securities News)