A-share interim report market depth advances, with 26 listed companies' net profits expected to increase more than 10 times year-on-year.

The mid-term report market of A shares is deepening, and after the disclosure of performance forecasts, Guodian Nanjing Automation, Daodaoquan Grain and Oil, C&S Paper Co., Ltd., Sieyuan Electric, Cosmos Group, Invengo Information Technology, Ficont Industry (Beijing), KTK Group Co., Ltd., Double Medical Technology Inc., Clenergy Technology, Zhejiang Yueling, and Leo Group Co., Ltd. all hit the limit up. Jiangsu Huahong Technology closed with a 6-day 5-board on Friday, Liuzhou Iron & Steel closed with a 4-day 3-board on Friday, Jiangsu Lianfa Textile and Tianjin Lisheng Pharmaceutical closed with a 3-day limit on Thursday. Ecovacs Robotics, Lutian Machinery, and Guangdong Sanhe Pile closed with a 2-day limit on Tuesday. According to Choice data, as of the time of writing, a total of 1551 A-share listed companies have released performance forecasts for the first half of 2025. Among them, DaTang HuaYin Electric Power, Guangdong Sanhe Pile, Jiangsu Huahong Technology, Jiangxi Wannianqing Cement, ShanDong Cynda Chemical, Zhejiang Fenglong Electric, Tianjin Tianbao Infrastructure, Aerospace Hi-Tech Holding Group, Shenzhen Special Economic Zone Real Estate & Properties, China Northern Rare Earth, Jiangsu Gaoke Petrochemical, Zhejiang Yatai Pharmaceutical, Sunstone Development, China TransInfo Technology, Huaxi, Teyi Pharmaceutical Group, Ningbo Shanshan, Zhejiang Walrus New Material, Suli Co., Ltd., Yoozoo Interactive, Zhejiang Jianfeng Group, Muyuan Foods, Guolian Minsheng, Guocheng Mining, Huizhou Speed Wireless Technology, China Express Airlines, and others have a net profit increase range of over 1000% year-on-year (see specific details in the chart below). In addition, Jiangsu NanFang Precision, Shanghai Welltech Automation, Guangdong Songfa Ceramics, DongGuan Winnerway Industry Zone, Hybio Pharmaceutical, Aurora Optoelectronics, and Hangzhou Silan Microelectronics are expected to turn losses into profits in the first half of the year. Specifically, DaTang HuaYin Electric Power still leads with the highest performance increase rate of over 44 times, followed closely by Guangdong Sanhe Pile with a performance increase rate of nearly 39 times. On the secondary market, since the low point in June, DaTang HuaYin Electric Power's stock price has accumulated the largest increase of 116.82%. After the disclosure of performance forecasts, Guangdong Sanhe Pile closed with a 2-day limit on Tuesday (for more details, see the previous in-depth report by Cailian Society: Many stocks hit limit up! A-share mid-term report market is heating up. 13 listed companies have the highest net profit year-on-year increase of over 800%). Jiangsu Huahong Technology, one of the main companies in the domestic metal recycling equipment processing field, ranks third with the highest performance increase rate of over 37 times, and its stock price closed with a 6-day 5-board on Friday. Jiangsu Huahong Technology announced on Monday that it expects a net profit attributable to the parent company of 70 million to 85 million yuan in the first half of the year, an increase of 3047.48% to 3721.94% year-on-year. The company's Q1 net profit was 31.13 million yuan. Based on this, the Q2 net profit is estimated to be 38.87 million yuan to 53.87 million yuan, an increase of 24.86% to 73.05% quarter-on-quarter. Jiangsu Huahong Technology stated that the company relies on its technological accumulation and operational advantages in the field of comprehensive utilization of rare earth resources, effectively grasping market opportunities, and promoting the good development momentum of the comprehensive utilization of rare earth resources sector. At the same time, the company's active layout and development of the rare earth permanent magnet material industry, as an important extension of the rare earth industry chain, has achieved synchronous and rapid growth due to its broad prospects in the field of high-performance materials. These core business segments together constitute the main driving force for the company's overall performance growth. Zhejiang Yatai Pharmaceutical disclosed a performance forecast of the highest increase in net profit on Monday, and its stock price closed with a limit up for two consecutive days on Wednesday and Thursday. Zhejiang Yatai Pharmaceutical expects a net profit attributable to the parent company of 100 million yuan to 110 million yuan in the first half of the year, an increase of 1726.42% to 1909.06% year-on-year. The company stated that the significant increase in net profit for this period is mainly due to the sale of 100% equity of its wholly-owned subsidiary Shaoxing Xingya Pharmaceutical Co., Ltd., increasing the total profit by approximately 149 million yuan. Another pharmaceutical stock, Teyi Pharmaceutical Group, announced that it expects a net profit attributable to the parent company of 34 million yuan to 38 million yuan in the first half of the year, an increase of 1164.22% to 1312.95% year-on-year. During the reporting period, the company continued to promote marketing organization transformation and brand building, and the sales volume of its core product, "Teyi" brand cough-stopping treasure pills, rebounded, driving a recovery in operating income and a significant improvement in operating profit. Sunstone Development announced its performance forecast for the first half of 2025 on Monday, expecting a net profit attributable to the parent company of 450 million to 540 million yuan, an increase of 1335.37% to 1622.45% year-on-year. During the reporting period, the rise in alumina prices drove up prebaked anode prices; the company released new production capacity, with production and sales volume increasing year-on-year, sharp growth in overseas orders; significant improvements in cost reduction and efficiency enhancement through intelligentization, leading to continuous improvement in profitability. China TransInfo Technology, a leading provider of intelligent transportation and intelligent security solutions in China, announced on Monday that it expects a net profit attributable to the parent company of 150 million to 200 million yuan in the first half of the year, an increase of 1125.99% to 1534.65% year-on-year. During the reporting period, the company's main business was affected by industry-stage adjustments and the more stable marketing strategy adopted by the company, resulting in a decrease in year-on-year, but through market expansion, optimization of product structure, and cost control measures, the effects of the second quarter business adjustments gradually became evident, and the core profitability continued to recover. Ningbo Shanshan, a leading company in the lithium battery materials and new energy vehicles sector, announced its performance forecast for the first half of 2025 on Monday, expecting a net profit attributable to the parent company of 160 million to 240 million yuan, an increase of 810.41% to 1265.61% year-on-year. The company's Q1 net profit was 33.14 million yuan. Based on this, the Q2 net profit is estimated to be 127 million to 207 million yuan, an increase of 284.85% to 527.27% quarter-on-quarter. Ningbo Shanshan stated that its significant increase in net profit is mainly attributed to the steady operation of the polarizing film business of CKH HOLDINGS. During the reporting period, the gross profit margin and profitability of the company's polarizing film business significantly improved year-on-year. The polarizing film business benefited from downstream demand growth, an increase in sales volume year-on-year, and maintained steady operations through the promotion of high-end product strategies, optimization of product structure, and cost reduction measures. Suli Co., Ltd. announced on Monday that it expects a net profit attributable to the parent company of 72 million to 86 million yuan in the first half of the year, an increase of 1008.39% to 1223.91% year-on-year. The company's Q1 net profit was 34.13 million yuan. Based on this, the Q2 net profit is estimated to be 37.87 million to 51.87 million yuan, an increase of 10.96% to 51.98% quarter-on-quarter. Suli Co., Ltd. stated that although the commissioning of new production lines led to increased depreciation and amortization, energy and labor costs, and the impact of technological upgrades on production capacity, but influenced by the improved market sentiment, the company's main product sales volume, prices, and gross profit rate have significantly increased, thereby greatly enhancing the company's profitability. Yoozoo Interactive, a leading integrated research and development game distributor in China, announced its performance forecast for the first half of 2025 on Monday, expecting a net profit attributable to the parent company of 40 million to 60 million yuan, an increase of 768.75% to 1203.13% year-on-year. The company's Q1 net profit was 24.70 million yuan. Based on this, the Q2 net profit is estimated to be 15.30 million to 35.30 million yuan, with a quarter-on-quarter change of -38.06% to 42.91%. During the reporting period, the company continued to promote the "globalized card+" strategy, with multiple games contributing steadily through refined operations; at the same time, the integration of AI technology and games deepened, and new product testing progressed smoothly. In addition, the company strengthened cost control, with more precise advertising placement, leading to a decrease in operating expenses year-on-year. Non-recurring income increased significantly compared to the same period last year, mainly from changes in the fair value of financial assets. China Express Airlines, a leading regional airline in China, announced on Monday that it expects a net profit attributable to the parent company of 220 million to 290 million yuan in the first half of the year, an increase of 741.26% to 1008.93% year-on-year. The company's Q1 net profit was 81.98 million yuan. Based on this, the Q2 net profit is estimated to be 138 million to 208 million yuan, with a quarter-on-quarter increase of 68.29% to 153.66%. China Express Airlines stated that benefiting from the continuous improvement in civil aviation travel demand, the company actively promoted the growth of flight volume, increased aircraft fleet utilization, continuously improved operating quality; at the same time, the company closely monitors changes in travel demand, seizes opportunities in regional tourism, off-peak travel, and other markets, optimizes the route network structure, meets the travel needs of more passengers, and continues to improve the passenger load factor. Huatai's research report on July 15 pointed out that China Express Airlines is a leader in regional aviation, with aircraft utilization rates gradually restoring to pre-epidemic levels, and the new subsidy policy benefiting the company's route network revenue. With the dual enhancement of asset turnover efficiency and subsidies, the company is expected to enter a profit release cycle. In the medium to long term, the company is deeply cultivating the regional market, gradually constructing a route network matching the characteristics of the regional market, and establishing operational barriers in segmented markets. Looking ahead, benefiting from the opening of regional aviation routes and the cultivation of travel demand, the company is expected to lead the industry in growth. This article is reproduced from "Cailian Society"; GMTEight editor: Xu Wenqiang.