Shen Zhen Shang Bao·2025-06-22 16:26Core Viewpoint - The upcoming half-year report season is expected to show a positive trend in A-share companies' performance, with a significant number of companies forecasting profit increases, indicating a potential investment opportunity in high-growth sectors [1][2][4]. Group 1: Performance Forecasts - As of June 22, 2025, 18 A-share companies have disclosed their half-year performance forecasts, with 11 companies expecting profit increases, accounting for 61.11% of the total [1]. - Among the companies forecasting profit growth, notable increases include Shengnuo Biological (332.1%), Luxshare Precision (25%), and Jiao Da Iron & Steel (19.91%) [2]. - Six companies, including Luxshare Precision and Zhongce Rubber, are expected to achieve net profits exceeding 100 million yuan, with Luxshare Precision forecasting 6.745 billion yuan [2][3]. Group 2: Revenue Expectations - Eleven companies are projected to have revenues exceeding 500 million yuan, with five companies expected to surpass 1 billion yuan [3]. - Luxshare Precision leads in revenue expectations, while Zhongce Rubber anticipates revenue between 20 billion to 21.4 billion yuan, reflecting a year-on-year growth of 8% to 15.56% [3]. Group 3: Market Sentiment and Sector Insights - Analysts suggest that improving performance expectations can stabilize market sentiment and reduce short-term volatility, particularly in sectors like electronics and communications, which are benefiting from the AI industry's growth [4]. - The traditional Chinese medicine sector is also expected to see a performance turnaround, with analysts predicting significant revenue and profit growth in the second quarter of 2025 [4]. - Investment strategies should consider both short-term performance forecasts and long-term value growth commitments to support stable valuation increases [4].