Huan Qiu Wang·2025-06-26 05:59Group 1 - As of June 25, 2025, 21 A-share companies have announced their performance forecasts for the first half of the year, with 15 companies expecting positive net profit growth [1][3] - Among the disclosed forecasts, 16 companies are expected to achieve profitability, with 4 companies not providing specific net profit data [1] - Guangda Special Materials expects a net profit of 200 million yuan for the first half of the year, representing a year-on-year increase of 367.51%, attributed to market demand recovery and the effectiveness of fundraising projects [3] Group 2 - Tailin Microelectronics anticipates a significant increase in performance, projecting revenue of 503 million yuan, a 37% year-on-year growth, and a net profit of 99 million yuan, up 267% [3] - Luxshare Precision is expected to achieve a net profit between 6.475 billion yuan and 6.745 billion yuan, reflecting a year-on-year growth of 20% to 25% [3] - Companies are reporting on their order and production capacity for the second half of 2025, with a notable increase in overseas AI demand and sustained high demand for computing power [3] Group 3 - Huagong Technology is making progress in its overseas market connections and expects to secure bulk orders from major overseas clients this year [3] - The company’s self-developed 800G silicon photonic LPO module is set for mass production, with 1.6T ACC/AEC undergoing testing in the U.S. and preparing for small-scale shipments [3] - Huagong Technology's overseas factory has commenced operations, aiming to enhance the production capacity for 800G and 1.6T modules, with plans to construct a 40,000 square meter facility to meet future overseas business growth [3]