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业绩大增预期!18股成机构“盯”上目标

Group 1 - The A-share market is experiencing significant dynamics, including changes in controlling stakes of listed companies and institutions adjusting profit forecasts, focusing on potential stocks [1] - Online and Offline (300959) announced plans for a change in controlling stake, with the current controlling shareholder proposing to transfer a total of 13.32% of shares to Deep Ray Technology, relinquishing nearly 40% of voting rights [1] - After the transaction, Deep Ray Technology will become the new controlling entity, with the company reporting a turnaround to profitability in Q1 and a recent decrease in shareholder numbers, indicating concentrated holdings [1] Group 2 - Market analysis institutions are actively adjusting profit expectations for individual stocks, with 18 stocks seeing profit forecast increases of over 15% as of June 26 [4] - Lude Environment is highlighted as a major "dark horse," with a 9-fold increase in the 2025 net profit forecast by Great Wall Securities, driven by expansion in its brewing feed business and potential growth in inorganic waste treatment [4] - Among the 18 stocks, 7 have seen profit forecast increases exceeding 50%, with 16 stocks receiving positive ratings from more than five institutions [4]