Di Yi Cai Jing·2025-07-07 23:59Group 1 - The current market is in a high-level consolidation phase, and the mid-year reporting period is a key window for identifying structural opportunities [1][13] - The overall market valuation is under pressure, making performance-driven factors crucial [13] - Industries such as solid-state batteries, copper, aluminum, and pharmaceuticals are highlighted for potential investment due to revenue growth and improved profitability [13] Group 2 - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by the explosion of AI-related business [10][11] - Chuanjinno anticipates a net profit growth of 152% to 182% year-on-year for the first half of 2025, benefiting from strong market demand and optimized production [12] - Rockchip expects a net profit increase of 185% to 195% year-on-year for the first half of 2025, supported by its long-term strategic layout in AIoT products [13]