中报行情火爆，最新研判！

Group 1 - The core viewpoint of the article highlights the positive performance of A-share companies in their mid-year reports, with many companies experiencing significant profit growth, leading to increased market interest and stock price surges [1][3][4] - As of July 12, approximately 487 A-share companies have disclosed their mid-year performance forecasts, with a positive forecast rate of 57.7%, slightly higher than the same period last year [3][4] - The sectors with the highest positive forecast rates include non-bank financials at 90.9%, home appliances at 70%, and other sectors such as agriculture, machinery, telecommunications, pharmaceuticals, and non-ferrous metals showing strong performance [3][4] Group 2 - Companies like Huayin Power are leading in profit growth, with an expected increase of 36 to 44 times, resulting in a stock price increase of 101.33% in July [1][4] - The article emphasizes the importance of focusing on sectors with strong mid-year performance, particularly in TMT, midstream manufacturing with global competitiveness, and domestic demand sectors [1][6] - Analysts suggest that the AI hardware supply chain remains a promising area, with increased demand for ASIC chips and related components, while also highlighting the potential in sectors like wind power, gaming, and small metals [6][7]