一图看懂中报预告：近43%个股上半年“预喜” 化工、电子、机械板块业绩爆发

Core Viewpoint - The report highlights a significant number of companies across various sectors, particularly in non-bank financials, metals, and steel, that are expected to show strong profit growth in the upcoming earnings announcements, with many companies projecting substantial increases in net profit [2][3][19]. Group 1: Earnings Forecasts - Nearly 1,500 companies have disclosed their earnings forecasts for the first half of 2025, with an overall disclosure rate of 27.54% [3]. - Among these, sectors such as real estate, coal, building materials, and steel have a disclosure rate exceeding 50% [3]. - Approximately 650 companies are expected to report positive earnings (including increases, slight increases, continued profitability, and turnaround), accounting for 43% of the total [3]. Group 2: Performance Expectations by Sector - Non-bank financials, metals, home appliances, and electronics sectors show a high proportion of companies expected to be profitable in the first half of the year [5]. - The sectors with the highest number of companies projecting significant earnings growth include basic chemicals, electronics, machinery, agriculture, power equipment, and pharmaceuticals, with over 20 companies expected to double their earnings [6]. Group 3: Notable Companies - South China Precision Engineering is leading with an extraordinary projected earnings growth rate of 286 times, while 27 other companies are expected to see growth rates exceeding 10 times [19]. - The report lists several companies with significant projected earnings, including China Shenhua and Tuhai Mining, with lower bounds of net profit forecasted at 236 billion and 232 billion respectively [20]. Group 4: Sector-Specific Insights - The report provides detailed insights into various sectors, indicating that the white goods, seasoning and fermentation products, precious metals, and marine equipment sectors have 100% of their companies forecasting positive earnings [12]. - Conversely, sectors such as kitchen and bathroom appliances, aerospace equipment, and cosmetics show no companies expecting profitability [13].