业绩预告将收官，这些行业和公司亮了

Summary of Key Points Core Viewpoint - As of July 15, 2025, a total of 1,489 listed companies in A-shares have disclosed their half-year performance forecasts, with 645 companies expecting positive results, indicating a pre-announcement ratio of 43.32% [1] Group 1: Performance Highlights - Among the companies with positive performance forecasts, 33 companies expect a net profit increase of over 1,000% [5][10] - The company with the highest expected net profit increase is Southern Precision, forecasting a net profit of 200 million to 250 million yuan, representing a year-on-year growth of 28,647% to 35,784% [6][7] - Huayin Power ranks second with an expected net profit of 180 million to 220 million yuan, reflecting a year-on-year increase of 3,600% to 4,423% due to increased power generation and reduced fuel costs [8] Group 2: Industry Performance - Notable performance is observed in the basic chemical, machinery, electronics, and pharmaceutical industries, with many companies reporting significant growth [3][10] - In the basic chemical sector, companies like Xianda Co. expect a net profit of 130 million to 150 million yuan, with a year-on-year increase of 2,443.43% to 2,834.73% [11] - The electronics industry is also thriving, with Industrial Fulian projecting a net profit of 11.958 billion to 12.158 billion yuan, a growth of 36.84% to 39.12% driven by AI-related business [11] Group 3: Declining Performance - Among the companies that have disclosed performance forecasts, 613 companies reported a decline in performance, with 42 companies expecting a net profit decrease of over 1,000% [14] - ST Nanzhi is expected to report a net loss of 800 million to 1.1 billion yuan, a decline of 18,396.17% to 25,257.23% compared to the previous year [15][16] - Companies like Seli Medical, which saw a significant stock price increase earlier, are now forecasting a net loss of 55 million to 66 million yuan, a decline of 1,052% to 1,283% [17][18]