Si Chuan Ri Bao·2025-07-21 20:17Group 1 - As of July 21, 2023, 55 Sichuan-listed companies have disclosed their half-year performance forecasts, with 33 companies expecting profits and 22 facing potential losses [1] - The performance disparity among industries is increasing, with emerging sectors benefiting from policy support and market demand, while traditional industries are pressured by supply-demand imbalances and price fluctuations [1] Group 2 - New Yi Sheng is projected to have a net profit of 37 to 42 billion yuan, benefiting from the growth in AI-related computing power investments, marking a record high for the period [2] - Guo Cheng Mining and Huaxi Securities are notable performers, with both companies expecting net profit increases exceeding 10 times year-on-year, driven by non-recurring gains and improved asset quality, respectively [2] - Saint Noble Bio's net profit is expected to grow by 254% to 332% year-on-year, driven by increased exports of peptide raw materials in diabetes and anti-tumor fields [2] Group 3 - Traditional industries such as basic chemicals, power equipment, and non-ferrous metals are facing significant performance pressures, with Tongwei Co. expected to report a loss of 4.9 to 5.2 billion yuan, the largest loss among Sichuan-listed companies [3] - The losses for Tongwei Co. are attributed to ongoing supply-demand imbalances and persistently low product prices despite growth in new photovoltaic installations [3] - Other companies like Hongda Co. and Huati Technology are also forecasting losses due to falling zinc prices and increased competition, respectively [3] - The performance forecasts reflect a clear economic structural transformation, with emerging industries gaining an edge through policy support and technological advancements, while traditional sectors must adapt through capacity optimization and technological upgrades [3]