Zhong Guo Jin Rong Xin Xi Wang·2025-07-24 23:22Core Viewpoint - The A-share electronic industry is experiencing a positive trend, with over 70% of the 118 companies that have released performance forecasts for the first half of 2025 expected to be profitable, driven by strong demand from the AI industry and a recovery in consumer electronics [1][2]. Group 1: Performance Forecasts - A total of 482 electronic companies are listed in the A-share market, with 118 having announced their performance forecasts for the first half of 2025 [1]. - Among the 118 companies, 88 are expected to be profitable, representing over 70% of the total [3]. - The top three companies in terms of forecasted net profit are Industrial Fulian, Luxshare Precision, and Huaqin Technology, with net profits exceeding 50 billion yuan [2][4]. Group 2: Profit Growth - Industrial Fulian is projected to achieve a net profit of 119.58 billion to 121.58 billion yuan, an increase of 36.84% to 39.12% year-on-year, primarily due to rapid growth in its cloud computing business [5]. - Luxshare Precision expects a net profit of 64.75 billion to 67.45 billion yuan, reflecting a year-on-year increase of 20% to 25% [5]. - Huaqin Technology anticipates a net profit of 18.7 billion to 19 billion yuan, marking a year-on-year increase of 44.8% to 47.2% [5]. Group 3: Loss Forecasts - Among the companies that have released forecasts, 27 are expected to incur losses [6]. - The companies with the largest projected losses include Visionox, which anticipates a loss of 1 billion to 1.176 billion yuan, and AOC Technology, expecting a loss of 450 million to 490 million yuan [9]. - Visionox's loss is expected to narrow due to a gradual recovery in the consumer electronics sector and improved gross margins [9].