ZJHTC(SH:600895) Xin Lang Cai Jing·2025-07-25 06:49Core Viewpoint - The market is showing signs of recovery with strong earnings forecasts from companies within the CSI A500 index, indicating potential investment opportunities in core assets [2][3]. Group 1: Market Performance - As of July 25, 2025, the CSI A500 index has decreased by 0.35%, with mixed performance among constituent stocks [1]. - Notable gainers include Zhangjiang Hi-Tech (up 10%), Yangnong Chemical (up 8.27%), and Yunda Holdings (up 8.15%) [1]. - The CSI A500 ETF leader (563800) experienced a turnover of 7.75% during the trading session, with a total transaction value of 1.313 billion [1]. Group 2: ETF Performance - The latest scale of the CSI A500 ETF leader has reached 16.994 billion [2]. - Over the past six months, the net value of the CSI A500 ETF leader has increased by 10.20% [2]. - Since its inception, the highest monthly return for the CSI A500 ETF leader was 3.55%, with the longest consecutive monthly gain being two months and a maximum increase of 5.34% [2]. Group 3: Earnings Forecasts - As of July 24, 2025, 128 constituent companies of the CSI A500 index have announced earnings forecasts, with 93 companies expecting profits and 84 companies anticipating year-on-year net profit growth, representing 72% and 66% respectively [2]. - This reflects strong earnings resilience among the companies in the index [2]. Group 4: Market Outlook - The A-share market is experiencing upward momentum, with all three major indices reaching new highs for the year, and the Shanghai Composite Index surpassing 3600 points [3]. - Analysts suggest that the market may maintain a trend of oscillating upward, with August being a critical month for performance disclosures and external uncertainties [3].