Xin Hua Cai Jing·2025-07-27 23:25Core Viewpoint - As of July 24, 2025, among A-share listed companies in the automotive sector, 90 companies have released their mid-year performance forecasts, with 52.2% showing positive performance expectations and 47.8% indicating negative forecasts [2]. Group 1: Performance Forecasts - A total of 47 companies are expected to have positive performance, including 34 with profit increases, 6 with slight increases, and 7 turning losses into profits [4]. - The automotive parts industry has the highest number of companies with positive forecasts, totaling 38, while the commercial vehicle sector has 5 [4]. - 18 companies are expected to see their net profits increase by over 100% year-on-year, indicating a doubling of performance [4]. Group 2: Notable Companies with Positive Forecasts - Southern Precision is expected to have the largest increase, with a projected net profit of 200 million to 250 million yuan, turning from loss to profit [6]. - Aerospace Science and Technology, Zhengyu Industrial, and Bohai Automobile are also expected to see significant profit increases, with year-on-year growth exceeding 300% [7]. - Sailyus leads with a forecasted net profit of 2.7 billion to 3.2 billion yuan, representing a year-on-year increase of 66.2% to 96.98% [9]. Group 3: Companies with Negative Forecasts - 33 companies in the automotive sector are expected to report negative net profits, with GAC Group and BAIC Blue Valley leading the losses, each projected to lose over 2 billion yuan [10]. - GAC Group anticipates a loss of 1.82 billion to 2.6 billion yuan, citing slow sales of new energy models and structural mismatches in its sales system as primary reasons for the decline [12]. - BAIC Blue Valley expects a loss of 2.2 billion to 2.45 billion yuan, attributing its performance to intensified competition in the new energy vehicle sector and ongoing investments in product development [12].