Zheng Quan Ri Bao·2025-07-29 15:52Group 1 - Since July, securities firms have adjusted ratings for 25 stocks upwards and 26 stocks downwards, with 273 stocks receiving initial coverage [1][3] - The performance of listed companies in the first half of the year has been a key factor influencing the rating results of securities firms [1][4] Group 2 - Four stocks have been upgraded to "strongly recommended," including Kewo Technology and Jieshun Technology, with specific upgrades from "increase" to "buy" for 17 stocks [2] - Eight of the 25 stocks with upgraded ratings have target prices set by securities firms, such as Zhongwang Software with a target price of 90.62 CNY per share [2] Group 3 - A total of 640 stocks received a "buy" rating, with Dongpeng Beverage receiving 26 "buy" ratings from different firms, and several other companies also receiving multiple ratings [4] - The current period is significant for the disclosure of the first half-year performance of A-share listed companies, which has influenced the ratings [4] Group 4 - Among the 640 stocks rated "buy," 92 belong to the electronics industry, 68 to the pharmaceutical and biological industry, and 60 to the machinery equipment industry [5] - Industries expected to show high growth in the first half of the year include light industry, non-bank financials, while construction, electronics, and telecommunications are anticipated to show significant improvement [5]