Zheng Quan Zhi Xing·2025-08-01 07:50Core Viewpoint - Securities firms have provided "buy" ratings for over 20 A-share listed companies on August 1, focusing on sectors such as food and beverage, batteries, agriculture, computer equipment, power grid equipment, consumer electronics, electricity, software development, and transportation equipment [1] Group 1: Company Ratings and Performance - Dongpeng Beverage received significant attention from securities firms, with 25 reports in the past month, ranking first among stocks promoted by brokers on August 1. The forecast for net profit from 2025 to 2027 is 42.28 billion, 52.14 billion, and 57.45 billion yuan, with corresponding EPS of 8.13, 10.03, and 11.05 yuan, maintaining a "buy" rating [4] - Contemporary Amperex Technology Co., Ltd. (宁德时代) was the second most promoted stock, receiving 7 reports in the past month. The forecast for net profit from 2025 to 2027 is 662.02 billion, 814.66 billion, and 968.20 billion yuan, with EPS of 14.52, 17.87, and 21.24 yuan, maintaining a dynamic PE of 19.1, 15.5, and 13.0 times [4] - Haida Group (海大集团) ranked third, with 6 reports in the past month. The forecast for net profit from 2025 to 2027 is 50.73 billion, 57.86 billion, and 65.81 billion yuan, with EPS of 3.05, 3.48, and 3.96 yuan, maintaining a "strong buy" rating [5] Group 2: Industry Focus - The sectors that received the most attention from securities firms include food and beverage, batteries, agriculture, computer equipment, power grid equipment, consumer electronics, electricity, software development, and transportation equipment, indicating a diverse interest across various industries [1] - Other companies such as Daotong Technology, Hongfa Co., Ltd., Anker Innovation, Huaneng International, Yonyou Network, Aima Technology, and Tongwei Co., Ltd. also received attention from multiple securities firms in the past month, reflecting a broad interest in the market [5]