666家A股公司披露半年报，超六成公司净利润同比增长

Group 1 - As of August 19, 2025, a total of 666 A-share listed companies have disclosed their semi-annual reports, with 432 companies achieving year-on-year growth in net profit attributable to shareholders, accounting for over 60% [1][3] - Among the disclosing companies, 48 have turned losses into profits, and 110 have seen their performance double year-on-year, indicating strong overall growth momentum [3] - The macroeconomic environment has shown moderate recovery in the first half of the year, coupled with explosive demand in emerging industries such as AI and new energy, driving overall profit growth to outpace revenue growth [5] Group 2 - The semiconductor, new energy, and pharmaceutical sectors have been the main contributors to growth, with the semiconductor sector standing out as a particularly bright spot in the semi-annual reports, showing high growth across the entire industry chain including design, equipment, and materials [5] - The recent bullish market conditions have made the securities sector a focal point, with all brokerages that have released their semi-annual reports achieving increases in both revenue and net profit [7] - Brokerages' brokerage income remains a strong support for their performance, with the increase in margin financing scale likely to boost credit business income [9]