2 1 Shi Ji Jing Ji Bao Dao·2025-10-12 00:00Core Viewpoint - In the recent turbulent adjustment of the A-share market, companies with expected performance growth have emerged as a "safe haven" for investors, with a significant increase in their stock prices amid the overall market decline [1]. Group 1: Performance Forecasts - As of October 11, 43 A-share listed companies have disclosed their third-quarter performance forecasts, with 41 companies expecting positive results, accounting for over 90% [1]. - Among the companies with positive forecasts, 17 have projected a net profit growth rate exceeding 100%, with Yinglian Co., Ltd. (002846.SZ) leading with an expected increase of 1672.97% [1]. - Yinglian Co. anticipates a net profit of 34.5 million to 37.5 million yuan, representing a year-on-year growth of 1531.13% to 1672.97%, driven by efficiency improvements in its smart production lines and favorable tax policies [1]. Group 2: Notable Companies - Guangdong Mingzhu (600382.SH) expects a net profit of 215 million to 263 million yuan, reflecting a year-on-year increase of 858.45% to 1071.44%, primarily due to increased output from its subsidiary and enhanced production techniques [2]. - Luxshare Precision (002475.SZ) is projected to have a net profit of approximately 10.89 billion to 11.34 billion yuan, making it the only company with a forecast exceeding 10 billion yuan, although its year-on-year growth is modest at 20% to 25% [2]. - Shandong Steel (600022.SH) is the only company expected to turn a loss into profit, forecasting a net profit of around 140 million yuan compared to a loss of 1.451 billion yuan in the same period last year [2]. Group 3: Industry Trends - The basic chemical, electronics, and automotive sectors are identified as high-growth areas for performance increases, with five out of seven listed companies in the basic chemical sector expecting net profit growth rates exceeding 100% [3]. - Limin Co., Ltd. (002734.SZ) is expected to see a net profit of 384 million to 394 million yuan, with a year-on-year increase of 649.71% to 669.25%, driven by rising product sales and prices [3].