掘金三季报！146家上市公司披露业绩预告，哪些板块跑出多匹“黑马”？

Core Insights - The A-share market is experiencing a peak in the disclosure of Q3 reports and forecasts, with 146 companies having released their forecasts by October 22, 2025, of which 121 companies reported positive earnings expectations, indicating a strong operational signal for the market [2][3] Company Performance - Among the 121 companies with positive earnings forecasts, 60 companies expect their net profits to double, and 5 companies anticipate profit increases exceeding 10 times, including XianDa Co., ChuJiang New Materials, YingLian Co., ShuoBeiDe, and Guangdong Ming [3][4] - XianDa Co. expects a net profit of 180 million to 205 million yuan, representing a year-on-year increase of 2807.87% to 3211.74%, driven by significant price increases of its main product, and operational reforms [4] - ChuJiang New Materials forecasts a net profit of 350 million to 380 million yuan, with a year-on-year increase of 2057.62% to 2242.56%, attributed to product upgrades and capacity release [4] Turnaround Companies - Nine companies successfully transitioned from losses to profits, including BingChuan Network, Shandong Steel, and GuangSheng Nonferrous, with BingChuan Network reporting a net profit of 435 million to 565 million yuan [5][6] - Shandong Steel's profit is around 140 million yuan, while GuangSheng Nonferrous expects a profit of 100 million to 130 million yuan, with improvements in efficiency and cost reductions driving their performance [5] Industry Highlights - The non-ferrous metals and chemical industries are leading the positive earnings forecasts, with companies benefiting from price increases and demand recovery [7][8] - Notable performers in the non-ferrous metals sector include YaHua Group, which expects a net profit of 320 million to 360 million yuan, and BeiFang Rare Earth, with a forecast of 1.51 billion to 1.57 billion yuan, reflecting significant year-on-year growth [7] - In the chemical sector, LiMin Co. anticipates a net profit of 384 million to 394 million yuan, while BaTian Co. expects 676 million to 736 million yuan, both showing substantial year-on-year increases [8]