Chang Sha Wan Bao·2026-01-06 09:29Core Viewpoint - Over 60 companies in the A-share market have forecasted their 2025 performance, with more than 80% expecting positive results, driven by macroeconomic recovery and industrial upgrades [1][2]. Group 1: Company Performance Forecasts - Hunan-based company Hualing Steel expects a net profit of 2.6 billion to 3 billion yuan for 2025, representing a year-on-year growth of 27.97% to 47.66% [1]. - Zijin Mining anticipates a net profit of 51 billion to 52 billion yuan for 2025, reflecting a year-on-year increase of approximately 59% to 62%, primarily due to rising sales prices of gold, copper, and silver [1][2]. - Luxshare Precision forecasts a net profit of 16.52 billion to 17.19 billion yuan for 2025, with a growth rate of 23.59% to 28.59% [2]. - AVIC Heavy Machinery expects a net profit of 11.5 billion yuan for 2025, showing a year-on-year growth of 11.06% [2]. Group 2: Loss Forecasts - Moer Technology is projected to incur a loss of 116.8 million to 73 million yuan in 2025, while Muxi Co. anticipates a loss of 76.3 million to 52.7 million yuan [2]. - Both Moer Technology and Muxi Co. are newly listed on the Sci-Tech Innovation Board and are recognized as "domestic GPU first and second stocks," respectively, despite their current losses [2]. Group 3: Industry Trends - The performance of companies is concentrated in sectors such as materials and mining, new materials, electronic communications, and consumer services, indicating a trend towards hard technology enterprises benefiting from core technological barriers [1]. - The steel industry, represented by Hualing Steel, is undergoing a deep adjustment phase, focusing on "reduction development and stock optimization," with ongoing supply-demand contradictions [3].