Xin Lang Cai Jing·2026-01-16 13:38Core Viewpoint - The A-share market is experiencing an increase in performance announcements as the deadline for annual report forecasts approaches, with over 280 companies having disclosed their 2025 annual report forecasts by January 16, 2023, accounting for nearly 5.2% of the total market [1][10]. Group 1: Performance Forecasts - Nearly 140 companies have reported positive forecasts for 2025 net profit attributable to shareholders, representing about 47.6% of all companies that have disclosed forecasts. The breakdown includes 26.9% expecting profit increases, 14.7% slight increases, 5.6% turning profitable, and 0.3% continuing profitability [3][12]. - Approximately half of the companies are expected to incur losses in 2025, with categories including continued losses (19.6%), first-time losses (10.5%), reduced losses (8.7%), increased losses (4.9%), and profit reductions (4.5%) [3][12]. Group 2: Industry Distribution - The sectors with the highest number of companies reporting positive forecasts include basic chemicals, electronics, automotive, biomedicine, and machinery, which together account for nearly 56.6% of the positive forecasted companies [3][12]. - In terms of loss forecasts, the sectors with the highest concentration of expected losses include electronics, electrical equipment, construction decoration, machinery, and biomedicine, with coal, steel, construction materials, and real estate also showing significant loss ratios [4][13]. Group 3: Notable Companies - Eleven companies are expected to report net profits exceeding 5 billion yuan for 2025, with Zijin Mining leading at 51 billion yuan, followed by Luoyang Molybdenum, Luxshare Precision, WuXi AppTec, Muyuan Foods, and Baofeng Energy, all exceeding 10 billion yuan [7][16]. - Among the companies with the highest expected profit growth, 48 are projected to see their profits double, with Huisheng Biological, Zhongtai Shares, SAIC Motor, Baive Storage, and Huazheng New Materials leading the list [7][16].