“业绩浪”渐入佳境 这些科技股具备高增长潜力

Group 1 - The Shanghai Composite Index is fluctuating around 4100 points, with institutions suggesting a focus on performance catalysts in the upcoming earnings season [1] - Donghai Securities recommends paying attention to the performance of the chip and artificial intelligence sectors, as well as the capital expenditures of technology companies and domestic policy directions [1] - Companies in the non-ferrous resources sector are expected to show better performance sustainability compared to commodity price elasticity [1] Group 2 - Companies with positive earnings forecasts are gaining market attention, with significant stock price increases observed on January 20 [1] - Nanwang Energy (003035) expects a net profit of 300 million to 360 million yuan for 2025, marking a turnaround to profitability, leading to a stock price surge [1] - Runfeng Co. (301035) anticipates a net profit of 1.03 billion to 1.17 billion yuan for 2025, representing a year-on-year growth of 128.85% to 159.95%, resulting in an almost 11% stock price increase [1] Group 3 - A number of companies have reached historical stock price highs this year, including Baiwei Storage and Dazhu CNC [2] - High growth in earnings combined with technology themes is expected to result in greater stock price elasticity [2] - 23 stocks in the TMT sector are identified as having high earnings growth potential, with some already reporting doubled net profits for 2025 [2] Group 4 - New Yisheng (300502) has the highest institutional ratings, with 17 firms covering it, and is expected to achieve significant revenue and profit growth in Q4 2025 [3] - Runze Technology and Shijia Photon are also receiving attention, with predictions of high growth in revenue and net profit for 2026 [3] - Several stocks, including Shen Gong Co. and Nanya New Materials, are forecasted to have net profits that may double by 2026, with others expected to exceed 50% growth [3]