Zheng Quan Shi Bao·2026-01-21 17:46Core Viewpoint - The cyclical sectors in the A-share market are showing strong performance, with significant gains in the non-ferrous metals, steel, and building materials industries, indicating a potential for outperforming market benchmarks due to economic recovery and policy support [1] Group 1: Industry Performance - The Shenwan Non-Ferrous Metals Industry Index increased by 2.79%, while the steel and building materials indices rose over 1% [1] - Since 2026, the non-ferrous metals industry index has ranked first with an increase of nearly 16%, followed by basic chemicals with over 11%, and machinery and building materials with over 7% [1] - The cyclical sectors are highly sensitive to economic conditions, prices, and capacity utilization, encompassing upstream resource industries, midstream manufacturing, and downstream sectors like automotive and home appliances [1] Group 2: Company Forecasts - Ten companies in cyclical industries are predicted to see a net profit increase of over 10 times in 2026, primarily due to low base effects from 2025 [2] - Among these, Zhongzi Technology is expected to have a net profit growth of over 51 times, with a forecasted profit of over 35 million yuan, benefiting from its position in the environmental catalyst sector [2] - Tianyin Holdings is projected to achieve a net profit growth of over 42 times, with expected profits exceeding 64 million yuan, driven by its large-scale operations in smart terminal sales and e-commerce [2] Group 3: Specific Company Insights - Delong Laser is forecasted to see a net profit growth of 36 times, with an expected profit of 3.7 million yuan, focusing on precision laser processing equipment in key sectors [3] - Ganfeng Lithium is rated by eight institutions, with a predicted net profit increase of over 550%, supported by its leading position in the lithium market and improving supply-demand dynamics [3] - Yujing Co. is expected to have a net profit growth of over 810%, focusing on high-precision CNC equipment and benefiting from trends in consumer electronics and photovoltaic business expansion [3]