近六成公司业绩改善 深市2025年度业绩预告传递多重积极信号

Group 1 - As of January 31, 2026, 1,714 out of 2,886 companies in the Shenzhen market have pre-disclosed their 2025 performance, representing 59.39% of the total companies and 48.48% of the market capitalization [1] - Among the pre-disclosed companies, 987 are expected to see performance improvement, with 430 companies achieving continuous profitability and year-on-year growth, while 227 companies are expected to turn losses into profits [1] - The top 100 companies by market capitalization in the Shenzhen market that have pre-disclosed their 2025 performance are expected to achieve a combined net profit of approximately 2,056.27 billion yuan, a year-on-year increase of 66.51% [1] Group 2 - In the Shenzhen market, 307 out of 629 newly listed companies under the registration system have pre-disclosed their 2025 performance, with 183 companies expected to be profitable, which is 59.61% of the pre-disclosed companies [2] - The number of companies expected to incur losses is 124, indicating that the proportion of loss-making companies in the registration system may be below 20% [2] - Notably, companies like China Uranium Industry and Jiangbolong are expected to achieve profits exceeding 1 billion yuan [2] Group 3 - In the Shenzhen market, 18 out of 28 industries are expected to report positive net profits, with significant growth in sectors such as machinery and basic chemicals, which are projected to achieve net profits of 84.85 billion yuan and 123.51 billion yuan, respectively [3] - The electronics and communication sectors are expected to see a growth rate exceeding 50% for the second consecutive year, while industries like non-ferrous metals and textiles are expected to turn losses into profits [3] - The non-ferrous metals industry is projected to achieve a net profit of 328.30 billion yuan, indicating a turnaround from previous losses [3] Group 4 - The computer, communication, and electronics sectors in the Shenzhen market are expected to achieve a combined net profit of 760.33 billion yuan, reflecting a year-on-year growth of 155.32% [4] - Within these sectors, the consumer electronics industry is projected to achieve a net profit of 193.85 billion yuan, a growth of 36.11% [4] - The communication equipment sector is expected to see a significant increase in net profit, projected at 240.76 billion yuan, with a year-on-year growth of 212.39% [4]