业绩预增关键词：半导体、猪周期、磷化工，统统指向价格回暖、景气度回升

Investment Rating - The report indicates a positive investment outlook for the semiconductor industry, highlighting significant profit increases among key players [1][5][15]. Core Insights - The semiconductor sector is experiencing a recovery, with companies like Weir Shares and Jinghe Integration reporting profit growth exceeding 500% [2][3][4]. - The resurgence in the semiconductor industry is attributed to increased market demand and successful product integration in high-end markets [7][8]. - The pig farming sector is also showing signs of recovery, with Muyuan Foods projecting a net profit of 10 billion to 11 billion yuan, marking a significant turnaround from previous losses [15][16]. - The phosphorous chemical industry is witnessing substantial profit growth, driven by rising prices of phosphates and fertilizers, with companies like Xingfa Group and Hubei Yihua reporting strong performance [29][30][31]. Summary by Sections Semiconductor Industry - Weir Shares expects a net profit increase of 515.35% to 569.64%, with projected profits between 226.7 million to 246.7 million yuan [3]. - Jinghe Integration anticipates a revenue increase of 33.55% to 35.54%, with net profits expected to rise by 744.01% to 837.79% [4]. - The overall semiconductor market is benefiting from a recovery in global demand and the trend of domestic substitution [5][6]. Pig Farming Sector - Muyuan Foods forecasts a net profit of 10 billion to 11 billion yuan for the first three quarters of 2024, representing a growth of 642.79% to 697.07% compared to the previous year [15][16]. - The sector is experiencing a recovery in pig prices, although the current profit levels are not as high as previous cycles [22][26]. Phosphorous Chemical Industry - Xingfa Group projects a net profit of 128 million to 138 million yuan, reflecting a year-on-year increase of 34.62% [29][30]. - Hubei Yihua and Chuanjin Nuo are also expected to report significant profit increases due to rising prices in phosphorous products [31][32]. - The growth in this sector is supported by improved profitability and strategic adjustments in production and market focus [35][36].