证券时报·2025-10-10 12:19Core Viewpoint - The A-share market is entering a new round of "performance verification" as the third-quarter earnings forecasts for 2025 are being disclosed, with over 40 companies already announcing their forecasts, indicating a strong growth momentum in earnings [1][2]. Earnings Forecasts - More than 70% of the companies that have released earnings forecasts for the first three quarters of 2025 are expected to see positive performance (increase, slight increase, or turnaround), highlighting robust earnings growth [2]. - Companies like Guangdong Mingzhu and Yinglian Co. are attracting market attention with over 10-fold increases in earnings [2]. Significant Earnings Increases - Yinglian Co. expects a net profit of 34.5 million to 37.5 million, representing a year-on-year increase of 1531.13% to 1672.97% [4]. - The growth is attributed to the performance of the fast-moving consumer goods metal packaging sector, with improvements in supply capabilities and production quality [4]. - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million, reflecting a year-on-year increase of 858.45% to 1071.44% [5]. Semiconductor Sector Performance - Several A-share semiconductor companies are reporting impressive earnings, with Changchuan Technology expecting a net profit of 827 million to 877 million, a year-on-year increase of 131.39% to 145.38% [7]. - The growth is driven by strong market demand and a significant increase in sales revenue [7]. - Yangjie Technology forecasts a net profit of 937 million to 1.004 billion, with a year-on-year growth of 40% to 50%, supported by the booming semiconductor market [7]. Chemical Industry Growth - Companies in the chemical sector, such as Limin Co. and Brother Technology, are also experiencing substantial earnings growth due to product price increases [10][11]. - Limin Co. expects a net profit of 384 million to 394 million, reflecting a year-on-year increase of 649.71% to 669.25% [10]. - Brother Technology anticipates a net profit of 100 million to 115 million, with a year-on-year increase of 207.32% to 253.42% [11].