证券时报·2026-01-17 10:13Core Viewpoint - The article discusses the earnings forecasts for A-share listed companies in 2025, highlighting significant profit growth among several companies due to advancements in technology and market demand [2]. Group 1: Earnings Forecasts - As of January 17, 2025, 365 listed companies have released their earnings forecasts, with 138 companies expecting positive results [2]. - Notable companies such as Changxin Bochuang, Shenghong Technology, Haitai Technology, Haineng Technology, Hongyuan Pharmaceutical, and Northern Rare Earth are projected to achieve substantial profit increases [2]. Group 2: Company-Specific Forecasts - Changxin Bochuang (300548): Expected net profit of 320 million to 370 million yuan, a year-on-year increase of 344.01% to 413.39%. Growth driven by demand for data communication products due to advancements in cloud computing and AI [2][4]. - Shenghong Technology (300476): Anticipated net profit of 4.16 billion to 4.56 billion yuan, reflecting a growth of 260.35% to 295.00%. The company maintains a leading position in global PCB manufacturing, with high-end product sales driving revenue [5][8]. - Haitai Technology (301022): Forecasted net profit of 51.5 million to 66.8 million yuan, a growth of 226.86% to 323.97%. Increased orders and capacity from new projects contribute to revenue growth [8][12]. - Haineng Technology (920476): Expected net profit of 41 million to 44 million yuan, a rise of 213.65% to 236.61%. Growth attributed to market demand recovery and advancements in various sectors [12][13]. - Hongyuan Pharmaceutical (301246): Projected net profit of 113 million to 137 million yuan, an increase of 119.57% to 166.20%. Growth driven by rising demand in the new energy vehicle and energy storage markets [14][16]. - Northern Rare Earth (600111): Expected net profit of 2.176 billion to 2.356 billion yuan, a growth of 116.67% to 134.60%. Increased market expansion and improved product sales contribute to this growth [16]. - Lishang Guochao (600738): Forecasted net profit of 14 million to 17 million yuan, an increase of 92.96% to 134.31%. Strategic adjustments have reduced losses from underperforming subsidiaries [18]. - Jianqiao Technology (603083): Expected net profit of 252 million to 278 million yuan, a growth of 51.19% to 66.79%. Demand from AI and data center construction drives revenue growth [21].