市值风云·2026-01-26 10:15Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - XianDao Intelligent (300450): Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - YongChuang Intelligent (603901): Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - DaoShi Technology (300409): Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - FuDa Alloy (603049): Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - ZhaoJin Gold (000506): Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - SiTeWei (688213): Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - ZhongWei Semiconductor (688380): Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - Hunan Gold (002155): Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - NanFang Precision (002553): Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - Shanghai YiZhong (688091): Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - RunTu Co., Ltd. (002440): Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - HeFu China (603122): Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - ChangJiu Logistics (603569): Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - ZhiChun Technology (603690): Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - BaYi Steel (600581): Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - AoKeMa (600336): Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - HuiDa Sanitary Ware (603385): Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - DongFeng Co. (600006): Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - High Growth Industries: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - Performance Changes in Industries: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]