以下文章来源于东方财富Choice数据 ，作者Choice数据 东方财富Choice数据 . Choice数据是东方财富旗下智能金融数据品牌，是国内领先的金融数据服务商。我们致力于为金融投资机构、学术研究机构、政务监管、媒体和专业投资 者提供金融投资领域多场景解决方案，以及更高效、更精准的投资决策依据。 A股市场业绩总览 截至2025年8月31日，A股5427家上市公司中，已有5424家披露了2025年度半年报。 Choi ce数据显示，在已披露半年报的上市公司中，57.54%的公司营业总收入实现同比增长，53.61%的公司归母净利润实现同比增 长。4178家公司实现盈利，占比77.03%；净利润超过百亿元的公司达48家。 总体来看，2025年上半年所有已披露财报的A股上市公司合计实现营业总收入34.99万亿元，同比增长0.34%；合计归属母公司股东净 利润2.99万亿元，同比增长3.1%。 数据来源：Choi c e 分板块来看，主板、创业板、科创板、北交所2025年上半年分别实现营业收入32.02万亿元、2.04万亿元、0.8万亿元和0.09万亿 元，较2024年同期增长-0.45%、7.33%、4.84 ...

截至8月13日，A股已累计有262家上市公司披露2025年半年报，其中228家盈利，34家亏损。从净利润 来看，25家公司净利润超10亿元，中国移动、贵州茅台、宁德时代排名居前，上半年净利润分别为 842.35亿元、454.03亿元、304.85亿元。从净利润增幅来看，71家公司净利润增幅超50%，智明达、容 知日新、仕佳光子排名居前，上半年净利润增幅分别为2147.93%、2063.42%、1712.00%。 从营收来看，当日披露半年报公司中，8家营收超50亿元，中国联通、金龙鱼、贵州茅台排名居前，上 半年营收分别为2002.02亿元、1156.82亿元、910.94亿元。 8月13日，A股共30家上市公司披露2025年半年报，其中26家盈利，4家亏损。截至8月13日，A股已累计 有262家上市公司披露2025年半年报，其中228家盈利，34家亏损，合计营收为2.45万亿元，同比增 7.5%，合计净利润为2653.18亿元，同比增14.15%。从净利润变动幅度来看，174家公司净利润同比增 加，88家净利润同比下降。 ...

Core Viewpoint - The article highlights the performance forecast of A-share listed companies for the first half of the year, indicating a significant number of companies are expected to report positive earnings, with a notable concentration in specific industries [2][3][4]. Summary by Sections Overall Performance - As of now, over 1500 A-share listed companies have announced their half-year performance forecasts, with 676 companies expecting positive earnings, accounting for approximately 43% of the total [2][4]. - 26 companies anticipate a net profit increase exceeding 1000% [8]. - 193 companies are expected to turn losses into profits [14]. Earnings Forecast Types - Among the companies forecasting positive earnings, 418 are expecting an increase, 59 slight increases, 6 are maintaining earnings, and 193 are turning losses into profits [5]. - Notable companies include: - China Salt Chemical: Revenue of 5.998 billion yuan, a decrease of 5.76% year-on-year, with a net profit of 52.71 million yuan [5]. - Shentong Technology: Revenue of 816 million yuan, a year-on-year increase of 22.46%, with a net profit of 64.28 million yuan, up 111.09% [5]. Companies with Significant Profit Increases - A list of companies with expected net profit increases exceeding 2000% includes: - Huayin Power: Net profit forecast of 180-220 million yuan, an increase of 3600.7%-4423.07% [9]. - Sanhe Pile: Net profit forecast of 60-75 million yuan, an increase of 3090.81%-3888.51% [12]. - Other companies like Huahong Technology and Wannianqing also show significant increases [11]. Companies Turning Losses into Profits - 193 companies are expected to turn losses into profits, with 24 of them forecasting net profits of 200 million yuan or more [14]. - New Hope is leading with a forecasted net profit of 680-780 million yuan, attributed to improvements in pig farming and feed business [15]. Industry Concentration - The companies expecting positive earnings are primarily concentrated in the hardware equipment, chemical, and machinery industries, with 77, 61, and 51 companies respectively [18]. - Historical trends indicate that during the mid-year reporting season, companies with stable profit growth are more likely to attract investor interest and outperform the market [18].

Summary of Key Points Core Viewpoint - Over 40% of A-share listed companies in China have reported positive performance forecasts for the first half of 2025, indicating a recovery in various sectors driven by price increases in commodities like rare earths and gold [1][2]. Group 1: Positive Performance Forecasts - A total of 1,543 A-share companies have released performance forecasts, with 674 companies expecting positive results, including 419 with significant increases and 192 turning losses into profits [1]. - Notable performers include China Rare Earth, which anticipates a net profit of 136 million to 176 million yuan, a turnaround from a loss of 244 million yuan in the same period last year [1]. - Zijin Mining expects a net profit of approximately 23.2 billion yuan for the first half of 2025, a year-on-year increase of about 54% [1]. Group 2: Sector-Specific Highlights - The rare earth and gold sectors have shown remarkable performance, with companies like Northern Rare Earth projecting a net profit of 900 million to 960 million yuan, reflecting a year-on-year increase of 1,882.54% to 2,014.71% [2]. - The gold sector has also benefited from rising prices, with Shandong Gold forecasting a net profit of 2.55 billion to 3.05 billion yuan, an increase of 84.3% to 120.5% [2]. - The semiconductor industry is experiencing strong demand, with companies like Changjiang Storage expecting revenue of approximately 2.633 billion yuan, a year-on-year increase of about 58.17% [4]. Group 3: Underperforming Companies - Several companies in the chemical sector are facing challenges, with Vanadium Titanium Co. predicting a loss of 180 million to 220 million yuan due to falling prices of vanadium and titanium products [5]. - Snack company Laiyifen expects a loss of 47 million to 70 million yuan, attributing this to adjustments in store types and structures amid changing consumer trends [5]. - Central Plaza, a retail company, anticipates a loss of 7 million to 10.5 million yuan, primarily due to declining sales in traditional retail channels [6].