| | | | 2025年上半年业绩预告同比增超800%个股 | | | --- | --- | --- | --- | --- | | 证券名称 | 归母净利上限(亿元) | 同比上限 (%) | 甲万行业 | 公告业绩变动原因 | | 华银电力 | 2. 2 | 4423.07 | 公用事业 | 受发电量增加和燃料成本下降等因素影响,预计2025年半年度实现归属于母公司所 有者的净利润1.8亿-2.2亿元(未经审计),与上年同期相比将增加1.75亿-2.15 | | | | | | 17.70 | | 三和管桩 | 0.75 | 3888. 51 | 建筑材料 | 报告期内,公司紧跟市场需求,专注核心业务,聚焦光伏、风电、水利等新兴领 域,产销量与营收双增长,釜加成本管控优化与产品结构改善,毛利率提升,驱动 | | | | | | 业绩稳步回升。 | | 先达股份 | 1.5 | 2834. 73 | 基础化工 | 得益于主打产品烯草酮市场售价上涨、创制产品吡喹喹草酯投放市场以及成本管控 措施的实施。 | | | | | | 因公司全资子公司住宅项目于一季度冲回土地增值税金额1.7亿元,对本报告期归 | ...

兄弟们，最近A股市场有点不平静啊。华银电力突然宣布上半年净利润暴增4423%，直接把股价拉了个76%的月涨幅，连带着整个预增板块都跟着火了一 把。这可不是个例，截至7月10号，已经有487家公司发了中报预告，其中126家预增超过100%，连天赐材料这种龙头都单月涨了45%。作为在财经圈混了20 年的老江湖，今天咱们就来聊聊这波预增行情，到底该怎么抓住机会，又该避开哪些坑。 今年预增股主要扎堆在三个方向：电子行业受益于AI爆发，工业富联的AI服务器营收涨了60%，芯动联科的MEMS传感器在军工订单里卖爆了；化工行业因 为产品涨价，先达股份的除草剂烯草酮涨到16万一吨，直接让利润翻了28倍；医药生物则是多肽药物需求激增，翰宇药业的利拉鲁肽注射液拿到FDA认证， 净利润暴增16倍。这三个方向既有政策支持，又有实实在在的业绩，是中长线布局的好选择。 风险提示：别被表面数据忽悠了 这里得给兄弟们提个醒，不是所有预增股都能买。比如渝开发虽然预增784%，但主要是靠卖子公司股权赚了2.4亿，扣非净利润可能还不如主业稳定的公 司。另外，像华银电力这种靠短期电力需求激增的公司，一旦天气转凉或者产能过剩，业绩可能马上变脸。还有些 ...

Core Viewpoint - Shandong Xianda Agricultural Chemical Co., Ltd. (referred to as "Xianda") expects significant growth in its half-year performance for 2025, with net profit projected to increase by approximately 2,443.43% to 2,834.73% compared to the same period last year [2] Financial Performance - Xianda anticipates a net profit attributable to shareholders of 130 million to 150 million yuan for the first half of 2025, an increase of 124.89 million to 144.89 million yuan year-on-year [2] - The company expects a net profit excluding non-recurring gains and losses to be between 124.7 million and 144.7 million yuan, representing a year-on-year increase of 15,239.01% to 17,667.08% [2] - In the first half of 2024, Xianda reported a total profit of 13.19 million yuan and a net profit of 5.11 million yuan [2] Growth Drivers - The significant growth in Xianda's performance is attributed to several factors: 1. The market price increase of its main product, Acetochlor, which has boosted the company's gross profit margin [3] 2. The launch of the new product, Pyrazosulfuron, which has contributed to gross profit [3] 3. Enhanced cost control measures and improved operational efficiency [3] Market Trends - Acetochlor prices have been rising, with raw material prices reaching approximately 120,000 to 160,000 yuan per ton as of June 2025, and some orders exceeding 160,000 yuan per ton [3] - Xianda's monthly production capacity for Acetochlor is around 1,000 tons, primarily serving overseas markets [3] - In 2024, the export volume of Acetochlor formulations increased by 88% due to the recovery of overseas market inventories and adjustments in sales strategies [3] Product Development - Xianda is focusing on innovation and has stopped expanding homogeneous products, instead developing a matrix of innovative products including Quinclorac, Pyrazosulfuron, and Benzobicyclon [4] - The innovative product matrix addresses significant safety issues related to traditional HPPD herbicides for indica rice, filling an international gap [4] - The company aims to achieve a sales target of 5 million acres by 2025, which is expected to yield substantial profits [4] - Xianda's third innovative herbicide, Benzobicyclon, is currently under review by the Ministry of Agriculture and Rural Affairs [4]

农药专家电话会 - 草甘膦及草铵膦近况交流 20250709 摘要 草甘膦市场在经历价格高峰后进入去库存阶段，目前已进入补库存阶段， 企业涨价意愿强烈，下游采购商购买意愿增强，共同推动价格上涨。但 当前库存仍高于历史水平，涨价过程预计缓慢，需持续观察市场需求。 草铵膦价格近一个月呈现下滑趋势，主要受国内产能过剩和库存高企影 响。中国农药工业协会发布氯离子限量标准，可能提升生产成本，从而 导致草铵膦价格大幅提升至 6 万元左右。 长江中下游地区存在草甘膦产能关停或检修情况，开工率与市场需求端 关系密切。有机硅开工下降影响草甘膦生产，甘氨酸价格对草甘膦价格 的影响主要集中在华东地区。 草铵膦生产过程中氯离子的限制将对行业产生较大影响，不符合新标准 的产品将被认定为质量不合格，企业需增加废液处理成本，符合新标准 的产品市场销售价格可能达到 6 万元左右。 农药行业通过提高产品质量标准来解决内卷问题，严格要求将使大量低 价产品因不符合标准而退出市场。安全事故频发促使应急管理部加强监 管，河南省要求硝化企业改用管式连续化装备和工艺。 Q&A 草甘膦价格近期上涨的主要原因是什么？ 草甘膦价格近期上涨主要有以下几个原因：首 ...

先达股份 20250710 摘要 公司二季度整体毛利约 3 亿元，洗澡桶贡献超 1 亿元，占比约 30%，异 恶草松、乙草烟等产品亦贡献显著。比多奎早指收入已入账约 50%- 60%，剩余部分 7 月入账。预计第三季度毛利或增加超 1 亿元。 洗澡桶价格 4-6 月波动，大客户价格稳定在 13-14 万元，小客户接近 14 万元。预计四季度旺季结束后价格可能回落，但幅度待定。公司对外 报价未下滑，维持大客户报价 13 万多。 印度无复产计划，一帆即使复产也难赶上旺季订单，对市场价格影响有 限。去年下半年至今，公司通过焚烧炉工艺改进和新焚烧炉投运，成本 控制显著改善，处于行业中上水平。 葵草酮和吡唑葵草酯是水稻田除草剂，吡唑葵草酯市场空间更大，目标 收入五六亿元，预计三到四年内实现。公司正进行试验和海外登记，扩 大国际市场份额。 北美小龙（北北小棕）与跨国公司合作，已签署保密协议，待取得登记 证后签订正式协议。产品正在评审，需补充材料，预计下一次会议可能 上会。2025 年上半年创新药收入贡献约 40~50 万元，毛利 2000 多万 元。 Q&A 2025 年上半年先达股份业绩预增的主要原因是什么？ 2025 ...

Core Viewpoint - The company, Xian Da Co., Ltd. (603086.SH), is experiencing significant growth in its performance due to rising product prices and a strategic shift towards innovative product development, with a projected net profit increase of 24.43 to 28.35 times year-on-year for the first half of 2025 [1][2]. Group 1: Financial Performance - For the first half of 2025, the company expects a net profit between 130 million to 150 million yuan, marking a substantial increase compared to previous periods [1][2]. - In 2024, the company reported an operating income of 2.419 billion yuan, with a net loss of 25.8755 million yuan, which was a significant reduction in losses compared to 2023 [2]. - In Q1 2025, the company achieved an operating income of 543 million yuan, a year-on-year increase of 10.8%, and a net profit of 21.69 million yuan, successfully turning a profit [2]. Group 2: Product and Market Development - The main product, Acetochlor, has seen a price increase, with current market prices ranging from 120,000 to 160,000 yuan per ton, contributing to improved gross margins [3][4]. - The company has halted the expansion of homogeneous products and is focusing on innovative products, establishing a product matrix centered around Quinclorac, Pyrazosulfuron, and Benzoylpropionic acid [1][4]. - The company’s innovative herbicide Quinclorac has been promoted on over 2 million acres in 2024, with expectations to expand to 5 million acres in 2025 [4]. Group 3: Research and Development - The company has committed to a strategy of innovation-driven development, with total R&D expenses amounting to 559 million yuan from 2020 to 2024 [1][4]. - The company has developed a comprehensive innovation system covering synthesis, screening, pilot testing, and industrialization, with over 2,000 new compounds screened annually [4]. - The company plans to accelerate the global registration process for products like Pyrazosulfuron to strengthen its market position [6]. Group 4: Global Market Presence - The company’s products are sold in over 60 countries and regions, with overseas revenue accounting for 45% of total revenue [5]. - In 2024, the export volume of Acetochlor formulations increased by 88%, indicating strong competitive advantages in international markets [5].

Core Insights - The 2025 semi-annual performance forecasts of listed companies have been disclosed, with 152 A-share companies reporting, of which 101 expect profit increases, 10 expect to turn losses into profits, and 15 expect profit decreases, indicating a positive trend in overall performance [1][4]. Group 1: Performance Highlights - Huayin Power leads with an expected net profit increase of 4423%, driven by high temperatures and increased electricity demand, projecting a net profit of 180 to 220 million yuan [4][5]. - Xinda Co. follows with a projected net profit increase of 2834.73%, attributed to rising prices of its core herbicide product, with a current market price of 120,000 to 160,000 yuan per ton [5]. - Shen Shen Fang A has reversed its losses with an expected net profit of 85 to 120 million yuan, a significant increase due to a recovery in the Greater Bay Area's new housing market [5][6]. Group 2: Industry Performance - The electronics, chemical, and pharmaceutical sectors are experiencing high growth, with 111 companies reporting profit increases, particularly in the electronics sector with 15 companies showing positive forecasts [8][9]. - Industrial Fulian expects a net profit of 11.96 to 12.16 billion yuan, benefiting from a 60% increase in AI server revenue [9][10]. - The chemical sector is also thriving, with companies like Xinhong Cheng expecting a net profit of 3.3 to 3.75 billion yuan, driven by increased sales and prices of core products [12]. Group 3: Pharmaceutical Sector Recovery - Several pharmaceutical companies are seeing a resurgence, with Hanyu Pharmaceutical projecting a net profit increase of 1470.82% to 1663.89% due to the approval of its weight-loss drug in the U.S. [14]. - Shengnuo Bio expects a net profit of 77.02 to 94.14 million yuan, driven by strong sales in the peptide raw material business [14]. - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan, a 52% increase from the previous year, due to acquisitions and consolidation [14].

Group 1 - The chemical industry has shown strong performance in the first half of the year, with 15 out of 18 listed companies expecting net profit growth due to rising product prices and cost control measures [1] - Shandong Xianda Agricultural Chemical Co., Ltd. is expected to achieve a net profit of 130 million to 150 million yuan, representing a year-on-year increase of 2443.43% to 2834.73%, driven by higher market prices for its main product and improved operational efficiency [1] - Many companies in the chemical sector attribute their profit growth to rising product prices, which are influenced by changes in supply and demand dynamics [2] Group 2 - The industry is experiencing a profound transformation in supply and demand, with recovering global economic conditions leading to increased demand from downstream industries [2] - Experts suggest that while the current price increases provide a recovery in profitability, there are uncertainties regarding future price trends due to potential new capacity releases and external factors like raw material price fluctuations and environmental policy changes [2] - The increase in profitability from rising prices offers companies the opportunity to invest in technological innovation and transition towards greener and higher-end production [3] Group 3 - The price increases are expected to attract more resources and capital into the industry, accelerating consolidation and promoting overall industry development [3] - Continuous profit recovery encourages companies to optimize product structures, enhance production efficiency, and reduce costs to improve market competitiveness [3]

Core Insights - A total of 152 A-share companies have released their performance forecasts for the first half of 2025, with 101 companies expecting profit increases, 10 companies turning losses into profits, and 15 companies predicting profit decreases [1] - The most significant profit increase is expected from Huayin Power, with a projected net profit surge of 4423% [2][3] - The semiconductor and server sectors are benefiting from the rapid development of the artificial intelligence industry, leading to substantial growth in earnings for electronic companies [1][6] Company Performance Highlights - Huayin Power anticipates a net profit of 180 million to 220 million yuan, an increase of 175 million to 215 million yuan compared to the previous year, representing a growth rate of 3600.7% to 4423.07% [2] - Xianda Co. expects a net profit of 130 million to 150 million yuan, a significant increase of 125 million to 145 million yuan from approximately 532.12 thousand yuan last year, with a year-on-year growth rate of 2443.43% to 2834.73% [3] - Deep Shenzhen A is projected to achieve a net profit of 85 million to 120 million yuan, marking a year-on-year increase of 1411.70% to 2034.17% after two years of losses [3] Industry Trends - The electronic, chemical, and pharmaceutical sectors are experiencing high levels of profitability, with 111 companies reporting profit increases or turning losses into profits [6] - Industrial Fulian expects a net profit of 11.958 billion to 12.158 billion yuan, driven by a more than 60% year-on-year increase in AI server revenue [7] - The chemical sector is seeing profit growth due to rising demand and prices for core products, with companies like New Hope and Juhua Co. reporting significant increases in net profits [9] Pharmaceutical Sector Recovery - Hanyu Pharmaceutical is projected to achieve a net profit of 142 million to 162 million yuan, a year-on-year increase of 1470.82% to 1663.89% after receiving FDA approval for its weight-loss drug [10] - Shengnuo Bio expects a net profit of 77.02 million to 94.14 million yuan, reflecting a growth of 253.54% to 332.1% due to strong performance in the peptide raw material business [10] - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan, a 52% increase from the previous year, attributed to acquisitions and consolidation adjustments [10]

"猪茅"业绩"爆表"！ 预计上半年实现归母净利润102亿元至107亿元，同比增长超1100%。 值得关注的是，今年一季度牧原股份归母净利润为44.91亿元，按照上半年业绩预告测算，其今 年二季度净利润约为57亿元至62亿元，环比有所增长。另外，以181天计算，牧原股份上半年每 天至少净赚约5600万元。 在上述半年报业绩预告出炉后，有股民在牧原股份股吧调侃："二师兄秒变天蓬元帅"，也有股民 表示："业绩超预期"。 "猪茅"上半年业绩预增超1100% 7月9日晚，生猪养殖龙头牧原股份披露业绩预告，2025年上半年预计实现归属于上市公司股东的 净利润为102亿元至107亿元，同比增长1129.97%至1190.26%，扣非净利润106亿元至111亿元， 同比增长882.95%至929.31%。 公司表示，2025年上半年经营业绩大幅提升，主要源自报告期内公司生猪出栏量较去年同期上升 促使收入上升，且生猪养殖成本较去年同期下降。 牧原股份日前披露生猪销售情况显示，2025年上半年公司共销售商品猪3839.4万头，仔猪829.1 万头，种猪22.5万头，商品猪销售收入累计达708.68亿元。截至6月末，牧原股份能繁母 ...