① Recently, A-share listed companies have been continuously issuing "good news". So far, 54 Shanghai-listed companies have disclosed their performance forecasts for the first quarter of 2025, with 51 expected to have good results, a proportion exceeding 94%; ② Among these companies with positive performance forecasts, over 40% are expected to see their net income double compared to the same period last year. Companies in industries such as Electronics, Biomedical, Machinery, Chemicals, and Nonferrous Metals are showing a strong growth trend in their performance.
According to the Financial Association on April 9 (Reporter Cui Ming), recently, A-share listed companies have been continuously issuing "good news". So far, 54 Shanghai-listed companies have disclosed their performance forecasts for the first quarter of 2025, with 51 expected to have good results, a proportion exceeding 94%. Among them, 43 are expected to grow, 6 are expected to turn losses into profits, and 2 are expected to continue making profits.
The Financial Association reporter noticed that among the companies issuing positive performance forecasts, over 40% are expected to see their net income double compared to last year. Companies in industries such as Electronics, Biomedical, Machinery, Chemicals, and Nonferrous Metals are showing a strong growth trend in their performance.
According to the announcement data, China Northern Rare Earth (600111.SH) is expected to achieve a net income of 0.425 billion to 0.435 billion yuan in the first quarter of 2025, a year-on-year increase of 716.49% to 735.7%; China Shipbuilding Industry Group Power (600482.SH) is expected to achieve a net income of 0.3 billion to 0.45 billion yuan in the first quarter of 2025, a year-on-year increase of 240.48% to 410.73%.
In addition, Zhejiang China Commodities City Group (600415.SH) was the first to release the first quarterly report for A-shares in 2025, achieving revenue of 3.161 billion yuan, a year-on-year increase of 17.93%, and a net income of 0.803 billion yuan, a year-on-year increase of 12.66%.
Regarding the Star, 10 listed companies have disclosed their performance forecasts for the first quarter of 2025. Among them, 7 are expected to grow and 3 are expected to turn losses into profits. In terms of industry distribution, companies in Semiconductors and other next-generation information technologies account for the majority, along with New Materials and pharmaceutical companies.
Specifically, "the first stock of chip testing probes" Linwei Technology (688661.SH) is expected to achieve revenue of 0.205 billion yuan in the first quarter, a year-on-year increase of 112%; the expected net income is 27 million yuan, turning losses into profits. The company stated that it mainly benefits from the increased sales ratio of high-margin products and the cost advantages brought by the expansion of sales scale.
The special steel materials company Zhangjiagang Guangda Special Material (688186.SH) expects a year-on-year revenue growth of 25.56% to 1.12 billion yuan and a year-on-year net income growth of 1504.79% to 75 million yuan. The company claims this is mainly due to the overall positive demand from downstream industries, strong production and sales, and the benefits of the company's fundraising projects becoming apparent, with the production capacity of the wind power gearbox component project gradually being released and the capacity utilization rate of the offshore wind power casting project improving significantly, leading to profitability.
In addition, biotech companies such as Nuotai Bio (688076.SH) and Shengnuo Bio (688117.SH) have achieved significant growth in sales revenue from Active Pharmaceutical Ingredient business under the development trend of the peptide industry, and their Net income has doubled year-on-year.
