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Zhongshan Securities: The upward revision of performance after the mid-term report is concentrated in pharmaceuticals, TMT, and mid-to-high-end manufacturing sectors.

Gelonghui Finance ·  Sep 7, 2025 08:56

On September 7, Gelonghui reported that in a research report, China Merchants Securities stated that before and after the disclosure of mid-year performance by listed companies, the stocks with upward revisions in earnings are mainly concentrated in the pharmaceutical sector (chemical preparations, medical research and development outsourcing, other biological products, active pharmaceutical ingredients), TMT (digital chip design, IT services III, vertical application software, communication network equipment and devices, gaming III, printed circuit boards, analog chip design), high-end manufacturing (chassis and engine systems, other specialized equipment, energy and heavy equipment, aviation equipment III, lithium batteries), as well as securities, copper, pesticides, other chemical products, and thermal power.

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