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中文(ZH) A股已有650多家公司预告上半年业绩,近150家公司半年盈利超去年全年

Chinese Companies Show Strong H1 Earnings, AI and Traditional Sectors Rebound

Over 650 A-share listed companies have released their first-half performance forecasts, with more than 60% indicating positive results. Notably, 147 companies project their net profits for the first half to exceed their full-year earnings from 2025. This trend shows a broad economic recovery, with both emerging AI-related sectors and traditional industries like shipbuilding and chemicals experiencing significant upturns. AI

RANK_REASON This item discusses financial performance and economic trends based on company disclosures, rather than a specific AI-centric event.

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Chinese Companies Show Strong H1 Earnings, AI and Traditional Sectors Rebound

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    A-shares: Over 650 companies have announced their interim performance forecasts, with nearly 150 companies expecting their half-year profits to exceed their full-year profits from last year.

    Wind数据显示,截至7月13日20时,A股已有657家上市公司披露上半年业绩预告。其中,319家公司预增,21家略增,83家扭亏为盈,预喜比例超过60%。引人注目的是,共有147家公司上半年归母净利润下限已超过2025年全年,如中国船舶、江波龙、天赐材料等行业龙头公司。逾650家上市公司的上半年“成绩单”显示出一大特征:业绩预喜不再是新兴行业的“独角戏”,多个传统行业正迎来明显的景气回暖。一方面,AI故事“写进”上市公司的利润报表,形成从芯片、存储到光纤等完整的AI盈利链;另一方面,以化工、有色、造船等为代表的传统行业景气度显著提升,彰显中国经济的韧性…