Since July, A-share listed companies have successively disclosed their 2026 semi-annual performance forecasts. The popularity of institutional research has heated up markedly, and the electronics industry, which is empowered by AI, has outstanding growth advantages, and has become a key research track for institutions. According to statistics from the Securities Times and Databao, since July, a total of 375 listed companies have been surveyed. Among them, 22 companies, including Xinyisheng, BOE A, Huacan Optoelectronics, and Huaqin Technology, have been surveyed by more than 50 institutions. Specifically, Xinyisheng was surveyed by 417 organizations, ranking first. Xin Yisheng said that overall, the performance forecast for the second quarter is basically in line with the company's expectations for the overall situation for the whole year at the beginning of the year. The core driving forces of profit growth include increased demand for order delivery, easing supply chain tension, and narrowing the impact of exchange losses. Statistics show that of the above institutional research companies, 112 have issued announcements related to the 2026 semi-annual results. Calculated in the order of net profit from the performance report and the lower net profit limit for the performance forecast, 13 companies are expected to turn losses into profits, 2 companies reduce losses year on year, and 67 companies achieve a year-on-year increase in net profit, with a happy reporting ratio of over 70%. According to data treasure statistics, out of the 375 companies mentioned above, 67 were surveyed by foreign-funded institutions. The electronics industry had the highest number of companies, with a total of 19, followed by the machinery and equipment industry, with a total of 10 companies. Four electronics industry companies, including Guanghe Technology, Shanghai Electric Power Co., Ltd., and Huaqin Technology, received the highest number of researchers from foreign-funded institutions, and their net profit increased year-on-year in the first half of the year.

Since July, A-share listed companies have successively disclosed their 2026 semi-annual performance forecasts. The popularity of institutional research has heated up markedly, and the electronics industry, which is empowered by AI, has outstanding growth advantages, and has become a key research track for institutions. According to statistics from the Securities Times and Databao, since July, a total of 375 listed companies have been surveyed. Among them, 22 companies, including Xinyisheng, BOE A, Huacan Optoelectronics, and Huaqin Technology, have been surveyed by more than 50 institutions. Specifically, Xinyisheng was surveyed by 417 organizations, ranking first. Xin Yisheng said that overall, the performance forecast for the second quarter is basically in line with the company's expectations for the overall situation for the whole year at the beginning of the year. The core driving forces of profit growth include increased demand for order delivery, easing supply chain tension, and narrowing the impact of exchange losses. Statistics show that of the above institutional research companies, 112 have issued announcements related to the 2026 semi-annual results. Calculated in the order of net profit from the performance report and the lower net profit limit for the performance forecast, 13 companies are expected to turn losses into profits, 2 companies reduce losses year on year, and 67 companies achieve a year-on-year increase in net profit, with a happy reporting ratio of over 70%. According to data treasure statistics, out of the 375 companies mentioned above, 67 were surveyed by foreign-funded institutions. The electronics industry had the highest number of companies, with a total of 19, followed by the machinery and equipment industry, with a total of 10 companies. Four electronics industry companies, including Guanghe Technology, Shanghai Electric Power Co., Ltd., and Huaqin Technology, received the highest number of researchers from foreign-funded institutions, and their net profit increased year-on-year in the first half of the year.