According to Wind data, as of noon on January 21st, 578 A-share listed companies have released performance forecasts, and 29 companies have released performance reports. Overall, the trend of stable growth has been consolidated, the industrial structure continues to optimize, and the transformation of old and new driving forces has significantly accelerated. In the industrial field, emerging industries such as semiconductors, new energy vehicles, and artificial intelligence (AI) have shown impressive performance. Related companies generally attribute their performance growth to the accelerated implementation of AI and the improvement of the new energy vehicle industry chain. Technological innovation is becoming the core driving force for high-quality development of listed companies. Meanwhile, benefiting from the rise in prices of commodities such as gold and copper, companies in the non-ferrous metal sector have seen a surge in performance; The breakthrough progress in overseas business has also become an important reason for many companies' performance leaps. The performance of emerging AI industries is impressive. Shanghai Securities News reporters have reviewed the 2025 performance forecasts of listed companies and found that industries such as semiconductors, new energy vehicles, and communication equipment have shown outstanding performance, AI、 Emerging fields such as robotics and low altitude economy are becoming important engines for corporate performance growth. More than 20 companies in the new energy vehicle industry chain have achieved significant growth in performance. Sanhua Intelligent Control relies on its leading layout in the global new energy vehicle thermal management field, leverages the demonstration effect of benchmark customers, continues to expand high-quality orders, and further consolidates the growth momentum of the automotive parts business. As an important domestic supplier of automotive braking systems, Asia Pacific Group expects its net profit attributable to shareholders of listed companies to increase by 120% to 170% year-on-year in 2025, clearly attributing the high performance growth to the rapid growth of the new energy vehicle market. AI is accelerating its penetration into various industries and becoming the core force driving industrial upgrading. Data shows that nearly 20 listed companies have disclosed that their businesses directly benefit from the development trend of the AI industry. Dingtong Technology stated that driven by AI, the demand for communication connectors in the market is strong, and the company's high-speed communication product communication business has significantly increased. It is expected that the net profit attributable to the parent company will reach 242 million yuan in 2025, a year-on-year increase of 119.59%. The semiconductor field also performs well. Lanqi Technology expects a net profit attributable to the parent company of 2.15 billion yuan to 2.35 billion yuan in 2025, a year-on-year increase of 52.29% to 66.46%. The company stated that benefiting from the development trend of the AI industry and strong industry demand, the shipment volume of its interconnect chips has significantly increased. In addition, new fields such as robotics and low altitude economy have injected new growth momentum into many companies. By deepening the platformization strategy of special polymer materials, Wote Corporation provides innovative new material solutions to globally renowned customers in the fields of computing power servers, new energy vehicles, low altitude economy, semiconductors, robots, etc. It is expected that the net profit attributable to the parent company will be between 57 million and 70 million yuan in 2025, a year-on-year increase of 55.75% to 91.28%. Mingtai Aluminum focuses on high-end fields such as new energy batteries, automotive lightweighting, robots, and aluminum for low altitude flight. It has successively launched products such as all aluminum pillar robot bodies, drone shielding covers, radiator composite aluminum materials, and battery aluminum-plastic film foils, promoting high-end products to become the second growth curve. Under the macro background of demand recovery, multiple industries are experiencing a positive situation of "simultaneous increase in quantity and price", and the performance of related listed companies has significantly improved. The performance in the field of basic chemical engineering is particularly outstanding. As a leading refrigerant enterprise deeply involved in the fluorine chemical industry chain, Sanmei Corporation expects its net profit attributable to shareholders of the listed company to reach 1.99 billion yuan to 2.15 billion yuan in 2025, a year-on-year increase of 155.66% to 176.11%, setting the best profit level for the company in recent years. This achievement is mainly due to the structural reform of the supply side of the fluorine refrigerant industry and the steady recovery of the demand side, which has driven the company's main products to achieve both quantity and price increases. During the same period, many chemical enterprises such as Xinnong Group and Dayang Biotechnology also showed a sustained positive business trend. The non-ferrous metal sector also benefited from high prices and capacity release, with listed companies such as Zijin Mining, Luoyang Molybdenum, and Tengyuan Cobalt experiencing significant growth in performance. Taking Zijin Mining as an example, the company expects to achieve a net profit attributable to shareholders of the listed company of 51 billion to 52 billion yuan by 2025, a year-on-year increase of 59% to 62%. The growth of the company's performance is driven by the year-on-year increase in the production of major mineral products, as well as the year-on-year increase in the sales prices of mineral gold, mineral copper, and mineral silver. At present, the total market value of Zijin Mining has exceeded one trillion yuan, entering the "trillion yuan market value club". Meanwhile, the high-end manufacturing sector has also demonstrated resilience. Ouke Yi, a leading enterprise in hard alloy cutting tools, is facing a significant increase in the prices of its main raw materials, tungsten carbide and cobalt powder, in 2025. With the advantages of capital and economies of scale, the company's product prices have also rapidly increased, successfully achieving a simultaneous increase in quantity and price. It is expected that the net profit attributable to the parent company will increase by 67.53% to 91.96% year-on-year in 2025. In addition, the new materials industry has also performed outstandingly. As a leading enterprise in the field of special fiber composite materials in China, Sinoma Technology expects its net profit attributable to shareholders of listed companies to be 1.55 billion yuan to 1.95 billion yuan in 2025, a year-on-year increase of 73.79% to 118.64%. The company's glass fiber product structure has been optimized, prices have increased year-on-year, and sales of wind turbine blades have increased year-on-year, "said Sinoma Technology. Overseas markets are becoming the "new engine" for the performance growth of many listed companies. Specifically, Siyuan Electric revealed in its performance report that the company actively cultivates new quality productivity and accelerates the exploration of international new markets based on the development opportunities of the new power system. The performance report shows that the company will achieve a total operating revenue of 21.205 billion yuan in 2025, a year-on-year increase of 37.18%; The net profit attributable to the parent company was 3.163 billion yuan, a year-on-year increase of 54.35%. According to a research report by China Merchants Securities, after more than ten years of overseas investment, Siyuan Electric has gained a certain level of popularity in the high-voltage electrical market outside of North America; Moreover, in the North American market with severe power shortages, the company is expected to see a turning point or breakthrough. As a leading global provider of LED display applications and services, Abbison expects a net profit attributable to shareholders of listed companies of RMB 240 million to RMB 290 million in 2025, a year-on-year increase of 105.32% to 148.09%. The company emphasizes that after years of continuous cultivation and scientific layout, it has further deepened localized operations, built an efficient and collaborative global channel network, created a differentiated brand advantage, and significantly enhanced its competitiveness in the international market. At present, our business has covered over 140 countries and achieved overseas operating revenue of approximately 3.193 billion yuan for the whole year, a year-on-year increase of about 8.94%, maintaining a good growth trend. For Chutian Technology, the company expects a net profit attributable to the parent company of 235 million to 300 million yuan in 2025, turning losses into profits in one fell swoop. Its core driving force is the strong breakthrough in the international market - the company has made breakthrough progress in Southeast Asia, the Middle East and Africa, the Americas and other regions, and its overseas business has entered a rapid growth channel. The proportion of international business has significantly increased, driving a substantial increase in profits. On the basis of consolidating traditional European and American markets, the company is accelerating its expansion into emerging markets such as Southeast Asia, Brazil, and the Middle East. The proportion of overseas sales revenue is steadily increasing, and the effectiveness of its globalization strategy is evident. ”Hangcha Group stated in its performance forecast. It is worth noting that the market is concerned that the appreciation of the renminbi may weaken the competitiveness of China's exports in recent times. Regarding this, Lu Zhe, Chief Economist of Dongwu Securities, believes that since 2018, with the continuous optimization and upgrading of China's export product structure and the absolute comparative advantage of some high-end products, "technological barriers" are gradually replacing "price advantages" as the main competitiveness of China's export commodities. In this context, the actual impact of exchange rate fluctuations on China's exports has significantly weakened. With the continuous promotion of RMB internationalization, the proportion of RMB settlement in international trade is gradually increasing, and the disturbance of exchange rate fluctuations on China's exports is expected to further weaken in the future. ”Lu Zhe said. (New Society)