近九成预喜！超220家A股公司发布半年报业绩预告，券商密集上调评级

Nearly 90% report positive forecasts! Over 220 A-share companies have released their semi-annual earnings forecasts, prompting securities firms to ramp up their ratings.

【环球网财经综合报道】随着半年报业绩披露窗口开启，A股上市公司陆续交出上半年“成绩单”。Wind数据显示，截至7月9日21时，A股共有223家上市公司披露2026年半年度业绩预告，其中194家预喜，预喜比例约87%。超130家公司预计净利润增幅上限超过100%。

[Global Times Finance Comprehensive Report] As the semi-annual earnings disclosure window opens, A-share listed companies are rolling out their "report cards" for the first half of the year. Wind data shows that as of 21:00 on July 9, a total of 223 A-share listed companies had disclosed their semi-annual earnings forecasts for 2026. Among them, 194 issued positive forecasts, accounting for about 87%. More than 130 companies expect their upper limit of net profit growth to exceed 100%.

从个股看，存储芯片龙头江波龙以最高超743倍的业绩增速遥遥领先，预计上半年归母净利润92亿元至110亿元，同比增长622倍至744倍。益生股份、富祥股份、恒逸石化、特发信息等多家公司净利润增幅上限均超过10倍。从行业分布看，预喜公司中化工行业数量最多，已达40家。另外，券商板块表现尤为突出，中金公司预计上半年42家上市券商合计实现归母净利润1425亿元，同比增长50%。

At the individual stock level, memory chip leader Jiangbolong is far ahead with a profit growth rate of over 743 times. It is estimated that its net profit attributable to the parent company in the first half of the year will be between 9.2 billion and 11 billion yuan, a year-on-year increase of 622 to 744 times. Many companies, including Yisheng, Fuxiang, Hengyi Petrochemical, and Special Information, expect their net profit growth to exceed 10 times at the upper limit. In terms of industry distribution, chemical companies account for the largest proportion among positive forecast issuers, reaching 40. In addition, the brokerage sector has performed exceptionally well; CICC projects that the combined net profit attributable to shareholders of 42 listed securities firms will reach 142.5 billion yuan in the first half of the year, a year-on-year increase of 50%.

随着业绩预告密集披露，机构密集上调相关公司评级。燕京啤酒、国泰海通、万华化学近一周获不少于8篇研报密集覆盖，浪潮信息等绩优股亦备受瞩目。此外，多家券商上调科技、化工等景气赛道个股评级。

With the intensive disclosure of earnings forecasts, institutions have frequently upgraded their ratings on related companies. Yanjing Beer, Cathay Haitong, and Wanhua Chemical have received extensive coverage in at least 8 research reports over the past week, while high-performing stocks such as Montage Technology have also attracted much attention. Additionally, a number of securities firms have upgraded the ratings of stocks in booming sectors such as technology and chemicals.

东吴证券指出，7月是半年报业绩验证窗口，市场正式进入向业绩逻辑切换的阶段，半年报业绩将成为影响市场风格和资金配置的核心变量。从披露节奏上看，7月15日前，创业板和科创板上市公司无需强制披露业绩预告，因此主动披露业绩预告的公司通常以业绩预喜为主；主板公司也主要在扭亏为盈、业绩大幅变动等情形下披露业绩预告。7月中旬后直至8月末，市场进入半年报的正式披露阶段，二季度业绩将陆续接受市场检验。（由铮）

Soochow Securities pointed out that July is the verification window for semi-annual performance, marking the market's formal entry into a phase driven by performance logic. Semi-annual performance will become the core variable influencing market style and fund allocation. From the perspective of disclosure rhythm, before July 15, companies listed on the ChiNext and the STAR Market are not required to mandatorily disclose earnings forecasts; therefore, companies that voluntarily disclose such forecasts are usually those issuing positive forecasts. Main board companies primarily disclose forecasts under circumstances such as turning losses into profits or substantial performance fluctuations. From mid-July to the end of August, the market will enter the formal disclosure stage of semi-annual reports, and second-quarter performance will be successively tested by the market. (By Zheng)