Performance attention gradually heats up, institutions suggest focusing on two major directions.

Structural market trends continue to play out, with performance gradually attracting market attention. The trend of stocks with positive profit forecasts for 2025 is eye-catching. According to Wind data, as of January 21, when the China Securities Journal reporter submitted the article, a total of 587 listed companies have disclosed their profit forecasts for 2025, with more than 50% of them showing positive trends in terms of net profit growth rates. Stocks such as Jin Haitong, Baiwei Storage, Tongfu Microelectronics, and others with forecasted profit growth for 2025 saw significant price increases. Analysts believe that as the disclosure of 2025 profit forecasts by listed companies intensifies, market attention on fundamentals is gradually increasing. They suggest that industry allocation should focus mainly on the spring market and forward-looking clues before the annual report, with particular emphasis on cyclical and technology sectors.