July institutions are intensively researching performance target of pre-increase.

Since July, institutions have shown continued enthusiasm in researching listed companies, coinciding with the release of semi-annual performance forecasts and interim reports. Many companies with expected performance growth in the first half of the year have become favorites of institutional research. Wind data shows that by July 16th, when the China Securities Journal reporter was writing, nearly 400 listed companies had received institutional research visits. From a fundamental perspective, many companies such as Guocheng Mining, *ST Chengchang, Haopeng Technology, Zhongrun Resources, Dongrui Share, and Morning Light Bio are expected to see their net profits attributable to the parent company increase by over 100% year-on-year in the first half of 2025, or turn losses into profits. In terms of overall industry distribution, the listed companies that have been the subject of institutional research since July are concentrated in industries such as pharmaceuticals, machinery and equipment, and electronics. In terms of future investment opportunities, CXO, humanoid robots, and the Nvidia industrial chain are receiving attention from institutions.