As of July 15, 1,668 A-share companies have published 2026 H1 profit previews;
902 forecast YoY net-profit growth and 181 expect turnarounds from loss to
profit. Profit-up counts are concentrated in AI computing power, commercial
space, electronics manufacturing, chemicals and nonferrous metals, and new
energy; hard-tech subsectors such as memory chips and fiber-optic communications
show outsized profit previews driven by rising product prices and expanding
demand. Under combined policy support and market demand, hard technology and
high-end manufacturing are emerging as key engines of earnings growth, signaling
initial effects of China’s economic structural adjustment.
