半年报“开门红”：24股业绩狂飙超400%，工业富联、立讯精密领跑千亿赛道！

金融界2025-07-10

随着2025年半年报披露季拉开帷幕，A股市场迎来首轮业绩验证潮。据证券时报·数据宝统计，截至7月9日，已有107家上市公司发布上半年业绩预告，其中83家预喜（含预增、扭亏等），占比近八成。工业富联、立讯精密、新和成等行业龙头净利润规模均超10亿元，华银电力、深深房A等24股业绩同比翻倍，更有7家公司实现扭亏为盈。在业绩驱动下，预喜股年内平均涨幅达27.03%，融资资金7月以来加速涌入，小商品城、...

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AI硬件产业链：工业富联、沪电股份等公司受益于全球AI资本开支扩张，业绩高增确定性较强；2. 出口链龙头：立讯精密、巨星科技等企业凭借全球化布局，有望持续受益于海外需求复苏；3. 必选消费板块：新和成、安琪酵母等公司受宏观经济波动影响较小，业绩稳定性突出。“当前市场风格正向业绩驱动切换。”中信证券策略团队指出，随着中报披露进入高峰期，投资者应规避业绩“暴雷”风险，聚焦盈利质量改善的细分领域。从工业富联的AI服务器狂飙，到华银电力的44倍增长，再到融资客3亿抢筹小商品城，A股半年报“中考”成绩单揭示出明确的投资主线：在不确定性中寻找确定性，在变革中拥抱成长。随着更多公司披露业绩，这场由基本面驱动的行情或将持续升温。责任编辑：栎树","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550661699","isCrawlerRequest":true}