The latest batch of stocks with significant performance growth announced

Earnings report disclosure season—here are some performance highlights to watch.

17 stocks with full-year net profits exceeding 10 billion yuan

According to statistics from Securities Times · Data Bao, on March 31, as many as 375 listed companies released their 2025 annual performance results in a concentrated manner. Judging by net profit scale, 17 stocks posted net profits of more than 10 billion yuan; Agricultural Bank of China and Bank of China both exceeded 200 billion yuan; China Shenhua and Pudong Development Bank both exceeded 50 billion yuan.

Among individual stocks with net profits above 10 billion yuan, Inspur? Askey? (NA) achieved a doubled growth rate—attributable net profit of 10.8B yuan, up 108.78% year over year. Inspur? Askey? (NA) said it benefited from strong investment by terminal customers in computing power infrastructure, leading to faster product shipments. The proportion of high-speed optical modules continued to rise, and as product solutions were continuously optimized and operating efficiency further improved, both operating revenue and net profit increased significantly versus the same period last year.

Guosheng Securities pointed out that entering 2026, as AI computing power clusters comprehensively evolve toward higher computing power density, 1.6T optical modules have stepped into the first year of large-scale volume expansion. Supplies of upstream core components (DSP, EML, silicon photonics capacity, and isolators) are currently facing a new round of tightening. Top optical module manufacturers will continue to expand their advantages during the 1.6T volume expansion cycle, supported by self-developed silicon photonics and supply-chain control capabilities.

By industry: Banks generally showed steady performance. Pudong Development Bank’s net profit increased 10.52% year over year; Agricultural Bank of China and Bank of China saw slight increases in net profit. Optical Bank? (NA) (NA), Minsheng Bank, Huaxia Bank, and others saw slight declines in net profit. Brokerage stocks showed strong performance, with net profits at GF Securities, China Galaxy, and CICC all increasing by significant margins.

In a research report, AVIC Securities noted that in 2025, activity in China’s domestic capital market remained strong, with the equity market gradually picking up. The trading value on both the Shanghai and Shenzhen exchanges increased substantially year over year, driving an all-round improvement in brokerages’ core business segments.

The institution also said that regulators have clearly indicated that industry consolidation is encouraged. Brokerage mergers and acquisitions can play a positive role in enhancing the overall competitiveness of the industry, optimizing resource allocation, and promoting healthy market development. At the same time, industry consolidation can help increase industry concentration and form economies of scale. Keep an eye on potential targets with possible M&A activity, as well as leading brokerages such as Citic Securities and Haitong Securities.

20 stocks with full-year net profit growth rates exceeding 100%

In terms of net profit changes, 20 stocks posted year-over-year net profit growth of more than 100% compared with the same period last year. Datong Shares and Aowin? (NA) led the year-over-year net profit growth, at 533.17% and 446.58%, respectively. Hongyu Packaging, Jixin Technology, Sansheng Guojian, Eko? (NA) Optoelectronics, and Zhaoyan? (NA) Pharmaceutical all followed closely, with year-over-year net profit growth all exceeding 300%.

Datong Shares’ main businesses include three segments: the production and sales of wire and cable, precision machining and assembly of aircraft components, and aluminum-based composite new materials. In 2025, the company achieved revenue of 8B yuan, up 29% year over year. Attributable net profit was 161 million yuan, up 533.17%. Its core business segments achieved key breakthroughs, and a high-quality development framework was essentially formed.

In 2025, Aowin? (NA) achieved revenue of 14.44B yuan, up 21.83%; attributable net profit was 1.564 billion yuan, up 446.58%. By business segment, the core business of intelligent equipment for lithium batteries grew rapidly, with full-year revenue of 1.56B yuan, up 23.18%. In non-lithium-electric-battery businesses, the photovoltaic intelligent equipment business generated revenue of 9.47B yuan, up 29.48%; the automotive intelligent production line business generated revenue of 900 million yuan, up 615.55%. In addition, businesses such as 3C, intelligent logistics, and hydrogen energy also made positive progress in areas including order acquisition and new product R&D.

12 stocks achieved turnaround to profitability, with net profit scale above 50 million yuan. Ganfeng Lithium’s attributable net profit for 2025 was 1.613 billion yuan, while its attributable net profit for 2024 recorded a loss of 1.12B yuan. The company said that in 2025, the global lithium salt industry underwent deep adjustment. Affected by shifts in supply-demand patterns and volatility in the lithium product market, lithium product prices continued to fall during the first half of the year. After hitting a low point, they rebounded strongly, and the company’s operating performance improved year over year.

Editors: Zhou Sha

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