High-growth main theme takes center stage, 20 stocks receive intensive institutional ratings

Securities Times reporter Chen Jiannan

The disclosure of Q1 2026 performance forecasts has been launched, and a high year-on-year growth catalyst-driven market may continue to gain momentum.

According to Securities Times · Data Bao statistics, as of the end of March, more than 20 listed companies have released their Q1 2026 performance forecast.

At the individual stock level, some stocks with extremely high growth rates have already moved into a strong uptrend. Fosun Pharmaceutical (富祥药业) disclosed its Q1 performance forecast on the evening of March 23, expecting attributable net profit of RMB 52.00 million to RMB 75.00 million, up 2,222.67% to 3,250.01% year on year. The next day after the performance forecast disclosure, the stock hit the daily limit; thereafter it rose for four consecutive days, with the cumulative gain over five trading days exceeding 37%.

Oke Yi (欧科亿) disclosed its Q1 performance forecast after the close of trading on March 27, expecting attributable net profit of RMB 180.00 million to RMB 220.00 million, increasing by RMB 172.00 million to RMB 212.00 million year on year. The day after the forecast was released, the stock temporarily hit the daily limit.

Wanbangde’s stock performance is even more eye-catching. The company expects attributable net profit of RMB 165.00 million in Q1, up 985.4% year on year. Since the announcement of the forecast, the stock has accumulated a gain of more than 78%, and its latest share price has reached a record high.

Founder Securities pointed out that with April entering a period of dense financial report disclosures, investment planning needs to take into account both stock-price upside elasticity and performance certainty.

Based on the above logic, Data Bao selected stocks with high potential for strong year-on-year growth, including the following criteria: first, attributable net profit in 2025 grew more than 50% year on year (counted in the order of annual report, earnings update, and the midpoint of performance forecast); second, the company has received ratings from five or more institutions, and institutions’ consensus expects that attributable net profit growth rate in 2026 will exceed 50%; third, the latest share price has pulled back more than 30% from its one-year high.

After compiling, a total of 20 individual stocks made the list, and the companies’ strong fundamentals are particularly evident.

Among them, Industrial and Commercial Jin’fu (工业富联) (601138) had attributable net profit in 2025 close to RMB 35.3 billion. In addition, Shandong Gold (600547), Tongkun Shares (601233), Lead Intelligent (300450), Shengyi Electronics (生益电子), and other stocks all recorded attributable net profits exceeding RMB 1.0 billion.

In terms of sector distribution, among the stocks on the list there are companies that clearly benefit from the development of the AI industry, such as Industrial and Commercial Jin’fu, Shengyi Electronics, and Shannong Chuang. There are also non-ferrous metals and chemical sector leaders like Shandong Gold and Tongkun Shares, as well as companies in the power equipment industry such as Lead Intelligent and Haili Wind Power. Overall, the stocks on the list align with a “cycle + growth” allocation strategy, and some stocks’ Q1 reports may also feature strong growth potential.

From the perspective of institutional attention, Industrial and Commercial Jin’fu received ratings from 26 institutions, ranking first. Cinda Securities said that the company continues to benefit from the global AI computing power infrastructure construction cycle. It has clear advantages in server system integration and large-scale manufacturing capabilities. With demand for AI servers and high-speed networking equipment continuing to rise, the company’s room for future growth remains broad.

In addition, companies such as Ruoyuchen (若羽臣), Tongkun Shares, Huaxi Biotech (华熙生物), Lead Intelligent, and others also received ratings from more than 10 institutions.

Huayuan Securities said that as a high-quality domestic digital brand management company, Ruoyuchen has successfully established notable competitive advantages across categories such as health products, maternity and infant products, cosmetics and personal care, and food and beverage. In the future, as the company continues to incubate its own brands and expands its brand management matrix, it may further open up growth room for earnings.

(Data in this edition is provided by the Securities Times Center database) Image source: AI generated

(Editor: Zhang Yang HN080)

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