---
title: "The half-year report market is becoming hot, and institutions are optimistic about investment opportunities in the new consumption and AI sectors"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/247544230.md"
description: "In July, the A-share semi-annual report market started, with several companies such as DHEP and BROTHER seeing their stock prices hit the daily limit. Brokerage firms released reports indicating that the semi-annual report market is primarily driven by structural opportunities, with the brokerage sector in the financial field benefiting from market activity, while non-financial sectors such as gold, new consumption, and AI infrastructure may present unexpected opportunities"
datetime: "2025-07-07T22:32:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/247544230.md)
  - [en](https://longbridge.com/en/news/247544230.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/247544230.md)
generator: "portal-rs"
---

# The half-year report market is becoming hot, and institutions are optimistic about investment opportunities in the new consumption and AI sectors

In July, as listed companies gradually disclosed their performance forecasts, the A-share semi-annual report market officially kicked off. Since last week, several companies, including DHEP, BROTHER, Chongqing Development, and Whirlpool, have seen their stock prices hit the daily limit before and after the disclosure of their semi-annual report performance forecasts. Among them, DHEP recently recorded "4 limit-ups in 5 days," driving the overall strength of the power sector. Several brokerages have recently released forward-looking reports on A-share semi-annual reports, believing that this year's semi-annual report market will still focus on structural opportunities. In the financial sector, the brokerage sector is expected to benefit from high market activity, with performance being more certain; in the non-financial sector, there may be unexpected opportunities in gold, new consumption, and AI infrastructure

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**