--- title: "7 月机构密集调研业绩预增标的" description: "7 月以来，机构对上市公司的调研热情高涨，尤其是在中报业绩预告发布之际。近 400 家上市公司接待了机构调研，其中多家公司预计 2025 年上半年净利润同比增长超过 100%。调研集中在医药生物、机械设备和电子等行业，CXO、人形机器人及英伟达产业链等方向受到关注。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/248862299.md" published_at: "2025-07-16T23:17:50.000Z" --- # 7 月机构密集调研业绩预增标的 > 7 月以来，机构对上市公司的调研热情高涨，尤其是在中报业绩预告发布之际。近 400 家上市公司接待了机构调研，其中多家公司预计 2025 年上半年净利润同比增长超过 100%。调研集中在医药生物、机械设备和电子等行业，CXO、人形机器人及英伟达产业链等方向受到关注。 7 月以来机构调研上市公司热情不减，适逢中报业绩预告、快报密集出炉，多家上半年业绩预增标的成机构调研 “心头好”。Wind 数据显示，截至 7 月 16 日记者发稿时，共有近 400 家上市公司接待机构调研。从基本面看，国城矿业、\*ST 铖昌、豪鹏科技、中润资源、东瑞股份、晨光生物等多家公司预计 2025 年上半年归母净利润同比增逾 100% 或实现扭亏为盈。 ### Related Stocks - [NVDA.US - 英伟达](https://longbridge.com/zh-CN/quote/NVDA.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Taiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors | Taiwan Semiconductor Manufacturing (TSMC) CEO C.C. Wei announced record monthly sales of NT$401.26 billion, a 37% year-o | [Link](https://longbridge.com/zh-CN/news/275566056.md) | | Australian AI infrastructure developer Firmus lands $10 bln debt package from Blackstone, Coatue | Australian AI company Firmus has secured a $10 billion debt package from Blackstone and Coatue Management to advance its | [Link](https://longbridge.com/zh-CN/news/275252566.md) | | Ibn Al Haytham Hospital FY Income 301,281 Dinars | Ibn Al Haytham Hospital Company PSC (IBNH.AM):IBN AL HAYTHAM HOSPITAL FY NET INCOME AFTER TAX 301,281 DINARSIBN AL HAYTH | [Link](https://longbridge.com/zh-CN/news/275996849.md) | | Advance Auto Parts’ Heavy Debt Load Raises Liquidity, Refinancing and Turnaround Risks | Advance Auto Parts Inc (AAP) is facing significant financial risks due to its heavy debt load, which may limit liquidity | [Link](https://longbridge.com/zh-CN/news/275997122.md) | | Did Analyst Upgrades and Metal Price Tailwinds Just Shift Coeur Mining's (CDE) Investment Narrative? | Recent analyst upgrades for Coeur Mining, alongside rising gold and silver prices, have shifted focus on the company's c | [Link](https://longbridge.com/zh-CN/news/275995095.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。