Semi-annual report window approaching, institutions optimistic about the growth potential of 39 stocks.

With the A-share semi-annual report window approaching, many securities firms have intensively released research reports to sort out investment trends, and the industry's prosperity has become a core anchor point for stock valuations. Currently, profit expectations for multiple sectors continue to be raised, with sufficient growth momentum in AI hardware and overseas manufacturing sectors. A group of stocks with significantly improved performance in the first quarter and expected growth in 2026 are receiving particular attention from institutions. Looking at the performance of the secondary market, the average cumulative increase for 39 listed companies mentioned above exceeds 47% this year, significantly outperforming major indices during the same period. Among them, 25 stocks saw an increase, accounting for over 60%, showing a significantly better overall performance than the market average.