New Third Board report card shines, with three major sectors showing high growth potential

Ask AI · How Can the Three Biggest High-Growth Tracks on the NEEQ Leverage National Strategies to Break Through?

【Global Times Finance & Economic News (Integrated Report)】Recently, the disclosure of 2025 annual performance forecasts and results reports by NEEQ-listed companies has entered a peak period. Data from the official website of the National Equities Exchange and Quotations (NEEQ) shows that, at present, 211 listed companies have already released their “report cards” for 2025, with an overall standout performance. More than 70% of the companies have operating revenue exceeding 100 million yuan, over 40% have parent-attributable net profit exceeding 50 million yuan, nearly 60% have achieved both growth in operating revenue and parent-attributable net profit, and there are even 7 companies whose operating revenue growth exceeds 100%. Also, 16% of the companies saw parent-attributable net profit growth exceeding 100%, while 20 companies successfully turned profitable.

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Among the listed companies whose performance has already been disclosed, 13 companies have operating revenue exceeding 300 million yuan and parent-attributable net profit exceeding 30 million yuan; for these companies, both operating revenue and parent-attributable net profit同比 growth are above 30%. In terms of industry distribution, the chemical sector is particularly active, with 4 companies making it onto the list of the 13 performance leaders. At the same time, a group of companies focusing on high-end manufacturing, new materials, and information technology—represented by RuiLong Technology, CaiKe Technology, and HengFeng Special Wires—show a clear upward trend in performance, collectively highlighting the vitality of the three major high-growth tracks.

The first high-growth track is high-end intelligent manufacturing and the automotive industry supply chain. Represented by RuiLong Technology, Huayang Braking, Tongsheng Co., and Zhongping Automation, order-driven momentum and capacity release are the core growth logic in this field. RuiLong Technology expects to achieve net profit of 135 million to 150 million yuan, a同比 increase of 22.87% to 36.52%; Huayang Braking expects revenue and net profit to grow by 20.38% and 32.83%, respectively. The performance growth of these companies generally stems from robust downstream demand for new energy vehicles and intelligent manufacturing. For example, Huayang Braking benefited from the recovery of the commercial vehicle market and increased orders from new customers; Tongsheng Co. saw its performance improve due to rising demand for components of clean-energy equipment such as wind power.

The second track is new materials and specialty chemicals. CaiKe Technology, HengFeng Special Wires, XingFu New Materials, and FunaiK are typical representatives in this sector. Among them, CaiKe Technology expects net profit of about 147 million yuan; HengFeng Special Wires expects同比 net profit growth of 46.88% to 75.65%; FunaiK expects同比 net profit growth of 140.68% to 175.61%; and XingFu New Materials achieved a turnaround to profitability. The main drivers behind these companies’ performance growth are technological leadership, import substitution, and optimization of product structure. HengFeng Special Wires’ specialty wires have strong demand in aerospace, communications, and other fields; CaiKe Technology, meanwhile, has continued to enhance market share and cost advantages in specific chemical products.

The third high-growth track is information technology and digital applications. Companies such as Saikai Intelligent and Zhixingtong have performed prominently; technological innovation and iteration of business models are its key driving forces. Saikai Intelligent focuses on intelligent solution offerings, and its performance growth benefits from the deepening of digital transformation across various industries. Zhixingtong, as an internet application company, has shown the resilience of digital consumption in its performance.

The dense release of performance forecasts in recent times highlights the important role of the NEEQ as a core platform for nurturing innovative small and medium-sized enterprises. On the one hand, high-quality information disclosure reflects the company’s level of standardized governance; proactive and transparent performance presentations provide fundamental support for subsequent capital market activities. On the other hand, for most companies with performance growth, the scale of their net profit has already surpassed the financial standards for listing on the Beijing Stock Exchange (BSE), indicating that NEEQ’s innovation tier has gathered a group of high-quality SMEs meeting listing requirements—along with a sufficient supply of “fresh liquidity” for the high-quality development of the BSE. In addition, the growth drivers of these companies are deeply embedded in national strategic directions such as “building a strong manufacturing country” and “a digital China,” tightly tracking the pulse of national industrial development; this has become their shared “code” for achieving high growth. (Wenxin)