The first batch of Q1 earnings forecasts is out! (List attached)

First batch of Q1 earnings forecasts released!

On the evening of March 23, Fuxiang Pharmaceutical announced its performance forecast for the first quarter of 2026. The announcement shows that Fuxiang Pharmaceutical achieved a net profit attributable to shareholders of 52 million to 75 million yuan in the first quarter, a year-on-year increase of 2222.67% to 3250.01%.

Fuxiang Pharmaceutical stated that during the reporting period, benefiting from the continued improvement in the new energy industry, steady growth in demand for power batteries, and rapid explosion in demand for energy storage batteries, upstream lithium battery materials demand continued to rise. The company’s lithium battery electrolyte additive business performed well, with core products like VC and FEC increasing in both volume and price, driving a significant year-on-year growth in performance.

According to Securities Times Data Treasure, as of March 24, 10 listed companies in the A-share market had released their Q1 2026 performance forecasts. Among them, 8 companies forecast an increase or slight increase, 1 turned profitable, and 1 continued to lose money. Based on the median forecast, Haiguang Information, Ailisi, and Wanbangde had net profits exceeding 100 million yuan, at 670 million, 590 million, and 165 million yuan respectively.

Haiguang Information expects to achieve revenue of 3.91 billion to 4.22 billion yuan in Q1 2026, a year-on-year increase of 62.91% to 75.82%; net profit attributable to shareholders of 620 million to 720 million yuan, up 22.56% to 42.32% year-on-year. Haiguang Information stated that domestic high-end chips are seeing rising market demand with the growth of the AI industry. The company has continuously increased R&D investment, optimized product performance, and accelerated product iteration, expanding its high-end processor market share, resulting in significant revenue growth and sustained overall performance.

Ailisi expects to achieve revenue of 1.55 billion yuan in Q1 2026, a 41.12% increase; net profit attributable to shareholders of 590 million yuan, up 43.73%. Ailisi said that supported by national medical insurance policies, sales revenue of commercialized products and promotional services continued to grow, driving the company’s performance upward.

Looking at net profit changes, Fuxiang Pharmaceutical, Wanbangde, Fuliwang, Aolai De, and Youboxun are all expected to see their Q1 net profits double, with increases of 2736.34%, 985.4%, 219.33%, 204.69%, and 102.82%, respectively. Weili expects to turn a profit in Q1.

Wanbangde expects to achieve a net profit attributable to shareholders of 165 million yuan in Q1 2026, up 985.4%. The performance growth is mainly due to the company’s initial success in shifting from generic drugs to innovative drugs, with positive progress in business expansion during the reporting period, creating new growth points, and increasing R&D efforts.

Weili expects to turn a profit in Q1 2026, with net profit attributable to shareholders of 4 million to 6 million yuan, a significant turnaround from loss. Weili stated that in Q1, the company’s business structure continued to optimize, with overall gross profit margin rising. Through prior restructuring, personnel adjustments, and strengthened cost control, the company’s expenses further decreased.

US Stocks Surge, Oil Prices Plummet!

On March 23, international oil prices suddenly plunged. NYMEX WTI crude oil and ICE Brent crude both fell nearly 10%.

The three major US stock indices performed strongly, with the Dow Jones up 1.38%, Nasdaq Composite up 1.38%, and S&P 500 up 1.15%, marking the largest single-day gain since February 6.

The A50 futures index also rose sharply, with an increase of over 1% as of the latest update.

On the news front, according to CCTV News, on March 23, U.S. President Trump posted on social media platform “Real Social” that “the US and Iran have had very good and productive talks over the past two days.”

Trump said he had instructed a five-day pause on all military strikes against Iranian power plants and energy infrastructure, contingent on successful ongoing meetings and discussions.

Later, Trump also stated that the US is in negotiations with Iran to see if a broader agreement can be reached. He said Iran still has one last chance to end its threats against the US. The world will soon become safer.

However, this was immediately denied by Iran.

According to CCTV News, regarding Trump’s claim that “the US and Iran had very good and effective talks,” Iran’s Fars News Agency quoted sources saying, “Iran and the US have not communicated directly, nor through mediators.”

Iranian Parliament Speaker Ali Larijani also denied any dialogue with the US on social media. Iranian media cited sources saying that the claim of negotiations between Iran’s Parliament Speaker and the US is completely false, fabricated to create conditions for the assassination of Larijani. The sources said the false negotiation story aims to discredit Larijani, cause division within Iran, and incite public sentiment.

Israel’s Prime Minister Netanyahu’s office has not issued any statement regarding Trump’s remarks. In a video speech on March 23, Netanyahu said he had earlier spoken with President Trump by phone, and Israel will continue airstrikes against Iran and Lebanon.

Meanwhile, regarding the seizure of Halek Island, Xinhua News Agency reported on March 24 that the Pentagon is considering deploying a combat brigade of about 3,000 troops from the 82nd Airborne Division to support military operations against Iran, possibly to seize Iran’s oil export hub, Halek Island.

The report cited US officials saying that the US military is also considering another plan to seize Halek Island, involving about 2,500 Marines from the 31st Marine Expeditionary Unit heading to the Middle East for an attack. After the initial assault, the 82nd Airborne could be used to replace and rotate forces. The Pentagon and US Central Command have not issued any orders regarding the island seizure.

(Source: Data Treasure)