Single-Quarter Net Profit Surged + High-Quality Stocks with Sustained Future Growth, 19 Stocks on the List

Stocks with strong performance outlooks exposed.

Against the backdrop of fluctuations and adjustments in the A-share market, earnings certainty has become the core logic for investors when selecting targets. According to data from Data Treasure, based on the median net profit from 2025 annual reports, quick reports, and earnings forecasts, among stocks rated by three or more institutions, 19 stocks achieved over 100% quarter-over-quarter growth in net profit in the fourth quarter of last year, with institutions uniformly predicting over 30% growth in net profit this year and next.

Specifically, many stocks saw significant quarter-over-quarter growth, with Tiangong Co., Ltd. experiencing the highest single-quarter increase of 8,826.79%, ranking first. According to the earnings quick report, the company’s net profit attributable to shareholders last year was nearly 140 million yuan, with an estimated net profit attributable to shareholders in the fourth quarter of 2025 exceeding 75.12 million yuan, and the third quarter net profit at 840,000 yuan. Additionally, stocks like Enjie Holdings, China Science Flying Measurement, Huachen Equipment, and Jingwei Hengrun-W saw quarter-over-quarter net profit growth exceeding tenfold in the fourth quarter.

Behind the high growth in earnings is the continuous improvement of company fundamentals and industry prosperity driven by dual factors. From the perspective of earnings disclosure types, most companies have conveyed positive earnings signals to the market through official announcements or forecasts. Looking at annual report expectations, “pre-increase” has become the mainstream label, with seven stocks explicitly indicating an increase in annual earnings, and some stocks achieving a turnaround from loss to profit, showing clear inflection points in performance.

In addition to short-term earnings surges, these 19 stocks are more noteworthy for their high certainty of future growth. Data shows that these companies’ predicted average net profit growth rates for this year are 290%, and for next year, the predicted average net profit growth rate is 42.35%. Regarding institutional attention, stocks like Yu Chen and iFlytek have ratings from 20 or more institutions, while stocks like Jifeng Co., Enjie Holdings, and Jingwei Hengrun-W have ratings from over 10 institutions.

Market capitalization differences provide diversified options for investors with different risk preferences. Among these 19 stocks, there are giants with market caps over 100 billion yuan and small- to mid-cap stocks with market caps between 5 billion and 10 billion yuan. Notably, iFlytek, Demingli, and Tianqi Lithium have market caps exceeding 70 billion yuan, and with their industry leadership and stable earnings expectations, they are likely to become key allocations for large funds.

Recently, Demingli’s stock price hit a record high. In late October last year, Dongguan Securities released a research report stating that the company is a leading enterprise in China’s storage industry, with stable cooperation with upstream and downstream partners, significant procurement cost advantages, and is expected to benefit fully from the upward cycle of the storage industry.

The stock with the lowest market cap is Huakai Yibai, under 5 billion yuan. In late October last year, Guosheng Securities issued a research report stating that Huakai Yibai is a well-known cross-border e-commerce seller, with a broad product base, actively expanding new business models like Jingpin and Yimai, deepening R&D to enhance digital capabilities, and optimizing channels and categories, leading to sustained high growth. In 2024, the company plans to acquire Tongtuo Technology and announce a new equity incentive plan. With industry peak season approaching, an earnings inflection point is expected.

Huakai Yibai’s 2025 annual report forecast highlights an earnings inflection point. The announcement shows that in the fourth quarter of 2025, the company is expected to achieve operating revenue of approximately 2.26 to 2.46 billion yuan, a quarter-over-quarter increase of about 2.54% to 11.62%; net profit attributable to shareholders is expected to be about 82.59 to 112.59 million yuan, up 552.11% to 788.97% quarter-over-quarter; net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be about 68.82 to 98.82 million yuan, an increase of about 530.81% to 805.79%.

Stocks like Yunji Group and Huachen Equipment have market caps below 10 billion yuan. Huaxi Securities released a research report in late October last year stating that Huachen Equipment is a domestic leader in high-end grinding equipment, benefiting deeply from the robot wave with its screw grinding machines, and holds a prominent position as a core supplier of lithography machines, with excellent growth potential.

Some stocks have relatively low forward P/E ratios, indicating potential investment value. Specifically, institutions unanimously forecast that Jifeng Co. will have an EPS of 0.72 yuan in 2026, with a current closing price implying an P/E ratio of less than 18 times. Additionally, Yunji Group and Huakai Yibai both have predicted P/E ratios below 20 times.