In July, as listed companies successively disclosed their performance forecasts, the A-share semi-annual report market officially kicked off. Since last week, the stock prices of many companies such as Huayin Electric Power, Brothers Technology, Chongqing Development, and Whirlpool have risen by the daily limit before and after the disclosure of the semi-annual report performance forecast. Among them, Huayin Electric Power has recently recorded "4 daily limits in 5 days" and led the overall strength of the power sector. Many securities companies have recently released A-share semi-annual report outlook reports, believing that this year's semi-annual report market is still dominated by structural opportunities. In the financial field, the securities sector is expected to benefit from the high market activity and the performance is certain; in the non-financial field, there may be unexpected opportunities in the fields of gold, new consumption, and AI infrastructure.