On the evening of April 6, Lotus Holdings (600186) expects a net profit attributable to the parent company in the first quarter of 2025 to be 100 million yuan to 120 million yuan, a year-on-year increase of 103.16% to 143.79%, mainly due to the increase in total product sales, sales revenue growth, and sales net profit margin. On the same day, Zhimingda (688636) expects an operating income of about 80 million yuan in the first quarter, a year-on-year increase of about 63%, and a net profit attributable to the parent of about 7.8 million yuan. As of April 6, 42 listed companies disclosed their first-quarter performance forecasts, and 41 had good results, accounting for 98%, of which 21 were expected to increase their net profit attributable to the parent company by more than 50% year-on-year. The majority of special materials is expected to have an operating income of about 1.12 billion yuan in the first quarter of 2025, a year-on-year increase of about 25.56%, and a net profit attributable to the parent company of 75 million yuan, a year-on-year increase of 1504.79%. Guanghe Technology expects the net profit attributable to the parent company in the first quarter of 2025 to be 220 million yuan to 260 million yuan, a year-on-year increase of 51.63% to 79.20%, and the 2024 annual report shows that the operating income is 3.734 billion yuan, a year-on-year increase of 39.43%, and the net profit attributable to the parent is 676 million yuan, a year-on-year increase of 63.04%. The 2024 annual report shows that the operating income is 10.731 billion yuan, a year-on-year increase of 35.31%, and the net profit attributable to the parent company is 1.154 billion yuan, a year-on-year increase of 71.96%. China Merchants Securities released a research report saying that the market in April was in the disclosure period of the first quarter report and the policy landing period, and it is expected that the performance of the first quarter report will be good or improved, and the policy catalysis field is expected to perform well, and it is recommended to focus on the layout of related fields.