[CXO Sector Continuous Recommendation] Performance Acceleration Enters Delivery Period, Bullish on CXO Across the Board!!

English summary

Some CXO and upstream companies have successively disclosed 2026 H1 earnings forecasts: Kanglongcheng's forecast median implies Q2 adjusted net profit attributable to shareholders +22.3% yoy; Zhaoyan New Drug's non-GAAP net profit attributable to shareholders grew 2334%-3551%; NanoMicro Technology's H1 net profit attributable to shareholders is expected to grow 102%-137%, with core chromatography packing and medium revenue growth expected to exceed 50%; Oppme is expected to have H1 revenue +153% yoy and net profit attributable to shareholders +229%; Medicilon expects H1 revenue +40% yoy and net profit attributable to shareholders of RMB 42-63 million, turning positive yoy. Among other companies that have not yet disclosed, those expected to have Q2 net profit growth of over 40% include Shengnuo Biotech, Aladdin, Biocytogen, Chengda Pharmaceutical, Jiankai Technology, and Saifen Technology; those with growth of 20%-40% include Hanbon Tech and WuXi AppTec, and InnoScience is expected to turn profitable yoy. The CXO and upstream sector's performance has entered a period of concentrated delivery. Prosperity and performance are expected to continue upward from H2 2026 to 2027.…