The horse generation rallying cry has been sounded! Which horse runs the fastest?

The Year of the Snake (乙巳蛇年) is coming to an end, and the Year of the Horse (丙午马年) is stepping in. According to data from Eastmoney Choice, as of February 5th, there are 30 stocks in the A-share market with “horse” in their names. The largest by market value is Marco Polo (马可波罗), with a market cap of 31.8 billion yuan, and the smallest is Koma Materials (科马材料), with a market cap of 3 billion yuan. The median market value is 8.8 billion yuan.

Currently, all the 2025 earnings forecasts for “horse” stocks have been disclosed. So, among these stocks, which “horse” is running the fastest?

Based on the upper limit of forecasted net profit attributable to shareholders (hereafter referred to as “upper limit”), Sichuan Shuangma and Jinma Amusement achieved dramatic leads, with forecasted net profit increases of 1506% and 1069.56%, respectively. Tianma New Materials ranks third with a forecasted increase of 250.98%. Additionally, four stocks have forecasted net profit growth exceeding 100%. Overall, 20 “horse” stocks have positive forecasted net profit growth, while 10 are negative.

Looking at the upper limit of forecasted net profit attributable to shareholders, Semir Fashion and Marco Polo are far ahead, with forecasted net profits of 1.16 billion yuan and 1.05 billion yuan, respectively. Following are Fulongma, Wanmar Co., Ltd., Mayinglong, and Royal Horse Technology, all with forecasted net profits exceeding 400 million yuan. Moreover, 16 “horse” stocks have positive forecasted net profit, and 8 are negative.

In terms of industry distribution, the 30 “horse” stocks belong to 16 different sectors. The automotive industry has 4 stocks; power equipment, machinery, textiles and apparel, and basic chemicals each have 3 stocks; light industry manufacturing, pharmaceuticals, and environmental protection each have 2 stocks. The remaining stocks are distributed across electronics, computers, communications, and other industries.

(Source: Eastmoney Research Center)

Alt text: Illustration of various horse-related stocks and industry sectors.

Furthermore, the report details that these stocks are spread across multiple industries, with the automotive sector leading with four stocks, followed by sectors like power equipment, machinery, textiles, and chemicals, each with three stocks. Light industry manufacturing, pharmaceuticals, and environmental protection each have two stocks, while the remaining stocks are distributed among electronics, computers, communications, and other sectors.

The analysis indicates that the “horse” stocks are showing diverse performance trends, with some experiencing explosive growth, while others remain steady or decline. Investors should pay attention to industry trends and company fundamentals when considering these stocks.

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