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中信建投陈果:7-8月市场有望继续围绕业绩方向交易

Chen Guo from China Securities Co., Ltd.: The market is expected to continue trading around performance direction in July and August.

Breakings ·  Jul 17 08:03

China Securities Co., Ltd.'s Chen Guo research report pointed out that the disclosure rate of A-share 24H1 performance forecast was 29.4%, and the forecast rate was 42.6%. The profit decline in 24Q2 is expected to narrow compared with Q1, but it is still expected to fluctuate at the bottom. In terms of industry style, stable products perform best, cyclical products improve compared with the previous period, technology manufacturing is internally differentiated. Based on the current disclosure rate, the main industries with better outlooks among the Shenwan first-level industries include: utilities, electronics, beauty and care, autos, and transportation. Based on the median YOY performance forecast for 24H1, the industries with better performance include: csi sws food & beverage index, light industry manufacturing, electronics, social services, and agriculture, forestry, animal husbandry, and fishing. The market is expected to continue trading in the direction of performance in July and August.

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