一、策略专题:中报预披露的历年对比与景气指引1.1 中报前瞻及历年预披露情况对比中报预披露阶段主要存在两点特征,一是重点聚焦于盈利特征,二是披露率较低、后续修正幅度可能较大。盈利特征的分析维度主要包括估算的业绩增速、业绩增减与增速升降个股占比、超wind 一致预期与股价高开的个股占比:基于目前披露情况进行估算,全A 非金融2025 中报业绩增速为13.2%,环比改善8.9pct;业绩增长的个股占比...
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