投资要点：10年期国债收益率与全A营收增速走势较为一致。相较于名义GDP增速，10年期国债收益率走势上与全A营收增速更接近。1H21-2024年期间，全A营收增速大幅下行，与此同时10年期国债收益率明显下台阶。3Q25全A（不含金融石油石化）营收同比增速1.3%，归母净利润增速+2.7%，同比低基数之下增速依然较低。3Q25全A营收增速及归母净利润增速均高于2024年，反映经济增速可能已低位企稳，...
Source Link投资要点：10年期国债收益率与全A营收增速走势较为一致。相较于名义GDP增速，10年期国债收益率走势上与全A营收增速更接近。1H21-2024年期间，全A营收增速大幅下行，与此同时10年期国债收益率明显下台阶。3Q25全A（不含金融石油石化）营收同比增速1.3%，归母净利润增速+2.7%，同比低基数之下增速依然较低。3Q25全A营收增速及归母净利润增速均高于2024年，反映经济增速可能已低位企稳，...
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