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【券商聚焦】中国银河证券：A股三季报整体营收和归母净利润累计同比增速均上行

金吾财讯
Nov 07

金吾财讯 | 中国银河证券表示，A股三季报整体业绩表现：营收和归母净利润累计同比增速均上行。全部A股在2025年前三季度营收累计同比增速为1.21%，较上半年提高1.18个百分点；全部A股（非金融）为0.40%，提高0.87个百分点，实现增速转正；全部A股（非金融石油石化）为1.28%，提高0.80个百分点。全部A股在2025年前三季度归母净利润累计同比增速为5.34%，较上半年提高2.90个百分点；全部A股（非金融）为1.69%，提高0.66个百分点；全部A股（非金融石油石化）为2.78%，提高0.35个百分点。ROE(TTM)与销售净利率(TTM)表现回暖，反映出企业整体盈利能力提升。企业经营现金流相对稳健。（1）根据2025年中报和2025年三季报业绩情况，筛选出景气度较高且处于上行阶段的细分板块，重点关注：软件开发、游戏、农产品加工、半导体、元件等板块。（2）根据2025年三季报和2025年中报ROE情况，筛选出净资产收益率较高且持续增长的板块，重点关注：贵金属、工业金属、摩托车及其他、消费电子、元件等板块。（3）筛选出当前估值处于中低水平且景气度较高的板块配置机会，重点关注：贵金属、证券、保险、医疗服务、工业金属等板块。

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