A股行业中观景气跟踪月报(2026年3月):HALO交易情绪浓厚 涨价继续扩散

上海申银万国证...
Mar 04

一、工业部门分行业月度跟踪:有色、交运设备制造行业量价延续高位增长,煤炭开采、专用设备制造、黑色金属采选、医药制造等从中低水位改善,关注食品饮料、纺服轻工、橡胶塑料、金属制品、化学原料和制品等板块困境反转和供给出清机会。1)量(营收、工业增加值)、价(PPI)、利(利润):我们匹配了各个工业部门规模以上工企的营收、工业增加值、产品价格PPI 和利润总额增速,并观察指标增速的历史分位数和环比变化。...

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