金吾财讯 | 中信证券研究指，以部分析师覆盖股票测算，沪深300、中证500、中证1000和中证2000指数预期2026年净利增速分别为42%、60%、91%和154%；预期2026年净利增速排名前三的行业分别为基础化工（164%）、纺织服装（138%）和有色金属（124%）。当前看，汽车、有色金属和纺织服装等行业盈利估值匹配度高。预期变化上，最新的调整来看，非银行金融、有色金属、煤炭和电子等上调盈利幅度高，天齐锂业、富临精工等上调盈利幅度高。市场对比上，盈利预期角度，汽车、家电和非银行金融等行业相对市场一致预期乐观，动态估值角度，有色金属、电力设备及新能源和食品饮料相对市场一致预期乐观。
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