【大涨解读】业绩增长：一季报增长股全线大涨，这些行业增速最快，或是行情反弹的重要信号之一

三、机构解读 3月下旬+4月以来金融/消费表现居前，月度较全A有明显超额。从最新一季报来看，全A业绩修复，内需相关的食饮景气延续、消费龙头公司表现更优。 （财通证券） | | 产业链划分 | | | 单季归母净利润增速 | | | | 累计归母净利润增速 | | | ਵਿ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 25Q1 | 24Q4 | 24Q3 | 24Q2 | 24Q1 | 24Q4 | 24Q3 | 24Q2 | 2501 | 24Q4 | | | 煤炭 | ୧% | -89% | 4% | 4% | -6% | -11% | 0% | -1% | -6% | -6% | | 上游原材料 | 石油石化 | 15% | -36% | 35% | 6% | 39% | 13% | 23% | 19% | -9% | -6% | | | 钢铁 | 14% | 90% | 80% | 91% | 5% | 59% | 52% | 40% | 1% | 20% | | | 有色金属 | 1 ...