2024Q3中小盘财务专题：中小盘业绩增长稍逊，行业盈利能力分化

Group 1 - The performance growth of large-cap stocks outperforms small-cap stocks, with the Shanghai Composite Index showing resilience [59][66] - In Q3 2024, the total revenue of the Shanghai Composite Index, CSI 300, CSI 500, CSI 1000, and CSI 2000 was 51,872.84 billion, 104,686.29 billion, 27,966.51 billion, 20,858.68 billion, and 23,796.9 billion respectively, with year-on-year growth rates of +7.9%, -0.2%, -6.2%, -4.5%, and -9.7% [66][94] - The return on equity (ROE) for the Shanghai Composite Index, CSI 300, CSI 500, CSI 1000, and CSI 2000 was 9.9%, 9.1%, 5.5%, 4.7%, and 4.8% respectively, indicating that large-cap stocks have significantly higher profitability compared to small-cap stocks [60][111] Group 2 - The agricultural, forestry, animal husbandry, and fishery sectors have shown high net profit growth, while the construction sector has experienced rapid asset appreciation [61][66] - In Q1-Q3 2024, the total revenue for large-cap, mid-cap, and small-cap stocks was 394,342.74 billion, 56,943.47 billion, and 41,459.82 billion respectively, with year-on-year changes of -0.7%, -4.7%, and -2.4% [13][22] - The net profit for large-cap, mid-cap, and small-cap stocks in Q3 2024 was 14,066.89 billion, 680.4 billion, and 324.05 billion respectively, with year-on-year growth rates of +9.1%, -20%, and -32.3% [22][66] Group 3 - The total asset turnover ratio for the Shanghai Composite Index, CSI 300, CSI 500, CSI 1000, and CSI 2000 was 0.1, 0.11, 0.39, 0.52, and 0.5 times respectively, indicating a general decline in operational efficiency [9][60] - The total assets of large-cap, mid-cap, and small-cap stocks reached 4,094,360.75 billion, 157,925.18 billion, and 108,023.46 billion respectively, with year-on-year growth rates of +7.7%, +3.4%, and +0.9% [29][66] - The net assets of large-cap, mid-cap, and small-cap stocks were 594,349.52 billion, 56,899.44 billion, and 44,319.78 billion respectively, with year-on-year growth rates of +6.7%, +3%, and +1.5% [54][66]