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上市公司中报业绩盈利上修
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招商证券:中报后业绩上修集中在医药、TMT和中高端制造等
Ge Long Hui· 2025-09-07 01:09
Group 1 - The core viewpoint of the report indicates that companies with upward revisions in earnings before and after the disclosure of mid-year performance are primarily concentrated in sectors such as pharmaceuticals (chemical preparations, medical R&D outsourcing, other biological products, raw materials), TMT (digital chip design, IT services III, vertical application software, communication network equipment and devices, gaming III, printed circuit boards, analog chip design), and high-end manufacturing (chassis and engine systems, other specialized equipment, energy and heavy equipment, aerospace equipment III, lithium batteries) [1] - Additional sectors identified with upward earnings revisions include securities, copper, pesticides, other chemical products, and thermal power [1]