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经济整体持续向好,推荐关注游戏、航空机场等板块
Hengtai Securities· 2025-09-02 10:39
- The report tracks the profitability data of listed companies in various industries for Q2 2025, highlighting that sectors like agriculture, forestry, animal husbandry, and fishery are in a relatively high prosperity and low valuation range[2] - The report shows that industries such as communication, agriculture, forestry, animal husbandry, fishery, non-ferrous metals, and non-bank finance have high ROE (TTM) data in the past decade, while industries like construction decoration, real estate, banking, light industry manufacturing, biomedicine, computer, and power equipment are at low levels[2] - The report indicates that the ROE (TTM) data for industries such as agriculture, forestry, animal husbandry, fishery, electronics, non-bank finance, and non-ferrous metals are on the rise year-on-year, while industries like real estate, coal, and petroleum and petrochemical have seen significant declines[2][3] - The report highlights that in the secondary industries, sectors like liquor, animal husbandry, white goods, insurance, and oil and gas extraction have high ROE (TTM) data, with liquor industry at 27.02%, animal husbandry at 21.91%, and white goods at 19.92%[3] - The report also notes that the median ROE (TTM) data for all secondary industries is 5.90%[3] - The report identifies that sectors such as animal husbandry, energy metals, feed, games, motorcycles and others, and marine equipment have shown significant year-on-year increases in ROE data over the past two quarters[3]