Looking at the industry's "cold and warm" from the perspective of leading companies, semiconductor and automotive leaders have significantly led in profits
According to the Securities Times, more than 1,570 A-share listed companies have released performance forecasts or express reports for 2024. According to the forecast lower limit data and express report data, 798 companies achieved profitability throughout the year, accounting for more than 50%. There are 378 companies (excluding loss-making) that have achieved profitability and year-on-year growth. The performance of Zhengdan Co., Ltd., North China Pharmaceutical, Sinomach Automobile, Demingli, and Huguang Co., Ltd. has increased significantly, with an increase of more than 1,000%. As the annual report forecasts are disclosed one after another, many leading companies have revealed the "true face" of their performance. The leading companies are the leaders in the industry and are very representative. They can be used as a vane to peek into the operating conditions of the entire industry. Securities Times Databao conducts performance statistics on individual stocks with a market value of more than 50 billion yuan to explore the profitability of different industries in 2024. As of January 22, 60 companies with a market value of more than 50 billion yuan have released performance forecasts or express reports. Judging from the forecast net profit lower limit or express report, only 6 companies are expected to lose money, and the proportion of companies expected to make a profit has reached 90%. 16 companies including Kweichow Moutai, COSCO SHIPPING Holdings, CATL, Zijin Mining and others had net profits exceeding 10 billion yuan. From the perspective of industry, the performance of the technology industry is quite differentiated; the photovoltaic industry is generally in the red; the banking sector is generally expected to increase; the utilities sector performed well; the automobile industry maintained a high prosperity, and the performance of many leading companies increased significantly; the breeding industry showed signs of getting out of the downward cycle, Muyuan shares and Wens shares turned losses around, and Haida Group's performance was expected to increase.
