According to the Huatai Securities Research Report, the performance period focuses on the three major clues of AI, price increases, and manufacturing. As the intensive disclosure period of performance forecasts approaches, Huatai Securities observes from multiple dimensions: 1) The disclosure rate of mid-term performance forecasts is still low. The industries with the highest disclosure rate and expected rate are petrochemicals, non-banking, non-ferrous, chemicals, electronics, etc., and the industries with the highest median net profit growth rate are agriculture, petrochemicals, military, computers, media. As the disclosure rate rises or is still changing; 2) Examine the changes in profit expectations in the past month. The industries with the highest revisions are coal, building materials, electronics, communications, chemicals, etc. The previous industries were building materials, coal, nonferrous, communications, and machinery; 3) Mesoscopic data shows Clues to improving the economy focus on AI chains, price increase chains, and manufacturing overseas.

According to the Huatai Securities Research Report, the performance period focuses on the three major clues of AI, price increases, and manufacturing. As the intensive disclosure period of performance forecasts approaches, Huatai Securities observes from multiple dimensions: 1) The disclosure rate of mid-term performance forecasts is still low. The industries with the highest disclosure rate and expected rate are petrochemicals, non-banking, non-ferrous, chemicals, electronics, etc., and the industries with the highest median net profit growth rate are agriculture, petrochemicals, military, computers, media. As the disclosure rate rises or is still changing; 2) Examine the changes in profit expectations in the past month. The industries with the highest revisions are coal, building materials, electronics, communications, chemicals, etc. The previous industries were building materials, coal, nonferrous, communications, and machinery; 3) Mesoscopic data shows Clues to improving the economy focus on AI chains, price increase chains, and manufacturing overseas.