UBS Equities-China Equity Strategy _Q2 A-share outlook New momentum gath...-107506987

2024-04宏观经济20免费

📄 文件全名: 《UBS Equities-China Equity Strategy _Q2 A-share outlook New momentum gath...-107506987.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: We expect EPS growth for the A-share CSI 300 to rise from 3% in 2023E to 8% in 2024E
(NBS) data showed industrial profit rose 16.2%/10.2% YoY in Q423/2M24, indicating
600028.SS Sinopec - A Buy 107,055 774,264 6.36 8.20 29% 134 17% -1% 8.9 0.9
600900.SS Yangtze Power Buy 86,710 627,120 25.63 26.10 2% 303 22% 9% 16.5 2.5
601319.SS PICC Group - A Buy 31,674 229,080 5.18 6.50 25% 51 12% 10% 8.2 0.8
🏷️ 核心议题: #GDP

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报告摘要

Global Research and Evidence Lab Q2 A-share outlook: New momentum gathering A new round of market rally is building

📋 核心要点(部分)

000786.SZ BNBM Buy 6,821 49,334 29.20 32.95 13% 45 22% 14% 10.1 1.7
688116.SS Cnano Buy 1,280 9,261 26.96 33.00 22% 29 26% 58% 16.1 2.6

❓ 常见问题

《UBS Equities-China Equity Strategy _Q2 A-share outlook New momentum gath...-107506987》主要包含哪些内容?

Global Research and Evidence Lab Q2 A-share outlook: New momentum gathering A new round of market rally is building核心数据:We expect EPS growth for the A-share CSI 300 to rise from 3% in 2023E to 8% in 2024E;(NBS) data showed industrial profit rose 16.2%/10.2% YoY in Q423/2M24, indicating;600028.SS Sinopec - A Buy 107,055 774,264 6.36 8.20 29% 134 17% -1% 8.9 0.9。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 20。

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这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了GDP等议题。