浙商证券：盈利持续修复关注低库存行业利润反转强度

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证券时报网讯，浙商证券研报指出，2024年1—2月规上工业企业利润增速高增，主因工业平稳修复、去年同期较低基数支撑。工业盈利开局平稳修复，装备制造业挑大梁，当前库存低分位数的行业利润反转弹性较大，值得关注。若基建、地产“三大工程”等国内需求得到释放，相关产业利润有望表现积极。2024年投资机会在于从传统生产力到新质生产力的切换，上半年传统生产力相对占优，基建、地产稳增长和出口性价比红利需关注，...

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浙商证券：盈利持续修复 关注低库存行业利润反转强度

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浙商证券：盈利持续修复关注低库存行业利润反转强度