策略快评：寻找中报可能的超预期

华创证券有限责...2025-07-23

寻找中报可能的超预期摘要中报预告报喜率44%，非银/有色/电子报喜占比高。1564家A股上市公司披露25年中报业绩预告，报喜率44%。从行业报喜占比来看，非银、有色、电子、农林牧渔、汽车等行业占比较高。报喜公司数量：电子/化工/机械居前。报喜公司：电子（73家）、化工（59家）、机械（56家）、汽车（47家）、医药（43家）居前。报忧公司：化工（72家）、医药（61家）、机械（55家）、计算机（...

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