今年A股业绩增速主要由哪些行业拉动？
2024H1全部A股业绩增速磨底，归母净利润同比增速有所回落。我们对全A归母净利润同比增速的贡献结构作了进一步拆分，发现TMT和消费是今年全A业绩增速变化的主要拉动项。
从具体行业看，一级行业视角下，石油石化、农林牧渔、电子、非银金融和食品饮料对今年全A业绩增速的贡献较高，24H1全A归母净利润同比增速-2.6%，而这五大行业合计贡献增速达到了3.09%。
从二级行业看，保险、养殖业、油气开采、电力和工业金属，对全A业绩增速变化的贡献幅度居前，合计贡献增速为3.36%。
本文作者张启尧（SAC执业证书编号：S0190521080005），来源：尧望后市，原文标题：《【兴证策略】今年A股业绩增速主要由哪些行业拉动？》
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