Industrial: What clues are revealed in the third quarter report forecast?
A-shares are about to enter the peak period of third quarter earnings disclosure, and market attention to performance has significantly increased.
Industrial released a research report stating that all A-share third quarter performance will be disclosed by October 31, entering the peak period of disclosure next week, and the market's focus on performance will significantly increase. Based on the performance of key companies that have already been disclosed (including actual performance, performance report, performance forecast), the highlights of the third quarter report mainly include electronics (semiconductors, consumer electronics), medical services, photovoltaic equipment, chemicals (agricultural chemicals, chemical products), non-ferrous metals (minor metals, precious metals, new materials), securities and insurance.
In terms of performance forecasts, there is no mandatory disclosure requirement for third quarter performance forecasts of listed companies, and performance reports also follow the voluntary disclosure principle, with companies voluntarily disclosing their performance by October 15. As of 18:00 on October 15, 125 companies (excluding new stocks) have disclosed their third quarter performance forecasts/reports/actual performance. Companies that choose to voluntarily disclose performance forecasts usually perform well, so some highlights of the third quarter report can be captured from the performance forecasts.
Risk warning
The risk of errors in calculation results due to incomplete data; the risk that disclosed performance individual stocks do not represent the overall market; this information is for reference only and does not involve investment advice.
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