4500 4000 3500 3000 2500 2000 1500 1000 500 0 2023-03 300 250 200 150 100 50 0 2024-03 成交额(亿元) 收盘价 投资要点 请阅读最后评级说明和重要声明 一、资讯要闻3 二、周观点5 三、市场概览7 1.主要指数表现7 2.申万一级行业涨跌幅7 3.两市交易额8 4.本周热点板块涨跌幅9 四、投资建议10 ...........................................................................................................4 ....................................................................................................................................8 ...................................................................................................................................................8 ...........................................................................................................................................9 ...................................................................................................3 .............................................................................................................3 .............................................................................................6 ...................................................................................................................................................7 2 营收增速(%) 归母净利润增速(%)经营现金流净额增速(%) 2024Q12024Q22024Q12024Q22024Q12024Q2 汽车社会服务 传媒医药生物计算机商贸零售农林牧渔房地产基础化工美容护理 钢铁银行 建筑材料 煤炭建筑装饰石油石化 2023-03 2023-04 2023-05 2023-06 2023-07 2023-08 2023-09 2023-10 2023-11 2023-12 2024-01 2024-02 2024-03 2024-04 2024-05 2024-06 2024-07 2024-08 2.0% 1.0% 0.0% -1.0% -2.0% -3.0% -4.0% -5.0% -6.0% 4500 4000 3500 3000 2500 2000 1500 1000 500 0 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 两市成交额(亿元) 沪深300收盘价 8