Which industries have seen significant upward revisions in profit expectations since "9·24"?

Since the policy reversal on September 24, 2024, the industries with the highest median increase in net profit expectations for 2025 are mainly concentrated in the real estate chain & infrastructure chain (decoration materials, infrastructure construction, real estate development, real estate services, ordinary steel, glass fiber) , non-bank (insurance, securities) , services & discretionary consumption (tourist attractions, medical beauty, cosmetics, entertainment products, retail, gaming) , and traditional consumption (snack foods, aquaculture), etc.

According to the consensus expected growth rate, the sub-industries expected to reverse their difficulties in 2025 are mainly concentrated in the real estate chain & infrastructure chain (real estate development, decoration, infrastructure construction, housing construction, cement, ordinary steel, glass fiber, kitchen appliances, home furnishings, etc.), service consumption (education, healthcare, professional services, retail, film and television, gaming, etc.), new energy (photovoltaic equipment, photovoltaic power generation, wind power equipment, etc.), finance (brokerage, asset management, etc.), as well as military industry and computer sectors, which overlap significantly with industries that have recently revised up their profit expectations. The sub-industries expected to see accelerated prosperity next yearare mainly concentrated in theexport chain**(shipbuilding, commercial vehicles, motorcycles, power grid equipment, construction machinery, etc.),AI(consumer electronics, panels, communication equipment, computer equipment),and travel chain (aviation, hotel and catering) sectors.

The sub-industries expected to see accelerated prosperity next year are mainly concentrated in the export chain (shipbuilding, commercial vehicles, motorcycles, power grid equipment, construction machinery, etc.), AI (consumer electronics, panels, communication equipment, computer equipment), and travel chain (aviation, hotel and catering) sectors.

Author of this article: Zhang Qiyao S0190521080005, Source: Yao Wang Hou Shi, Original title: "Which industries have seen significant upward revisions in profit expectations since '9·24'?"

Risk warning and disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account individual users' specific investment goals, financial conditions, or needs. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk