Signs of macroeconomic recovery three quarterly results pre-Hi company Super 60%

As of yesterday's close, 940 A-share listed companies released this year's three quarterly results, the "Volkswagen Securities" statistics found, whether from a good number, or net profit growth, the three quarterly notice is significantly better than the same period last year. This shows that the micro-level of profit improvement trend is becoming clearer, also confirms the second half of the macroeconomic recovery signs of gradual clarity. Financial profit PO, current savings interest rate increase 1000% wind data show that in the elimination of the forecast is uncertain 20 companies, 920 companies, three quarterly results are expected to increase, turning around, a slight increase and surplus of the number of companies reached 556, accounting for more than 60.43%. Compared to past data, the 920 companies, the same period last year, the net profit growth is only 419, and this year the time is 506. Of the 556 forecasts to good companies, last year's quarterly net profit growth fell but the results of the same period this year to achieve a major reversal of the company abound. BYD, for example, fell 94.08% per cent year-on-year in its quarterly net profit of 2012, but this year it is expected to increase by 1959% to 2,184%. Also such as Ding Han technology, net profit dropped 95.99% last year, but now the advance 970%-1000%. 　　Again, such as Sichuan Double Horse, last year's third quarterly performance or Drop 107.04%, now salted fish turned a profit, forecast a big increase of 239.04%-285.38%. The VW Securities journal found that, like the 3 companies listed above, the number of companies with a three-quarter earnings change was as many as 182, accounting for 32.73% of 556 companies. This shows that the report has shown that the overall profitability of listed companies to improve the momentum in the third quarterly is expected to continue. In fact, the data from the Volkswagen Securities journal also support this view. 　　813 of the three quarterly forecasts have a profit upper and lower limit of the company, its average advance margin of the lower limit of 20.56%, the upper limit of 69.38%, are significantly better than the same period last year, the company's net profit fell 19.26% pattern. U S dollars, a strategic analyst at Datong Securities, said yesterday that the quarterly forecasts were significantly better than last year, both in terms of volume and growth, reflecting the growing trend towards improved micro-profitability, which confirmed the gradual clarity of signs of macroeconomic recovery in the second half. Sichuan Double Horse Securities Department staff yesterday told reporters that the three quarterly results forecast to achieve a profit, "on the one hand, the company to strengthen management, further reduce costs, and the other is the improvement of the cement sales market." "Ding Han Technology Securities Department a male staff member yesterday also told reporters:" The three quarterly forecast growth is relatively large, mainly this year the railway industry is better than last year. In addition, the implementation of the subway orders this year more concentrated, but also support the performance. For now, the hand-held subway orders account for half. Considering that the subway order execution cycle is longer, generally in 2 years or so, plus the local investment in this area is still good, the future of the company is expected to have a positive contribution to the performance. "It is noteworthy that from the 556 quarterly notice to the good companyIndustry distribution, Middle-midstream manufacturing is the most concentrated. Among them, only mechanical equipment on as many as 96, for the company's largest number of industries, accounting for more than 17.27%, the chemical industry ranked second, 63, plus delivery Equipment 36, three industry total accounted for 556 companies 35%. Coupled with the delivery equipment, consumer areas are also a number of concentrated industries, such as pharmaceutical biology, light manufacturing, special needs to be noted last year, the industry boom is not high textile and apparel, household appliances. 　　In addition, real estate and related building materials, the number is also more, especially the latter is related to infrastructure. Ding Han technology in machinery and equipment industry These people also said to reporters: "Early this year, the establishment of equity incentive right to the target, there is a demand for 2013 year performance growth of more than 360%, that is, the whole year in more than 43.0322 million, from the current situation, the company has confidence to complete." 　　"And the reporter rough calculation found that this means that in the three quarter estimated net profit, its four-quarter profit will reach about 15 million, the chain three quarter growth of about 1 time times." Tang Yunfei, a senior researcher at founder Securities, said that in the second half of the year, all sorts of data showed good signs of macroeconomic recovery, such as the 7 August PMI data continued to rise, and the latest HSBC China September PMI initial. So for the next few months, the cyclical industry, which has improved and is improving, deserves further attention.