Zhejiang merchants' strategy: Which broad base, style, and industry have seen continuous increase in net profit growth?
For investors who focus on profitability and sustainability, they can pay attention to the CSI 500, CSI 1000, and ChiNext indices. Style indices focus on large-cap growth. CITIC's primary industries to focus on include non-ferrous metals, building materials, automotive, electronics, and household appliances.
The Zheshang strategy team evaluates the cumulative year-on-year growth rate of net profit attributable to parent company for six major broad-based indices, ten style indices, and over thirty primary industry indices, focusing on the continuity of their growth. Using a marginal thinking perspective, among the broad-based indices, the CSI 500, CSI 1000, and ChiNext Index scored the highest. In the style indices, the large-cap growth index scored the highest. For the CSI primary industries, the scores were higher for non-ferrous metals, building materials, automobiles, electronics, and household appliances.
Summary:
1. Broad-based indices: CSI 500, CSI 1000, and ChiNext Index scored the highest.
2. Style indices: Large-cap growth scored the highest.
3. Industries: Non-ferrous metals, building materials scored higher.
4. Conclusion and Investment Advice: Focus on CSI 500, CSI 1000, and ChiNext Index for broad-based indices, large-cap growth for style indices, and non-ferrous metals, building materials, automobiles, electronics, and household appliances for primary industries.
5. Risk Warning: Subjective evaluation standards, lack of backtesting verification, limited analysis dimensions, and lagging conclusions.
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