工业企业利润回落幅度有限,经济韧性仍较强。1-7月份,全国规模以上工业企业实现利润总额42481.2亿元,同比增长21.2%,增速比1-6月份放缓0.8个百分点。我们认为宏观经济仍具韧性,而企业利润结构分化也为资本市场带来重要投资机会,上业仍优势较大。
Industrial profits fell and economic resilience is still strong. 1 - in July, the national industrial enterprises above designated size total profit of 4.24812 trillion yuan, up 21.2% from a year earlier, faster than June 1-0.8% slower. We believe that the macroeconomic remains toughness, while corporate profits also bring important investment opportunities for capital market structure differentiation, the industry is still bigger advantage.