Morgan Stanley's data shows that due to the damage to epidemic prevention, Chinese companies have released the worst quarterly performance preview since January to March 2020.
According to Bloomberg, Morgan Stanley's strategist wrote in a report on Thursday (21st) that this is also the second quarter of 2018 to track the quarterly performance forecast in the second quarter of 2018.The second difference in the past.The survey results are based on 1688 companies. These companies have disclosed preliminary results as of July 18, and these companies account for about one -third of the A -share market.
Reports show that compared to positive previews, the proportion of negative trailers of cars, diversified finance, and business and professional services is the highest.In contrast, of the 24 categories, consumer services, food and staple foods, retail and transportation are the only net preview industry categories.
In addition, the analyst of Citi Group wrote in a report on Thursday that the aviation, machinery and materials industries may be the worst performance of Chinese companies in the first half of the year.