隨著上(shang)市公司(si)中(zhong)(zhong)(zhong)報(bao)披露完(wan)畢，國壽安保基金認為，A股中(zhong)(zhong)(zhong)報(bao)業績(ji)總(zong)體(ti)平(ping)穩，凈(jing)利潤增(zeng)速(su)(su)微(wei)幅(fu)回(hui)落，但(dan)ROE上(shang)行。全部A股中(zhong)(zhong)(zhong)報(bao)歸(gui)母(mu)凈(jing)利潤增(zeng)速(su)(su)小幅(fu)上(shang)行，剔除金融和(he)石油石化后增(zeng)速(su)(su)有(you)所放緩，中(zhong)(zhong)(zhong)小創下(xia)滑幅(fu)度較(jiao)大。從(cong)營(ying)業收入來看(kan)，非金融企(qi)(qi)業營(ying)業收入同(tong)比(bi)增(zeng)速(su)(su)下(xia)滑至(zhi)11.49%，較(jiao)一(yi)(yi)(yi)季度回(hui)落1.62個(ge)(ge)百(bai)分(fen)點；從(cong)毛利率(lv)(lv)來看(kan)，非金融企(qi)(qi)業中(zhong)(zhong)(zhong)報(bao)毛利率(lv)(lv)19.98%，較(jiao)一(yi)(yi)(yi)季報(bao)小幅(fu)抬升(sheng)0.22個(ge)(ge)百(bai)分(fen)點；從(cong)盈利能力來看(kan)，非金融企(qi)(qi)業中(zhong)(zhong)(zhong)報(bao)ROE（TTM）為8.30%，較(jiao)一(yi)(yi)(yi)季報(bao)提升(sheng)0.5個(ge)(ge)百(bai)分(fen)點，較(jiao)去年中(zhong)(zhong)(zhong)報(bao)提升(sheng)0.96個(ge)(ge)百(bai)分(fen)點，主要由資產周轉(zhuan)率(lv)(lv)的加快(kuai)驅動。

　　行(xing)業(ye)(ye)(ye)(ye)方面，商(shang)業(ye)(ye)(ye)(ye)貿(mao)易、鋼(gang)鐵、化工(gong)、計算機(ji)(ji)、采掘、休閑服(fu)務、紡織服(fu)裝(zhuang)等(deng)行(xing)業(ye)(ye)(ye)(ye)中(zhong)(zhong)(zhong)報(bao)(bao)業(ye)(ye)(ye)(ye)績增(zeng)速升(sheng)幅(fu)較(jiao)大(da)，而(er)通信、建材、農牧、電氣設備、有色(se)、交運(yun)、機(ji)(ji)械等(deng)行(xing)業(ye)(ye)(ye)(ye)中(zhong)(zhong)(zhong)報(bao)(bao)業(ye)(ye)(ye)(ye)績增(zeng)速降幅(fu)較(jiao)大(da)，盡管市場底部震(zhen)蕩，中(zhong)(zhong)(zhong)報(bao)(bao)業(ye)(ye)(ye)(ye)績有改善(shan)的行(xing)業(ye)(ye)(ye)(ye)還是不乏機(ji)(ji)會。