火速围观！2024年业绩预告解读，这六大行业“战绩”赫赫

Group 1 - Approximately 20% of the 942 companies that disclosed their 2024 performance forecasts achieved profit growth, with 117 companies expecting significant increases and 52 expecting slight increases [2][4] - The top three industries with the highest proportion of companies achieving profit growth are machinery, electronics, and basic chemicals, each exceeding 10% [4][6] - The automotive sector is expected to maintain stable growth in 2024, driven by a significant increase in the production and sales of new energy vehicles [6][39] Group 2 - The basic chemicals sector is experiencing a tight supply-demand balance in the phosphate rock industry, contributing to a stable profit outlook for companies like Yuntianhua, which forecasts a 17% profit increase [19][24] - The TMA industry is seeing explosive growth, with companies like Zhengdan Co. predicting a 110-fold increase in profits due to a sudden change in supply dynamics [24][26] - The electronics sector is buoyed by the recovery of the semiconductor and consumer electronics markets, with companies like Luxshare Precision and Northern Huachuang expecting profit increases of 20% and 33%, respectively [29][30] Group 3 - In the agriculture and animal husbandry sector, companies like Muyuan Foods and Wens Foodstuffs are experiencing significant profit growth due to rising pig prices and decreasing feed costs, with profit increases of 499% and 241%, respectively [8][10] - The automotive industry is highlighted by Great Wall Motors, which anticipates a 77% increase in profits, driven by strong sales in its Tank series [38][39] - The pharmaceutical sector remains smaller in scale, with companies like Dong'e Ejiao and Chuaning Bio expecting profit increases of 30% and 45%, respectively, due to improved product performance and cost reductions [41][42] Group 4 - The report indicates that the overall profit scale of the 942 companies is projected to reach 934 billion, with profitable companies contributing 3,111 billion [44] - Notable companies with profits exceeding 50 billion include Kweichow Moutai and COSCO Shipping, with profit increases of 15% and 106%, respectively [44][45] - The white liquor industry is expected to stabilize in 2025, with demand anticipated to recover during the Spring Festival, potentially alleviating inventory risks [46][47]