JPMorgan-China Equity Strategy 66100 of MXCNCSI-300 have reported...-115461183

报告摘要

核心要点

17 May 2025

报告信息

文件全名: 《JPMorgan-China Equity Strategy 66100 of MXCNCSI-300 have reported...-115461183.pdf》
适合读者: 战略规划行业研究员
核心数据: 66%/100% of MXCN/CSI-300 have reported 1Q25
As of 16 May, c.66% of MXCN index market cap (468 out of 580) had reported
by 6.5% y-y, with 3.4% sales per share growth and 40bps NPM expansion y-y.
Beat/miss ratio stood at 44%/51% (based on the stats for 217 constituents), much
better than the 39%/58% for 4Q24. MXCN consensus 2025/2026 EPS growth
核心议题: AI

常见问题

《JPMorgan-China Equity Strategy 66100 of MXCNCSI-300 have reported...-115461183》主要包含哪些内容?

Global Markets Strategy This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the writte核心数据:66%/100% of MXCN/CSI-300 have reported 1Q25;As of 16 May, c.66% of MXCN index market cap (468 out of 580) had reported;by 6.5% y-y, with 3.4% sales per share growth and 40bps NPM expansion y-y.。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 15。

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适合战略规划、行业研究员等读者参考。

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重点分析了AI等议题。