图表内容
图表16.中信一级行业22A&23Q1业绩表现概览
一级行业
22Q1
22Q2
22Q3
22Q4
23Q1
△23Q1-224
△23Q1-22Q4
传媒
-24.4%
-30.3%
-32.3%
-83.1%
22.7%
105.8%
480.7%
计算机
48.7%
-36.9%
-35.0%
-37.9%
54.9%
92.7%
96.8%
通信
19
7%
15.1%
20.7%
43.8%
8.6%
-35.3%
-172.6%
-7.4%
-20.2%
-27.4%
-34.6%
-57.0%
-22.4%
5.4%
电力设备及新能源
37.1%
63.7%
63.1%
80.0%
53.8%
-26.2%
-119.1%
机械
-18.2%
-18.3%
-14.8%
-6.8%
-2.0%
4.8%
-58.2%
国防军工
15.9%
9.8%
3.8%
-4.1%
-3.1%
0.9%
32.1%
汽车
-14.7%
-21.7%
-6.3%
-0.5%
7.6%
-104.7%
食品饮料
16
3%
12.6%
12.2%
11.6%
18.4%
6.8%
9.1%
医药
23.5%
7.9%
6.7%
-5.2%
-27.2%
-22.0%
42.6%
-191.7%
-201.8%
139.6%
142.6%
76.6%
-66.0%
-66.7%
8.8%
-8.9%
-16.8%
-30.5%
-9.6%
20.8%
168.1%
消费者服务
48.8%
-71.7%
-52.8%
-67.8%
164.2%
232.0%
123.3%
南贺零售
-14.3%
-15.4%
-8.0%
60.4%
37.7%
-22.8%
6.9%
轻工制造
-40.4%
-30.9%
-26.1%
-29.1%
-29.4%
-0.2%
117.0%
银行
8.7%
7.5%
8.0%
7.6%
2.4%
-5.2%
-3.8%
非银行金融
40.0%
-19.9%
-22.8%
-26.5%
64.3%
90.8%
107.6%
电力及公用事业
-26.5%
-18.2%
1.5%
47.6%
34.4%
-13.2%
-68.6%
交通运输
44.6%
-24.2%
-29.2%
-47.5%
3.2%
50.6%
119.0%
房地产
-43.9%
-64.9%
-72.4%
-341.2%
-29.7%
311.6%
64.4%
-17.7%
-30.1%
-38.5%
49.1%
-64.5%
-15.4%
21.2%
建筑
9.6%
4.8%
4.2%
10.8%
10.1%
-0.7%
-48.6%
家电
9.1%
11.1%
10.6%
8.3%
12.8%
4.5%
12.8%
煤炭
82.8%
96.5%
68.3%
49.2%
1.3%
-47.9%
8.1%
石油石化
23.1%
23.0%
12.7%
6.9%
-9.7%
-16.5%
12.8%
基础化工
40.7%
30.1%
13.4%
2.4%
48.3%
-50.7%
-10.0%
有色金属
129.1%
99.1%
73.3%
62.6%
-19.8%
-82.4%
-52.7%
-25.3%
-52.2%
-70.3%
-71.8%
-68.5%
3.2%
49.2%
资料来源：万得，
