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国信证券-2022年报&2023一季报深度复盘:二次筑底,复苏在即-230501

全 A 企业 2023Q1 业绩二次筑底。(1)整体法口径下,全A、全A非金融、全 A 两非净利润 2023 Q1 单季度净利润增速分别为 2.17%、-5.05%和-5.74%。(2)营收方面,全A、全A非金融、全A两非2023Q1营收增速分别为1.95%、3.86%和 4.57%,2022Q4、2023Q1 持续降速。 分上市板看,科创业绩下行尤为明显。(1)从营收增速看,2022H2、202

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