12 months to 24 Sep 2025 前 12 个月
12 months to 24 Sep 2026 近 12 个月Below each bar: brokers publishing and Market Capitalisation总市值The share price multiplied by every share in issue, which is what the whole company costs at today’s price. It is quoted here in 亿, or hundreds of millions. 股价乘以全部已发行股份,即按今日价格买下整家公司的代价。本站以亿为单位。▸ Hong Kong listings are quoted in HKD and Mainland listings in CNY, so compare like with like. 港股以港元计价、内地以人民币计价,比较时注意口径。柱下为发布券商数和市值
Where the Estimates Moved 盈利预测的变化
For each company, how far the brokers who updated since 26 Jun 2026 moved their FY2026 forecast of Earnings per Share每股收益Total profit divided by the number of shares. It is the part of the year’s profit that belongs to one share. 净利润除以股份数,即一股所对应的年度利润。In This Case 本例中1,498 companies have an FY2026 consensus EPS, the median of the broker forecasts on file.▸ Check whether the share count is falling, because buybacks raise EPS without raising profit. 留意股份数是否在减少:回购会抬高每股收益而利润并未增加。: the median of their changes. Shown where at least 2 brokers updated.
688428.SH · forecast EPS raised +162.2%, the median of 2 of 4 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS ¥0.14 · Estimates 预测 → 2家券商(共4家)更新,每股收益预测中位数上调+162.2% · FY2026 一致预期 ¥0.14
603127.SH · forecast EPS raised +125.4%, the median of 2 of 2 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS ¥1.34 · Estimates 预测 → 2家券商(共2家)更新,每股收益预测中位数上调+125.4% · FY2026 一致预期 ¥1.34
920118.BJ · forecast EPS raised +116.2%, the median of 2 of 3 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS ¥1.52 · Estimates 预测 → 2家券商(共3家)更新,每股收益预测中位数上调+116.2% · FY2026 一致预期 ¥1.52
002841.SZ · forecast EPS raised +103.1%, the median of 2 of 2 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS ¥3.58 · Estimates 预测 → 2家券商(共2家)更新,每股收益预测中位数上调+103.1% · FY2026 一致预期 ¥3.58
000803.SZ · forecast EPS raised +91.7%, the median of 2 of 2 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS ¥0.34 · Estimates 预测 → 2家券商(共2家)更新,每股收益预测中位数上调+91.7% · FY2026 一致预期 ¥0.34
300782.SZ · forecast EPS cut +2,178.3%, the median of 2 of 2 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS −¥0.76 · Estimates 预测 → 2家券商(共2家)更新,每股收益预测中位数下调+2,178.3% · FY2026 一致预期 −¥0.76
688180.SH · forecast EPS cut +437.5%, the median of 2 of 3 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS −¥0.39 · Estimates 预测 → 2家券商(共3家)更新,每股收益预测中位数下调+437.5% · FY2026 一致预期 −¥0.39
600438.SH · forecast EPS cut +204.2%, the median of 2 of 3 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS −¥1.65 · Estimates 预测 → 2家券商(共3家)更新,每股收益预测中位数下调+204.2% · FY2026 一致预期 −¥1.65
002865.SZ · forecast EPS cut +86.3%, the median of 2 of 4 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS −¥0.19 · Estimates 预测 → 2家券商(共4家)更新,每股收益预测中位数下调+86.3% · FY2026 一致预期 −¥0.19
601127.SH · forecast EPS cut +83.4%, the median of 4 of 4 brokers who updated since 26 Jun 2026 · FY2026 consensus EPS ¥0.76 · Estimates 预测 → 4家券商(共4家)更新,每股收益预测中位数下调+83.4% · FY2026 一致预期 ¥0.76
Forecast EPS 预测变动
−83.4%
How These Numbers Are Counted 口径说明
Periods end on 24 Sep 2026, the date of the newest report. 统计期截至最新研报日期 24 Sep 2026。
A revision needs at least 2 brokers who updated. Not shown for FY2026: 594 companies with fewer and 497 with none. 预测变动至少需要 2 家更新预测的券商。FY2026 未列示:594 家不足、497 家没有更新券商。
Loss Base 亏损基数 marks a consensus EPS of zero or below. 标记一致预期每股收益为零或负数的公司。
Sign Change marks a forecast that crossed between profit and loss. For FY2026, 28 are excluded from the percentages. 盈亏转换指预测在盈利与亏损之间跨越;FY2026 有 28 家不计入百分比。
1,300 reports could not be matched to a listing and are left out of the company figures. 1,300 份研报无法匹配到上市公司,不计入公司数据。
Who Is Publishing 谁在发研报
45 brokers published in the 12 months to 24 Sep 2026. The 8 below wrote 71.2% of the 12,064 reports. 截至 24 Sep 2026 的 12 个月内有 45 家券商发布研报;下列 8 家发布了全部 12,064 份中的 71.2%。
东吴证券1,948
16.1%
752 companies 家公司 · Last published 最新
24 Sep 2026
开源证券1,578
13.1%
648 companies 家公司 · Last published 最新
24 Sep 2026
国信证券1,277
10.6%
603 companies 家公司 · Last published 最新
24 Sep 2026
国金证券1,154
9.6%
472 companies 家公司 · Last published 最新
24 Sep 2026
中邮证券845
7.0%
559 companies 家公司 · Last published 最新
24 Sep 2026
太平洋652
5.4%
389 companies 家公司 · Last published 最新
24 Sep 2026
西南证券621
5.1%
451 companies 家公司 · Last published 最新
23 Sep 2026
信达证券520
4.3%
248 companies 家公司 · Last published 最新
16 Sep 2026
Ratings Published 评级分布
Buy 买入7,957 70.7%
Add 增持3,221 28.6%
Neutral 中性52 0.5%
Hold 持有30 0.3%
Of the 12,064 reports, 11,260 carry a rating and none is a Sell 卖出 or Reduce 减持. 12,064 份研报中 11,260 份给出评级,其中 0 份为卖出或减持。
Coverage Over Time 覆盖趋势
Report volume follows the results calendar. In the last 24 months the busiest full month was Apr 2025, with 3,543 reports on 1,482 companies, and the quietest was Feb 2026, with 250. 研报数量跟随业绩披露日历。近 24 个月中,最忙的整月是 2025 年 4 月,3,543 份研报覆盖 1,482 家公司;最淡的是 2026 年 2 月,250 份。
Reports per Month 每月研报量
29,102 reports in 24 months · Peak 3,543 in Apr 2025
24 个月共 29,102 份,峰值 3,543