> 数据图表我想了解一下表：申万一级行业一致预期ROE和归母净利润同比增速2025-5-0表：申万一级行业一致预期ROE和归母净利润同比增速盈利与景气 本期市场盈利预期呈现“短期回暖、长期承压”的结构性分化，25年归母净利润增速短期明显改善，但2026年盈利预期急转直下，凸显市场对长期盈利持续性的担忧。 本期申万一级行业25年一致预期ROE有6个行业上调，25个行业下调，下调行业数量较上期减少1个。其中煤炭、电力设备、美容护理等行业下调幅度最大。26年一致预期ROE有8个行业上调，23个行业下调。其中综合、煤炭、美容护理等行业下调幅度最大，石油石化、建筑材料上调幅度最大。 本期申万一级行业25年一致预期归母净利润增速有23个行业上调，8个行业下调，同样上调行业数量较上期大幅增加，其中钢铁、电力设备行业大幅上调，其次传媒、电子、美容护理、国防军工、轻工制造等行业盈利预期上调幅度超过10个百分点。房地产行业下调幅度最大。 26年一致预期归母净利润增速有3个行业上调，28个行业下调，电力设备、传媒下调幅度最大。请务必阅读正文之后的免责条款部分资料来源：iFind，国元证券研究所50行业房地产钢铁纺织服饰国防军工电力设备传媒基础化工汽车电子美容护理建筑材料计算机轻工制造医药生物煤炭家用电器机械设备石油石化食品饮料综合有色金属银行建筑装饰交通运输1.2%4.7%11.5%8.5%11.0%10.6%11.2%12.0%10.0%12.0%6.1%8.5%11.3%10.4%10.6%17.6%10.4%10.8%22.2%12.3%13.1%9.7%8.0%9.0%公用事业10.0%通信社会服务非银金融环保农林牧渔商贸零售9.9%9.5%11.3%7.5%11.7%6.6%一致预期ROE（FY1)环比变化一致预期ROE（FY2)环比变化一致预期归母净利润同比增速（FY1)-0.87%-0.18%-0.31%-0.01%-1.15%0.17%-0.36%-0.29%-0.10%-1.07%0.50%-0.48%-0.42%-0.52%-1.47%0.30%-0.12%0.95%-0.27%-0.74%-0.01%0.02%-0.17%-0.21%-0.29%-0.04%-0.13%0.01%-0.94%-0.83%-0.20%2.7%5.6%12.2%10.2%13.0%11.2%12.5%13.3%12.0%13.0%7.0%10.2%12.1%11.7%10.8%17.5%11.5%10.7%21.9%14.1%13.8%9.4%8.0%9.3%10.3%10.2%10.3%11.4%8.0%12.4%7.7%-0.66%-0.16%-0.29%0.15%-0.72%0.12%-0.36%-0.28%0.03%-1.10%0.52%-0.46%-0.38%-0.48%-1.33%0.33%-0.12%0.96%-0.32%-1.99%-0.06%0.01%-0.19%-0.14%-0.30%-0.04%-0.22%0.03%-0.97%-0.40%-0.13%122.87%260.93%21.47%93.05%126.48%88.42%46.24%42.50%65.35%50.50%99.26%141.86%34.20%32.94%-13.06%14.28%37.38%6.94%10.58%259.32%40.51%1.96%6.24%6.75%12.17%12.72%35.17%5.49%15.33%18.93%44.25%环比变化-12.43%182.36%2.16%11.07%57.51%32.17%4.22%9.51%22.19%12.28%8.47%5.87%10.22%8.44%-10.84%3.56%5.21%-0.46%0.07%-1.76%2.55%-0.15%-0.77%1.23%2.03%1.49%-0.55%0.47%1.35%-1.81%5.84%一致预期归母净利润同比增速（FY2)环比变化135.09%22.64%14.25%33.81%31.93%13.31%23.51%23.25%32.33%19.38%20.24%30.34%16.45%22.55%8.19%10.77%20.46%5.55%9.90%40.45%18.53%3.52%6.21%10.17%9.12%8.95%19.01%8.93%13.49%18.36%24.88%45.28%-4.45%-3.96%-6.98%-33.58%-16.49%-3.67%-4.88%-6.30%-10.46%-0.55%-7.13%-6.30%-3.90%0.52%-0.80%-2.69%-1.38%-0.10%-3.35%-1.46%-0.07%-0.51%-0.74%-1.67%-0.48%-2.52%0.04%-2.16%-2.44%-2.06%国元证券金融地产
