根据研报正文，当前业绩整体换手率北向资金主动型基金涨跌幅ROE（TTM）预测两年复合增速G预测EPS变化幅度预期PEG相对近3个月换手率变化北向持股占比变化基金持仓变化景气边际变化核心中观指标指标数据变化趋势指标时间基建地产产业链4.03.53.9%9.9%11.7%-0.3%0.780.210.1%↑30城商品房成交面积:当周同比-18.4%2022/12/4煤炭1.72.84.0%23.4%3.5%0.0%1.65-0.11-0.2%↓动力煤价格(元/吨)7342022/12/7建材3.53.74.2%11.7%20.8%-0.1%0.560.110.6%-水泥价格指数1512022/12/11家电4.12.70.6%18.5%12.6%0.0%0.91-0.080.4%↑大家电销售额:当月同比43.0%2022/10/31金融产业链2.62.84.1%11.1%11.3%-0.5%0.510.050.2%↓社融存量同比10.3%2022/10/31证券3.72.81.4%6.9%20.4%-3.1%0.790.140.2%↑全A股票成交金额(亿元)95342022/12/7基建运营产业链3.33.32.5%8.6%20.5%-0.5%0.620.070.1%-基建投资:累计同比11.4%2022/10/31风电2.54.01.3%10.6%25.4%-0.1%0.68-0.08
