近期沪深股市运行在震荡反弹的格局当中,尽管市场的阶段跌幅较大,人心思涨亦在情理之中,但客观而言,国际经济整体不够景气、调整经济结构导致国内宏观经济调控面临较大的挑战,同时应对本轮全球性的通货膨胀也在客观上给作为微观经济体的上市公司的筹融资和正常的生产经营带来了一定的困难,因此可以判断市场未来频繁震荡的可能性仍将较高。在震荡的市场环境当中,增长明确或超出预期的个股无疑具备较高的抗风险能力,从而具备较高的操作价值。为此朝阳永续统计了近一个月来机构研究报告业绩预测向上调整较大的一百只个股,希望能够从统计结果中寻找到一些共性,为投资者选股提供一些思路。
|
简称 |
市场最新预测平均值 |
2008年预测净利调整变动(%) |
2009年预测净利调整变动(%) | |||||
|
08*EPS |
08*PE |
09*EPS |
09*PE |
最新/1月前 |
最新/1季前 |
最新/1月前 |
最新/1季前 | |
|
申华控股 |
0.04 |
140.18 |
0.03 |
198.7 |
169.50% |
58.61% |
17.26% |
-8.85% |
|
包钢股份 |
0.36 |
16.27 |
0.41 |
14.37 |
73.40% |
73.40% |
76.16% |
76.16% |
|
上海航空 |
-0.07 |
-122.66 |
0.02 |
443.93 |
67.80% |
-- |
127.63% |
-- |
|
深康佳A |
0.46 |
25.2 |
0.53 |
21.97 |
66.07% |
66.07% |
53.85% |
53.85% |
|
*ST中绒 |
0.29 |
29.19 |
0.34 |
25.18 |
55.91% |
55.91% |
64.32% |
64.32% |
|
登海种业 |
0.17 |
137.06 |
0.26 |
88.58 |
52.16% |
14.22% |
50.39% |
24.91% |
|
黄山B股 |
0.59 |
3.15 |
0.71 |
2.61 |
24.38% |
24.38% |
33.57% |
33.57% |
|
TCL集团 |
0.13 |
43.2 |
0.14 |
40.58 |
23.40% |
-10.28% |
0.00% |
-17.20% |
|
冠农股份 |
0.65 |
108.76 |
3.02 |
23.34 |
23.18% |
105.35% |
51.08% |
97.60% |
|
中信银行 |
0.33 |
20.8 |
0.41 |
16.82 |
21.87% |
31.85% |
20.22% |
27.84% |
|
兖州煤业 |
0.88 |
29.3 |
1.07 |
24.06 |
19.15% |
21.41% |
20.68% |
23.52% |
|
龙净环保 |
0.81 |
23.17 |
0.96 |
19.46 |
18.59% |
18.59% |
52.37% |
52.37% |
|
中储股份 |
0.25 |
34.13 |
0.33 |
26.2 |
18.10% |
4.90% |
18.12% |
6.40% |
|
广宇集团 |
1.02 |
17.93 |
1.39 |
13.07 |
16.96% |
25.96% |
17.21% |
28.26% |
|
华神集团 |
0.17 |
89.96 |
0.39 |
38.69 |
16.84% |
54.16% |
-41.16% |
-58.95% |
|
王府井 |
1.03 |
41.78 |
1.36 |
31.81 |
16.67% |
15.11% |
16.03% |
15.45% |
|
德美化工 |
0.98 |
17.49 |
1.3 |
13.1 |
15.79% |
15.79% |
17.01% |
17.01% |
|
重庆钢铁 |
0.34 |
19 |
0.35 |
18.73 |
15.76% |
-0.27% |
7.66% |
-14.07% |
|
大亚科技 |
0.69 |
14.14 |
0.86 |
11.33 |
15.06% |
15.06% |
19.42% |
19.42% |
|
恒星科技 |
1.06 |
15.15 |
1.44 |
11.15 |
15.00% |
43.10% |
15.13% |
47.68% |
|
连云港 |
0.27 |
35.9 |
0.3 |
32.91 |
13.90% |
22.56% |
14.95% |
22.61% |
|
川投能源 |
1 |
29.15 |
1.31 |
22.22 |
13.66% |
-- |
12.30% |
-- |
|
盐湖钾肥 |
2.78 |
34.57 |
3.45 |
27.85 |
13.44% |
43.59% |
14.07% |
44.84% |
|
安信信托 |
2.23 |
11.2 |
3.34 |
7.51 |
13.44% |
5.07% |
1.81% |
1.33% |
|
浙江医药 |
1.5 |
18.36 |
1.76 |
15.65 |
13.39% |
96.05% |
15.29% |
121.70% |
|
南天信息 |
0.42 |
41.35 |
0.56 |
30.72 |
13.00% |
8.83% |
7.28% |
5.63% |
|
沃尔核材 |
0.56 |
37.45 |
0.83 |
25.42 |
12.73% |
12.73% |
17.53% |
17.53% |
|
金牛能源 |
1.38 |
35.99 |
1.6 |
30.85 |
12.50% |
36.58% |
15.16% |
37.24% |
|
国金证券 |
1.46 |
31.8 |
1.59 |
29.3 |
12.32% |
-- |
-2.14% |
-- |
|
新和成 |
2.5 |
21.96 |
2.82 |
19.5 |
12.25% |
147.20% |
27.57% |
257.34% |
|
中国远洋 |
1.54 |
19.8 |
1.55 |
19.71 |
12.22% |
12.22% |
10.41% |
10.41% |
|
国际实业 |
0.71 |
29.84 |
1.13 |
18.6 |
12.18% |
5.88% |
13.31% |
2.95% |
|
力源液压 |
1.06 |
30.13 |
1.53 |
20.72 |
12.08% |
25.40% |
22.86% |
37.86% |
|
海信电器 |
0.52 |
18.17 |
0.71 |
13.23 |
12.04% |
21.79% |
19.57% |
35.35% |
|
金宇集团 |
0.55 |
25.57 |
0.69 |
20.31 |
11.21% |
1.01% |
13.21% |
3.70% |
|
康恩贝 |
0.41 |
24.22 |
0.47 |
21.18 |
11.01% |
14.30% |
10.88% |
16.42% |
|
好当家 |
0.38 |
36.07 |
0.49 |
28.07 |
11.00% |
14.09% |
12.16% |
19.11% |
|
山推股份 |
0.87 |
18.88 |
1.17 |
14.03 |
10.69% |
20.96% |
14.61% |
28.67% |
|
原水股份 |
0.54 |
25.8 |
0.78 |
17.89 |
10.25% |
10.25% |
9.57% |
9.57% |
|
平煤天安 |
1.64 |
31.17 |
1.99 |
25.67 |
8.86% |
25.92% |
13.74% |
31.62% |
|
航天通信 |
0.35 |
54.46 |
0.66 |
28.76 |
8.74% |
-- |
92.69% |
-- |
|
*ST成商 |
0.64 |
38.1 |
0.97 |
24.92 |
8.68% |
59.71% |
16.26% |
84.86% |
|
1.14 |
21.63 |
1.3 |
19.06 |
8.60% |
12.27% |
5.09% |
7.26% | |
|
同洲电子 |
0.52 |
20.93 |
0.73 |
15.04 |
7.87% |
3.41% |
14.36% |
14.01% |
|
苏宁环球 |
1.93 |
9.83 |
3.36 |
5.65 |
7.85% |
3.68% |
6.58% |
3.46% |
|
露天煤业 |
0.74 |
43.63 |
0.9 |
35.76 |
7.37% |
8.49% |
8.97% |
12.86% |
|
晨鸣纸业 |
0.84 |
19.92 |
0.94 |
17.92 |
7.13% |
10.51% |
5.17% |
6.22% |
|
中国海诚 |
0.53 |
38.09 |
0.75 |
27.19 |
7.09% |
13.21% |
8.90% |
16.66% |
|
北京银行 |
0.77 |
21.08 |
0.97 |
16.8 |
7.09% |
9.20% |
3.13% |
10.23% |
|
招商银行 |
1.52 |
21.64 |
1.99 |
16.58 |
6.74% |
10.54% |
4.62% |
8.92% |
|
南玻A |
0.65 |
31.11 |
0.94 |
21.37 |
6.69% |
-8.70% |
5.07% |
-6.38% |
|
深圳能源 |
0.88 |
14.64 |
0.96 |
13.45 |
6.65% |
6.65% |
6.16% |
6.16% |
|
格力电器 |
2 |
24.2 |
2.68 |
18.1 |
6.62% |
7.33% |
6.00% |
6.35% |
|
华侨城A |
0.61 |
24.34 |
0.9 |
16.61 |
6.62% |
13.74% |
7.74% |
13.63% |
|
云维股份 |
1.3 |
25.08 |
1.79 |
18.11 |
6.52% |
6.53% |
7.48% |
7.51% |
|
七匹狼 |
0.52 |
40.04 |
0.75 |
27.93 |
6.25% |
14.79% |
6.14% |
12.48% |
|
皖维高新 |
0.58 |
27.22 |
0.78 |
20.45 |
6.21% |
6.21% |
-4.71% |
-4.71% |
|
一汽轿车 |
0.57 |
26.62 |
0.69 |
21.77 |
6.21% |
20.87% |
9.02% |
25.24% |
|
中原高速 |
0.42 |
13.65 |
0.45 |
12.82 |
6.05% |
6.06% |
5.81% |
5.95% |
|
用友软件 |
0.95 |
32.55 |
0.98 |
31.64 |
6.05% |
27.64% |
1.99% |
5.42% |
|
东力传动 |
0.63 |
34.63 |
0.96 |
22.78 |
5.79% |
7.44% |
6.77% |
10.29% |
|
西山煤电 |
1.41 |
40.71 |
1.88 |
30.54 |
5.60% |
7.43% |
0.87% |
0.43% |
|
新民科技 |
0.66 |
20.53 |
0.82 |
16.57 |
5.45% |
6.09% |
8.90% |
8.36% |
|
云南盐化 |
0.56 |
47.55 |
0.62 |
42.44 |
5.41% |
5.41% |
4.71% |
4.71% |
|
康美药业 |
0.31 |
30.98 |
0.42 |
22.88 |
5.10% |
6.91% |
6.83% |
7.81% |
|
常林股份 |
0.45 |
20.39 |
0.57 |
16.3 |
4.69% |
12.68% |
4.26% |
7.92% |
|
上电股份 |
5.02 |
8.29 |
6.01 |
6.93 |
4.67% |
4.67% |
12.04% |
12.04% |
|
工商银行 |
0.35 |
17.91 |
0.44 |
14.38 |
4.40% |
1.23% |
1.55% |
-0.60% |
|
交通银行 |
0.62 |
15.89 |
0.77 |
12.64 |
4.30% |
8.98% |
3.70% |
7.12% |
|
太原重工 |
1.17 |
26.07 |
1.61 |
18.84 |
4.30% |
12.12% |
4.34% |
11.41% |
|
中联重科 |
2.07 |
20.4 |
2.67 |
15.78 |
4.28% |
13.26% |
4.45% |
12.29% |
|
三力士 |
0.43 |
38.87 |
0.52 |
32.4 |
4.26% |
-- |
6.57% |
-- |
|
新安股份 |
3.22 |
21.84 |
3.76 |
18.73 |
4.22% |
47.37% |
4.19% |
40.80% |
|
东百集团 |
0.39 |
39.95 |
0.59 |
26.35 |
4.19% |
4.47% |
0.81% |
1.23% |
|
山东海化 |
0.75 |
15.03 |
0.82 |
13.81 |
4.16% |
11.81% |
1.86% |
5.96% |
|
水井坊 |
0.75 |
38.78 |
0.99 |
29.32 |
4.01% |
14.78% |
5.00% |
14.03% |
|
日照港 |
0.51 |
28.14 |
0.68 |
21.32 |
3.89% |
11.22% |
9.64% |
6.86% |
|
潍柴动力 |
4.26 |
15.74 |
5.01 |
13.4 |
3.82% |
2.30% |
3.97% |
2.51% |
|
昆明机床 |
0.74 |
25.21 |
1.02 |
18.27 |
3.82% |
3.82% |
2.01% |
2.01% |
|
开滦股份 |
1.51 |
32.54 |
1.8 |
27.15 |
3.77% |
9.87% |
4.71% |
14.47% |
|
濮耐股份 |
0.27 |
41.6 |
0.38 |
29.71 |
3.73% |
-- |
4.08% |
-- |
|
特变电工 |
0.76 |
30.91 |
1.02 |
23.17 |
3.72% |
22.46% |
3.41% |
26.33% |
|
合肥百货 |
0.33 |
27.16 |
0.47 |
19.05 |
3.71% |
3.71% |
3.19% |
3.19% |
|
华兰生物 |
0.88 |
44.8 |
1.25 |
31.51 |
3.63% |
5.42% |
5.32% |
3.79% |
|
中海发展 |
1.76 |
17.51 |
1.95 |
15.74 |
3.61% |
11.85% |
2.65% |
11.80% |
|
盾安环境 |
1.02 |
28.21 |
1.2 |
23.96 |
3.47% |
19.71% |
10.92% |
26.08% |
|
海螺水泥 |
2.43 |
24.85 |
3.15 |
19.14 |
3.42% |
6.44% |
3.91% |
7.85% |
|
浦发银行 |
1.86 |
15.87 |
2.36 |
12.52 |
3.37% |
14.16% |
2.55% |
13.32% |
|
美的电器 |
0.93 |
23.67 |
1.24 |
17.68 |
3.34% |
10.55% |
3.81% |
12.57% |
|
鱼跃医疗 |
0.48 |
33.75 |
0.65 |
24.99 |
3.18% |
-- |
3.78% |
-- |
|
新农开发 |
0.43 |
31.94 |
0.66 |
20.97 |
3.18% |
8.15% |
4.75% |
-7.71% |
|
双鹭药业 |
0.7 |
92.45 |
0.93 |
69.47 |
3.17% |
19.47% |
3.27% |
22.51% |
|
黔轮胎A |
0.49 |
17.54 |
0.57 |
15.27 |
3.07% |
-6.87% |
0.32% |
-1.37% |
|
国脉科技 |
0.36 |
59.02 |
0.54 |
39.58 |
3.07% |
3.07% |
8.67% |
8.26% |
|
江苏国泰 |
0.55 |
18.12 |
0.63 |
15.79 |
2.97% |
34.67% |
4.86% |
34.69% |
|
泸州老窖 |
1.52 |
39.85 |
2.02 |
30.04 |
2.97% |
19.98% |
2.37% |
20.10% |
|
天威保变 |
1.23 |
55.85 |
1.65 |
41.72 |
2.87% |
15.82% |
3.31% |
21.05% |
|
宝信软件 |
0.61 |
35.87 |
0.79 |
27.57 |
2.87% |
13.37% |
2.59% |
13.01% |
|
华星化工 |
1.18 |
27.06 |
1.67 |
19.13 |
2.69% |
32.63% |
3.14% |
31.23% |
|
鲁阳股份 |
0.79 |
23.9 |
1 |
18.97 |
2.58% |
7.07% |
2.19% |
9.40% |