沪深300与行业业绩调整与总市值涨幅 算法：朝阳永续一致预期 统计周期：2009-06-02 ~ 2009-7-2

　　沪深300与行业业绩调整与总市值涨幅    算法：朝阳永续一致预期    统计周期：2009-06-02 ~ 2009-7-2

                                                    

                                                 

            

序号	行业名称	样本数	报告覆盖	2009(E)	总市值涨幅	流通市值占比
样本数	净利润	净利润占比	净利润同比	净利变化率	PEI变化率
沪深300	300	272	92084212	100.00%	16.63%	3.94%	2.46%	15.43%	100.00%
1	农林牧渔	5	5	185790	0.20%	48.78%	8.97%	8.97%	2.55%	0.74%
2	采掘	17	15	17815226	19.35%	1.31%	5.19%	4.42%	8.41%	5.98%
3	化工	17	17	6312614	6.86%	98.21%	1.96%	0.80%	6.48%	4.61%
4	黑色金属	22	19	2033632	2.21%	-11.03%	-1.98%	-5.05%	15.70%	5.56%
5	有色金属	25	22	1284606	1.40%	26.57%	10.54%	12.71%	11.10%	5.87%
6	建筑建材	12	12	2593845	2.82%	72.52%	4.68%	2.03%	5.52%	3.42%
7	机械设备	15	14	2105164	2.29%	32.84%	25.96%	-2.67%	1.47%	3.86%
8	电子元器件	2	1	-9435	-0.01%	86.08%	-4.26%	-4.26%	117.91%	0.21%
9	交运设备	19	17	1903996	2.07%	47.38%	15.97%	4.63%	0.53%	2.92%
10	信息设备	5	5	352904	0.38%	31.61%	-0.98%	-0.85%	1.47%	1.24%
11	家用电器	5	5	586272	0.64%	17.86%	14.47%	0.53%	0.78%	1.43%
12	食品饮料	12	12	1271596	1.38%	35.56%	-4.18%	-1.03%	16.91%	4.69%
13	纺织服装	3	2	305912	0.33%	22.94%	39.54%	2.93%	13.48%	0.56%
14	轻工制造	4	4	139122	0.15%	-14.39%	-17.36%	-3.34%	5.69%	0.33%
15	医药生物	9	9	769506	0.84%	16.78%	57.13%	6.80%	4.12%	1.19%
16	公用事业	21	20	2422708	2.63%	587.54%	2.36%	2.79%	3.21%	5.07%
17	交通运输	29	26	2392713	2.60%	-4.32%	-8.47%	-3.86%	5.31%	5.19%
18	房地产	25	23	2432092	2.64%	36.14%	3.18%	2.95%	23.22%	8.35%
19	金融服务	29	27	45508677	49.42%	13.48%	2.84%	2.63%	26.63%	32.03%
20	商业贸易	10	9	731461	0.79%	16.78%	-1.85%	0.67%	8.47%	2.43%
21	餐饮旅游	0	0	--	--	--	--	--	--	--
22	信息服务	10	8	892942	0.97%	-60.04%	9.04%	1.39%	3.69%	3.78%
23	综合	4	0	52870	0.06%	-22.68%	-0.34%	-0.34%	4.49%	0.56%

　　申万行业分类