十一月行情波澜壮阔
[上海申银万国证券研究所 杨国平 马骏] 2006-12-05 00:00

 



  

  

  ●沪深市场运行概况

项目                                     2006年11月30日                            与2006年10月31日相比                

                                         上海             深圳        两市        上海                    深圳     两市

上证指数/深证综指/申万A指                 2099.29         495.88     1236.18     14.22%                 11.06%    13.37%

上证180/深证100/申万300                    3954.32         1838.99     1304.74     17.50%                 18.73%    18.78%

上证50/深成指/申万50                     1425.21         5667.00     1326.39     19.38%                 22.61%    23.36%

新综指/中小板指/沪深300                    1787.78         2306.28     1714.36     16.80%                 7.57%     18.54%

市价总值(亿元)                         54777.80         14927.31    69705.11    14.49%                 13.56%    14.29%

流通市值(亿元)                         12655.65         6815.87     19471.52    12.56%                 14.38%    13.19%

A股总股本加权平均价格(元)                5.49             6.74        5.72        14.04%                 12.17%    13.67%

A股算术平均价格(元)                     7.13             6.92        7.05        6.29%                 8.04%     6.95%

A股总股本加权平均市盈率(扣除亏损股)        23.1             23.8        23.3        12.84%                 12.66%    12.82%

A股总股本加权平均市净率(扣除负资产股)    2.51             2.52        2.51        13.27%                 11.67%    12.93%

  11月上证指数再创新高,月末收于2099.29点,涨幅达到14.22%。从沪深两市代表指数对比来看,基本以大盘蓝筹股为样本股的上证50、深成指和申万50指数明显强于大盘,其中涨幅最大的是申万50指数(23.4%)。中小板指涨幅最小(7.57%),以沪市完成股改公司为样本的新综指上涨16.8%,高于上证指数2.6个百分点,目前两市S股231只,占比16.5%。

  ●权重股表现

  宝钢股份、万科A领衔两市

沪 市

股票代码    股票简称    权重(%)    涨跌幅(%)

601398     工商银行    17.45     15.45

601988     中国银行    11.82     10.98

600028     中国石化    10.19     24.11

600036     招商银行    2.88     25.84

600019     宝钢股份    2.19     40.16

600018     上港集团    1.95     35.37

601006     大秦铁路    1.72     13.13

600000     浦发银行    1.34     20.39

600016     民生银行    1.31     19.22

600050     中国联通    1.22     10.14

  截至2006年11月30日,上海A股市场前10大权重股中表现最好的是宝钢股份(40.2%),表现最差的是中国联通(10.14%)

深 市

股票代码    股票简称    权重(%)    涨跌幅(%)

000898     鞍钢股份    3.06     30.59

000858     五粮液     3.02     33.92

000002     万科A     2.74     46.28

000063     中兴通讯    2.10     14.70

000825     太钢不锈    1.79     27.47

002024     苏宁电器    1.69     40.56

000001     S深发展A    1.65     32.46

000069     华侨城A     1.43     20.46

000792     盐湖钾肥    1.23     19.55

000039     中集集团    1.08     16.30

  截至2006年11月30日,深圳A股市场前10大权重股中表现最好的是万科A(46.3%),表现最差的是中兴通讯(14.7%)。

  ●行业贡献度分析

行业        贡献度(%)    涨跌幅(%)

金融服务    19.58         21.65

房地产     15.72         28.63

黑色金属    9.49         19.55

食品饮料    5.85         14.13

化工        5.33         7.98

总和        55.98            

  11月对沪深两市流通市值变动贡献最大的前5个行业依次是金融服务、房地产、黑色金属、食品饮料和化工,这5个行业贡献了整个市值变动额的55.98%。在这5个行业中,涨幅最大的是房地产(28.6%)。

  ●个股贡献度分析

  工商银行、万科A分列榜首

  11月上海A股市场对指数上涨贡献最大的前10家个股贡献度总和为65.3%。正向贡献度中涨幅最大的是宝钢股份(40.2%),涨幅最小的是中国银行(10.98%),反向贡献度中跌幅最大的是东盛科技(-30.6%),跌幅最小的是S哈药(-3.96%)。

沪市                                                                

股票简称    正向贡献度%    涨跌幅%    股票简称    反向贡献度%    涨跌幅%

工商银行    18.82         15.45     重庆啤酒    -0.13         -11.07

中国石化    15.93         24.11     S南瑞     -0.10         -12.78

中国银行    9.41         10.98     东盛科技    -0.09         -30.56

宝钢股份    5.05         40.16     S*ST磁卡    -0.07         -14.17

招商银行    4.76         25.84     S哈药     -0.05         -3.96

上港集团    4.10         35.37     S兰铝     -0.04         -5.38

贵州茅台    1.91         25.49     双鹤药业    -0.04         -7.52

浦发银行    1.82         20.39     东方通信    -0.04         -7.76

中信证券    1.74         26.97     S*ST中房    -0.03         -11.95

民生银行    1.70         19.22     天通股份    -0.03         -7.87

深市                                                                

股票简称    正向贡献度%    涨跌幅%    股票简称    反向贡献度%    涨跌幅%

万科A     8.74         46.28     S茂实华     -0.30         -10.51

五粮液     7.69         33.92     *ST金岭     -0.25         -14.56

鞍钢股份    7.20         30.59     新大陆     -0.23         -11.65

苏宁电器    4.90         40.56     太阳纸业    -0.21         -5.20

S深发展A    4.06         32.46     S*ST数码    -0.18         -27.15

太钢不锈    3.89         27.47     中科三环    -0.18         -6.21

中兴通讯    2.70         14.70     京东方A     -0.18         -5.38

华侨城A     2.45         20.46     电广传媒    -0.17         -9.27

金融街     2.41         37.14     大港股份    -0.17         -13.21

张裕A     2.30         29.22     青岛软控    -0.15         -6.16

  11月深圳A股市场对指数上涨贡献最大的前10家个股贡献度总和为46.3%。正向贡献度中涨幅最大的是万科A(46.3%),涨幅最小的是中兴通讯(14.7%),反向贡献度中跌幅最大的是S*ST数码(-27.15%),跌幅最小的是京东方A (-5.38%)。

  上海证券报系列指数

指数名称                收盘        涨跌     涨跌幅         成交额

                                             (%)            (亿元)

上海证券报指数         2079.81     58.51     2.88             364.84

上证报中国百强指数     1998.34     64.43     3.33             233.13

上证报盈利百强指数     2052.67     62.98     3.17             265.48

上证报百亿年销售指数    2115.59     70.64     3.45             191.09

上证报绩优指数         2229.38     45.56     2.06             139.00

上证报成长指数         2486.01     66.40     2.72             169.31

  行业涨幅榜

行业名称     收盘     涨跌     涨跌幅(%)    振幅(%)

金融服务     1342.09    69.71    5.48         6.17

交运仓储     1167.43    35.57    3.14         3.23

信息技术     553.77     16.71    3.11         3.55

纺织服装     501.92     13.44    2.75         2.75

公用事业     694.96     18.35    2.71         2.96

医药生物     607.43     14.30    2.41         2.41

电子行业     443.44     10.16    2.34         2.44

社会服务     784.10     17.79    2.32         2.32

其它制造业    367.27     8.29     2.31         2.31

综合行业     625.90     13.76    2.25         2.35

房地产        1045.15    22.80    2.23         3.30

机械设备     879.37     18.85    2.19         2.27

金属非金属    1021.49    21.86    2.19         2.39

制造行业     786.42     15.79    2.05         2.05

造纸印刷     490.78     9.69     2.01         2.04

农林牧渔     471.48     8.69     1.88         2.01

  按行业、概念分资金流向一览

行业分类     成交金额(亿元)    较前增减(%)

银行业        71.34             82.88

信息技术业    48.37             78.42

造纸、印刷    10.6             35.72

旅游业        5.36             22.10

纺织         21.98             19.59

家电         5.9             19.19

农业         12.27             18.09

电力         33.72             13.61

医药         24.71             13.14

石化         46.11             12.49

食品         34.56             12.24

建筑业        11.91             5.12

零售业        16.47             1.73

钢铁         35.75             0.90

传媒业        3.83             -0.26

木材、家具    0.47             -2.08

公路运输业    3.55             -3.53

汽车         3.45             -6.76

航空         9.18             -11.90

水泥         1.83             -14.08

煤炭采选业    23.57             -18.98

房地产业     47.62             -20.18

水运业        14.85             -56.10

概念分类     成交金额            较前增减(%)

             (亿元)                

3G            23.32             262.67

股份回购     1.15                71.64

社保重仓     55.77             67.98

基金重仓     118.83             43.48

券商重仓     45.58             29.38

QFII重仓     102.5             25.52

权证正股     65.89             18.81

含H股的A股    86.66             16.70

新能源        8.22                14.64

循环经济     30.28             12.61

大盘蓝筹     267.32             8.62

问题股        3.15                6.06

低市净率     14.17             5.98

自主创新     58.06             4.90

小盘绩优     11.47             3.71

低市盈率     61.15             3.38

ST            11.44             1.42

*ST         7.64                -0.91

含B股的A股    47.72             -5.58

新股         87.15             -7.90

超跌         0.32                -11.11

滨海新区     7.33                -12.00

奥运         7.41                -13.54

  涨幅前十

  沪市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

600222     太龙药业    4.92            10.07

600387     海越股份    6.34            10.07

600777     新潮实业    3.94            10.06

600783     鲁信高新    3.61            10.06

601872     招商轮船    7.01            10.05

600132     重庆啤酒    29.54         10.02

600018     上港集团    5.71            10.02

600246     先锋股份    26.17         10.00

600176     中国玻纤    6.94            9.98

600115     S东航     3.42            9.97

  深市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

000504     S 赛 迪    6.12            10.07

000619     海螺型材    7.76            10.07

000027     深能源A    8.53            10.06

000428     华天酒店    11.77         10.00

000623     吉林敖东    22.76         10.00

000760     博盈投资    6.27            10.00

000982     S 圣雪绒    4.73            10.00

000682     东方电子    2.98            9.96

000036     华联控股    4.42            9.95

000908     S 天一科    5.31            9.94

  跌幅前十

  沪市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

600728     S*ST新太    3.36            -5.08

600862     SST纵横     2.27            -4.22

600076     *ST华光     1.91            -4.02

600243     S华鼎     5.96            -3.72

600503     SST新智     3.77            -3.33

600657     *ST天桥     2.86            -3.05

600703     S*ST天颐    2.30            -2.95

600551     科大创新    6.28            -2.94

600291     西水股份    7.16            -2.72

600139     S绵高新     5.76            -2.70

  深市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

000918     S*ST亚华    3.41            -3.94

000783     S 石炼化    7.83            -2.97

000403     S*ST生化    2.06            -2.83

000637     S 茂实华    8.08            -2.30

000670     S*ST天发    2.26            -2.16

000885     S*ST春都    3.38            -2.03

000888     峨眉山A    8.92            -1.98

000935     S 川双马    6.98            -1.97

000780     *ST 兴发    3.02            -1.63

000409     ST 泰 格    2.51            -1.57

  换手前十

  沪市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

601872     招商轮船    7.01            20.25

600435     北方天鸟    6.63            18.80

601699     潞安环能    15.83         18.47

600446     金证股份    10.59         16.99

600657     *ST天桥     2.86            16.85

600594     益佰制药    9.10            16.78

600740     山西焦化    8.61            15.79

600020     中原高速    4.29            15.72

600460     士兰微     9.76            15.03

601666     平煤天安    10.01         14.30

  深市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

002088     鲁阳股份    26.31         20.40

000936     华 西 村    4.49            19.75

000876     新 希 望    6.53            17.78

000036     华联控股    4.42            16.95

000803     金宇车城    4.05            16.94

000678     襄阳轴承    3.40            16.36

002082     栋梁新材    13.97         16.19

002059     世博股份    7.57            14.02

000662     索 芙 特    8.59            13.31

000520     长航凤凰    3.79            13.05

  震幅前十

  沪市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

600435     北方天鸟    6.63            13.14

601872     招商轮船    7.01            12.16

600355     精伦电子    3.34            11.48

600537     海通集团    3.53            11.42

600777     新潮实业    3.94            11.30

600764     中电广通    4.89            11.29

600580     卧龙电气    7.88            11.20

600056     中技贸易    6.45            11.19

601588     北辰实业    7.36            11.14

600018     上港集团    5.71            10.87

  深市

证券代码    证券简称    收盘价         涨跌幅

                        (元)            (%)

000982     S 圣雪绒    4.73            13.16

000562     宏源证券    10.26         11.40

000520     长航凤凰    3.79            10.63

000697     咸阳偏转    4.88            10.27

000521     S 美 菱    3.54            10.12

000936     华 西 村    4.49            10.10

000876     新 希 望    6.53            10.08

000027     深能源A    8.53            10.06

000657     中钨高新    10.50         9.98

002082     栋梁新材    13.97         9.95

  技术测市

  2006年12月4日

                                                                                                                                                                                                                                                                                                                                                                                        

指标名称                                                                                                                                                                    上证指数                                                            深证综指                                                     指标名称                                         上证指数            深证综指

移动平均线    MA(5)                                                                                                                                                     2091.16↑                                                         493.50↑                                                     指数平滑异同平均线 DIF                            73.37↑             13.95↑

MA             MA(10)                                                                                                                                                 2069.52↑                                                         480.01↑                                                     MACD(12,26,9)    MACD                             64.71↑             8.92↑

                    MA(20)                                                                                                                                                1991.84↑                                                         463.78↑                                                                                                                                

                    MA(30)                                                                                                                                                1939.13↑                                                         458.38↑                                                                                                                                

                    MA(60)                                                                                                                                                1836.90↑                                                         445.99↑                                                                                                                                

                 MA(120)                                                                                                                                                1736.05↑                                                         430.71↑                                                                                                                                

相对强弱指标 RSI(5)                                                    86.63↑                     97.11↑                     人气指标         BR(26)                                     274.56↑             237.15↑

RSI             RSI(10)                                             83.20↑                     88.21↑                                             AR(26)                             363.17↑             289.94↑

随机指标             %K                                                 93.38↑                     97.06↑                     简易波动指标     EMV                                         225.97↑             25.57↑

KDJ(9,3,3)         %D                                                 90.96↑                     95.38↑                     EMVMA                                                         163.23↑             5.51↑

             %J                                                        98.21↑                     100.42↑                                                                                                            

超买超卖     CCI(14)                                 168.31↑             161.92↓             震荡量指标     OSC(10)                                 92.14↑             31.39↑

                 ROC(12)                             11.34↑             14.60↑             OSC                 MA(5)                                63.54↑             24.85↑

威廉指标         W%R                                    1.67↑             0.21↑             成交量比率     VR(25)                                 272.94↑             472.00↑

                                                                                                 VR                 MA(5)                             225.43↑             389.60↑

  小结:昨日沪深两市呈平开震荡走高态势,两指数继续创近期新高,成交量较前继续放大。MACD红柱伸长,各项指标也继续上行,WR再次触顶钝化,顶背离迹象仍然存在。预计后市大盘有冲高回落的可能。

  注:资金流向一览、连续涨跌一览、成交突增一览由港澳资讯金融工程事业部制作;远离成本一览、主动增仓一览、光头阳线光脚阴线一览由凡讯信息制作;上述表格由凡讯信息成宝伟,港澳资讯陈晓栋、马晋点评;技术指标导读由银河证券提供及点评。

  本版文章纯属个人观点,仅供参考,文责自负。读者据此入市,风险自担

  本版作者声明:在本机构、本人所知情的范围内,本机构、本人以及财产上的利害关系人与所评价的证券没有利害关系

  数据淘金

股票代码    股票名称    收盘价                     连涨天数             连涨幅         累计换手率

                        (元)                                         (%)            (%)

600811     东方集团                     7.01     12         27.22                     52.3

600489     中金黄金                     22.59    10         41.19                     77.74

600522     中天科技                     5.18     10         27.59                     74.44

600426     华鲁恒升                     11.1     10         23.06                     53.7

600271     航天信息                     31.33    10         15.99                     17.23

000731     S川美丰                     12.3     10         10.41                     18.09

600171     上海贝岭                     5.72     10         7.92                     23.63

600066     宇通客车                     11.04    9         27.63                     21.34

000831     关铝股份                     6.57     9         25.14                     42.66

000803     金宇车城                     4.05     9         25                        72.82

000978     桂林旅游                     10.2     9         22.74                     20.99

600067     冠城大通                     7.66     9         21.39                     54.54

600229     青岛碱业                     3.64     9         11.31                     12.35

000537     广宇发展                     5.3     8         35.55                     56.39

000908     S天一科                     5.31     8         35.46                     31.9

  部分连续上涨个股一览

  部分连续下跌个股一览

股票代码    股票名称    收盘价                    连跌天数             连跌幅         累计换手率

                        (元)                                         (%)            (%)

600695     *ST大江                     3.86    4         -8.1                     25.69

000655     *ST金岭                     6.4     4         -7.78                     10.98

600076     *ST华光                     1.91    4         -6.37                     10.99

600313     SST中农                     3.28    4         -5.48                     5.48

000688     S*ST朝华                     1.54    4         -4.94                     14.89

600759     S*ST华侨                     1.93    4         -3.5                     8.96

600703     S*ST天颐                     2.3     3         -9.09                     13.46

000670     S*ST天发                     2.26    3         -8.5                     17.9

600139     S绵高新                     5.76    3         -6.34                     6.86

600862     SST纵横                     2.27    3         -6.2                     7.47

600698     SST轻骑                     2.74    3         -4.53                     4.55

600844     SST大盈                     6.48    3         -3.14                     3.5

000536     SST闽东                     4.08    3         -1.92                     5.74

600728     S*ST新太                     3.36    2         -9.92                     9.41

600503     SST新智                     3.77    2         -8.05                     10.99

股票代码    股票名称    5日换手率(%)    5日均量(手)    20日均量(手)    突增量(%)

600551     科大创新    14.39             36292            12987             179.45

002048     宁波华翔    1.11             63206            25015             152.67

600853     龙建股份    14.73             240937         96891             148.67

000025     特力A     8.52             38044            15491             145.59

000520     长航凤凰    23.86             304521         125357            142.92

000908     S天一科     30.15             51027            21281             139.78

000600     建投能源    3.16             43978            18590             136.57

600175     美都控股    13.92             31673            13480             134.96

600633     白猫股份    6.27             25161            10822             132.5

000563     陕国投A    21.43             193557         83929             130.62

000589     黔轮胎A    9.87             72172            31546             128.78

600436     片仔癀     8.14             20708            9059             128.59

600695     *ST大江     -3.5             18521            8114             128.26

600689     上海三毛    10.76             31633            13894             127.67

000158     常山股份    8.75             79671            35362             125.3

  部分成交量突增个股一览

  部分光头阳线个股一览

股票代码    股票名称                         开盘价            收盘价                             涨幅                    振幅

                                             (元)            (元)                             (%)                 (%)

600222                 太龙药业    4.52                                         4.92     10.07                    8.85        

000504                 S赛迪     6.12                                         6.12     10.07                    0.00        

600387                 海越股份    5.95                                         6.34     10.07                    7.09        

000619                 海螺型材    7.07                                         7.76     10.07                    9.76        

600783                 鲁信高新    3.27                                         3.61     10.06                    10.40        

600777                 新潮实业    3.56                                         3.94     10.06                    11.30        

000027                 深能源A    7.78                                         8.53     10.06                    10.06        

601872                 招商轮船    6.29                                         7.01     10.05                    12.16        

600018                 上港集团    5.19                                         5.71     10.02                    10.87        

600132                 重庆啤酒    29.54                                        29.54    10.02                    2.53        

000982                 S圣雪绒     4.19                                         4.73     10.00                    13.16        

000760                 博盈投资    6.27                                         6.27     10.00                    0.00        

000428                 华天酒店    10.78                                        11.77    10.00                    9.18        

000623                 吉林敖东    20.80                                        22.76    10.00                    9.90        

600246                 先锋股份    24.74                                        26.17    10.00                    6.82        

  部分远离当日成本个股一览

股票代码    股票简称    远离度         均价            收盘价            涨跌幅

                        (%)            (元)         (元)            (%)

600186     S莲花味     5.95             2.69            2.85             7.95

601872     招商轮船    5.57             6.64            7.01             10.05

000876     新希望     5.49             6.19            6.53             8.65

000562     宏源证券    5.23             9.75            10.26             9.38

600435     北方天鸟    4.91             6.32            6.63             9.95

600146     大元股份    4.49             3.79            3.96             7.61

601588     北辰实业    4.40             7.05            7.36             8.88

600507     长力股份    4.28             3.04            3.17             6.73

600776     东方通信    4.27             3.51            3.66             9.91

600470     六国化工    4.27             6.79            7.08             6.63

000682     东方电子    4.20             2.86            2.98             9.96

600764     中电广通    4.04             4.70            4.89             8.91

600222     太龙药业    3.80             4.74            4.92             10.07

000027     深能源A    3.77             8.22            8.53             10.06

600820     隧道股份    3.76             4.79            4.97             6.65

  部分主动增仓个股一览

股票         股票         主动增仓量             内盘         (万股)    外盘             (万股)    涨跌幅(%)

代码         简称         (万股)                                                                        

600868        梅雁水电     7843.41                 4137.54                 11980.95                     7.17

600050        中国联通     7456.06                 21223.33                 28679.39                     8.25

600018        上港集团     4730.84                 5865.76                 10596.60                     10.02

601872        招商轮船     3965.10                 4245.25                 8210.35                     10.05

000036        华联控股     3111.85                 4954.05                 8065.90                     9.95

601398        工商银行     2792.93                 19138.23                 21931.16                     3.99

000682        东方电子     2431.95                 2040.33                 4472.28                     9.96

600776        东方通信     2101.60                 862.45                 2964.05                     9.91

600015        华夏银行     1717.30                 5504.27                 7221.57                     4.89

000973        佛塑股份     1304.46                 803.13                 2107.59                     5.86

600019        宝钢股份     1257.63                 4721.97                 5979.60                     3.54

000520        长航凤凰     1126.34                 2570.05                 3696.39                     8.29

600777        新潮实业     1118.88                 769.99                 1888.87                     10.06

600036        招商银行     1101.11                 5983.49                 7084.60                     6.14

000027        深能源A     1003.58                 1750.48                 2754.06                     10.06

 
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