商业零售龙头企业成为投资首选
[] 2006-12-19 00:00

 

  本周投资评级大幅上调股点评

股票         股票简称    所属行业         收盘价(元)    评级                 评级              &nb sp;  评级                    分析师             今日投资个股安全诊断                                

代码                                                        系数                 系数                 变动                    综合评级                                                                

                                                            (当前)                 (上周)                (排序)                                                                                        

                                                                                                                                                     基本面                 技术面    机构            安全星级

                                                                                                                                                                                     认同度            

600888        新疆众和    金属与采矿        18.41         1.00                 1.40                 0.40                    强力                97                     7         60             ★★★

                                                                                                                                 买入                                                                    

000917        电广传媒    媒体             7.28            2.33                 2.67                 0.34                    观望                32                     18        92             ★★

600205        S山东铝     金属与采矿        16.65         3.00                 3.29                 0.29                    观望                68                     44        55             ★★

000006        深振业A    房地产            13.30         1.50                 1.75                 0.25                    买入                76                     90        87             ★★★★★

600858        银座股份    零售             18.46         1.63                 1.88                 0.25                    买入                66                     83        72             ★★★★

000046        泛海建设    房地产            18.34         2.00                 2.25                 0.25                    买入                26                     99        88             ★★★★

000831        关铝股份    金属与采矿        6.58            1.60                 1.83                 0.23                    买入                39                     87        87             ★★★★

000960        锡业股份    金属与采矿        7.24            2.29                 2.50                 0.21                    观望                76                     41        71             ★★★★

000826        合加资源    自来水            7.98            1.80                 2.00                 0.20                    买入                99                     76        83             ★★★★★

600320        振华港机    综合性工业        10.90         1.80                 2.00                 0.20                    买入                95                     80        72             ★★★★

600439        瑞贝卡     纺织品和服饰     16.00         2.00                 2.20                 0.20                    买入                95                     75        46             ★★★★

600694        大商股份    零售             28.95         1.90                 2.09                 0.19                    买入                63                     41        96             ★★★★

600029        S南航     航空             3.96            2.22                 2.40                 0.18                    观望                50                     94        83             ★★★

600098        广州控股    电力             5.29            2.22                 2.40                 0.18                    观望                38                     83        77             ★★★★

600115        S东航     航空             3.73            2.83                 3.00                 0.17                    观望                38                     96        89             ★★★

600059        古越龙山    饮料生产         14.29         2.33                 2.50                 0.17                    观望                30                     92        84             ★★★★

600729        重庆百货    零售             12.92         1.50                 1.67                 0.17                    买入                96                     82        77             ★★★★★

600508        上海能源    煤炭             6.94            2.33                 2.50                 0.17                    观望                73                     51        46             ★★★

600327        大厦股份    零售             9.00            1.83                 2.00                 0.17                    买入                43                     96        76             ★★★★

600859        S王府井     零售             18.04         2.09                 2.25                 0.16                    买入                81                     79        90             ★★★★★

600718        东软股份    软件             19.47         1.60                 1.75                 0.15                    买入                71                     96        66             ★★★★★

600967        北方创业    机械制造         6.72            2.25                 2.40                 0.15                    观望                67                     79        61             ★★★★

600432        吉恩镍业    金属与采矿        18.34         1.86                 2.00                 0.14                    买入                96                     61        71             ★★★★★

600591        上海航空    航空             3.41            2.86                 3.00                 0.14                    观望                43                     78        74             ★★

000528        柳工        机械制造         15.57         1.36                 1.50                 0.14                    买入                98                     93        75             ★★★★★

000759        武汉中百    零售             8.73            1.60                 1.73                 0.13                    买入                67                     88        88             ★★★★★

601001        大同煤业    煤炭             9.32            2.70                 2.82                 0.12                    观望                72                     51        59             ★★

000608        阳光股份    房地产            8.88            1.40                 1.50                 0.10                    买入                23                     77        79             ★★★

600007        中国国贸    商业服务         9.11            1.50                 1.60                 0.10                    买入                37                     89        65             ★★★

600054        黄山旅游    餐饮住宿与娱乐    10.89         2.00                 2.09                 0.09                    买入                78                     82        80             ★★★★★

000807        云铝股份    金属与采矿        10.68         1.50                 1.58                 0.08                    买入                85                     95        86             ★★★★★

000423        S阿胶     制药             13.69         1.92                 2.00                 0.08                    买入                81                     79        90             ★★★★

000690        宝新能源    电力             12.03         1.60                 1.67                 0.07                    买入                99                     76        72             ★★★★★

000698        沈阳化工    石油与天然气     5.94            1.43                 1.50                 0.07                    买入                44                     20        85             ★★★

000983        西山煤电    煤炭             7.92            2.08                 2.15                 0.07                    买入                47                     67        84             ★★★

600639        浦东金桥    房地产            11.63         1.43                 1.50                 0.07                    买入                46                     91        81             ★★★★

600371        华冠科技    食品生产与加工    10.58         1.60                 1.67                 0.07                    买入                90                     96        86             ★★★★★

600150        沪东重机    机械制造         29.56         1.43                 1.50                 0.07                    买入                91                     92        47             ★★★★★

600096        云天化     化工品            13.03         1.77                 1.83                 0.06                    买入                69                     78        63             ★★★★

600258        S首旅     餐饮住宿与娱乐    15.89         1.67                 1.73                 0.06                    买入                50                     70        85             ★★★★

600549        厦门钨业    金属与采矿        17.77         1.44                 1.50                 0.06                    买入                96                     78        86             ★★★★★

600831        广电网络    媒体             18.77         1.50                 1.56                 0.06                    买入                93                     85        97             ★★★★★

600005        武钢股份    金属与采矿        5.27            1.58                 1.64                 0.06                    买入                79                     99        76             ★★★★★

000024        招商地产    房地产            23.80         1.69                 1.75                 0.06                    买入                62                     100     78             ★★★★

000028        一致药业    批发             7.18            2.20                 2.25                 0.05                    观望                96                     37        83             ★★★★

600010        包钢股份    金属与采矿        2.65            1.75                 1.80                 0.05                    买入                47                     65        73             ★★★

600761        安徽合力    机械制造         19.00         1.50                 1.55                 0.05                    买入                89                     93        96             ★★★★★

600547        山东黄金    金属与采矿        34.14         1.50                 1.55                 0.05                    买入                65                     90        73             ★★★★★

600458        时代新材    化工品            8.26            1.67                 1.71                 0.04                    买入                72                     97        66             ★★★★

600143        金发科技    化工品            36.07         1.46                 1.50                 0.04                    买入                100                     99        98             ★★★★★

000402        金融街     房地产            16.19         1.80                 1.84                 0.04                    买入                41                     99        83             ★★★★

000825        太钢不锈    金属与采矿        11.66         1.60                 1.64                 0.04                    买入                97                     100     87             ★★★★★

000793        华闻传媒    煤气与液化气     6.71            1.57                 1.60                 0.03                    买入                67                     79        95             ★★★★★

000550        江铃汽车    汽车制造         10.00         1.80                 1.83                 0.03                    买入                55                     59        89             ★★★★

600060        海信电器    家庭耐用消费品    6.51            2.17                 2.20                 0.03                    观望                72                     58        53             ★★★

600088        中视传媒    媒体             15.77         2.17                 2.20                 0.03                    观望                79                     67        90             ★★★★★

600019        宝钢股份    金属与采矿        7.65            1.50                 1.53                 0.03                    买入                84                     99        85             ★★★★★

002045        广州国光    电子设备与仪器    13.50         1.57                 1.60                 0.03                    买入                96                     96        86             ★★★★★

600497        驰宏锌锗    金属与采矿        59.79         1.54                 1.57                 0.03                    买入                100                     92        81             ★★★★★

600415        小商品城    批发             71.40         1.75                 1.78                 0.03                    买入                97                     80        62             ★★★★

601398        工商银行    银行             4.32            2.21                 2.24                 0.03                    观望                58                     80        57             ★★

600660        福耀玻璃    汽车零配件        13.93         1.71                 1.73                 0.02                    买入                96                     95        85             ★★★★★

600596        新安股份    化工品            18.69         1.67                 1.69                 0.02                    买入                94                     100     91             ★★★★★

000898        鞍钢股份    金属与采矿        8.65            1.45                 1.47                 0.02                    买入                99                     97        45             ★★★★★

000410        沈阳机床    机械制造         14.85         1.77                 1.79                 0.02                    买入                59                     58        90             ★★★★

000012        南玻A     建筑材料         9.63            1.88                 1.89                 0.01                    买入                84                     87        83             ★★★★★

000002        万科A     房地产            13.25         1.70                 1.71                 0.01                    买入                98                     93        67             ★★★★

600675        中华企业    房地产            10.87         2.09                 2.10                 0.01                    买入                82                     76        78             ★★★★

600900        长江电力    电力             8.30            1.70                 1.71                 0.01                    买入                60                     82        84             ★★★★

  根据今日投资《在线分析师》(www.investoday.com.cn)对国内70多家券商研究所1800多名分析师的投资评级数据进行的统计,本周投资评级上调居前的30只个股中,所属行业主要集中在少数几个行业,零售行业有6只个股入选,金属与采矿有5只入选,航空与房地产行业各有3只入选,其他个股无明显的行业特征,整体看,分析师对近期的市场热点保持高度的关注,对其中的龙头股推荐的力度逐渐加大。

  2006年,伴随着经济的增长以及城乡居民收入的不断提高,我国消费品零售总额也呈现出高速增长的发展态势。1-10月份,我国全年社会消费品零售总额达到62089亿元,比上年同期增长13.6%,增速加快了0.6个百分点。

  在全社会消费品零售总额稳步增长,商业零售行业盈利快速增长的大环境下,新型商业零售业态正在快速兴起,其发展速度远远超过行业平均水平,成为商业领域投资的重点。另外,2006年前三季度,商业零售业绩大幅增长,上市公司主营业务收入同比增长17%;净利润同比增长44%。推动该类公司业绩增长的主要动力,一是来自于全社会消费保持较高的增长速度;二是来自于商业企业规模的不断扩张和经营业态的升级。在遵循从连锁超市、连锁百货、连锁专卖等行业投资热点的基础上,行业内及地区内的商业龙头企业应是投资的首选。

  东北证券分析师周思立认为,在商业零售行业投资中,应遵循规模扩张业绩增长、商业地产资源和商业网点资源概念的投资主线,给予行业“优于大市”的投资评级。重点关注百联股份、友谊股份、王府井、武汉中百。

 
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经上海证券报社授权,中国证券网独家全权代理《上海证券报》信息登载业务。本页内容未经书面授权许可,不得转载、复制或在非中国证券网所属服务器建立镜像。欲咨询授权事宜请与中国证券网联系 (8621-38967758、fanwg@cnstock.com ) 。