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      2007 年 5 月 15 日
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    锁定百只成长股 搭乘牛市高速列车
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    锁定百只成长股 搭乘牛市高速列车
    2007年05月15日      来源:上海证券报      作者:
      百家高成长公司行业分布
      百只成长股近一年涨幅分布图
      股市蓬勃发展,越来越多的上市公司具备高速成长的基础和环境,我们通过不同角度对上市公司经营能力进行分析和研判,精选出百家具有持续和高成长特性的上市公司,供投资者参考。

      统计显示,高成长公司同样具有较高的市场地位。百家高成长公司综合统计下来,主营业务收入为15791.49亿元,占市场总收入的26.06%;净利润为1125.52亿元,占市场总利润的28.87%。另外,股东权益、总资产占比均在15%以上。

      高成长的上市公司最近三年能够保持净利润持续增长、主营业务收入持续增长双重特性,其中入选的上市公司2006年净利润增长幅度均超过20%,2005年净利润增长超过15%。驰宏锌锗2006年业绩增长幅度最大,为692.4%;精达股份最小,但也超过22%。综合统计下来,入选的上市公司2006年、2005年净利润增长分别为49.4%、32.98%。而同期整个市场近两年净利润增长分别为:46.38%、8.5%。可见,高成长型上市公司整体业绩优于市场。

      高成长百家上市公司每股收益均超过0.25元,净资产收益率均在10%以上。驰宏锌锗每股收益仍然高居榜首,其每股收益超过5元充分体现了其绝对盈利能力。天马股份净资产收益率近50%体现了其惊人的增值幅度。综合统计来看,高成长百家上市公司平均每股收益为0.63元,净资产收益率为19.35%,而整个市场上市公司平均每股收益仅为0.24元,净资产收益率为13.59%,均低于高成长型上市公司综合统计数据。

      从行业分布上来看,入选公司主要集中在制造业、批发和零售贸易行业以及交通运输仓储业内,这三个行业入选定的上市公司共占74家,其中制造业中又以机械设备仪表、金属非金属、石油化工类个股居多。而传统的农林牧渔行业仅通威股份一家入选,受宏观经济调控影响较大的房地产行业仅5家。从分行业占比来看,金融保险业占比最高,达到23.53%,其次是采掘业和建筑业,占比分别为16%和12.5%。其他行业入选股数占本行业总数比均低于10%。

      高成长上市公司股价行情总体优于大盘。截至5月9日,上证综指2006年1月1日以来上涨245.64%,深证成份指数上涨302.21%,而有数据可比较的83家高成长公司中,涨幅在500%以上的有21家,涨幅在400%以上的有32家。涨幅超过深证成份指数的有52家,超过上证指数的有65家,仅18家公司低于上证指数上涨幅度,但均超过100%。其中表现最为突出的为驰宏锌锗和沪东重机,涨幅超过1000%。

      高成长百只公司中,除2007年上市的7只新股和杭汽轮B未列入统计外,其他公司股票均被机构所持股。其中机构对恒瑞医药、华联综超持股数量占其可自由流通股本比例超过80%。持股数量占可自由流通股本比例超过50%的有41家,超过30%的有59家,低于10%的仅17家。(李强)

      百只高成长股一览

    代码     简称        06净利润(百万元)    05净利润                06年净利润增长率(%)    05年净利润             每股收益(元)    净资产收益率(%)

                                                (百万元)                                     增长率(%)                                    

    600497    驰宏锌锗    1036.47             130.80                 692.40                 121.98                 5.3152            44.34

    600859    王 府 井    192.61                26.95                 614.76                 101.34                 0.49             10.93

    000060    中金岭南    1134.58             277.34                 309.09                 102.61                 1.71             35.12

    000708    大冶特钢    317.66                80.37                 295.26                 197.50                 0.707             24.03

    600331    宏达股份    637.41                188.47                 238.19                 94.83                    1.5322            39.54

    000898    鞍钢股份    6845.00             2079.00                 229.24                 17.04                    1.154             22.94

    000690    宝新能源    268.88                84.32                 218.87                 76.18                    0.73             16.09

    600840    新湖创业    130.64                41.72                 213.11                 111.82                 0.687             36.23

    600362    江西铜业    4609.35             1851.38                 148.97                 61.90                    1.59             36.7

    000878    云南铜业    1204.74             493.63                 144.06                 106.20                 1.508             34.01

    002114    罗平锌电    86.04                 36.75                 134.14                 19.70                    1.12             40.41

    600456    宝钛股份    341.91                158.47                 115.76                 132.89                 0.8408            18.47

    600973    宝胜股份    104.30                48.53                 114.90                 22.80                    0.67             15.24

    002097    山河智能    80.93                 37.76                 114.30                 43.39                    0.61             15.6

    002122    天马股份    189.07                90.03                 110.01                 68.27                    1.85             48.44

    600079    人福科技    107.47                51.43                 108.96                 47.50                    0.41             12.15

    002024    苏宁电器    720.30                350.63                 105.43                 93.50                    1                 23.35

    600822    上海物贸    69.42                 34.36                 102.05                 844.67                 0.2747            12.35

    600054    黄山旅游    138.69                68.82                 101.53                 1490.21                 0.31             16.71

    600809    山西汾酒    261.33                131.99                 97.99                 48.34                    0.604             23.36

    600150    沪东重机    267.52                135.56                 97.35                 64.11                    1.019             21.72

    600550    天威保变    198.10                100.99                 96.15                 97.68                    0.54             10

    600582    天地科技    206.56                105.85                 95.14                 73.47                    1.02             24.57

    600824    益民百货    141.90                74.20                 91.24                 17.44                    0.321             12.74

    600132    重庆啤酒    148.33                78.83                 88.16                 19.53                    0.52             17.87

    600036    招商银行    7107.53             3786.84                 87.69                 20.44                    0.48             12.88

    600143    金发科技    306.94                163.53                 87.69                 56.26                    0.96             24.73

    000758    中色股份    332.11                179.02                 85.52                 28.00                    0.572             25.14

    002003    伟星股份    65.43                 35.47                 84.44                 42.24                    0.729             15.2

    600525    长园新材    101.12                55.99                 80.60                 17.40                    0.92             20.97

    600761    安徽合力    246.74                144.80                 70.40                 17.25                    0.69             14.5

    002028    思源电气    143.28                84.15                 70.27                 70.95                    1.35             31.36

    600511    国药股份    84.61                 50.37                 67.98                 43.78                    0.6362            15.13

    代码     简称        06净利润(百万元)    05净利润                06年净利润增长率(%)    05年净利润             每股收益(元)    净资产收益率(%)

                                                (百万元)                                     增长率(%)                                    

    600978    宜华木业    172.85                104.30                 65.73                 35.15                    0.48             17.72

    600048    保利地产    658.77                406.85                 61.92                 115.16                 1.2             18.16

    000002    万 科A    2154.64             1350.36                 59.56                 53.80                    0.493             14.48

    600432    吉恩镍业    257.26                162.45                 58.37                 15.53                    1.13             26.72

    000792    盐湖钾肥    811.93                515.76                 57.42                 74.94                    1.0578            39.07

    600125    铁龙物流    177.20                112.64                 57.31                 17.78                    0.297             14.76

    600875    东方电机    830.20                528.06                 57.22                 99.48                    1.845             33.01

    000900    现代投资    280.86                179.26                 56.68                 64.21                    0.7             10.7

    600415    小商品城    303.22                195.11                 55.41                 88.92                    2.43             26.23

    601166    兴业银行    3798.26             2464.97                 54.09                 47.16                    0.95             23.45

    600533    栖霞建设    227.51                148.66                 53.04                 40.62                    0.562             15.96

    600312    平高电气    157.07                103.78                 51.35                 98.66                    0.43             14.63

    600829    三精制药    218.25                145.13                 50.38                 443.70                 0.565             22.84

    002096    南岭民爆    29.80                 19.92                 49.61                 25.07                    0.51             11.55

    600270    外运发展    685.37                463.27                 47.94                 16.22                    0.7569            20.68

    000987    广州友谊    141.18                95.45                 47.91                 82.56                    0.59             16.59

    002056    横店东磁    129.74                87.79                 47.78                 43.03                    0.72             11.83

    600596    新安股份    322.42                218.72                 47.41                 59.32                    1.12             30.19

    002008    大族激光    88.75                 60.46                 46.79                 30.28                    0.37             17.68

    600161    天坛生物    101.05                69.00                 46.44                 45.17                    0.31             15.4

    002130    沃尔核材    37.15                 25.44                 46.06                 65.47                    0.92             32.51

    600117    西宁特钢    211.47                145.68                 45.16                 29.59                    0.3051            10.46

    002029    七 匹 狼    51.55                 35.55                 45.01                 23.03                    0.47             14.24

    002120    新海股份    28.69                 19.97                 43.66                 73.04                    0.56             24.73

    600016    民生银行    3831.83             2673.42                 43.33                 31.15                    0.38             19.85

    600970    中材国际    131.85                92.07                 43.22                 24.48                    0.78             15.61

    002123    荣信股份    50.41                 35.43                 42.29                 213.35                 1.05             34.03

    000869    张 裕A    443.86                312.37                 42.10                 53.03                    0.84             22.09

    600268    国电南自    68.84                 48.70                 41.37                 19.99                    0.389             11.51

    002111    威海广泰    35.04                 24.82                 41.17                 44.88                    0.55             27.86

    600549    厦门钨业    240.25                171.26                 40.28                 54.82                    0.5005            22.77

    002076    雪 莱 特    43.83                 31.27                 40.18                 55.84                    0.4282            13.63

    000410    沈阳机床    133.26                95.36                 39.75                 61.56                    0.391             11.34

    代码     简称        06净利润(百万元)    05净利润                06年净利润增长率(%)    05年净利润             每股收益(元)    净资产收益率(%)

                                                (百万元)                                     增长率(%)                                    

    002100    天康生物    38.18                 27.47                 38.98                 36.39                    0.6             11.13

    600410    华胜天成    140.19                101.55                 38.05                 23.64                    0.7648            18.57

    002081    金 螳 螂    62.95                 46.12                 36.49                 39.15                    0.67             12.84

    600261    浙江阳光    107.92                80.08                 34.76                 38.11                    0.73             13.6

    600519    贵州茅台    1504.12             1118.54                 34.47                 36.32                    1.59             25.51

    600360    华微电子    120.29                89.47                 34.45                 104.98                 0.51             14.02

    600858    银座股份    60.13                 44.78                 34.30                 101.51                 0.4956            24.09

    600309    烟台万华    825.96                617.63                 33.73                 53.07                    0.7             33.34

    000667    名流置业    116.89                87.52                 33.57                 17.82                    0.3055            10.12

    600426    华鲁恒升    233.65                175.55                 33.10                 39.17                    0.707             13.64

    600320    振华港机    1602.47             1207.53                 32.71                 159.67                 0.52             27.32

    002022    科华生物    74.58                 56.43                 32.16                 31.70                    0.53             19.85

    600897    厦门空港    122.59                92.95                 31.89                 20.99                    0.412             10.28

    600000    浦发银行    3353.03             2558.00                 31.08                 32.54                    0.77             13.57

    600123    兰花科创    560.77                428.12                 30.99                 51.89                    1.3744            22.19

    002119    康强电子    42.36                 32.49                 30.36                 58.90                    0.59             23.28

    002021    中捷股份    71.65                 55.29                 29.58                 59.09                    0.4             15.06

    000422    湖北宜化    215.14                166.95                 28.86                 44.42                    0.3967            15.13

    600361    华联综超    167.44                130.11                 28.69                 33.79                    0.45             10.99

    000402    金 融 街    525.50                408.90                 28.52                 31.51                    0.49             13.73

    600627    上电股份    549.93                429.32                 28.09                 217.16                 1.06             28.71

    600028    中国石化    50664.00             39558.00                28.08                 22.57                    0.584             19.88

    600475    华光股份    143.39                112.12                 27.89                 48.58                    0.56             19.96

    600583    海油工程    747.34                585.31                 27.68                 60.10                    0.94             24.81

    600276    恒瑞医药    206.65                162.22                 27.39                 32.30                    0.623             16.59

    600423    柳化股份    120.39                94.57                 27.30                 37.52                    0.63             14.21

    002088    鲁阳股份    79.63                 63.13                 26.15                 37.21                    0.77             15.46

    600491    龙元建设    185.36                148.77                 24.59                 42.86                    0.48             14.99

    200771    杭汽轮B    431.46                348.83                 23.69                 100.26                 1.509             36.01

    600817    宏盛科技    60.74                 49.28                 23.25                 26.10                    0.47             20.89

    600317    营 口 港    161.06                130.76                 23.17                 45.01                    0.6265            14.24

    601006    大秦铁路    4370.69             3561.24                 22.73                 48.98                    0.34             12.4

    600438    通威股份    150.30                122.69                 22.51                 75.89                    0.44             17.85

    600577    精达股份    53.55                 43.77                 22.34                 17.16                    0.413             13.99

      百家高成长公司主要财物数据

      与市场整体对比情况一览

    主要财务数据和指标             百只高增长公司    市场整体    市场地位

    主营业务收入(亿元)            15791.49         60608     26.06%

    净利润(亿元)                 1125.52         3899        28.87%

    股东权益(亿元)                5816.38         36700     15.85%

    总资产(亿元)                 40175.15         261252     15.38%

    加权平均每股收益(元)         0.6285            0.241     2.61

    加权平均每股净资产(元)        3.2477            2.2689     1.43

    加权平均每股经营现金流(元)    1.5058            0.9079     1.66

    加权平均净资产收益率(%)     19.35%            10.62%     1.82