• 1:头版
  • 2:财经要闻
  • 3:焦点
  • 4:观点·评论
  • 5:环球财讯
  • 6:时事·国内
  • 7:时事·海外
  • 8:时事·天下
  • A1:市 场
  • A2:股市
  • A3:基金
  • A4:金融
  • A5:金融·机构
  • A6:货币·债券
  • A8:期货
  • B1:公 司
  • B2:上市公司
  • B3:上市公司
  • B4:海外上市公司
  • B5:产业·公司
  • B6:产业·公司
  • B7:行业研究
  • B8:人物
  • C1:理财
  • C2:谈股论金
  • C3:个股查参厅
  • C4:操盘计划
  • C5:应时数据
  • C6:机构视点
  • C7:高手博客
  • C8:钱沿·指南
  • D1:披 露
  • D2:信息大全
  • D3:信息大全
  • D4:产权
  • D5:信息披露
  • D6:信息披露
  • D7:信息披露
  • D8:信息披露
  • D9:信息披露
  • D10:信息披露
  • D11:信息披露
  • D12:信息披露
  • D13:信息披露
  • D14:信息披露
  • D15:信息披露
  • D16:信息披露
  • D17:信息披露
  • D18:信息披露
  • D19:信息披露
  • D20:信息披露
  • D21:信息披露
  • D22:信息披露
  • D23:信息披露
  • D24:信息披露
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      2007 年 5 月 22 日
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      | C5版:应时数据
    年内再度加息 警惕高负债个股
    更多新闻请登陆中国证券网〉〉〉
     
     
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    年内再度加息 警惕高负债个股
    2007年05月22日      来源:上海证券报      作者:
      1年期存贷利率走势图
      时隔两月央行再度加息,但仍然难挡股市强劲升势,大盘昨日再创历史新高。

      与往次加息存贷差维持不变不同,此次加息,商业银行信贷利差1年期下降2.5%,3~5年期下降9.68%,5年期下降幅度最大,达到16.67%。加息对银行业造成直接的负面影响。随着国有商业银行改制上市的顺利推进,目前银行业上市公司在整个股市中占有举足轻重的地位,因此此次加息对股市有一定的调控意图。

      从幅度上看,加息的动作并不大,警示作用大于实际效果;本次贷款利率上调幅度只有0.18个百分点,上一次贷款利率上调为0.27个百分点。但半年时间不到,年内已经两度加息,且CPI价格今年以来一直居高,特别是资产价格走势使人担忧,继续加息的预期依然强烈。在这样的宏观背景下,投资者应该对资产负债率较高的行业和个股引起足够的警惕。(周韬)

      部分行业资产负债率情况

    板块名称     资产负债率(整体法)(%)        

                 今年一季                 去年年报

    航空运输     78.07                    76.26

    商业贸易     66.55                    64.58

    建筑建材     63.24                    63.98

    家用电器     62.74                    61.07

    信息设备     61.58                    62.60

    房地产        61.57                    61.11

    轻工制造     60.94                    62.35

    农林牧渔     58.81                    58.08

    电力         57.29                    59.13

    交运设备     57.16                    58.66

    机械设备     56.58                    57.14

    有色金属     55.36                    49.68

    黑色金属     55.21                    54.01

    公路运输     53.40                    54.94

    化工         53.06                    54.06

    医药生物     53.00                    52.93

    纺织服装     51.62                    51.99

    电子元器件    50.91                    51.81

    餐饮旅游     47.28                    46.43

    信息服务     45.07                    45.03

    食品饮料     43.20                    41.68

    煤炭开采     43.02                    43.97

    港口         39.98                    41.54

    机场         24.61                    22.18

      银行负债率较高的个股

    代码     名称        一季报负债情况                                                                                                                                 去年全年财务指标                                                     今年一季财务指标                                                        所属行业

                                                                                                                                                                                                                                                                                                                            

                         (长期借款+短期借款)/资产总计(%)    资产                 长期借款             短期借款             流动                速动比率(倍)    每股收益(元)     每股经营性现金流量(元)    净资产                 每股                 每股经营性现金流量(元)    净资产                    

                                                                 负债率(%)         (万元)             (万元)             比率(倍)                                                                         收益率                 收益                                            收益率                    

                                                                                                                                                                                                                        (%)                    (元)                                         (%)                        

    002039    黔源电力    73.32                                 79.87                160650.00             32200.00             0.31                0.28             -0.28             1.05                     -7.86                 -0.12                0.30                     -3.29                 电力、煤气及水的生产和供应业

    000966    长源电力    64.10                                 81.37                526066.65             204600.00             0.54                0.49             0.17                1.25                     7.02                    0.03                 0.05                     1.13                    电力、煤气及水的生产和供应业

    600396    金山股份    61.89                                 72.64                249212.30             35500.00             1.08                1.03             0.25                0.38                     7.56                    0.18                 0.42                     5.23                    电力、煤气及水的生产和供应业

    600106    重庆路桥    61.88                                 66.71                173600.00             49600.00             0.82                0.70             0.29                1.46                     7.63                    0.05                 -0.15                     1.36                    交通运输、仓储业

    002083    孚日股份    61.80                                 74.70                32360.00             255306.35             0.48                0.17             0.31                0.90                     11.34                 0.09                 0.25                     3.10                    制造业-纺织、服装、皮毛

    600744    华银电力    61.15                                 71.74                532156.78             78000.00             1.13                0.85             0.15                0.87                     3.96                    0.04                 0.37                     1.17                    电力、煤气及水的生产和供应业

    000815    美利纸业    59.53                                 82.23                198027.00             84470.00             0.74                0.35             0.21                0.89                     4.06                    0.08                 0.23                     1.46                    制造业-造纸、印刷

    600648    外高桥     59.27                                 73.93                176000.00             84942.04             0.36                0.24             0.02                -0.35                     1.16                    -0.02                -0.26                     -1.09                 房地产业

    600339    天利高新    58.96                                 76.92                84000.00             87100.00             0.49                0.30             0.02                0.74                     1.18                    0.01                 -0.10                     0.33                    制造业-石油、化学、塑胶、塑料

    600299    星新材料    58.65                                 78.05                105270.00             237180.00             0.69                0.42             0.56                0.44                     16.45                 0.11                 0.02                     3.20                    制造业-石油、化学、塑胶、塑料

    600886    国投电力    58.38                                 72.41                783318.00             219520.00             0.55                0.50             0.51                1.89                     13.13                 0.19                 0.78                     5.65                    电力、煤气及水的生产和供应业

    600074    中达股份    57.32                                 73.49                20900.00             244943.26             0.66                0.45             0.00                -0.54                     0.21                    -0.05                -0.39                     -3.51                 制造业-石油、化学、塑胶、塑料

    000877    天山股份    57.12                                 75.53                151324.78             89396.37             0.84                0.55             0.21                2.06                     8.00                    -0.13                -0.61                     -5.16                 制造业-金属、非金属

    600768    宁波富邦    56.92                                 74.20                2800.00             34400.00             0.70                0.37             0.06                0.04                     5.09                    0.01                 -0.14                     0.45                    交通运输、仓储业

    600868    梅雁水电    56.08                                 70.92                361321.46             84300.00             0.65                0.49             -0.37             0.12                     -33.67                 0.00                 0.02                     0.39                    综合类

    600027    华电国际    55.59                                 71.67                2101578.80            1023447.90            0.18                0.15             0.19                0.61                     8.39                    0.05                 0.25                     2.04                    电力、煤气及水的生产和供应业

    601991    大唐发电    55.14                                 68.88                4077913.10            1063752.10            0.69                0.64             0.48                1.32                     11.94                 0.15                 0.54                     3.55                    电力、煤气及水的生产和供应业

    600792    马龙产业    55.01                                 81.15                                     47760.00             0.71                0.40             -0.39             -1.05                     -32.57                 -0.24                0.17                     -23.71                 制造业-金属、非金属

    600812    华北制药    54.53                                 78.29                2000.00             379603.47             0.61                0.47             0.04                0.58                     3.31                    0.01                 0.07                     0.92                    制造业-医药、生物制品

    002067    景兴纸业    54.25                                 65.36                39229.14             71200.00             1.00                0.70             0.25                0.66                     8.79                    0.09                 -0.19                     2.99                    制造业-造纸、印刷

    600310    桂东电力    53.74                                 63.60                93068.00             36000.00             0.73                0.69             0.59                0.95                     13.51                 0.04                 0.12                     1.04                    电力、煤气及水的生产和供应业

    000043    深南光A     53.40                                 76.64                53849.99             83329.68             1.47                0.46             0.50                -3.43                     16.63                 0.06                 -1.28                     2.08                    综合类

    000525    红太阳     53.22                                 78.20                8001.41             172150.00             0.96                0.54             0.12                0.13                     5.28                    0.01                 -1.25                     0.33                    制造业-石油、化学、塑胶、塑料

    000933    神火股份    53.11                                 67.91                217682.16             99500.00             0.98                0.82             0.81                0.50                     21.67                 0.33                 0.06                     9.23                    采掘业

    000520    长航凤凰    52.76                                 66.08                98114.00             89000.00             0.69                0.63             0.12                0.04                     5.88                    0.02                 -0.11                     1.46                    制造业-石油、化学、塑胶、塑料

    600141    兴发集团    52.25                                 70.00                104387.00             45500.00             0.95                0.84             0.26                1.52                     7.43                    0.03                 -0.02                     0.74                    制造业-石油、化学、塑胶、塑料

    600969    郴电国际    52.17                                 64.84                86319.03             26100.00             1.35                1.29             -0.29             0.50                     -10.56                 0.05                 0.05                     1.90                    电力、煤气及水的生产和供应业

    600798    宁波海运    52.09                                 65.03                208300.00             40345.00             0.59                0.55             0.31                0.47                     14.72                 0.08                 0.09                     3.56                    交通运输、仓储业

    600354    敦煌种业    52.00                                 61.14                2380.10             80700.99             1.10                0.52             0.07                0.77                     2.26                    -0.03                -0.57                     -0.99                 农、林、牧、渔业

    600067    冠城大通    51.98                                 80.99                72996.18             155952.00             1.31                0.40             0.31                -1.53                     18.13                 0.06                 -0.58                     3.35                    制造业-机械、设备、仪表

    600373    鑫新股份    51.84                                 70.06                10600.00             40083.00             1.00                0.54             0.08                0.39                     3.49                    -0.02                0.12                     -1.03                 制造业-金属、非金属

    600863    内蒙华电    51.73                                 71.18                894654.00             214100.00             0.51                0.42             0.11                0.79                     4.89                    0.03                 0.15                     1.25                    电力、煤气及水的生产和供应业

    600591    上海航空    51.43                                 83.04                245713.50             345471.19             0.37                0.34             0.01                0.94                     0.41                    -0.07                0.10                     -5.07                 交通运输、仓储业

    600216    浙江医药    51.05                                 69.19                12479.00             119780.00             0.79                0.54             0.14                0.38                     7.86                    0.01                 0.01                     0.37                    制造业-医药、生物制品

    000960    锡业股份    50.50                                 60.52                15250.00             228604.67             0.85                0.44             0.40                -0.27                     12.04                 0.23                 -0.25                     6.63                    制造业-金属、非金属

    000753    漳州发展    50.17                                 59.18                58651.30             3897.49             2.05                1.90             0.04                0.79                     2.25                    0.02                 -0.06                     1.23                    交通运输、仓储业

    600078    澄星股份    49.64                                 66.25                36350.00             141700.00             0.77                0.45             0.17                0.14                     5.85                    0.02                 0.02                     1.34                    制造业-石油、化学、塑胶、塑料

    600279    重庆港九    49.54                                 55.75                74800.00             18800.00             1.69                1.66             0.15                0.17                     4.43                    0.06                 0.09                     1.62                    交通运输、仓储业

    000683    天然碱     49.30                                 68.39                52497.00             78763.47             0.38                0.27             0.36                0.41                     35.66                 0.03                 0.07                     2.77                    制造业-石油、化学、塑胶、塑料

    600301    南化股份    49.13                                 60.45                19429.00             60766.00             0.44                0.28             0.29                0.86                     8.35                    0.01                 -0.11                     0.30                    制造业-石油、化学、塑胶、塑料

    000789    江西水泥    49.12                                 66.32                53498.00             52975.00             0.40                0.20             0.04                0.15                     2.13                    0.01                 0.04                     0.83                    制造业-金属、非金属

    000679    大连友谊    48.90                                 68.76                63748.42             65000.00             1.74                1.02             0.12                -2.16                     4.84                    0.03                 -0.22                     1.15                    批发和零售贸易

    600295    鄂尔多斯    48.72                                 60.34                195350.00             429900.00             1.00                0.43             0.20                0.33                     6.20                    0.06                 0.00                     2.06                    制造业-纺织、服装、皮毛

    600660    福耀玻璃    48.63                                 62.94                280400.00             114008.85             0.97                0.43             0.61                1.17                     21.50                 0.16                 0.35                     5.33                    制造业-金属、非金属

    600962    国投中鲁    48.53                                 60.30                200.00                76600.00             1.06                0.35             0.25                -0.93                     8.05                    0.04                 0.61                     1.26                    农、林、牧、渔业

    600176    中国玻纤    48.51                                 66.18                128986.35             172100.00             0.63                0.53             0.32                0.76                     16.16                 0.06                 -0.03                     2.46                    制造业-石油、化学、塑胶、塑料

    600708    海博股份    48.47                                 60.20                10200.00             118341.99             0.51                0.40             0.42                1.01                     17.12                 0.06                 0.05                     2.69                    综合类

    600357    承德钒钛    48.43                                 69.03                124880.00             401040.00             0.54                0.37             0.37                0.06                     11.50                 0.06                 -0.10                     1.79                    制造业-金属、非金属

    600262    北方股份    48.40                                 66.90                13743.89             86870.13             1.20                0.59             0.11                0.12                     2.95                    0.01                 -0.47                     0.37                    制造业-机械、设备、仪表

    600401    江苏申龙    48.18                                 67.80                7699.42             57973.79             0.41                0.34             -0.01             0.06                     -0.47                 -0.02                0.05                     -1.09                 制造业-石油、化学、塑胶、塑料

      资产负债率较低的个股

    代码     名称        今年一季财务指标                                                

                         资产负债率(%)     每股收益(元)    每股经营性现金流量(元)    净资产收益率(%)

    000916    华北高速    2.12                0.06            0.06                     2.15

    000685    公用科技    3.26                0.02            0.04                     1.11

    000637    S茂实华     4.40                0.02            -0.14                     1.50

    600897    厦门空港    4.52                0.13            0.13                     3.25

    000975    S科学城     4.53                0.00            0.00                     0.21

    000088    盐田港     6.20                0.12            0.06                     4.43

    600575    芜湖港     6.25                0.08            0.04                     1.88

    002038    双鹭药业    6.32                0.26            0.06                     4.85

    600640    中卫国脉    7.85                0.09            -0.05                     3.07

    600975    新五丰     7.93                0.02            -0.02                     0.47

    600985    雷鸣科化    8.06                0.04            -0.01                     1.12

    002040    南京港     8.31                0.02            0.05                     0.82

    600563    法拉电子    8.57                0.12            0.14                     3.42

    000554    泰山石油    8.76                0.04            0.13                     2.22

    600403    欣网视讯    8.86                0.00            0.07                     0.02

    000089    深圳机场    8.88                0.08            0.07                     3.50

    002093    国脉科技    9.00                0.19            0.02                     3.96

    002095    网盛科技    9.02                0.14            0.06                     2.59

    600239    S红河     9.08                0.01            -0.62                     0.38

    002063    远光软件    9.14                0.07            -0.15                     2.33

    000602    金马集团    9.17                0.07            -0.01                     3.12

    600149    华夏建通    9.75                0.00            -0.35                     0.23

    000541    佛山照明    9.83                0.35            0.02                     4.90

    600754    锦江股份    9.91                0.09            0.01                     2.67

    000798    中水渔业    9.93                -0.01         0.10                     -0.35

    000686    S锦六陆     9.96                0.01            0.09                     0.34

    002036    宜科科技    10.41             0.05            -0.03                     1.58

    600171    上海贝岭    10.53             0.01            -0.01                     0.37

    600649    原水股份    10.86             0.06            0.11                     1.70

    600135    S乐凯     10.88             0.01            -0.15                     0.36

    002046    轴研科技    10.89             0.09            -0.28                     2.33

    601006    大秦铁路    11.62             0.12            0.12                     4.40

    002023    海特高新    11.85             0.06            0.00                     1.48

    600831    广电网络    12.23             0.02            0.01                     0.38

    000875    吉电股份    12.56             0.04            0.16                     1.16

    600355    精伦电子    13.20             -0.01         -0.20                     -0.42

    002089    新海宜     13.28             0.02            -0.12                     0.55

    600436    片仔癀     13.48             0.20            0.13                     4.38

    600197    伊力特     13.71             0.07            -0.06                     3.53

    600588    用友软件    14.05             0.22            -0.20                     3.72

    600099    林海股份    14.06             0.01            0.14                     1.26

    002025    航天电器    14.07             0.17            -0.12                     4.58

    000534    汕电力A     14.27             0.13            0.10                     5.97

    000682    东方电子    14.28             0.00            -0.02                     0.15

    002026    山东威达    14.47             0.03            -0.05                     0.87

    600871    S仪化     14.75             0.00            0.07                     0.06

    000096    广聚能源    14.85             0.01            -0.21                     0.53

    600420    现代制药    14.95             0.09            -0.03                     4.77

    002069    獐子岛     14.98             0.37            -0.66                     4.02

    600834    申通地铁    15.11             0.07            0.06                     3.61

    601007    金陵饭店    15.16             0.03            0.03                     1.20

    002076    雪莱特     15.52             0.07            0.04                     2.32