沪深300分行业估值
2008年07月20日 来源:上海证券报 作者:
沪深300分行业估值
统计截止日:2008-7-17
序号 | 行业名称 | 流通市值占比 | 总市值加权P/E | 2007(A)PE/G | P/B | ROE | 净利润同比(%) |
2007(A) | 2008(E) | 2009(E) | 2010(E) | 2007(A) | 2008(E) | 2009(E) | 2010(E) | 2007(A) | 2008(E) | 2009(E) | 2010(E) | 2007(A) | 2008(E) | 2009(E) | 2010(E) |
沪深300 | 100% | 20.492 | 16.704 | 13.475 | 11.223 | 0.879 | 3.266 | 2.863 | 2.459 | 2.116 | 15.94% | 17.14% | 18.25% | 18.85% | 46.15% | 22.68% | 23.97% | 20.06% |
1 | 银行业 | 20.88% | 19.238 | 12.748 | 10.47 | 8.691 | 0.541 | 2.917 | 2.49 | 2.14 | 1.83 | 15.16% | 19.53% | 20.44% | 21.06% | 58.25% | 50.91% | 21.76% | 20.47% |
2 | 金属、非金属 | 10.39% | 14.282 | 11.196 | 9.369 | 8.008 | 0.609 | 2.294 | 1.94 | 1.695 | 1.479 | 16.06% | 17.33% | 18.09% | 18.47% | 21.18% | 27.56% | 19.50% | 16.99% |
3 | 机械、设备、仪表 | 6.87% | 19.431 | 15.329 | 11.873 | 9.034 | 0.696 | 3.532 | 2.932 | 2.458 | 2.032 | 18.18% | 19.13% | 20.71% | 22.49% | 115.81% | 26.76% | 29.11% | 31.43% |
4 | 保险业 | 5.28% | 22.127 | 25.74 | 21.523 | 15.156 | 15.875 | 3.258 | 3.437 | 3.112 | 2.692 | 14.72% | 13.35% | 14.46% | 17.77% | 201.87% | -14.03% | 19.59% | 42.02% |
5 | 煤炭采选业 | 5.26% | 33.945 | 21.537 | 17.512 | 15.225 | 0.865 | 5.435 | 4.222 | 3.565 | 3.013 | 16.01% | 19.61% | 20.36% | 19.79% | 28.23% | 57.61% | 22.98% | 15.03% |
6 | 电力、蒸汽、热水的生产和供应业 | 5.05% | 19.793 | 28.96 | 20.878 | 17.355 | -7.52 | 2.3 | 2.279 | 2.143 | 1.949 | 11.62% | 7.87% | 10.26% | 11.23% | 26.84% | -31.65% | 38.71% | 20.30% |
7 | 房地产开发与经营业 | 4.89% | 24.197 | 13.656 | 8.871 | 6.564 | 0.371 | 3.23 | 2.275 | 1.854 | 1.449 | 13.35% | 16.66% | 20.90% | 22.08% | 98.88% | 77.19% | 53.95% | 35.15% |
8 | 食品、饮料 | 4.78% | 50.412 | 34.236 | 25.056 | 19.802 | 1.205 | 8.386 | 7.044 | 5.885 | 4.87 | 16.64% | 20.58% | 23.49% | 24.59% | 42.30% | 47.25% | 36.64% | 26.53% |
9 | 石油和天然气开采业 | 3.70% | 18.932 | 22.12 | 16.933 | 15.074 | 3.299 | 3.667 | 3.405 | 2.795 | 2.436 | 19.37% | 15.39% | 16.51% | 16.16% | 1.41% | -14.41% | 30.63% | 12.33% |
10 | 证券、期货业 | 3.69% | 16.365 | 24.205 | 18.934 | 14.523 | -2.328 | 3.904 | 3.521 | 3.069 | 2.668 | 23.85% | 14.55% | 16.21% | 18.37% | 476.28% | -32.39% | 27.84% | 30.38% |
11 | 水上运输业 | 3.05% | 14.611 | 10.997 | 10.707 | 10.358 | 0.869 | 3.485 | 2.727 | 2.262 | 1.929 | 23.85% | 24.79% | 21.13% | 18.62% | 256.26% | 32.86% | 2.71% | 3.38% |
12 | 石油、化学、塑胶、塑料 | 2.89% | 32.41 | 23.501 | 17.578 | 14.745 | 0.906 | 4.8 | 4.398 | 3.938 | 3.506 | 14.81% | 18.71% | 22.40% | 23.78% | 47.15% | 37.91% | 33.69% | 19.22% |
13 | 零售业 | 2.51% | 36.988 | 26.488 | 19.583 | 15.69 | 0.988 | 6.195 | 4.842 | 3.977 | 3.255 | 16.75% | 18.28% | 20.31% | 20.75% | 81.47% | 39.64% | 35.26% | 24.82% |
14 | 通信服务业 | 2.03% | 26.877 | 21.344 | 17.811 | 17.646 | 1.177 | 2.698 | 2.468 | 2.236 | 2.07 | 10.04% | 11.57% | 12.55% | 11.73% | 46.62% | 25.93% | 19.83% | 0.94% |
15 | 铁路运输业 | 1.49% | 25.181 | 20.789 | 17.912 | 16.194 | 1.356 | 3.206 | 2.928 | 2.715 | 2.511 | 12.73% | 14.09% | 15.16% | 15.51% | 48.74% | 21.13% | 16.06% | 10.61% |
16 | 交通运输辅助业 | 1.41% | 19.225 | 17.637 | 14.529 | 11.699 | 1.279 | 2.252 | 2.054 | 1.892 | 1.718 | 11.71% | 11.65% | 13.02% | 14.69% | 18.39% | 9.00% | 21.39% | 24.19% |
17 | 土木工程建筑业 | 1.35% | 31.009 | 22.059 | 16.149 | 11.784 | 0.804 | 2.234 | 2.059 | 1.833 | 1.595 | 7.20% | 9.33% | 11.35% | 13.54% | 107.89% | 40.57% | 36.60% | 37.04% |
18 | 商业经纪与代理业 | 1.19% | 15.941 | 13.998 | 11.263 | 9.08 | 0.84 | 3.687 | 2.701 | 2.268 | 1.89 | 23.13% | 19.30% | 20.14% | 20.81% | 148.39% | 13.88% | 24.28% | 24.04% |
19 | 航空运输业 | 1.00% | 30.443 | 23.621 | 18.817 | 13.616 | 1.119 | 3.596 | 3.208 | 2.787 | 2.36 | 11.81% | 13.58% | 14.81% | 17.33% | 410.77% | 28.88% | 25.53% | 38.20% |
20 | 医药、生物制品 | 1.00% | 30.051 | 25.069 | 20.09 | 15.837 | 1.347 | 4.717 | 4.119 | 3.496 | 2.932 | 15.70% | 16.43% | 17.40% | 18.51% | 133.56% | 19.87% | 24.78% | 26.85% |
21 | 采掘服务业 | 0.94% | 42.989 | 31.436 | 24.863 | 21.789 | 1.365 | 6.716 | 5.679 | 4.752 | 3.995 | 15.62% | 18.06% | 19.11% | 18.34% | 76.68% | 36.75% | 26.44% | 14.10% |
22 | 通信及相关设备制造业 | 0.92% | 48.876 | 32.516 | 22.742 | 16.954 | 1.049 | 4.768 | 4.276 | 3.729 | 3.183 | 9.76% | 13.15% | 16.40% | 18.77% | 55.36% | 50.32% | 42.98% | 34.14% |
23 | 公共设施服务业 | 0.89% | 29.192 | 26.614 | 24.922 | 21.616 | 3.548 | 2.893 | 2.758 | 2.575 | 2.397 | 9.91% | 10.36% | 10.33% | 11.09% | 32.39% | 9.69% | 6.79% | 15.29% |
24 | 纺织、服装、皮毛 | 0.80% | 21.556 | 19.517 | 15.992 | 11.968 | 1.339 | 1.838 | 2.172 | 1.967 | 1.754 | 8.53% | 11.13% | 12.30% | 14.66% | 95.76% | 10.45% | 22.05% | 33.62% |
25 | 有色金属矿采选业 | 0.63% | 30.573 | 20.229 | 16.896 | 14.543 | 0.886 | 8.704 | 5.814 | 5.912 | 5.366 | 28.47% | 28.74% | 34.99% | 36.90% | 34.88% | 51.13% | 19.73% | 16.18% |
26 | 黑色金属矿采选业 | 0.55% | 17.702 | 18.11 | 16.186 | 11.264 | 3.867 | 3.015 | 2.75 | 2.485 | 2.183 | 17.03% | 15.18% | 15.35% | 19.38% | 12.15% | -2.26% | 11.89% | 43.69% |
27 | 计算机及相关设备制造业 | 0.55% | 22.138 | 23.767 | 19.439 | 17.31 | 3.295 | 3.462 | 3.187 | 2.905 | 2.648 | 15.64% | 13.41% | 14.94% | 15.30% | 58.10% | -6.85% | 22.27% | 12.30% |
28 | 计算机应用服务业 | 0.48% | 45.2 | 26.477 | 19.129 | 14.871 | 0.841 | 4.2 | 2.819 | 2.457 | 2.108 | 9.29% | 10.65% | 12.84% | 14.18% | 119.78% | 70.72% | 38.41% | 28.63% |
29 | 其他制造业 | 0.39% | 36.136 | 15.094 | 9.911 | 8.66 | 0.397 | 3.831 | 3.088 | 2.401 | 1.926 | 10.60% | 20.46% | 24.23% | 22.24% | 102.99% | 139.41% | 52.30% | 14.44% |
30 | 农业 | 0.37% | 54.953 | 47.891 | 42.05 | 37.389 | 3.838 | 5.627 | 5.323 | 5.12 | 4.914 | 10.24% | 11.12% | 12.18% | 13.14% | 8.43% | 14.75% | 13.89% | 12.47% |
31 | 仓储业 | 0.36% | 37.667 | 18.357 | 15.936 | 14.466 | 0.701 | 3.229 | 2.155 | 1.954 | 1.772 | 8.57% | 11.74% | 12.26% | 12.25% | 25.29% | 105.19% | 15.19% | 10.16% |
32 | 造纸、印刷 | 0.33% | 19.515 | 12.218 | 10.537 | 8.53 | 0.541 | 2.328 | 2.005 | 1.742 | 1.502 | 11.93% | 16.41% | 16.54% | 17.60% | 46.14% | 59.73% | 15.95% | 23.52% |
33 | 电子 | 0.33% | 29.296 | 27.284 | 20.639 | 11.694 | 1.531 | 1.407 | 1.396 | 1.335 | 0.841 | 4.80% | 5.12% | 6.47% | 7.19% | 66.40% | 7.37% | 32.19% | 76.49% |
34 | 旅游业 | 0.31% | 32.695 | 15.267 | 10.258 | 6.835 | 0.416 | 4.967 | 4.511 | 4.021 | 3.077 | 15.19% | 29.55% | 39.20% | 45.01% | 29.18% | 114.16% | 48.82% | 50.08% |
35 | 自来水的生产和供应业 | 0.28% | 36.047 | 14.47 | 10.176 | 10.176 | 0.409 | 2.642 | 2.051 | 1.688 | 1.427 | 7.33% | 14.17% | 16.59% | 14.02% | -7.17% | 149.12% | 42.19% | 0.00% |
36 | 其他社会服务业 | 0.26% | 98.019 | 47.09 | 47.09 | 47.09 | 2.214 | 14.588 | 10.521 | 8.6 | 7.272 | 14.88% | 22.34% | 18.26% | 15.44% | 267.78% | 108.15% | 0.00% | 0.00% |
37 | 公路运输业 | 0.25% | 11.973 | 10.494 | 9.352 | 9.273 | 0.911 | 2.086 | 1.912 | 1.686 | 1.503 | 17.43% | 18.22% | 18.03% | 16.20% | 31.26% | 14.10% | 12.20% | 0.85% |
38 | 信息传播服务业 | 0.19% | 37.746 | 39.394 | 28.945 | 25.699 | 2.659 | 3.487 | 3.225 | 2.902 | 2.607 | 9.24% | 8.19% | 10.03% | 10.15% | -15.20% | -4.18% | 36.10% | 12.63% |
39 | 金融信托业 | 0.17% | 25.347 | 51.412 | 92.542 | 92.542 | -0.532 | 7.929 | 7.569 | 6.997 | 6.505 | 31.28% | 14.72% | 7.56% | 7.03% | 2255.49% | -50.70% | -44.44% | 0.00% |
40 | 广播电影电视业 | 0.14% | 60.816 | 58.591 | 50.615 | 30.65 | 6.325 | 3.966 | 3.779 | 3.522 | 3.168 | 6.52% | 6.45% | 6.96% | 10.34% | 483.84% | 3.80% | 15.76% | 65.14% |
41 | 食品、饮料、烟草和家庭用品批发业 | 0.13% | 51.624 | 20.252 | 20.059 | 16.88 | 0.854 | 5.275 | 2.82 | 2.547 | 2.285 | 10.22% | 13.93% | 12.70% | 13.54% | 241.23% | 154.91% | 0.96% | 18.83% |
42 | 木材、家具 | 0.07% | 18.291 | 14.333 | 10.299 | 9.326 | 0.55 | 2.137 | 1.897 | 1.618 | 1.392 | 11.68% | 13.24% | 15.71% | 14.93% | 64.61% | 27.61% | 39.17% | 10.43% |
43 | 租赁服务业 | 0.06% | 38.095 | 32.282 | 22.557 | 27.204 | 1.272 | 2.743 | 2.601 | 2.451 | 2.339 | 7.20% | 8.06% | 10.87% | 8.60% | 19.93% | 18.01% | 43.11% | -17.08% |