沪深300与行业业绩调整与总市值涨幅
2008年08月31日 来源:上海证券报 作者:
沪深300与行业业绩调整与总市值涨幅
算法:朝阳永续一致预期 统计周期:2008-08-01 ~ 2008-8-28
| 序号 | 行业名称 | 样本数 | 报告覆盖样本数 | 2008(E)净利变化率 | 总市值涨幅 | 总市值加权P/E | P/B | ||
| 2007(A) | 2008(E) | 2007(A) | 2008(E) | ||||||
| 沪深300 | 300 | 255 | -3.15% | -14.31% | 18.319 | 15.388 | 2.92 | 2.622 | |
| 1 | 农林牧渔 | 4 | 2 | 4.31% | -33.63% | 31.725 | 25.075 | 3.357 | 2.669 |
| 2 | 采掘 | 16 | 15 | -0.69% | -14.95% | 19.5 | 18.161 | 3.688 | 3.208 |
| 3 | 化工 | 14 | 8 | -12.64% | -12.35% | 17.606 | 26.026 | 3.09 | 2.917 |
| 4 | 黑色金属 | 22 | 19 | -3.82% | -22.47% | 9.138 | 7.004 | 1.358 | 1.202 |
| 5 | 有色金属 | 24 | 24 | -12.85% | -27.75% | 13.805 | 14.381 | 2.604 | 2.274 |
| 6 | 建筑建材 | 11 | 8 | -4.25% | -22.29% | 27.05 | 18.482 | 2.793 | 2.248 |
| 7 | 机械设备 | 18 | 18 | -7.78% | -27.12% | 15.484 | 13.64 | 3.412 | 2.917 |
| 8 | 电子元器件 | 3 | 3 | -20.88% | -16.72% | 12.281 | 22.809 | 1.811 | 1.882 |
| 9 | 交运设备 | 19 | 17 | -4.04% | -25.12% | 12.615 | 10.541 | 1.97 | 1.694 |
| 10 | 信息设备 | 4 | 3 | -3.68% | -30.42% | 24.316 | 20.987 | 2.659 | 2.306 |
| 11 | 家用电器 | 4 | 3 | 0.24% | -18.36% | 17.267 | 12.381 | 2.313 | 2.074 |
| 12 | 食品饮料 | 12 | 12 | 1.54% | -15.01% | 44.904 | 29.567 | 7.631 | 6.559 |
| 13 | 纺织服装 | 4 | 1 | 3.21% | -25.45% | 14.38 | 17.623 | 1.51 | 1.826 |
| 14 | 轻工制造 | 4 | 4 | -4.72% | -22.68% | 15.386 | 10.93 | 1.848 | 1.631 |
| 15 | 医药生物 | 7 | 7 | -12.88% | -22.84% | 23.787 | 22.793 | 3.734 | 3.473 |
| 16 | 公用事业 | 20 | 14 | -13.53% | -16.03% | 18.222 | 29.625 | 2.069 | 2.076 |
| 17 | 交通运输 | 34 | 30 | -6.24% | -20.53% | 15.438 | 13.087 | 2.559 | 2.238 |
| 18 | 房地产 | 25 | 20 | -7.10% | -22.92% | 22.067 | 12.911 | 2.827 | 2.16 |
| 19 | 金融服务 | 27 | 25 | -0.78% | -8.16% | 19.065 | 14.21 | 2.969 | 2.725 |
| 20 | 商业贸易 | 11 | 9 | -1.75% | -22.56% | 24.203 | 16.687 | 4.046 | 3.096 |
| 21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- |
| 22 | 信息服务 | 12 | 10 | -16.66% | -27.69% | 24.227 | 20.943 | 2.436 | 2.228 |
| 23 | 综合 | 5 | 3 | -33.61% | -40.64% | 36.379 | 30.488 | 3.091 | 2.772 |



