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:2008-09-01 ~ 2008-9-18
2008年09月21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:2008-09-01 ~ 2008-9-18
| 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 | 224 | 0.58% | -19.56% | 14.537 | 12.159 | 2.317 | 2.09 | |
| 1 | 农林牧渔 | 4 | 3 | -1.76% | -12.17% | 27.241 | 21.096 | 2.883 | 2.264 |
| 2 | 采掘 | 16 | 14 | 2.14% | -21.43% | 15.146 | 13.949 | 2.864 | 2.497 |
| 3 | 化工 | 14 | 9 | 2.60% | -9.05% | 15.797 | 21.861 | 2.772 | 2.61 |
| 4 | 黑色金属 | 22 | 15 | 3.66% | -9.48% | 8.347 | 6.463 | 1.24 | 1.1 |
| 5 | 有色金属 | 24 | 17 | -2.16% | -16.30% | 11.375 | 12.13 | 2.146 | 1.903 |
| 6 | 建筑建材 | 11 | 8 | -1.01% | -17.47% | 22.27 | 15.158 | 2.3 | 1.862 |
| 7 | 机械设备 | 18 | 16 | -1.64% | -11.50% | 13.954 | 12.529 | 3.074 | 2.632 |
| 8 | 电子元器件 | 3 | 2 | -4.36% | -18.72% | 10.25 | 20.382 | 1.512 | 1.591 |
| 9 | 交运设备 | 19 | 16 | -1.73% | -12.19% | 10.995 | 9.527 | 1.717 | 1.499 |
| 10 | 信息设备 | 4 | 3 | 1.17% | -6.64% | 21.521 | 18.363 | 2.354 | 2.04 |
| 11 | 家用电器 | 4 | 4 | -3.82% | -8.74% | 15.247 | 11.62 | 2.042 | 1.853 |
| 12 | 食品饮料 | 12 | 10 | 0.23% | -13.82% | 38.452 | 25.141 | 6.534 | 5.609 |
| 13 | 纺织服装 | 4 | 1 | -2.41% | -15.91% | 12.495 | 11.151 | 1.312 | 1.578 |
| 14 | 轻工制造 | 4 | 2 | 0.52% | -19.43% | 12.709 | 8.756 | 1.526 | 1.186 |
| 15 | 医药生物 | 7 | 4 | -3.40% | -11.43% | 21.112 | 20.895 | 3.314 | 3.088 |
| 16 | 公用事业 | 20 | 14 | 0.51% | -4.03% | 17.496 | 33.927 | 1.987 | 2.035 |
| 17 | 交通运输 | 34 | 25 | -2.05% | -12.54% | 13.511 | 11.766 | 2.24 | 1.971 |
| 18 | 房地产 | 25 | 19 | -1.62% | -20.51% | 17.83 | 10.78 | 2.284 | 1.756 |
| 19 | 金融服务 | 27 | 26 | 0.36% | -24.94% | 13.975 | 10.274 | 2.176 | 2.012 |
| 20 | 商业贸易 | 11 | 7 | 4.50% | -16.48% | 20.278 | 13.806 | 3.39 | 2.413 |
| 21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- |
| 22 | 信息服务 | 12 | 9 | -1.60% | -7.89% | 22.292 | 19.993 | 2.242 | 2.054 |
| 23 | 综合 | 5 | 0 | 0.32% | -18.69% | 29.454 | 24.873 | 2.503 | 2.248 |



