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：2008-10-13 ~ 2008-11-13

　　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：2008-10-13 ~ 2008-11-13

                                             

                                             

            

    

序号	行业名称	样本数	报告覆盖	2008(E)	总市值涨幅	2008(E)
样本数	净利润	净利润占比	净利润同比	净利变化率	ROE	总市值加权P/E
沪深300	300	272	95069475.34	100.00%	11.11%	-6.00%	-7.17%	15.98%	13.475
1	农林牧渔	4	3	119411.908	0.13%	11.67%	-13.47%	-6.12%	10.03%	28.182
2	采掘	16	16	19540272.09	20.55%	14.74%	4.45%	-8.60%	18.52%	13.978
3	化工	14	12	4900396.999	5.16%	-21.40%	10.39%	-21.40%	13.07%	17.23
4	黑色金属	22	21	5498255.728	5.78%	6.42%	-17.50%	-4.77%	14.02%	7.521
5	有色金属	24	24	1812552.884	1.91%	-33.58%	-25.81%	-12.77%	11.34%	15.088
6	建筑建材	11	11	1489026.966	1.57%	26.24%	-13.92%	-0.16%	10.71%	20.564
7	机械设备	18	18	1481303.324	1.56%	-1.26%	-9.44%	-9.66%	19.00%	14.259
8	电子元器件	3	3	47664.174	0.05%	-55.40%	-10.73%	-11.19%	6.89%	21.678
9	交运设备	19	18	1583367.885	1.67%	-2.55%	-15.51%	-13.80%	13.62%	10.448
10	信息设备	4	4	271186.22	0.29%	3.89%	-12.72%	-23.96%	9.97%	15.03
11	家用电器	4	4	443305.778	0.47%	28.72%	-1.62%	-2.04%	15.54%	12.367
12	食品饮料	12	12	1007242.004	1.06%	32.77%	-12.59%	-16.78%	18.95%	23.541
13	纺织服装	4	1	321311.481	0.34%	15.40%	2.71%	-18.56%	14.86%	9.922
14	轻工制造	4	3	266471.198	0.28%	27.64%	-12.78%	-14.52%	12.11%	8.357
15	医药生物	7	6	239720.231	0.25%	1.38%	0.17%	-7.53%	14.88%	21.289
16	公用事业	20	14	462700.399	0.49%	-82.68%	-64.86%	-0.68%	2.12%	107.641
17	交通运输	34	30	5645649.357	5.94%	-5.59%	-17.30%	-16.40%	14.19%	12.709
18	房地产	25	23	2191486.273	2.31%	33.62%	-18.03%	-0.70%	13.54%	15.203
19	金融服务	27	25	45539873.53	47.90%	26.62%	-4.84%	-2.21%	18.09%	12.077
20	商业贸易	11	11	894474.105	0.94%	41.65%	-6.07%	-18.41%	17.21%	12.648
21	餐饮旅游	0	0	--	--	--	--	--	--	--
22	信息服务	12	10	1233686.621	1.30%	49.27%	28.48%	-4.97%	13.63%	16.257
23	综合	5	3	80116.191	0.08%	-0.65%	-16.10%	-17.54%	7.78%	26.837