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:2008-11-11 ~ 2008-12-11
2008年12月14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:2008-11-11 ~ 2008-12-11
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 | 248 | 92619821.35 | 100.00% | 8.25% | -2.41% | 13.40% | 15.56% | 14.379 | |
1 | 农林牧渔 | 4 | 3 | 125472.198 | 0.14% | 17.34% | 5.08% | 31.46% | 10.52% | 30.892 |
2 | 采掘 | 16 | 15 | 19331822.19 | 20.87% | 13.51% | -0.54% | 10.36% | 18.32% | 14.477 |
3 | 化工 | 14 | 12 | 4661086.154 | 5.03% | -25.24% | -4.78% | 13.26% | 12.45% | 19.182 |
4 | 黑色金属 | 22 | 14 | 5275309.34 | 5.70% | 2.10% | -4.05% | 22.92% | 13.47% | 8.215 |
5 | 有色金属 | 24 | 20 | 1589600.033 | 1.72% | -41.75% | -12.14% | 38.29% | 9.97% | 20.356 |
6 | 建筑建材 | 11 | 10 | 1475683.024 | 1.59% | 25.11% | -1.05% | 32.75% | 10.57% | 22.85 |
7 | 机械设备 | 18 | 18 | 1503521.12 | 1.62% | 0.22% | 1.37% | 42.64% | 18.83% | 16.747 |
8 | 电子元器件 | 3 | 2 | 42753.38 | 0.05% | -60.00% | -10.30% | 26.51% | 6.19% | 26.953 |
9 | 交运设备 | 19 | 16 | 1563926.753 | 1.69% | -3.74% | -2.21% | 28.68% | 13.46% | 12.297 |
10 | 信息设备 | 4 | 4 | 269179.964 | 0.29% | 3.13% | -1.34% | 39.11% | 9.90% | 20.409 |
11 | 家用电器 | 4 | 4 | 445621.626 | 0.48% | 29.40% | 0.52% | 25.18% | 15.62% | 13.908 |
12 | 食品饮料 | 12 | 12 | 977674.539 | 1.06% | 28.87% | -2.96% | 26.60% | 18.61% | 30.275 |
13 | 纺织服装 | 4 | 1 | 278046.09 | 0.30% | -0.14% | -12.93% | 27.41% | 12.90% | 12.659 |
14 | 轻工制造 | 4 | 4 | 248052.509 | 0.27% | 18.82% | -6.91% | 30.22% | 11.29% | 10.03 |
15 | 医药生物 | 7 | 5 | 229147.409 | 0.25% | -3.09% | -4.41% | 24.60% | 14.24% | 26.267 |
16 | 公用事业 | 20 | 15 | 391138.51 | 0.42% | -85.36% | -19.93% | 15.72% | 1.80% | 135.936 |
17 | 交通运输 | 34 | 29 | 5513681.308 | 5.95% | -7.80% | -2.41% | 16.95% | 13.87% | 13.808 |
18 | 房地产 | 25 | 19 | 2157356.09 | 2.33% | 31.54% | -1.56% | 41.07% | 12.96% | 19.119 |
19 | 金融服务 | 27 | 24 | 44397099.46 | 47.94% | 23.44% | -2.49% | 6.43% | 17.64% | 12.19 |
20 | 商业贸易 | 11 | 10 | 871143.242 | 0.94% | 37.96% | -3.19% | 31.20% | 16.77% | 16.235 |
21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- | -- |
22 | 信息服务 | 12 | 10 | 1189517.035 | 1.28% | 43.92% | 4.84% | 19.80% | 13.15% | 18.31 |
23 | 综合 | 5 | 1 | 82989.379 | 0.09% | 2.91% | 3.18% | 43.49% | 8.06% | 31.969 |
申万行业分类