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:2008-12-15 ~ 2009-1-15
2009年01月18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:2008-12-15 ~ 2009-1-15
序号 | 行业名称 | 样本数 | 报告覆盖 | 2008(E) | 总市值涨幅 | 流通市值占比 | ||||
样本数 | 净利润 | 净利润占比 | 净利润同比 | 净利变化率 | PEI变化率 | |||||
沪深300 | 300 | 246 | 88881356.93 | 100.00% | 2.76% | -4.53% | -5.71% | -4.23% | 100.00% | |
1 | 农林牧渔 | 4 | 3 | 140033.993 | 0.16% | 6.35% | 11.92% | -9.14% | -2.77% | 0.95% |
2 | 采掘 | 16 | 16 | 19101761.13 | 21.49% | 11.99% | -2.08% | -2.52% | -6.38% | 5.15% |
3 | 化工 | 14 | 13 | 4041082.039 | 4.55% | -36.34% | -14.77% | -15.54% | -10.33% | 4.78% |
4 | 黑色金属 | 22 | 14 | 4067369.032 | 4.58% | -18.60% | -22.05% | -19.18% | -0.88% | 6.73% |
5 | 有色金属 | 24 | 20 | 2137391.722 | 2.41% | -35.53% | 35.12% | -5.81% | -0.66% | 3.83% |
6 | 建筑建材 | 11 | 11 | 1744807.099 | 1.96% | 16.80% | 18.72% | -7.60% | 4.74% | 3.51% |
7 | 机械设备 | 18 | 17 | 1378363.242 | 1.55% | -4.38% | -7.12% | -2.58% | 9.56% | 4.77% |
8 | 电子元器件 | 3 | 2 | -12572.445 | -0.01% | -110.80% | -129.78% | -139.89% | 2.11% | 0.24% |
9 | 交运设备 | 19 | 18 | 1464575.079 | 1.65% | -7.06% | -6.23% | -5.41% | 7.65% | 2.55% |
10 | 信息设备 | 4 | 3 | 300185.938 | 0.34% | 5.63% | 13.37% | 0.79% | 2.13% | 1.41% |
11 | 家用电器 | 4 | 4 | 496038.926 | 0.56% | 29.19% | 12.58% | 1.35% | -4.59% | 1.20% |
12 | 食品饮料 | 12 | 10 | 947016.869 | 1.07% | 24.83% | -3.47% | -4.81% | -8.17% | 3.86% |
13 | 纺织服装 | 4 | 0 | 271158.422 | 0.31% | -2.43% | -8.46% | 1.91% | -0.18% | 0.61% |
14 | 轻工制造 | 4 | 3 | 231191.655 | 0.26% | 10.74% | -6.94% | -6.94% | -1.44% | 0.39% |
15 | 医药生物 | 7 | 6 | 475032.635 | 0.53% | 44.24% | 106.85% | -3.41% | 13.36% | 1.33% |
16 | 公用事业 | 20 | 17 | 279408.046 | 0.31% | -89.69% | -29.81% | -48.97% | -3.53% | 7.22% |
17 | 交通运输 | 34 | 31 | 3727679.335 | 4.19% | -34.98% | -30.21% | -25.76% | -4.02% | 7.00% |
18 | 房地产 | 25 | 15 | 2033848.663 | 2.29% | 24.01% | -4.48% | -4.48% | -4.54% | 7.05% |
19 | 金融服务 | 27 | 25 | 44086561.48 | 49.60% | 21.90% | -1.69% | -1.86% | -4.54% | 30.15% |
20 | 商业贸易 | 11 | 9 | 815819.924 | 0.92% | 32.40% | -6.36% | -4.26% | 2.76% | 2.97% |
21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- | -- |
22 | 信息服务 | 12 | 8 | 1079152.091 | 1.21% | 30.52% | -13.39% | -11.14% | -5.97% | 3.68% |
23 | 综合 | 5 | 1 | 75452.053 | 0.09% | -6.44% | -9.08% | -9.08% | 3.69% | 0.62% |
申万行业分类