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:2009-03-23 ~ 2009-4-23
2009年04月26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:2009-03-23 ~ 2009-4-23
序号 | 行业名称 | 样本数 | 报告覆盖 | 2009(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 | 267 | 88311667 | 100.00% | 15.79% | -0.05% | -0.09% | 5.12% | 100.00% | |
1 | 农林牧渔 | 5 | 3 | 179278 | 0.20% | 22.00% | 2.58% | 2.58% | 0.46% | 1.01% |
2 | 采掘 | 17 | 17 | 16477257 | 18.66% | -5.56% | 0.61% | 0.61% | 3.53% | 5.36% |
3 | 化工 | 16 | 15 | 5978383 | 6.77% | 94.16% | 4.07% | 4.07% | 9.10% | 4.98% |
4 | 黑色金属 | 21 | 17 | 2353772 | 2.67% | 10.78% | -12.81% | -12.81% | 1.24% | 5.60% |
5 | 有色金属 | 25 | 22 | 1228725 | 1.39% | 19.77% | -1.35% | -1.35% | -1.36% | 5.22% |
6 | 建筑建材 | 12 | 12 | 2407043 | 2.73% | 64.79% | -5.78% | -5.78% | 1.26% | 4.00% |
7 | 机械设备 | 15 | 14 | 1716550 | 1.94% | 41.77% | -6.55% | -6.55% | 8.37% | 4.37% |
8 | 电子元器件 | 2 | 2 | -21464 | -0.02% | 68.33% | -25.50% | -25.50% | 14.69% | 0.26% |
9 | 交运设备 | 18 | 17 | 1532557 | 1.74% | 19.40% | -3.35% | -3.35% | 9.51% | 2.79% |
10 | 信息设备 | 5 | 4 | 352949 | 0.40% | 31.51% | -5.51% | -5.51% | 9.75% | 1.50% |
11 | 家用电器 | 5 | 4 | 525571 | 0.60% | 13.51% | 3.41% | 3.41% | 11.21% | 1.71% |
12 | 食品饮料 | 12 | 12 | 1312660 | 1.49% | 66.04% | -3.71% | -3.71% | 8.31% | 3.97% |
13 | 纺织服装 | 3 | 1 | 204010 | 0.23% | 7.33% | -15.84% | -15.84% | 11.32% | 0.53% |
14 | 轻工制造 | 4 | 4 | 172716 | 0.20% | -4.57% | -6.32% | -6.32% | 14.20% | 0.42% |
15 | 医药生物 | 9 | 8 | 496239 | 0.56% | 8.72% | -8.72% | -8.72% | -0.92% | 1.33% |
16 | 公用事业 | 22 | 20 | 2454562 | 2.78% | 1499.19% | 1.41% | 1.41% | 3.60% | 6.86% |
17 | 交通运输 | 30 | 30 | 2735376 | 3.10% | 139.76% | 4.48% | 4.54% | 13.42% | 6.64% |
18 | 房地产 | 25 | 20 | 2354130 | 2.67% | 28.75% | 1.45% | 1.45% | 4.55% | 7.22% |
19 | 金融服务 | 28 | 25 | 44179432 | 50.03% | 10.08% | 0.84% | 0.74% | 4.51% | 29.01% |
20 | 商业贸易 | 10 | 10 | 744943 | 0.84% | 16.39% | -6.22% | -6.22% | 12.62% | 2.83% |
21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- | -- |
22 | 信息服务 | 11 | 9 | 870512 | 0.99% | -61.34% | -1.91% | -1.91% | 13.43% | 3.62% |
23 | 综合 | 5 | 1 | 56465 | 0.06% | -7.22% | -30.77% | -30.77% | 9.39% | 0.76% |
申万行业分类