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:2009-05-04 ~ 2009-6-4
2009年06月07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:2009-05-04 ~ 2009-6-4
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 | 88535213 | 100.00% | 16.79% | 0.51% | 0.51% | 8.42% | 100.00% | |
1 | 农林牧渔 | 5 | 4 | 170491 | 0.19% | 36.53% | 0.88% | 0.88% | -1.23% | 0.79% |
2 | 采掘 | 17 | 17 | 16860018 | 19.04% | -3.77% | 3.00% | 3.00% | 14.84% | 5.66% |
3 | 化工 | 17 | 14 | 6209605 | 7.01% | 99.36% | 0.91% | 0.21% | 1.94% | 4.97% |
4 | 黑色金属 | 22 | 22 | 2061440 | 2.33% | -4.69% | -6.08% | -8.61% | 13.75% | 5.68% |
5 | 有色金属 | 25 | 23 | 1167486 | 1.32% | 14.82% | 1.84% | 1.84% | 18.86% | 6.25% |
6 | 建筑建材 | 12 | 12 | 2461084 | 2.78% | 67.15% | -1.22% | -1.22% | -0.52% | 3.63% |
7 | 机械设备 | 15 | 14 | 1626816 | 1.84% | 39.81% | -5.81% | -2.81% | 1.18% | 4.10% |
8 | 电子元器件 | 2 | 2 | -9050 | -0.01% | 86.65% | 57.84% | 57.84% | 2.38% | 0.23% |
9 | 交运设备 | 19 | 18 | 1650897 | 1.87% | 43.13% | 10.28% | 2.09% | 6.68% | 3.07% |
10 | 信息设备 | 5 | 5 | 356464 | 0.40% | 32.82% | 2.14% | 2.14% | -4.15% | 1.36% |
11 | 家用电器 | 5 | 5 | 512148 | 0.58% | 15.45% | 2.71% | 2.71% | -1.77% | 1.56% |
12 | 食品饮料 | 12 | 11 | 1327029 | 1.50% | 72.51% | 0.76% | 0.76% | -0.89% | 4.41% |
13 | 纺织服装 | 3 | 2 | 219233 | 0.25% | 15.34% | -0.22% | -0.22% | 10.64% | 0.56% |
14 | 轻工制造 | 4 | 3 | 168364 | 0.19% | -6.97% | 1.07% | 1.07% | 0.85% | 0.35% |
15 | 医药生物 | 9 | 8 | 490320 | 0.55% | 7.48% | -3.22% | -3.22% | -3.15% | 1.14% |
16 | 公用事业 | 21 | 19 | 2348016 | 2.65% | 20514.07% | -6.09% | -4.70% | 2.67% | 5.69% |
17 | 交通运输 | 29 | 25 | 2629552 | 2.97% | 146.28% | 0.19% | 5.00% | 0.76% | 5.54% |
18 | 房地产 | 25 | 20 | 2362009 | 2.67% | 31.33% | 0.84% | 0.84% | 17.37% | 7.93% |
19 | 金融服务 | 29 | 26 | 44301536 | 50.04% | 10.58% | 0.26% | 0.18% | 8.78% | 29.93% |
20 | 商业贸易 | 10 | 9 | 746601 | 0.84% | 16.61% | 1.66% | 1.66% | 0.45% | 2.53% |
21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- | -- |
22 | 信息服务 | 10 | 7 | 822285 | 0.93% | -62.38% | -5.16% | -0.22% | -5.19% | 4.03% |
23 | 综合 | 4 | 1 | 52870 | 0.06% | -22.68% | -6.37% | 0.85% | 0.44% | 0.59% |
申万行业分类