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:2009-7-23 ~ 2009-7-30
2009年08月02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:2009-7-23 ~ 2009-7-30
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 | |||||
300 | 127 | 94251341 | 100.00% | 19.38% | 0.20% | 0.20% | 0.51% | 100.00% | ||
1 | 农林牧渔 | 5 | 0 | 172758 | 0.18% | 38.34% | -0.87% | -0.87% | -3.30% | 0.62% |
2 | 采掘 | 18 | 10 | 18143728 | 19.25% | 3.18% | 0.70% | 0.70% | -1.21% | 5.91% |
3 | 化工 | 18 | 6 | 6872560 | 7.29% | 115.79% | 0.94% | 0.94% | 1.55% | 4.54% |
4 | 黑色金属 | 23 | 9 | 1982839 | 2.10% | -13.25% | 2.04% | 2.04% | 11.21% | 5.76% |
5 | 有色金属 | 24 | 11 | 1293205 | 1.37% | 27.42% | -1.97% | -1.97% | 1.85% | 5.56% |
6 | 建筑建材 | 13 | 6 | 2654483 | 2.82% | 76.55% | 1.19% | 1.19% | -3.05% | 3.14% |
7 | 机械设备 | 18 | 6 | 2087303 | 2.22% | 31.72% | 0.50% | 0.50% | -0.18% | 3.54% |
8 | 电子元器件 | 2 | 1 | -36292 | -0.04% | 46.45% | 7.74% | 7.74% | 2.95% | 0.22% |
9 | 交运设备 | 20 | 14 | 1959941 | 2.08% | 51.71% | 0.29% | 0.29% | 2.01% | 3.19% |
10 | 信息设备 | 5 | 2 | 357855 | 0.38% | 33.46% | 1.95% | 1.95% | -4.44% | 1.09% |
11 | 家用电器 | 6 | 4 | 619940 | 0.66% | 24.63% | 3.33% | 3.33% | -5.33% | 1.32% |
12 | 食品饮料 | 11 | 6 | 1308764 | 1.39% | 39.53% | -1.09% | -1.09% | -0.86% | 3.85% |
13 | 纺织服装 | 4 | 3 | 310401 | 0.33% | 24.74% | 4.22% | 4.22% | -6.27% | 0.49% |
14 | 轻工制造 | 3 | 2 | 158445 | 0.17% | -2.51% | 2.04% | 2.04% | -1.33% | 0.26% |
15 | 医药生物 | 13 | 3 | 776046 | 0.82% | 17.77% | -1.38% | -1.38% | -2.40% | 1.65% |
16 | 公用事业 | 16 | 8 | 2373563 | 2.52% | 573.59% | 0.60% | 0.60% | -0.02% | 3.87% |
17 | 交通运输 | 25 | 10 | 2438095 | 2.59% | -2.50% | 1.77% | 1.77% | 0.55% | 4.41% |
18 | 房地产 | 24 | 5 | 2459208 | 2.61% | 37.66% | 0.72% | 0.72% | -9.86% | 6.61% |
19 | 金融服务 | 29 | 15 | 46656107 | 49.50% | 16.34% | -0.29% | -0.29% | 1.87% | 38.18% |
20 | 商业贸易 | 9 | 1 | 742637 | 0.79% | 18.56% | -0.67% | -0.67% | -4.99% | 1.89% |
21 | 餐饮旅游 | 0 | 0 | -- | -- | -- | -- | -- | -- | -- |
22 | 信息服务 | 10 | 5 | 869693 | 0.92% | -61.08% | -1.74% | -1.74% | 4.96% | 3.43% |
23 | 综合 | 4 | 0 | 50063 | 0.05% | -26.78% | 0.00% | 0.00% | -7.93% | 0.47% |
申万行业分类