应时小报表·随行就市追寻热点

　　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：2009-07-26 ~ 2009-8-27

                                                    

                                                

            

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	293	96332083	100.00%	22.01%	2.26%	2.40%	-12.88%	100.00%
1	农林牧渔	5	5	181347	0.19%	45.22%	4.55%	4.55%	-1.37%	0.68%
2	采掘	18	18	19040627	19.77%	8.28%	5.23%	5.15%	-15.84%	5.68%
3	化工	18	18	7467958	7.75%	134.49%	9.68%	10.02%	-6.85%	4.85%
4	黑色金属	23	23	1871300	1.94%	-18.13%	-3.39%	-2.34%	-8.76%	5.16%
5	有色金属	24	24	1295173	1.34%	27.62%	-1.47%	-0.81%	-16.31%	5.35%
6	建筑建材	13	13	2616053	2.72%	73.99%	-0.25%	-0.32%	-13.56%	3.17%
7	机械设备	18	18	2123788	2.21%	34.02%	1.99%	2.53%	-5.06%	3.85%
8	电子元器件	2	2	-7323	-0.01%	89.20%	81.38%	81.38%	-8.94%	0.23%
9	交运设备	20	19	2042499	2.12%	58.10%	3.82%	3.99%	-2.30%	3.42%
10	信息设备	5	5	363573	0.38%	35.59%	2.03%	2.03%	-1.56%	1.22%
11	家用电器	6	6	650850	0.68%	30.84%	6.94%	6.94%	-3.43%	1.50%
12	食品饮料	11	11	1323874	1.37%	41.14%	0.15%	0.11%	0.85%	4.34%
13	纺织服装	4	4	310456	0.32%	24.77%	-1.27%	-1.27%	-13.07%	0.48%
14	轻工制造	3	3	163828	0.17%	0.81%	6.37%	6.37%	-5.71%	0.28%
15	医药生物	13	13	772874	0.80%	17.29%	-1.53%	-1.53%	10.01%	2.20%
16	公用事业	16	16	2372343	2.46%	573.24%	0.29%	0.05%	-5.68%	4.22%
17	交通运输	25	25	2363106	2.45%	-5.50%	-1.48%	2.02%	-10.28%	6.46%
18	房地产	24	23	2569657	2.67%	43.84%	4.92%	4.69%	-21.13%	6.95%
19	金融服务	29	28	47215394	49.01%	17.74%	0.88%	0.88%	-15.15%	34.24%
20	商业贸易	9	8	743298	0.77%	18.67%	-0.65%	-0.65%	-6.49%	2.03%
21	餐饮旅游	0	0	--	--	--	--	--	--	--
22	信息服务	10	10	799203	0.83%	-64.23%	-9.66%	-9.66%	-9.60%	3.25%
23	综合	4	1	52206	0.05%	-23.65%	4.28%	4.28%	-20.81%	0.45%

　　申万行业分类