应时小报表·随行就市追寻热点
2009年09月13日 来源:上海证券报 作者:
上证50一致预期PE 算法:朝阳永续一致预期 统计截止日:2009-9-10
序号 | 股票代码 | 简称 | 近3月预测机构数量 | 一致预期EPS(元/股) | 一致预期PE(倍) | 一致预期PE/G(倍) |
2007(A) | 2008(A/E) | 2009(E) | 2010(E) | 2011(E) | 2007(A) | 2008(A/E) | 2009(E) | 2010(E) | 2011(E) | 2007(A) | 2008(A/E) |
上证50 | -- | -- | -- | -- | -- | 20.754 | 21.777 | 18.686 | 15.18 | 13.024 | 1.061 | 1.113 |
1 | 600000 | 浦发银行 | 29 | 0.694 | 1.579 | 1.596 | 1.874 | 2.284 | 28.453 | 12.501 | 12.367 | 10.534 | 8.644 | 2.559 | 1.124 |
2 | 600005 | 武钢股份 | 29 | 0.832 | 0.662 | 0.376 | 0.62 | 0.781 | 9.968 | 12.523 | 22.034 | 13.37 | 10.611 | -3.269 | -4.107 |
3 | 600009 | 上海机场 | 16 | 0.88 | 0.446 | 0.363 | 0.527 | 0.605 | 16.03 | 31.604 | 38.873 | 26.745 | 23.31 | 1.893 | 3.733 |
4 | 600015 | 华夏银行 | 25 | 0.421 | 0.615 | 0.683 | 0.816 | 1.054 | 22.967 | 15.715 | 14.152 | 11.846 | 9.175 | 1.506 | 1.031 |
5 | 600016 | 民生银行 | 30 | 0.337 | 0.419 | 0.566 | 0.611 | 0.739 | 19.758 | 15.875 | 11.744 | 10.887 | 8.999 | 0.899 | 0.723 |
6 | 600018 | 上港集团 | 16 | 0.173 | 0.22 | 0.183 | 0.206 | 0.232 | 32.755 | 25.811 | 30.965 | 27.552 | 24.482 | -10.434 | -8.222 |
7 | 600019 | 宝钢股份 | 33 | 0.726 | 0.369 | 0.272 | 0.511 | 0.638 | 10.051 | 19.792 | 26.884 | 14.284 | 11.442 | 0.538 | 1.059 |
8 | 600028 | 中国石化 | 27 | 0.634 | 0.342 | 0.739 | 0.85 | 0.895 | 18.651 | 34.519 | 16.004 | 13.909 | 13.202 | 0.327 | 0.606 |
9 | 600029 | 南方航空 | 17 | 0.231 | -0.603 | 0.1 | 0.135 | 0.202 | 23.164 | n.m. | 53.597 | 39.574 | 26.598 | -- | -- |
10 | 600030 | 中信证券 | 35 | 1.868 | 1.102 | 1.327 | 1.454 | 1.667 | 14.29 | 24.235 | 20.115 | 18.361 | 16.017 | 0.956 | 1.621 |
11 | 600036 | 招商银行 | 30 | 0.797 | 1.102 | 0.937 | 1.169 | 1.373 | 18.978 | 13.725 | 16.144 | 12.943 | 11.018 | 6.064 | 4.386 |
12 | 600048 | 保利地产 | 32 | 0.423 | 0.636 | 0.92 | 1.256 | 1.629 | 58.903 | 39.177 | 27.085 | 19.839 | 15.293 | 1.419 | 0.944 |
13 | 600050 | 中国联通 | 27 | 0.266 | 0.931 | 0.211 | 0.238 | 0.296 | 24.685 | 7.044 | 31.091 | 27.602 | 22.141 | -0.507 | -0.145 |
14 | 600104 | 上海汽车 | 30 | 0.707 | 0.1 | 0.742 | 1.007 | 1.129 | 27.577 | 194.783 | 26.281 | 19.375 | 17.284 | 0.127 | 0.899 |
15 | 600177 | 雅戈尔 | 14 | 1.112 | 0.711 | 0.777 | 0.801 | 0.848 | 11.476 | 17.946 | 16.422 | 15.932 | 15.039 | 1.778 | 2.78 |
16 | 600320 | 振华重工 | 16 | 0.457 | 0.581 | 0.557 | 0.593 | 0.738 | 23.04 | 18.105 | 18.874 | 17.743 | 14.258 | 28.856 | 22.675 |
17 | 600362 | 江西铜业 | 26 | 1.367 | 0.756 | 0.849 | 1.217 | 1.444 | 28.862 | 52.199 | 46.488 | 32.412 | 27.327 | 1.047 | 1.893 |
18 | 600519 | 贵州茅台 | 32 | 2.999 | 4.026 | 5.129 | 6.435 | 8.003 | 55.328 | 41.222 | 32.355 | 25.789 | 20.735 | 2.074 | 1.546 |
19 | 600550 | 天威保变 | 26 | 0.385 | 0.808 | 0.838 | 1.161 | 1.571 | 84.81 | 40.444 | 38.979 | 28.13 | 20.792 | 4.238 | 2.021 |
20 | 600598 | 北大荒 | 14 | 0.313 | 0.343 | 0.362 | 0.398 | 0.429 | 42.573 | 38.863 | 36.779 | 33.509 | 31.09 | 5.419 | 4.947 |
21 | 600642 | 申能股份 | 15 | 0.642 | 0.205 | 0.645 | 0.685 | 0.768 | 17.436 | 54.607 | 17.361 | 16.343 | 14.587 | 0.21 | 0.659 |
22 | 600739 | 辽宁成大 | 10 | 2.343 | 1.042 | 1.481 | 1.69 | 2.15 | 12.717 | 28.606 | 20.118 | 17.63 | 13.859 | 0.461 | 1.037 |
23 | 600795 | 国电电力 | 25 | 0.314 | 0.033 | 0.265 | 0.342 | 0.415 | 21.655 | 207.103 | 25.623 | 19.87 | 16.39 | 0.096 | 0.921 |
24 | 600837 | 海通证券 | 29 | 0.663 | 0.401 | 0.569 | 0.622 | 0.704 | 20.959 | 34.639 | 24.429 | 22.356 | 19.743 | 0.856 | 1.414 |
25 | 600900 | 长江电力 | 23 | 0.571 | 0.418 | 0.506 | 0.707 | 0.737 | 23.37 | 31.945 | 26.374 | 18.856 | 18.092 | 0.586 | 0.802 |
26 | 601006 | 大秦铁路 | 21 | 0.471 | 0.515 | 0.458 | 0.524 | 0.579 | 21.389 | 19.564 | 21.971 | 19.232 | 17.386 | 25.059 | 22.92 |
27 | 601088 | 中国神华 | 29 | 0.994 | 1.337 | 1.602 | 1.768 | 1.921 | 32.955 | 24.499 | 20.442 | 18.528 | 17.049 | 2.196 | 1.632 |
28 | 601111 | 中国国航 | 24 | 0.317 | -0.747 | 0.346 | 0.249 | 0.304 | 25.378 | n.m. | 23.259 | 32.352 | 26.491 | -- | -- |
29 | 601166 | 兴业银行 | 33 | 1.717 | 2.277 | 2.4 | 2.855 | 3.424 | 19.812 | 14.941 | 14.176 | 11.914 | 9.934 | 1.649 | 1.244 |
30 | 601168 | 西部矿业 | 12 | 0.724 | 0.239 | 0.168 | 0.365 | 0.608 | 20.27 | 61.365 | 87.473 | 40.233 | 24.14 | 0.863 | 2.613 |
31 | 601169 | 北京银行 | 27 | 0.538 | 0.87 | 0.956 | 1.199 | 1.497 | 31.099 | 19.221 | 17.486 | 13.946 | 11.172 | 1.73 | 1.069 |
32 | 601186 | 中国铁建 | 18 | 0.255 | 0.295 | 0.485 | 0.655 | 0.835 | 36.031 | 31.082 | 18.927 | 14.017 | 10.998 | 0.727 | 0.627 |
33 | 601318 | 中国平安 | 28 | 2.054 | 0.09 | 1.282 | 1.594 | 1.669 | 24.66 | 561.974 | 39.516 | 31.783 | 30.352 | 0.079 | 1.803 |
34 | 601328 | 交通银行 | 25 | 0.419 | 0.58 | 0.624 | 0.747 | 0.916 | 21.52 | 15.531 | 14.442 | 12.062 | 9.84 | 1.569 | 1.132 |
35 | 601333 | 广深铁路 | 12 | 0.202 | 0.171 | 0.189 | 0.194 | 0.19 | 22.08 | 26.07 | 23.616 | 22.939 | 23.492 | 2.922 | 3.45 |
36 | 601390 | 中国中铁 | 18 | 0.149 | 0.052 | 0.303 | 0.394 | 0.49 | 41.276 | 117.082 | 20.215 | 15.557 | 12.499 | 0.237 | 0.673 |
37 | 601398 | 工商银行 | 28 | 0.243 | 0.332 | 0.368 | 0.432 | 0.515 | 20.142 | 14.776 | 13.305 | 11.349 | 9.524 | 1.452 | 1.065 |
38 | 601600 | 中国铝业 | 19 | 0.756 | 0.001 | -0.029 | 0.316 | 0.536 | 19.02 | 21075.221 | n.m. | 45.554 | 26.818 | 0.01 | 11.169 |
39 | 601601 | 中国太保 | 22 | 0.895 | 0.174 | 0.615 | 0.762 | 0.838 | 24.397 | 125.592 | 35.512 | 28.655 | 26.053 | 0.228 | 1.175 |
40 | 601628 | 中国人寿 | 23 | 0.995 | 0.356 | 0.879 | 1.035 | 1.22 | 28.49 | 79.561 | 32.235 | 27.38 | 23.221 | 0.406 | 1.135 |
41 | 601727 | 上海电气 | 11 | 0.232 | 0.21 | 0.218 | 0.247 | 0.262 | 40.047 | 44.265 | 42.552 | 37.566 | 35.439 | 4.395 | 4.858 |
42 | 601766 | 中国南车 | 21 | 0.068 | 0.117 | 0.147 | 0.206 | 0.304 | 68.487 | 39.945 | 31.697 | 22.659 | 15.347 | 2.086 | 1.217 |
43 | 601857 | 中国石油 | 25 | 0.735 | 0.622 | 0.661 | 0.838 | 0.939 | 18.224 | 21.551 | 20.283 | 15.994 | 14.264 | 1.147 | 1.356 |
44 | 601898 | 中煤能源 | 24 | 0.39 | 0.514 | 0.574 | 0.688 | 0.838 | 31.433 | 23.863 | 21.353 | 17.831 | 14.639 | 2.001 | 1.519 |
45 | 601899 | 紫金矿业 | 20 | 0.175 | 0.211 | 0.278 | 0.341 | 0.443 | 53.353 | 44.342 | 33.59 | 27.457 | 21.094 | 1.981 | 1.646 |
46 | 601919 | 中国远洋 | 16 | 1.868 | 1.06 | -0.321 | 0.196 | 0.501 | 7.58 | 13.357 | n.m. | 72.079 | 28.278 | -0.131 | -0.23 |
47 | 601939 | 建设银行 | 23 | 0.295 | 0.396 | 0.442 | 0.519 | 0.606 | 19.493 | 14.536 | 13.041 | 11.09 | 9.51 | 1.383 | 1.032 |
48 | 601958 | 金钼股份 | 21 | 0.938 | 0.87 | 0.287 | 0.497 | 0.649 | 20.545 | 22.151 | 67.131 | 38.798 | 29.69 | -0.853 | -0.92 |
49 | 601988 | 中国银行 | 23 | 0.222 | 0.25 | 0.292 | 0.35 | 0.422 | 17.832 | 15.78 | 13.534 | 11.296 | 9.363 | 0.999 | 0.884 |
50 | 601998 | 中信银行 | 21 | 0.212 | 0.341 | 0.348 | 0.418 | 0.489 | 26.603 | 16.557 | 16.233 | 13.503 | 11.556 | 2.422 | 1.508 |
一致预期PB | 一致预期ROE | 总股本(万股) | 最新价 | 一致预期目标价 | 所属行业 | 股票代码 | 简称 |
2007(A) | 2008(A/E) | 2009(E) | 2010(E) | 2011(E) | 2007(A) | 2008(A/E) | 2009(E) | 2010(E) | 2011(E) |
-- | 3.097 | 2.674 | 2.359 | 2.097 | 16.60% | 14.22% | 14.31% | 15.54% | 16.10% | 上证50 |
-- | 3.754 | 2.633 | 2.128 | 1.727 | 19.43% | 30.03% | 22.11% | 21.02% | 20.63% | 792589 | 19.74 | 25.513 | 银行 | 600000 | 浦发银行 |
-- | 2.349 | 2.244 | 1.979 | 1.732 | 25.29% | 18.76% | 10.44% | 14.85% | 16.79% | 783815 | 8.29 | 9.952 | 原材料 | 600005 | 武钢股份 |
-- | 2.223 | 2.119 | 1.975 | 1.835 | 14.67% | 7.03% | 5.43% | 7.35% | 7.87% | 192696 | 14.1 | 16.066 | 运输 | 600009 | 上海机场 |
-- | 1.76 | 1.162 | 1.075 | 0.977 | 16.09% | 11.20% | 8.16% | 9.08% | 10.84% | 499053 | 9.67 | 13.487 | 银行 | 600015 | 华夏银行 |
-- | 2.323 | 1.535 | 1.373 | 1.212 | 12.62% | 14.63% | 13.54% | 12.86% | 13.86% | 1882300 | 6.65 | 9.01 | 银行 | 600016 | 民生银行 |
-- | 3.991 | 3.777 | 3.494 | 3.224 | 12.91% | 15.46% | 12.14% | 12.70% | 13.17% | 2099080 | 5.68 | 5.566 | 运输 | 600018 | 上港集团 |
-- | 1.39 | 1.366 | 1.274 | 1.194 | 14.37% | 7.02% | 5.14% | 9.07% | 10.42% | 1751200 | 7.3 | 9.537 | 原材料 | 600019 | 宝钢股份 |
-- | 3.105 | 2.67 | 2.359 | 2.116 | 18.26% | 8.99% | 16.71% | 16.83% | 15.60% | 8670244 | 11.82 | 15.858 | 能源 | 600028 | 中国石化 |
-- | 6.128 | 4.262 | 3.849 | 3.366 | 15.14% | -68.98% | 7.96% | 9.69% | 12.56% | 800357 | 5.36 | 6.378 | 运输 | 600029 | 南方航空 |
-- | 3.206 | 2.915 | 2.667 | 2.409 | 24.01% | 13.23% | 14.53% | 14.54% | 15.64% | 663047 | 26.7 | 39.509 | 综合金融 | 600030 | 中信证券 |
-- | 3.638 | 3.007 | 2.465 | 2.05 | 22.42% | 26.51% | 18.87% | 19.10% | 17.94% | 1911939 | 15.13 | 20.916 | 银行 | 600036 | 招商银行 |
-- | 6.23 | 3.531 | 3.04 | 2.577 | 12.49% | 15.90% | 13.16% | 15.54% | 17.13% | 351972 | 24.92 | 29.207 | 房地产 | 600048 | 保利地产 |
-- | 1.977 | 1.894 | 1.776 | 1.643 | 10.35% | 28.08% | 6.18% | 6.64% | 7.93% | 2119660 | 6.56 | 8.092 | 电信业务 | 600050 | 中国联通 |
-- | 3.69 | 3.248 | 2.862 | 2.537 | 12.40% | 1.89% | 12.40% | 14.73% | 14.75% | 655103 | 19.51 | 22.928 | 汽车与汽车零部件 | 600104 | 上海汽车 |
-- | 3.153 | 2.827 | 2.554 | 2.313 | 15.73% | 17.57% | 16.98% | 16.13% | 15.59% | 222661 | 12.76 | 16.887 | 耐用消费品与服装 | 600177 | 雅戈尔 |
-- | 3.015 | 2.617 | 2.294 | 1.986 | 18.04% | 16.65% | 13.85% | 12.87% | 13.91% | 439029 | 10.52 | 12.986 | 资本货物 | 600320 | 振华重工 |
-- | 5.748 | 5.168 | 4.497 | 3.9 | 22.78% | 11.01% | 11.13% | 14.02% | 14.56% | 302283 | 39.46 | 45.226 | 原材料 | 600362 | 江西铜业 |
-- | 13.929 | 10.438 | 7.947 | 6.136 | 34.38% | 33.79% | 32.33% | 30.93% | 29.64% | 94380 | 165.95 | 197.701 | 食品、饮料与烟草 | 600519 | 贵州茅台 |
-- | 10.078 | 8.413 | 6.752 | 5.333 | 18.11% | 24.92% | 21.68% | 24.05% | 25.72% | 116800 | 32.66 | 37.593 | 资本货物 | 600550 | 天威保变 |
-- | 4.83 | 4.671 | 4.488 | 4.314 | 12.85% | 12.43% | 12.69% | 13.43% | 13.97% | 171448 | 13.33 | 15 | 食品、饮料与烟草 | 600598 | 北大荒 |
-- | 2.462 | 2.199 | 2.049 | 1.898 | 13.18% | 4.51% | 12.65% | 12.55% | 13.03% | 288963 | 11.2 | 16.633 | 公用事业 | 600642 | 申能股份 |
-- | 5.42 | 4.293 | 3.474 | 2.8 | 45.73% | 18.95% | 21.37% | 19.76% | 20.01% | 90185 | 29.8 | 46.788 | 零售业 | 600739 | 辽宁成大 |
-- | 2.612 | 2 | 1.942 | 1.888 | 12.75% | 1.26% | 7.89% | 9.90% | 11.59% | 544777 | 6.8 | 8.263 | 公用事业 | 600795 | 国电电力 |
-- | 2.981 | 1.679 | 1.587 | 1.489 | 14.90% | 8.61% | 6.89% | 7.10% | 7.82% | 822782 | 13.9 | 18.823 | 综合金融 | 600837 | 海通证券 |
-- | 3.342 | 3.049 | 2.733 | 2.501 | 13.02% | 10.46% | 11.56% | 14.49% | 13.83% | 941209 | 13.34 | 16.129 | 公用事业 | 600900 | 长江电力 |
-- | 3.241 | 2.289 | 2.162 | 2.043 | 16.28% | 16.57% | 10.39% | 11.24% | 11.73% | 1297676 | 10.07 | 13.125 | 运输 | 601006 | 大秦铁路 |
-- | 4.373 | 3.796 | 3.326 | 2.935 | 15.41% | 17.85% | 18.53% | 17.96% | 17.22% | 1988962 | 32.75 | 41.713 | 能源 | 601088 | 中国神华 |
-- | 4.981 | 4.103 | 3.641 | 3.201 | 12.41% | -46.27% | 17.63% | 11.27% | 12.07% | 1225136 | 8.04 | 9.578 | 运输 | 601111 | 中国国航 |
-- | 3.47 | 2.895 | 2.407 | 2.002 | 22.07% | 23.22% | 20.39% | 20.22% | 20.15% | 500000 | 34.02 | 43.158 | 银行 | 601166 | 兴业银行 |
-- | 3.487 | 3.432 | 3.211 | 2.92 | 17.03% | 5.68% | 3.92% | 7.98% | 12.09% | 238300 | 14.68 | 14.307 | 原材料 | 601168 | 西部矿业 |
-- | 3.081 | 1.952 | 1.746 | 1.542 | 12.56% | 16.03% | 11.22% | 12.64% | 13.95% | 622756 | 16.72 | 19.618 | 银行 | 601169 | 北京银行 |
-- | 2.371 | 2.156 | 1.931 | 1.708 | 62.15% | 7.63% | 11.40% | 13.90% | 15.71% | 1233754 | 9.18 | 12.718 | 资本货物 | 601186 | 中国铁建 |
-- | 4.724 | 4.226 | 3.748 | 3.331 | 14.07% | 0.84% | 10.54% | 11.30% | 11.12% | 734505 | 50.65 | 66.14 | 保险 | 601318 | 中国平安 |
-- | 3.04 | 2.659 | 2.296 | 1.964 | 15.98% | 19.57% | 18.45% | 19.12% | 20.12% | 4899438 | 9.01 | 10.996 | 银行 | 601328 | 交通银行 |
-- | 1.411 | 1.364 | 1.32 | 1.279 | 6.58% | 5.41% | 5.80% | 5.86% | 5.71% | 708354 | 4.46 | 5.642 | 运输 | 601333 | 广深铁路 |
-- | 2.325 | 2.085 | 1.839 | 1.604 | 5.71% | 1.99% | 10.31% | 11.78% | 12.79% | 2129990 | 6.13 | 8.283 | 资本货物 | 601390 | 中国中铁 |
-- | 2.713 | 2.284 | 2.048 | 1.825 | 15.08% | 18.36% | 17.14% | 17.98% | 18.86% | 33401885 | 4.9 | 6.218 | 银行 | 601398 | 工商银行 |
-- | 3.536 | 6.331 | 2.864 | 2.291 | 17.65% | 0.02% | -1.29% | 6.29% | 8.54% | 1352449 | 14.38 | 17.607 | 原材料 | 601600 | 中国铝业 |
-- | 3.45 | 3.145 | 2.841 | 2.554 | 10.98% | 2.75% | 8.83% | 9.68% | 10.11% | 770000 | 21.84 | 29.361 | 保险 | 601601 | 中国太保 |
-- | 5.935 | 5.213 | 4.811 | 4.394 | 16.52% | 7.46% | 16.40% | 17.49% | 18.97% | 2826471 | 28.34 | 32.423 | 保险 | 601628 | 中国人寿 |
-- | 5.444 | 4.98 | 4.529 | 4.144 | 14.98% | 12.30% | 11.80% | 12.18% | 11.74% | 1250769 | 9.28 | 10.653 | 资本货物 | 601727 | 上海电气 |
-- | 3.444 | 3.172 | 2.851 | 2.478 | 18.58% | 8.62% | 10.05% | 12.59% | 16.10% | 1184000 | 4.67 | 5.562 | 资本货物 | 601766 | 中国南车 |
-- | 3.098 | 2.847 | 2.556 | 2.313 | 19.87% | 14.38% | 14.08% | 15.93% | 16.03% | 18302098 | 13.4 | 17.55 | 能源 | 601857 | 中国石油 |
-- | 2.561 | 1.723 | 1.606 | 1.483 | 16.68% | 10.73% | 8.07% | 9.01% | 10.14% | 1325866 | 12.26 | 15.598 | 能源 | 601898 | 中煤能源 |
-- | 8.427 | 4.767 | 4.31 | 3.812 | 47.75% | 19.00% | 14.14% | 15.66% | 18.12% | 1454131 | 9.35 | 11.817 | 原材料 | 601899 | 紫金矿业 |
-- | 2.777 | 3.147 | 2.968 | 2.714 | 42.47% | 20.79% | -6.87% | 3.91% | 9.54% | 1021627 | 14.16 | 15.053 | 运输 | 601919 | 中国远洋 |
-- | 2.889 | 2.319 | 2.069 | 1.851 | 16.40% | 19.87% | 17.68% | 18.53% | 18.67% | 23368908 | 5.76 | 7.144 | 银行 | 601939 | 建设银行 |
-- | 4.531 | 2.788 | 2.639 | 2.483 | 101.60% | 20.46% | 4.21% | 6.87% | 8.36% | 322660 | 19.28 | 22.28 | 原材料 | 601958 | 金钼股份 |
-- | 2.141 | 1.899 | 1.734 | 1.572 | 13.24% | 13.57% | 13.89% | 15.26% | 16.51% | 25383916 | 3.95 | 4.849 | 银行 | 601988 | 中国银行 |
-- | 2.313 | 1.858 | 1.675 | 1.504 | 9.85% | 13.97% | 11.46% | 12.46% | 13.01% | 3903334 | 5.65 | 6.124 | 银行 | 601998 | 中信银行 |
一致预期预测值来源:上海朝阳永续 Go-Goal业绩预测系统