应时小报表·随行就市追寻热点
2009年11月01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:2009-10-29
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 | -- | -- | -- | -- | -- | 20.923 | 21.955 | 18.452 | 14.865 | 12.611 | 0.982 | 1.031 |
1 | 600000 | 浦发银行 | 29 | 0.623 | 1.417 | 1.526 | 1.857 | 2.28 | 34.638 | 15.218 | 14.138 | 11.614 | 9.459 | 2.476 | 1.088 |
2 | 600005 | 武钢股份 | 29 | 0.832 | 0.662 | 0.227 | 0.544 | 0.705 | 8.681 | 10.907 | 31.84 | 13.28 | 10.241 | -1.191 | -1.496 |
3 | 600009 | 上海机场 | 17 | 0.88 | 0.446 | 0.357 | 0.524 | 0.63 | 16.053 | 31.648 | 39.542 | 26.938 | 22.427 | 1.911 | 3.768 |
4 | 600015 | 华夏银行 | 26 | 0.421 | 0.615 | 0.681 | 0.851 | 1.094 | 25.817 | 17.665 | 15.951 | 12.774 | 9.938 | 1.459 | 0.998 |
5 | 600016 | 民生银行 | 33 | 0.337 | 0.419 | 0.556 | 0.618 | 0.757 | 22.373 | 17.976 | 13.532 | 12.186 | 9.943 | 0.835 | 0.671 |
6 | 600018 | 上港集团 | 13 | 0.173 | 0.22 | 0.185 | 0.206 | 0.228 | 29.871 | 23.539 | 27.999 | 25.171 | 22.761 | -9.263 | -7.299 |
7 | 600019 | 宝钢股份 | 32 | 0.726 | 0.369 | 0.268 | 0.511 | 0.659 | 9.294 | 18.3 | 25.232 | 13.199 | 10.245 | 0.523 | 1.03 |
8 | 600028 | 中国石化 | 23 | 0.634 | 0.342 | 0.763 | 0.878 | 0.933 | 18.083 | 33.467 | 15.018 | 13.052 | 12.278 | 0.303 | 0.561 |
9 | 600029 | 南方航空 | 21 | 0.231 | -0.603 | 0.099 | 0.138 | 0.159 | 22.386 | n.m. | 52.483 | 37.42 | 32.662 | -- | -- |
10 | 600030 | 中信证券 | 32 | 1.868 | 1.102 | 1.32 | 1.427 | 1.689 | 14.44 | 24.489 | 20.432 | 18.912 | 15.971 | 1.051 | 1.783 |
11 | 600036 | 招商银行 | 29 | 0.797 | 1.102 | 0.93 | 1.162 | 1.42 | 21.398 | 15.476 | 18.35 | 14.683 | 12.015 | 8.19 | 5.923 |
12 | 600048 | 保利地产 | 35 | 0.423 | 0.636 | 0.929 | 1.296 | 1.632 | 60.061 | 39.947 | 27.348 | 19.605 | 15.569 | 1.4 | 0.931 |
13 | 600050 | 中国联通 | 26 | 0.266 | 0.931 | 0.205 | 0.233 | 0.285 | 23.556 | 6.721 | 30.556 | 26.899 | 21.968 | -0.471 | -0.134 |
14 | 600104 | 上海汽车 | 30 | 0.707 | 0.1 | 0.871 | 1.189 | 1.273 | 31.591 | 223.137 | 25.674 | 18.794 | 17.559 | 0.129 | 0.913 |
15 | 600177 | 雅戈尔 | 14 | 1.112 | 0.711 | 0.853 | 0.807 | 0.876 | 12.304 | 19.24 | 16.031 | 16.944 | 15.609 | 1.808 | 2.828 |
16 | 600320 | 振华重工 | 10 | 0.457 | 0.581 | 0.519 | 0.487 | 0.654 | 21.901 | 17.21 | 19.27 | 20.516 | 15.287 | -2.6 | -2.043 |
17 | 600362 | 江西铜业 | 31 | 1.367 | 0.756 | 0.872 | 1.282 | 1.634 | 27.392 | 49.541 | 42.965 | 29.222 | 22.92 | 0.86 | 1.555 |
18 | 600519 | 贵州茅台 | 34 | 2.999 | 4.026 | 5.12 | 6.412 | 7.918 | 52.13 | 38.84 | 30.537 | 24.387 | 19.748 | 1.975 | 1.472 |
19 | 600550 | 天威保变 | 28 | 0.385 | 0.808 | 0.692 | 0.983 | 1.302 | 80.058 | 38.177 | 44.539 | 31.375 | 23.687 | 7.595 | 3.622 |
20 | 600598 | 北大荒 | 16 | 0.313 | 0.343 | 0.331 | 0.371 | 0.417 | 41.264 | 37.668 | 39.02 | 34.832 | 30.946 | 9.574 | 8.739 |
21 | 600642 | 申能股份 | 18 | 0.642 | 0.205 | 0.658 | 0.693 | 0.787 | 18.978 | 59.434 | 18.533 | 17.581 | 15.487 | 0.226 | 0.708 |
22 | 600739 | 辽宁成大 | 10 | 2.343 | 1.042 | 1.411 | 1.736 | 2.174 | 13.856 | 31.169 | 23.015 | 18.708 | 14.939 | 0.503 | 1.131 |
23 | 600795 | 国电电力 | 24 | 0.314 | 0.033 | 0.272 | 0.343 | 0.413 | 22.896 | 218.981 | 26.454 | 20.983 | 17.392 | 0.103 | 0.982 |
24 | 600837 | 海通证券 | 28 | 0.663 | 0.401 | 0.576 | 0.613 | 0.82 | 21.426 | 35.412 | 24.69 | 23.196 | 17.331 | 0.91 | 1.504 |
25 | 600900 | 长江电力 | 24 | 0.571 | 0.418 | 0.471 | 0.691 | 0.732 | 22.775 | 31.131 | 27.599 | 18.82 | 17.748 | 0.625 | 0.855 |
26 | 601006 | 大秦铁路 | 19 | 0.471 | 0.515 | 0.471 | 0.541 | 0.597 | 20.688 | 18.923 | 20.673 | 17.993 | 16.327 | 7.919 | 7.243 |
27 | 601088 | 中国神华 | 31 | 0.994 | 1.337 | 1.647 | 1.877 | 2.061 | 34.484 | 25.636 | 20.809 | 18.261 | 16.626 | 1.851 | 1.376 |
28 | 601111 | 中国国航 | 26 | 0.317 | -0.747 | 0.363 | 0.271 | 0.331 | 23.8 | n.m. | 20.758 | 27.841 | 22.788 | -- | -- |
29 | 601166 | 兴业银行 | 32 | 1.717 | 2.277 | 2.384 | 2.871 | 3.552 | 21.419 | 16.153 | 15.426 | 12.812 | 10.354 | 1.743 | 1.315 |
30 | 601168 | 西部矿业 | 17 | 0.724 | 0.239 | 0.164 | 0.418 | 0.617 | 19.303 | 58.439 | 85.189 | 33.467 | 22.663 | 0.522 | 1.581 |
31 | 601169 | 北京银行 | 32 | 0.538 | 0.87 | 0.959 | 1.223 | 1.525 | 33.349 | 20.612 | 18.687 | 14.655 | 11.754 | 1.773 | 1.096 |
32 | 601186 | 中国铁建 | 17 | 0.255 | 0.295 | 0.474 | 0.645 | 0.817 | 34.029 | 29.355 | 18.299 | 13.437 | 10.613 | 0.709 | 0.612 |
33 | 601318 | 中国平安 | 30 | 2.054 | 0.09 | 1.31 | 1.61 | 1.78 | 27.051 | 616.452 | 42.396 | 34.505 | 31.21 | 0.085 | 1.929 |
34 | 601328 | 交通银行 | 27 | 0.419 | 0.58 | 0.613 | 0.762 | 0.923 | 20.254 | 14.617 | 13.83 | 11.134 | 9.192 | 1.454 | 1.049 |
35 | 601333 | 广深铁路 | 15 | 0.202 | 0.171 | 0.188 | 0.199 | 0.215 | 20.941 | 24.726 | 22.5 | 21.284 | 19.706 | 2.572 | 3.037 |
36 | 601390 | 中国中铁 | 18 | 0.149 | 0.052 | 0.31 | 0.412 | 0.57 | 39.525 | 112.116 | 18.936 | 14.233 | 10.294 | 0.219 | 0.621 |
37 | 601398 | 工商银行 | 30 | 0.243 | 0.332 | 0.372 | 0.439 | 0.53 | 20.348 | 14.927 | 13.304 | 11.278 | 9.347 | 1.342 | 0.984 |
38 | 601600 | 中国铝业 | 18 | 0.756 | 0.001 | -0.08 | 0.269 | 0.418 | 17.883 | 19814.811 | n.m. | 50.228 | 32.328 | 0.01 | 10.681 |
39 | 601601 | 中国太保 | 23 | 0.895 | 0.174 | 0.632 | 0.764 | 0.762 | 26.81 | 138.013 | 37.964 | 31.396 | 31.503 | 0.245 | 1.264 |
40 | 601628 | 中国人寿 | 24 | 0.995 | 0.356 | 0.911 | 1.112 | 1.267 | 29.857 | 83.379 | 32.602 | 26.705 | 23.437 | 0.393 | 1.097 |
41 | 601727 | 上海电气 | 12 | 0.232 | 0.21 | 0.22 | 0.25 | 0.276 | 39.399 | 43.549 | 41.583 | 36.514 | 33.089 | 4.194 | 4.635 |
42 | 601766 | 中国南车 | 22 | 0.068 | 0.117 | 0.148 | 0.211 | 0.307 | 67.167 | 39.175 | 30.865 | 21.745 | 14.896 | 1.959 | 1.143 |
43 | 601857 | 中国石油 | 21 | 0.735 | 0.622 | 0.653 | 0.863 | 0.981 | 17.87 | 21.133 | 20.111 | 15.221 | 13.392 | 1.102 | 1.303 |
44 | 601898 | 中煤能源 | 27 | 0.39 | 0.514 | 0.569 | 0.688 | 0.839 | 33.177 | 25.187 | 22.735 | 18.802 | 15.417 | 2.105 | 1.598 |
45 | 601899 | 紫金矿业 | 23 | 0.175 | 0.211 | 0.282 | 0.365 | 0.461 | 51.299 | 42.635 | 31.842 | 24.642 | 19.489 | 1.632 | 1.357 |
46 | 601919 | 中国远洋 | 14 | 1.868 | 1.06 | -0.345 | 0.161 | 0.344 | 6.996 | 12.329 | n.m. | 81.234 | 38.042 | -0.115 | -0.202 |
47 | 601939 | 建设银行 | 31 | 0.295 | 0.396 | 0.454 | 0.546 | 0.629 | 19.595 | 14.612 | 12.755 | 10.602 | 9.204 | 1.159 | 0.864 |
48 | 601958 | 金钼股份 | 23 | 0.938 | 0.87 | 0.241 | 0.545 | 0.868 | 21.632 | 23.323 | 84.296 | 37.25 | 23.374 | -1.057 | -1.14 |
49 | 601988 | 中国银行 | 24 | 0.222 | 0.25 | 0.298 | 0.367 | 0.458 | 17.922 | 15.86 | 13.335 | 10.807 | 8.668 | 0.835 | 0.739 |
50 | 601998 | 中信银行 | 25 | 0.212 | 0.341 | 0.367 | 0.449 | 0.532 | 29.522 | 18.374 | 17.084 | 13.961 | 11.781 | 1.939 | 1.207 |
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) |
-- | 3.123 | 2.658 | 2.362 | 2.085 | 16.60% | 14.22% | 14.41% | 15.89% | 16.53% | 上证50 |
-- | 4.57 | 2.774 | 2.28 | 1.866 | 19.43% | 30.03% | 19.59% | 19.47% | 19.85% | 883005 | 21.57 | 26.362 | 银行 | 600000 | 浦发银行 |
-- | 2.046 | 2.039 | 1.79 | 1.581 | 25.29% | 18.76% | 6.54% | 14.11% | 15.84% | 783815 | 7.22 | 9.287 | 原材料 | 600005 | 武钢股份 |
-- | 2.226 | 2.125 | 1.98 | 1.834 | 14.67% | 7.03% | 5.30% | 7.35% | 8.18% | 192696 | 14.12 | 16.869 | 运输 | 600009 | 上海机场 |
-- | 1.978 | 1.306 | 1.203 | 1.091 | 16.09% | 11.20% | 8.17% | 9.44% | 11.11% | 499053 | 10.87 | 13.427 | 银行 | 600015 | 华夏银行 |
-- | 2.631 | 1.732 | 1.535 | 1.346 | 12.62% | 14.63% | 13.83% | 13.72% | 14.59% | 1882300 | 7.53 | 10.259 | 银行 | 600016 | 民生银行 |
-- | 3.639 | 3.438 | 3.184 | 2.946 | 12.91% | 15.46% | 12.29% | 12.67% | 12.92% | 2099080 | 5.18 | 5.436 | 运输 | 600018 | 上港集团 |
-- | 1.285 | 1.265 | 1.18 | 1.102 | 14.37% | 7.02% | 5.00% | 8.94% | 10.67% | 1751200 | 6.75 | 9.165 | 原材料 | 600019 | 宝钢股份 |
-- | 3.01 | 2.578 | 2.269 | 2.02 | 18.26% | 8.99% | 17.04% | 17.27% | 16.33% | 8670244 | 11.46 | 15.505 | 能源 | 600028 | 中国石化 |
-- | 5.922 | 4.124 | 3.715 | 3.335 | 15.14% | -68.98% | 7.85% | 9.92% | 10.22% | 800357 | 5.18 | 5.719 | 运输 | 600029 | 南方航空 |
-- | 3.239 | 2.949 | 2.705 | 2.443 | 24.01% | 13.23% | 14.44% | 14.29% | 15.53% | 663047 | 26.98 | 36.43 | 综合金融 | 600030 | 中信证券 |
-- | 4.102 | 3.408 | 2.796 | 2.295 | 22.42% | 26.51% | 18.45% | 19.02% | 19.00% | 1911941 | 17.06 | 21.233 | 银行 | 600036 | 招商银行 |
-- | 6.352 | 3.601 | 3.091 | 2.629 | 12.49% | 15.90% | 13.15% | 15.80% | 16.90% | 351972 | 25.41 | 32.256 | 房地产 | 600048 | 保利地产 |
-- | 1.887 | 1.812 | 1.704 | 1.588 | 10.35% | 28.08% | 5.94% | 6.34% | 7.25% | 2119660 | 6.26 | 7.926 | 电信业务 | 600050 | 中国联通 |
-- | 4.227 | 3.645 | 3.15 | 2.773 | 12.40% | 1.89% | 14.20% | 16.76% | 15.80% | 655103 | 22.35 | 24.281 | 汽车与汽车零部件 | 600104 | 上海汽车 |
-- | 3.38 | 2.973 | 2.708 | 2.444 | 15.73% | 17.57% | 18.58% | 16.05% | 15.86% | 222661 | 13.68 | 17.987 | 耐用消费品与服装 | 600177 | 雅戈尔 |
-- | 2.866 | 2.511 | 2.249 | 1.97 | 18.04% | 16.65% | 13.04% | 10.96% | 12.85% | 439029 | 10 | 12.82 | 资本货物 | 600320 | 振华重工 |
-- | 5.455 | 4.886 | 4.215 | 3.597 | 22.78% | 11.01% | 11.47% | 14.79% | 15.99% | 302283 | 37.45 | 46.106 | 原材料 | 600362 | 江西铜业 |
-- | 13.124 | 9.848 | 7.503 | 5.811 | 34.38% | 33.79% | 32.24% | 30.86% | 29.42% | 94380 | 156.36 | 202.511 | 食品、饮料与烟草 | 600519 | 贵州茅台 |
-- | 9.513 | 8.257 | 6.778 | 5.492 | 18.11% | 24.92% | 18.56% | 21.69% | 23.32% | 116800 | 30.83 | 34.303 | 资本货物 | 600550 | 天威保变 |
-- | 4.682 | 4.577 | 4.398 | 4.21 | 12.85% | 12.43% | 11.72% | 12.71% | 13.77% | 171448 | 12.92 | 14.172 | 食品、饮料与烟草 | 600598 | 北大荒 |
-- | 2.679 | 2.387 | 2.224 | 2.056 | 13.18% | 4.51% | 12.87% | 12.66% | 13.29% | 288963 | 12.19 | 15.625 | 公用事业 | 600642 | 申能股份 |
-- | 5.906 | 4.728 | 3.817 | 3.093 | 45.73% | 18.95% | 20.53% | 19.92% | 19.59% | 90185 | 32.47 | 40 | 零售业 | 600739 | 辽宁成大 |
-- | 2.762 | 2.113 | 2.056 | 1.997 | 12.75% | 1.26% | 7.99% | 9.80% | 11.57% | 544777 | 7.19 | 8.27 | 公用事业 | 600795 | 国电电力 |
-- | 3.048 | 1.716 | 1.624 | 1.509 | 14.90% | 8.61% | 6.88% | 7.00% | 8.71% | 822782 | 14.21 | 16.773 | 综合金融 | 600837 | 海通证券 |
-- | 3.257 | 3.024 | 2.705 | 2.477 | 13.02% | 10.46% | 10.96% | 14.37% | 13.96% | 941209 | 13 | 16.564 | 公用事业 | 600900 | 长江电力 |
-- | 3.135 | 2.207 | 2.081 | 1.964 | 16.28% | 16.57% | 10.65% | 11.58% | 12.00% | 1297676 | 9.74 | 13.503 | 运输 | 601006 | 大秦铁路 |
-- | 4.576 | 3.949 | 3.43 | 3.003 | 15.41% | 17.85% | 18.99% | 18.83% | 18.13% | 1988962 | 34.27 | 42.386 | 能源 | 601088 | 中国神华 |
-- | 4.672 | 3.811 | 3.337 | 2.91 | 12.41% | -46.27% | 18.41% | 12.46% | 12.79% | 1225136 | 7.54 | 8.995 | 运输 | 601111 | 中国国航 |
-- | 3.751 | 3.133 | 2.601 | 2.148 | 22.07% | 23.22% | 20.32% | 20.31% | 20.75% | 500000 | 36.78 | 42.554 | 银行 | 601166 | 兴业银行 |
-- | 3.321 | 3.267 | 3.002 | 2.749 | 17.03% | 5.68% | 3.95% | 9.64% | 12.12% | 238300 | 13.98 | 14.453 | 原材料 | 601168 | 西部矿业 |
-- | 3.304 | 2.093 | 1.869 | 1.649 | 12.56% | 16.03% | 11.22% | 12.80% | 14.10% | 622756 | 17.93 | 20.044 | 银行 | 601169 | 北京银行 |
-- | 2.239 | 2.041 | 1.832 | 1.626 | 62.15% | 7.63% | 11.18% | 13.67% | 15.36% | 1233754 | 8.67 | 12.28 | 资本货物 | 601186 | 中国铁建 |
-- | 5.182 | 4.621 | 4.082 | 3.609 | 14.07% | 0.84% | 10.82% | 11.66% | 11.59% | 734505 | 55.56 | 69.914 | 保险 | 601318 | 中国平安 |
-- | 2.861 | 2.512 | 2.164 | 1.855 | 15.98% | 19.57% | 18.14% | 19.22% | 19.98% | 4899438 | 8.48 | 11.226 | 银行 | 601328 | 交通银行 |
-- | 1.338 | 1.295 | 1.251 | 1.207 | 6.58% | 5.41% | 5.72% | 5.92% | 6.24% | 708354 | 4.23 | 5.284 | 运输 | 601333 | 广深铁路 |
-- | 2.226 | 1.992 | 1.747 | 1.493 | 5.71% | 1.99% | 10.54% | 12.27% | 14.53% | 2129990 | 5.87 | 8.419 | 资本货物 | 601390 | 中国中铁 |
-- | 2.741 | 2.303 | 2.059 | 1.823 | 15.08% | 18.36% | 17.30% | 18.30% | 19.53% | 33401885 | 4.95 | 6.334 | 银行 | 601398 | 工商银行 |
-- | 3.325 | 3.392 | 3.184 | 2.898 | 17.65% | 0.02% | -2.03% | 6.14% | 8.98% | 1352449 | 13.52 | 16.481 | 原材料 | 601600 | 中国铝业 |
-- | 3.791 | 3.444 | 3.105 | 2.837 | 10.98% | 2.75% | 9.17% | 9.85% | 8.64% | 770000 | 24 | 28.252 | 保险 | 601601 | 中国太保 |
-- | 6.22 | 5.446 | 4.975 | 4.565 | 16.52% | 7.46% | 16.67% | 18.49% | 19.19% | 2826471 | 29.7 | 33.912 | 保险 | 601628 | 中国人寿 |
-- | 5.356 | 4.899 | 4.452 | 4.052 | 14.98% | 12.30% | 11.81% | 12.24% | 12.23% | 1250769 | 9.13 | 10.19 | 资本货物 | 601727 | 上海电气 |
-- | 3.377 | 3.11 | 2.788 | 2.42 | 18.58% | 8.62% | 10.09% | 12.83% | 16.26% | 1184000 | 4.58 | 5.537 | 资本货物 | 601766 | 中国南车 |
-- | 3.038 | 2.796 | 2.506 | 2.276 | 19.87% | 14.38% | 13.96% | 16.02% | 15.77% | 18302098 | 13.14 | 15.826 | 能源 | 601857 | 中国石油 |
-- | 2.703 | 1.82 | 1.696 | 1.566 | 16.68% | 10.73% | 8.00% | 9.02% | 10.16% | 1325866 | 12.94 | 16.295 | 能源 | 601898 | 中煤能源 |
-- | 8.102 | 4.572 | 4.093 | 3.612 | 47.75% | 19.00% | 14.36% | 16.58% | 18.68% | 1454131 | 8.99 | 13.13 | 原材料 | 601899 | 紫金矿业 |
-- | 2.563 | 2.928 | 2.77 | 2.605 | 42.47% | 20.79% | -7.74% | 3.41% | 6.84% | 1021627 | 13.07 | 15.788 | 运输 | 601919 | 中国远洋 |
-- | 2.904 | 2.32 | 2.056 | 1.83 | 16.40% | 19.87% | 18.10% | 19.23% | 19.39% | 23368908 | 5.79 | 7.494 | 银行 | 601939 | 建设银行 |
-- | 4.771 | 2.957 | 2.772 | 2.542 | 101.60% | 20.46% | 3.50% | 7.52% | 10.92% | 322660 | 20.3 | 22.717 | 原材料 | 601958 | 金钼股份 |
-- | 2.152 | 1.901 | 1.723 | 1.546 | 13.24% | 13.57% | 14.24% | 16.03% | 17.78% | 25383916 | 3.97 | 4.706 | 银行 | 601988 | 中国银行 |
-- | 2.567 | 2.049 | 1.833 | 1.628 | 9.85% | 13.97% | 12.02% | 13.25% | 14.10% | 3903334 | 6.27 | 7.043 | 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