| 本周热点概念股点评: 外贸出口:美国政府上周公布了二季度国内生产总值,二季度美国GDP同比下降1%,小于市场此前预期的同比下降1.5%。6月份美国新屋开工和销售数据出现好转,8月3日美国供应管理协会（ISM）公布的7月份PMI指数显示为48.9,高于预期值46.2,为连续6个月上升。作为我国一个重要的出口市场,美国经济复苏状况,尤其是消费数据的好坏对我国出口企业的经营业绩有着重要的影响。由此直接提升了我国外贸出口企业未来的盈利预期。本周二级市场对此反应积极,纺织服装、电子器件等板块出现明显异动。投资者后市可继续关注相关个股走势,如受益内需外需同步增长的苏泊尔(002032,)。 化工化纤:国际原油价格再次站上70美元,在来自成本推动和下游需求复苏拉动的双重作用力下,本周,国内化工期货市场上LLDPE、PTA等期货主力合约双双创出年内的新高。纺织行业的复苏推动了聚酯销量的增加,聚酯生产企业原料库存原本较低,采购的增多促使PTA价格持续上涨。从能源到化工再到材料,整个产业链的回暖给予了市场充分的信心。华峰氨纶(002064)、山东海龙(000677)等个股出现了连续的拉抬,后市可在技术性调整后逢低关注山西三维(000755)、兴发集团(600141)。 建筑建材:随着房地产行业的进一步复苏,与其密切相关的产业链上的其他行业也开始从中受益。能够较早得到房地产投资拉动的钢铁、水泥等行业已经提前得到了市场资金的认同。除此之外,在房地产投资后期受益的玻璃、纯碱、PVC等行业也逐步开始被市场挖掘。本周金晶科技(600586)、山东海龙（000677）市场表现较好,后市可关注我国纯碱行业七大龙头企业之一青岛碱业(600229)。 <TABLE style="FONT-SIZE: 9pt" cellSpacing=0 borderColorDark=#ffffff cellPadding=2 width="100%" borderColorLight=#000000 border=1> <TBODY> <TR> <TD style="FONT-SIZE: 9pt">板块名称</TD> <TD style="FONT-SIZE: 9pt">均涨幅%</TD> <TD style="FONT-SIZE: 9pt">成交量</TD> <TD style="FONT-SIZE: 9pt">总金额</TD> <TD style="FONT-SIZE: 9pt">市场比%</TD> <TD style="FONT-SIZE: 9pt">换手率%</TD> <TD style="FONT-SIZE: 9pt">市盈(动)</TD> <TD style="FONT-SIZE: 9pt">领涨股票</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">权证类</TD> <TD style="FONT-SIZE: 9pt">10.321</TD> <TD style="FONT-SIZE: 9pt">726.08万</TD> <TD style="FONT-SIZE: 9pt">2758.75亿</TD> <TD style="FONT-SIZE: 9pt">1.56</TD> <TD style="FONT-SIZE: 9pt">9.274</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">赣粤CWB1</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">玻璃行业</TD> <TD style="FONT-SIZE: 9pt">4.944</TD> <TD style="FONT-SIZE: 9pt">1328.18万</TD> <TD style="FONT-SIZE: 9pt">190.01亿</TD> <TD style="FONT-SIZE: 9pt">0.107</TD> <TD style="FONT-SIZE: 9pt">30.29</TD> <TD style="FONT-SIZE: 9pt">195.228</TD> <TD style="FONT-SIZE: 9pt">三峡新材</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化纤行业</TD> <TD style="FONT-SIZE: 9pt">4.047</TD> <TD style="FONT-SIZE: 9pt">2188.16万</TD> <TD style="FONT-SIZE: 9pt">201.13亿</TD> <TD style="FONT-SIZE: 9pt">0.114</TD> <TD style="FONT-SIZE: 9pt">36.004</TD> <TD style="FONT-SIZE: 9pt">570.156</TD> <TD style="FONT-SIZE: 9pt">澳洋科技</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">农林牧渔</TD> <TD style="FONT-SIZE: 9pt">1.998</TD> <TD style="FONT-SIZE: 9pt">4059.36万</TD> <TD style="FONT-SIZE: 9pt">427.13亿</TD> <TD style="FONT-SIZE: 9pt">0.242</TD> <TD style="FONT-SIZE: 9pt">34.77</TD> <TD style="FONT-SIZE: 9pt">108.744</TD> <TD style="FONT-SIZE: 9pt">新农开发</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">服装鞋类</TD> <TD style="FONT-SIZE: 9pt">1.67</TD> <TD style="FONT-SIZE: 9pt">1471.65万</TD> <TD style="FONT-SIZE: 9pt">154.80亿</TD> <TD style="FONT-SIZE: 9pt">0.088</TD> <TD style="FONT-SIZE: 9pt">24.063</TD> <TD style="FONT-SIZE: 9pt">26.353</TD> <TD style="FONT-SIZE: 9pt">金 飞 达</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">船舶制造</TD> <TD style="FONT-SIZE: 9pt">1.646</TD> <TD style="FONT-SIZE: 9pt">159.60万</TD> <TD style="FONT-SIZE: 9pt">90.94亿</TD> <TD style="FONT-SIZE: 9pt">0.051</TD> <TD style="FONT-SIZE: 9pt">26.607</TD> <TD style="FONT-SIZE: 9pt">25.465</TD> <TD style="FONT-SIZE: 9pt">中国船舶</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">纺织机械</TD> <TD style="FONT-SIZE: 9pt">1.593</TD> <TD style="FONT-SIZE: 9pt">449.50万</TD> <TD style="FONT-SIZE: 9pt">45.60亿</TD> <TD style="FONT-SIZE: 9pt">0.026</TD> <TD style="FONT-SIZE: 9pt">26.067</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">中捷股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">生物制药</TD> <TD style="FONT-SIZE: 9pt">1.507</TD> <TD style="FONT-SIZE: 9pt">5952.79万</TD> <TD style="FONT-SIZE: 9pt">727.63亿</TD> <TD style="FONT-SIZE: 9pt">0.411</TD> <TD style="FONT-SIZE: 9pt">19.063</TD> <TD style="FONT-SIZE: 9pt">35.984</TD> <TD style="FONT-SIZE: 9pt">领先科技</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">环保行业</TD> <TD style="FONT-SIZE: 9pt">1.344</TD> <TD style="FONT-SIZE: 9pt">497.54万</TD> <TD style="FONT-SIZE: 9pt">49.65亿</TD> <TD style="FONT-SIZE: 9pt">0.028</TD> <TD style="FONT-SIZE: 9pt">14.631</TD> <TD style="FONT-SIZE: 9pt">80.106</TD> <TD style="FONT-SIZE: 9pt">合加资源</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">食品行业</TD> <TD style="FONT-SIZE: 9pt">1.282</TD> <TD style="FONT-SIZE: 9pt">2557.22万</TD> <TD style="FONT-SIZE: 9pt">277.32亿</TD> <TD style="FONT-SIZE: 9pt">0.157</TD> <TD style="FONT-SIZE: 9pt">21.794</TD> <TD style="FONT-SIZE: 9pt">60.555</TD> <TD style="FONT-SIZE: 9pt">云南盐化</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">农药化肥</TD> <TD style="FONT-SIZE: 9pt">1.159</TD> <TD style="FONT-SIZE: 9pt">2013.33万</TD> <TD style="FONT-SIZE: 9pt">296.07亿</TD> <TD style="FONT-SIZE: 9pt">0.167</TD> <TD style="FONT-SIZE: 9pt">24.361</TD> <TD style="FONT-SIZE: 9pt">47.292</TD> <TD style="FONT-SIZE: 9pt">沧州大化</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化工行业</TD> <TD style="FONT-SIZE: 9pt">1.059</TD> <TD style="FONT-SIZE: 9pt">5578.33万</TD> <TD style="FONT-SIZE: 9pt">672.00亿</TD> <TD style="FONT-SIZE: 9pt">0.38</TD> <TD style="FONT-SIZE: 9pt">24.814</TD> <TD style="FONT-SIZE: 9pt">295.558</TD> <TD style="FONT-SIZE: 9pt">熊猫烟花</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">QFII重仓</TD> <TD style="FONT-SIZE: 9pt">0.937</TD> <TD style="FONT-SIZE: 9pt">6709.10万</TD> <TD style="FONT-SIZE: 9pt">1010.83亿</TD> <TD style="FONT-SIZE: 9pt">0.572</TD> <TD style="FONT-SIZE: 9pt">13.213</TD> <TD style="FONT-SIZE: 9pt">37.465</TD> <TD style="FONT-SIZE: 9pt">吉恩镍业</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">出口退税</TD> <TD style="FONT-SIZE: 9pt">0.848</TD> <TD style="FONT-SIZE: 9pt">3357.55万</TD> <TD style="FONT-SIZE: 9pt">461.06亿</TD> <TD style="FONT-SIZE: 9pt">0.261</TD> <TD style="FONT-SIZE: 9pt">22.903</TD> <TD style="FONT-SIZE: 9pt">66.933</TD> <TD style="FONT-SIZE: 9pt">熊猫烟花</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">传媒娱乐</TD> <TD style="FONT-SIZE: 9pt">0.657</TD> <TD style="FONT-SIZE: 9pt">1017.28万</TD> <TD style="FONT-SIZE: 9pt">118.42亿</TD> <TD style="FONT-SIZE: 9pt">0.067</TD> <TD style="FONT-SIZE: 9pt">19.95</TD> <TD style="FONT-SIZE: 9pt">69.766</TD> <TD style="FONT-SIZE: 9pt">赛迪传媒</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">纺织行业</TD> <TD style="FONT-SIZE: 9pt">0.605</TD> <TD style="FONT-SIZE: 9pt">2676.68万</TD> <TD style="FONT-SIZE: 9pt">220.16亿</TD> <TD style="FONT-SIZE: 9pt">0.124</TD> <TD style="FONT-SIZE: 9pt">21.453</TD> <TD style="FONT-SIZE: 9pt">84.942</TD> <TD style="FONT-SIZE: 9pt">浪莎股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">机械行业</TD> <TD style="FONT-SIZE: 9pt">0.592</TD> <TD style="FONT-SIZE: 9pt">4186.70万</TD> <TD style="FONT-SIZE: 9pt">576.21亿</TD> <TD style="FONT-SIZE: 9pt">0.326</TD> <TD style="FONT-SIZE: 9pt">20.175</TD> <TD style="FONT-SIZE: 9pt">49.739</TD> <TD style="FONT-SIZE: 9pt">北方股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">家电行业</TD> <TD style="FONT-SIZE: 9pt">0.501</TD> <TD style="FONT-SIZE: 9pt">2001.63万</TD> <TD style="FONT-SIZE: 9pt">242.98亿</TD> <TD style="FONT-SIZE: 9pt">0.137</TD> <TD style="FONT-SIZE: 9pt">13.667</TD> <TD style="FONT-SIZE: 9pt">35.916</TD> <TD style="FONT-SIZE: 9pt">青岛海尔</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">商业百货</TD> <TD style="FONT-SIZE: 9pt">0.495</TD> <TD style="FONT-SIZE: 9pt">2681.76万</TD> <TD style="FONT-SIZE: 9pt">304.25亿</TD> <TD style="FONT-SIZE: 9pt">0.172</TD> <TD style="FONT-SIZE: 9pt">17.744</TD> <TD style="FONT-SIZE: 9pt">33.895</TD> <TD style="FONT-SIZE: 9pt">合肥百货</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">甲型流感</TD> <TD style="FONT-SIZE: 9pt">0.374</TD> <TD style="FONT-SIZE: 9pt">812.07万</TD> <TD style="FONT-SIZE: 9pt">118.19亿</TD> <TD style="FONT-SIZE: 9pt">0.067</TD> <TD style="FONT-SIZE: 9pt">19.36</TD> <TD style="FONT-SIZE: 9pt">29.483</TD> <TD style="FONT-SIZE: 9pt">中牧股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">酿酒行业</TD> <TD style="FONT-SIZE: 9pt">0.306</TD> <TD style="FONT-SIZE: 9pt">1705.91万</TD> <TD style="FONT-SIZE: 9pt">318.03亿</TD> <TD style="FONT-SIZE: 9pt">0.18</TD> <TD style="FONT-SIZE: 9pt">15.301</TD> <TD style="FONT-SIZE: 9pt">27.545</TD> <TD style="FONT-SIZE: 9pt">沱牌曲酒</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">陶瓷行业</TD> <TD style="FONT-SIZE: 9pt">0.255</TD> <TD style="FONT-SIZE: 9pt">253.43万</TD> <TD style="FONT-SIZE: 9pt">23.60亿</TD> <TD style="FONT-SIZE: 9pt">0.013</TD> <TD style="FONT-SIZE: 9pt">29.147</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">ST 玉 源</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">未股改</TD> <TD style="FONT-SIZE: 9pt">0.221</TD> <TD style="FONT-SIZE: 9pt">510.93万</TD> <TD style="FONT-SIZE: 9pt">45.25亿</TD> <TD style="FONT-SIZE: 9pt">0.026</TD> <TD style="FONT-SIZE: 9pt">16.676</TD> <TD style="FONT-SIZE: 9pt">319.021</TD> <TD style="FONT-SIZE: 9pt">S上石化</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">供水供气</TD> <TD style="FONT-SIZE: 9pt">0.17</TD> <TD style="FONT-SIZE: 9pt">1075.54万</TD> <TD style="FONT-SIZE: 9pt">122.50亿</TD> <TD style="FONT-SIZE: 9pt">0.069</TD> <TD style="FONT-SIZE: 9pt">15.341</TD> <TD style="FONT-SIZE: 9pt">47.604</TD> <TD style="FONT-SIZE: 9pt">大通燃气</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">新能源</TD> <TD style="FONT-SIZE: 9pt">-0.128</TD> <TD style="FONT-SIZE: 9pt">8114.37万</TD> <TD style="FONT-SIZE: 9pt">1101.83亿</TD> <TD style="FONT-SIZE: 9pt">0.623</TD> <TD style="FONT-SIZE: 9pt">19.558</TD> <TD style="FONT-SIZE: 9pt">59.143</TD> <TD style="FONT-SIZE: 9pt">*ST联油</TD></TR></TBODY></TABLE> |
