| 本周强势股点评： 中国铅笔(600612)本周强势上涨，收获了三个涨停，成交量巨大，一周大涨31.35%，换手率为75.21%。中国铅笔7日公告，控股子公司上海老凤祥获得世博特许产品经营权。中信建投指出，老凤祥作为贵金属制品领域唯一入选的公司充分显示了公司在对社会重大热点上的把握能力以及在工艺品领域深厚的底蕴。一直看好老凤祥的原因在于公司一百多年的文化底蕴和对首饰工艺品行业的理解没有能够的到充分的定价，公司价值被低估。公司所处的饰品和工艺品行业目前仍处于高速发展阶段，预计公司中报EPS有望达到0.25元以上，同比增长超过35%。他们维持公司未来三年0.65、0.89、1.22元的业绩预期。测算的世博会受益是较为保守的，不排除有超出预期的可能。 澳洋科技(002172)本周大幅飙升，收获了三个涨停，成交较上周放大，一周上涨20.75%，换手率为63.10%。公司是我国第三大粘胶生产企业。粘胶纤维以天然纤维素为原料,其性质与棉类似，如吸湿性好、易染色、抗静电等。在与合成纤维混纺方面，不仅可替代棉，而且优于棉。在吸湿性和透气性方面，合成纤维无法与之相比。因而粘胶纤维具有良好的发展前景。对于粘胶市场后市发展判断，华泰证券认为，粘胶消费有季节性，4月以后，粘胶行业进入旺季，其中又以9-11月最为景气。需求将渐渐放大。华泰证券称，2010年，若全球经济回暖，粘胶价格回归至合理水平，公司业绩将表现出高增长。但当前公司股票明显高估，警惕风险。 <TABLE style="FONT-SIZE: 9pt" cellSpacing=0 borderColorDark=#ffffff cellPadding=2 width="100%" borderColorLight=#000000 border=1> <TBODY> <TR> <TD style="FONT-SIZE: 9pt">股票代码</TD> <TD style="FONT-SIZE: 9pt">股票简称</TD> <TD style="FONT-SIZE: 9pt">所属行业</TD> <TD style="FONT-SIZE: 9pt">一周涨幅（%）</TD> <TD style="FONT-SIZE: 9pt">收盘价（元）</TD> <TD style="FONT-SIZE: 9pt">最牛分析师</TD> <TD style="FONT-SIZE: 9pt">跟踪起始日期</TD> <TD style="FONT-SIZE: 9pt">跟踪最高收益</TD> <TD style="FONT-SIZE: 9pt">机构认同度</TD> <TD style="FONT-SIZE: 9pt">综合诊断</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600230</TD> <TD style="FONT-SIZE: 9pt">沧州大化</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">38.62</TD> <TD style="FONT-SIZE: 9pt">20.28</TD> <TD style="FONT-SIZE: 9pt">杨若木</TD> <TD style="FONT-SIZE: 9pt">2008-9-9</TD> <TD style="FONT-SIZE: 9pt">107</TD> <TD style="FONT-SIZE: 9pt">51</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600612</TD> <TD style="FONT-SIZE: 9pt">中国铅笔</TD> <TD style="FONT-SIZE: 9pt">纺织品和服饰</TD> <TD style="FONT-SIZE: 9pt">31.35</TD> <TD style="FONT-SIZE: 9pt">24.09</TD> <TD style="FONT-SIZE: 9pt">金溢彦</TD> <TD style="FONT-SIZE: 9pt">2008-11-17</TD> <TD style="FONT-SIZE: 9pt">240.59</TD> <TD style="FONT-SIZE: 9pt">68</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600293</TD> <TD style="FONT-SIZE: 9pt">三峡新材</TD> <TD style="FONT-SIZE: 9pt">建筑材料</TD> <TD style="FONT-SIZE: 9pt">31.33</TD> <TD style="FONT-SIZE: 9pt">9.85</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">13</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600137</TD> <TD style="FONT-SIZE: 9pt">浪莎股份</TD> <TD style="FONT-SIZE: 9pt">纺织品和服饰</TD> <TD style="FONT-SIZE: 9pt">30.68</TD> <TD style="FONT-SIZE: 9pt">20.06</TD> <TD style="FONT-SIZE: 9pt">王梁</TD> <TD style="FONT-SIZE: 9pt">2009-1-23</TD> <TD style="FONT-SIZE: 9pt">96.67</TD> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600432</TD> <TD style="FONT-SIZE: 9pt">吉恩镍业</TD> <TD style="FONT-SIZE: 9pt">金属与采矿</TD> <TD style="FONT-SIZE: 9pt">28.11</TD> <TD style="FONT-SIZE: 9pt">40.88</TD> <TD style="FONT-SIZE: 9pt">张延明</TD> <TD style="FONT-SIZE: 9pt">2008-10-20</TD> <TD style="FONT-SIZE: 9pt">604.21</TD> <TD style="FONT-SIZE: 9pt">76</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000669</TD> <TD style="FONT-SIZE: 9pt">领先科技</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">10.88</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">16</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600599</TD> <TD style="FONT-SIZE: 9pt">熊猫烟花</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">26.89</TD> <TD style="FONT-SIZE: 9pt">18.12</TD> <TD style="FONT-SIZE: 9pt">李静</TD> <TD style="FONT-SIZE: 9pt">2008-8-26</TD> <TD style="FONT-SIZE: 9pt">122.06</TD> <TD style="FONT-SIZE: 9pt">44</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600262</TD> <TD style="FONT-SIZE: 9pt">北方股份</TD> <TD style="FONT-SIZE: 9pt">机械制造</TD> <TD style="FONT-SIZE: 9pt">23.85</TD> <TD style="FONT-SIZE: 9pt">14.85</TD> <TD style="FONT-SIZE: 9pt">曹鹤</TD> <TD style="FONT-SIZE: 9pt">2008-8-12</TD> <TD style="FONT-SIZE: 9pt">163.09</TD> <TD style="FONT-SIZE: 9pt">42</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600077</TD> <TD style="FONT-SIZE: 9pt">百科集团</TD> <TD style="FONT-SIZE: 9pt">公路与铁路运输</TD> <TD style="FONT-SIZE: 9pt">22.55</TD> <TD style="FONT-SIZE: 9pt">9.89</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">25</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000925</TD> <TD style="FONT-SIZE: 9pt">众合机电</TD> <TD style="FONT-SIZE: 9pt">半导体</TD> <TD style="FONT-SIZE: 9pt">21.65</TD> <TD style="FONT-SIZE: 9pt">29.28</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002172</TD> <TD style="FONT-SIZE: 9pt">澳洋科技</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">20.75</TD> <TD style="FONT-SIZE: 9pt">13.91</TD> <TD style="FONT-SIZE: 9pt">谭志勇</TD> <TD style="FONT-SIZE: 9pt">2008-9-26</TD> <TD style="FONT-SIZE: 9pt">221.25</TD> <TD style="FONT-SIZE: 9pt">53</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600810</TD> <TD style="FONT-SIZE: 9pt">神马实业</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">20.18</TD> <TD style="FONT-SIZE: 9pt">10.72</TD> <TD style="FONT-SIZE: 9pt">代鹏举</TD> <TD style="FONT-SIZE: 9pt">2009-5-22</TD> <TD style="FONT-SIZE: 9pt">82.94</TD> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600876</TD> <TD style="FONT-SIZE: 9pt">ST洛玻</TD> <TD style="FONT-SIZE: 9pt">建筑材料</TD> <TD style="FONT-SIZE: 9pt">19.85</TD> <TD style="FONT-SIZE: 9pt">6.34</TD> <TD style="FONT-SIZE: 9pt">徐妍</TD> <TD style="FONT-SIZE: 9pt">2009-5-4</TD> <TD style="FONT-SIZE: 9pt">53.51</TD> <TD style="FONT-SIZE: 9pt">35</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002192</TD> <TD style="FONT-SIZE: 9pt">路翔股份</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">19.51</TD> <TD style="FONT-SIZE: 9pt">23.4</TD> <TD style="FONT-SIZE: 9pt">邵振华</TD> <TD style="FONT-SIZE: 9pt">2008-12-9</TD> <TD style="FONT-SIZE: 9pt">318.23</TD> <TD style="FONT-SIZE: 9pt">46</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600269</TD> <TD style="FONT-SIZE: 9pt">赣粤高速</TD> <TD style="FONT-SIZE: 9pt">运输基础设施</TD> <TD style="FONT-SIZE: 9pt">18.41</TD> <TD style="FONT-SIZE: 9pt">13.89</TD> <TD style="FONT-SIZE: 9pt">张刚</TD> <TD style="FONT-SIZE: 9pt">2008-11-25</TD> <TD style="FONT-SIZE: 9pt">79.3</TD> <TD style="FONT-SIZE: 9pt">88</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600359</TD> <TD style="FONT-SIZE: 9pt">新农开发</TD> <TD style="FONT-SIZE: 9pt">食品生产与加工</TD> <TD style="FONT-SIZE: 9pt">18</TD> <TD style="FONT-SIZE: 9pt">11.08</TD> <TD style="FONT-SIZE: 9pt">钟大举</TD> <TD style="FONT-SIZE: 9pt">2008-10-12</TD> <TD style="FONT-SIZE: 9pt">29.89</TD> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002219</TD> <TD style="FONT-SIZE: 9pt">独一味</TD> <TD style="FONT-SIZE: 9pt">制药</TD> <TD style="FONT-SIZE: 9pt">16.85</TD> <TD style="FONT-SIZE: 9pt">36</TD> <TD style="FONT-SIZE: 9pt">王唏</TD> <TD style="FONT-SIZE: 9pt">2008-12-15</TD> <TD style="FONT-SIZE: 9pt">131.07</TD> <TD style="FONT-SIZE: 9pt">39</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600063</TD> <TD style="FONT-SIZE: 9pt">皖维高新</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">16.8</TD> <TD style="FONT-SIZE: 9pt">11.89</TD> <TD style="FONT-SIZE: 9pt">黄泽丰</TD> <TD style="FONT-SIZE: 9pt">2008-9-3</TD> <TD style="FONT-SIZE: 9pt">111.63</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600071</TD> <TD style="FONT-SIZE: 9pt">凤凰光学</TD> <TD style="FONT-SIZE: 9pt">休闲设备及产品</TD> <TD style="FONT-SIZE: 9pt">16.5</TD> <TD style="FONT-SIZE: 9pt">7.06</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002068</TD> <TD style="FONT-SIZE: 9pt">黑猫股份</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">16.18</TD> <TD style="FONT-SIZE: 9pt">12.78</TD> <TD style="FONT-SIZE: 9pt">周颖</TD> <TD style="FONT-SIZE: 9pt">2008-9-8</TD> <TD style="FONT-SIZE: 9pt">172.58</TD> <TD style="FONT-SIZE: 9pt">55</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600216</TD> <TD style="FONT-SIZE: 9pt">浙江医药</TD> <TD style="FONT-SIZE: 9pt">制药</TD> <TD style="FONT-SIZE: 9pt">16.07</TD> <TD style="FONT-SIZE: 9pt">31.78</TD> <TD style="FONT-SIZE: 9pt">周浩</TD> <TD style="FONT-SIZE: 9pt">2008-10-30</TD> <TD style="FONT-SIZE: 9pt">176.4</TD> <TD style="FONT-SIZE: 9pt">81</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600136</TD> <TD style="FONT-SIZE: 9pt">ST道博</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">15.77</TD> <TD style="FONT-SIZE: 9pt">10.72</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">27</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000691</TD> <TD style="FONT-SIZE: 9pt">*ST联油</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">15.75</TD> <TD style="FONT-SIZE: 9pt">6.1</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">22</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002005</TD> <TD style="FONT-SIZE: 9pt">德豪润达</TD> <TD style="FONT-SIZE: 9pt">家庭耐用消费品</TD> <TD style="FONT-SIZE: 9pt">15.3</TD> <TD style="FONT-SIZE: 9pt">14.62</TD> <TD style="FONT-SIZE: 9pt">黄文彦</TD> <TD style="FONT-SIZE: 9pt">2008-9-5</TD> <TD style="FONT-SIZE: 9pt">409.41</TD> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000996</TD> <TD style="FONT-SIZE: 9pt">中国中期</TD> <TD style="FONT-SIZE: 9pt">批发</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">22.08</TD> <TD style="FONT-SIZE: 9pt">张春雷</TD> <TD style="FONT-SIZE: 9pt">2009-3-2</TD> <TD style="FONT-SIZE: 9pt">32.22</TD> <TD style="FONT-SIZE: 9pt">19</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR></TBODY></TABLE> |
