| 截至昨日，共有84家上市公司披露三季度报告。在可比的76家公司中，47家公司的持股集中度有所增加，占比61.84%。统计显示，机构明显增持的股票集中于弱周期的防御性行业和政策大力扶持的景气行业。 逾六成股票持股集中度上升在84只股票中，我们剔除三季度上市的公司，并且考虑到数据的可比性，剔除三季度流通股本增加的公司（即排除了限售股上市的情形），对剩余的76只股票统计了持股集中度。数据表明，47只股票的集中度有所增加，占比61.84%，而27只股票的集中度出现下降，占比35.53%。对比来看，经过三季度的调整以后，股份增持的倾向性更大一些，反映了大小非与机构投资者对未来预期趋于乐观。 就集中度上升的股票来看，有8只股票的前十大流通股东合计持股数量增幅超过30%， <TABLE class=MsoTableGrid style="BORDER-RIGHT: medium none; BORDER-TOP: medium none; MARGIN: auto 6.75pt; BORDER-LEFT: medium none; BORDER-BOTTOM: medium none; BORDER-COLLAPSE: collapse; mso-border-alt: solid windowtext .5pt; mso-yfti-tbllook: 480; mso-table-lspace: 9.0pt; mso-table-rspace: 9.0pt; mso-table-anchor-vertical: margin; mso-table-anchor-horizontal: margin; mso-table-left: left; mso-table-top: 24.15pt; mso-padding-alt: 0cm 5.4pt 0cm 5.4pt; mso-border-insideh: .5pt solid windowtext; mso-border-insidev: .5pt solid windowtext" cellSpacing=0 cellPadding=0 align=left border=1> <TBODY> <TR style="mso-yfti-irow: 0; mso-yfti-firstrow: yes"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"> <SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial">名称 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">代码 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">每股收益 </TD></TR> <TR style="mso-yfti-irow: 1"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"> <SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial">三力士 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 002224 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 0.21 </FONT> </TD></TR> <TR> <TD> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial"> 东力传动 </TD> <TD> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><FONT face="Times New Roman"> 002164 </FONT> </TD> <TD id=""> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><FONT face="Times New Roman"> 0.36 </FONT> </TD></TR> <TR style="mso-yfti-irow: 2"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial"> 漳泽电力 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 000767 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> -0.35 </FONT> </TD></TR> <TR style="mso-yfti-irow: 3"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial"> 汇通集团 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 000415 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 0.0533 </FONT> </TD></TR> <TR style="mso-yfti-irow: 4"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial"> 鲁能泰山 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 000720 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> -0.23 </FONT> </TD></TR> <TR style="mso-yfti-irow: 5"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial"> 仁和药业 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 000650 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 0.19 </FONT> </TD></TR> <TR style="mso-yfti-irow: 6"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial"> 步步高 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 002251 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 1.09 </FONT> </TD></TR> <TR style="HEIGHT: 19.1pt; mso-yfti-irow: 7; mso-yfti-lastrow: yes"> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: windowtext 1pt solid; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; HEIGHT: 19.1pt; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN> ST惠天 </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; HEIGHT: 19.1pt; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> 000692 </FONT> </TD> <TD style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ffffff; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0cm; BORDER-LEFT: #ffffff; WIDTH: 85.2pt; PADDING-TOP: 0cm; BORDER-BOTTOM: windowtext 1pt solid; HEIGHT: 19.1pt; BACKGROUND-COLOR: transparent; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt" vAlign=top width=114> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; mso-element: frame; mso-element-frame-hspace: 9.0pt; mso-element-wrap: around; mso-element-anchor-horizontal: margin; mso-element-top: 24.15pt; mso-height-rule: exactly"><SPAN lang=EN-US><FONT face="Times New Roman"> -0.26 </FONT> </TD></TR> <TR> <TD></TD> <TD></TD> <TD></TD></TR></TBODY></TABLE> <P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p><FONT face="Times New Roman"> </FONT></o:p> 其中既有个人或法人增持的因素，也有机构投资者大幅增持的因素。如 <FONT color=#ff0033>仁和药业</FONT> 三季度受到了德盛精选基金、中邮核心优选基金和华夏大盘(净值讨论)精选基金等机构的合力增持。 持股集中度上升的股票中，有9只股票的股东户数缩减幅度在10%以上。其中包括了 <FONT color=#ff0033>步步高、合肥百货</FONT> 等三季度较为抗跌的个股，7-9月股价涨跌幅分别为-8.09％和5.93％，而同期上证指数下跌了16.17％。 机构青睐防御性行业对84家公司的三季度报告，我们统计了基金、券商（含理财产品）、QFII、社保、保险公司共计五大机构持有流通股份的情况。在84只股票中，机构涉足73只股票，其中34只股票的合计持股比例在20%以上。从这20只机构重仓股来看，基本属于两大类主题：弱周期的防御性行业， 如<FONT color=#ff0033>东北制药、西南药业</FONT>等医药生物股，<FONT color=#ff0033>步步高、大商股份</FONT>等商业零售股；经营未受国际金融危机影响的<FONT color=#ff0033>古井贡酒、五粮液</FONT>等食品饮料行业，<FONT color=#ff0033>西昌电力</FONT>等电气设备股。上述这些行业也算是当前弱市中屈指可数的预期相对明确的行业。 从持股变动来看（考察流通股持有比例的变动），持股集中度下降较多的主要集中在房地产和有色金属行业，如 <FONT color=#ff0033>国兴地产、名流置业、莱茵置业和金岭矿业</FONT>等股票的户均持股数量均出现了不同程度的下降。 机构明显增持的个股包括 漳泽电力（持股比例增加10.9个百分点）、汇通集团（增加10.8个百分点）、鲁能泰山（增加7.37个百分点），以及仁和药业、红太阳、ST惠天等 。以上特征也表明了机构回避周期性个股，立足防御、在个别景气行业寻求主动的投资思路。 84家公司的三季报显示，净利润合计为119.91亿元，而2007年三季度调整后净利润合计为97.59亿元，同比业绩增幅为22.88％。 业绩增幅较高的包括了<FONT color=#ff0033>东北制药、胜利股份、兰州民百、华星化工和川投能</FONT>源等 ，这5家公司的三季度业绩增幅均超过了400％。 而对于持股集中度上升的47家公司来看，三季度净利润合计为72.79亿元，而2007年三季度调整后净利润合计为61.84亿元，同比业绩增幅为17.71％。 从整体看，已披露季报的公司业绩增幅高于上市公司半年度总体水平。而且随着股市的下挫，股票估值水平逐渐趋于合理，投资者的增持意愿增加，整体呈现筹码集中的特征。(刘兴龙) 三季度利润同比增幅最大前五 股票 增幅(%) 胜利股份 3187.59 桐君阁 2090.94 川投能源 899.64 东北制药 874.75 辽通化工 454.75 <FONT color=#ff0033>详细查看季报预增个股池：</FONT> <A href="http://www.gupzs.com/news/list/42.htm"> <FONT color=#ff0033>http://www.gupzs.com/news/list/42.htm</FONT> </A> |
