| 本周强势股点评： 新海宜（002089）：本周上涨47.63%。申银万国分析师在最新的调研报告中指出，市场严重低估了公司现有两块主营业务的增长。1）配线产品：受重组及3G带动的电信投资影响，预计09、10年此块收入同比增速均在70%以上；2）软件外包：由于需求充足，人员规模的持续壮大将驱动此块业务快速成长，预计09、10年此块业务同比增速分别为114%，33%。同时预计09年1季报的大幅预增，09、10年公司的EPS可达0.52元、0.85元，同比增幅107%，64%，远高于目前市场的一致预期。给予"买入"评级。 三爱富（600636）：本周上涨29.72%。公司在08年7月公布了非公开增发股份购买上海焦化全部股权的重大资产重组方案。申银万国分析师在最新的调研报告中预计，化工产业振兴规划会支持化工新材料发展，鼓励技术进步和产业升级，调整产能过剩行业结构。三爱富作为氟化工行业龙头会受益于行业结构调整以及鼓励创新等政策。氟化工业务合理的毛利率应维持在15%左右。他们预计，合并后公司09年收入将到达70亿左右，再加上CDM补贴约增加净利润1.3亿，合计净利润4.3亿，对应增发后股本EPS0.40元/股。他们认为，目前公司股价低估，在资产重组临近时，存在交易性机会。给予"增持"的评级。 <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">08EPSe </TD> <TD style="FONT-SIZE: 9pt">分析师综合评级 </TD> <TD style="FONT-SIZE: 9pt">一周换手率(%)</TD> <TD style="FONT-SIZE: 9pt">基本面诊断 </TD> <TD style="FONT-SIZE: 9pt">技术面诊断 </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">600379</TD> <TD style="FONT-SIZE: 9pt">宝光股份</TD> <TD style="FONT-SIZE: 9pt">电力设备</TD> <TD style="FONT-SIZE: 9pt">55.15</TD> <TD style="FONT-SIZE: 9pt">9.03</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">45.66</TD> <TD style="FONT-SIZE: 9pt">21 </TD> <TD style="FONT-SIZE: 9pt">98 </TD> <TD style="FONT-SIZE: 9pt">6 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002089</TD> <TD style="FONT-SIZE: 9pt">新海宜</TD> <TD style="FONT-SIZE: 9pt">通讯设备</TD> <TD style="FONT-SIZE: 9pt">47.63</TD> <TD style="FONT-SIZE: 9pt">9.64</TD> <TD style="FONT-SIZE: 9pt">0.32</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">43.19</TD> <TD style="FONT-SIZE: 9pt">74 </TD> <TD style="FONT-SIZE: 9pt">90 </TD> <TD style="FONT-SIZE: 9pt">69 </TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600898</TD> <TD style="FONT-SIZE: 9pt">三联商社</TD> <TD style="FONT-SIZE: 9pt">零售 </TD> <TD style="FONT-SIZE: 9pt">46.42</TD> <TD style="FONT-SIZE: 9pt">6.75</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">5.42 </TD> <TD style="FONT-SIZE: 9pt">15 </TD> <TD style="FONT-SIZE: 9pt">15 </TD> <TD style="FONT-SIZE: 9pt">24 </TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600869</TD> <TD style="FONT-SIZE: 9pt">三普药业</TD> <TD style="FONT-SIZE: 9pt">食品药品销售</TD> <TD style="FONT-SIZE: 9pt">40.86</TD> <TD style="FONT-SIZE: 9pt">11.1</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">27.16</TD> <TD style="FONT-SIZE: 9pt">22 </TD> <TD style="FONT-SIZE: 9pt">97 </TD> <TD style="FONT-SIZE: 9pt">38 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600258</TD> <TD style="FONT-SIZE: 9pt">首旅股份</TD> <TD style="FONT-SIZE: 9pt">餐饮住宿与娱乐</TD> <TD style="FONT-SIZE: 9pt">39.35</TD> <TD style="FONT-SIZE: 9pt">15.05</TD> <TD style="FONT-SIZE: 9pt">0.62</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">43.38</TD> <TD style="FONT-SIZE: 9pt">40 </TD> <TD style="FONT-SIZE: 9pt">1 </TD> <TD style="FONT-SIZE: 9pt">48 </TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600783</TD> <TD style="FONT-SIZE: 9pt">鲁信高新</TD> <TD style="FONT-SIZE: 9pt">食品生产与加工</TD> <TD style="FONT-SIZE: 9pt">38.1 </TD> <TD style="FONT-SIZE: 9pt">17.58</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">49.61</TD> <TD style="FONT-SIZE: 9pt">9 </TD> <TD style="FONT-SIZE: 9pt">93 </TD> <TD style="FONT-SIZE: 9pt">13 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000548</TD> <TD style="FONT-SIZE: 9pt">湖南投资</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">35.62</TD> <TD style="FONT-SIZE: 9pt">5.14</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">27.68</TD> <TD style="FONT-SIZE: 9pt">46 </TD> <TD style="FONT-SIZE: 9pt">17 </TD> <TD style="FONT-SIZE: 9pt">25 </TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000042</TD> <TD style="FONT-SIZE: 9pt">深长城</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">35.48</TD> <TD style="FONT-SIZE: 9pt">9.47</TD> <TD style="FONT-SIZE: 9pt">1.01</TD> <TD style="FONT-SIZE: 9pt">买入 </TD> <TD style="FONT-SIZE: 9pt">9.09 </TD> <TD style="FONT-SIZE: 9pt">8 </TD> <TD style="FONT-SIZE: 9pt">69 </TD> <TD style="FONT-SIZE: 9pt">68 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600480</TD> <TD style="FONT-SIZE: 9pt">凌云股份</TD> <TD style="FONT-SIZE: 9pt">汽车零配件</TD> <TD style="FONT-SIZE: 9pt">34.92</TD> <TD style="FONT-SIZE: 9pt">7.07</TD> <TD style="FONT-SIZE: 9pt">0.52</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">45.7 </TD> <TD style="FONT-SIZE: 9pt">82 </TD> <TD style="FONT-SIZE: 9pt">90 </TD> <TD style="FONT-SIZE: 9pt">61 </TD> <TD style="FONT-SIZE: 9pt">★★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000797</TD> <TD style="FONT-SIZE: 9pt">中国武夷</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">34.25</TD> <TD style="FONT-SIZE: 9pt">4.9 </TD> <TD style="FONT-SIZE: 9pt">0.41</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">51.02</TD> <TD style="FONT-SIZE: 9pt">47 </TD> <TD style="FONT-SIZE: 9pt">17 </TD> <TD style="FONT-SIZE: 9pt">47 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002114</TD> <TD style="FONT-SIZE: 9pt">罗平锌电</TD> <TD style="FONT-SIZE: 9pt">金属与采矿</TD> <TD style="FONT-SIZE: 9pt">34.03</TD> <TD style="FONT-SIZE: 9pt">9.02</TD> <TD style="FONT-SIZE: 9pt">0.11</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">42.3 </TD> <TD style="FONT-SIZE: 9pt">22 </TD> <TD style="FONT-SIZE: 9pt">16 </TD> <TD style="FONT-SIZE: 9pt">46 </TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600069</TD> <TD style="FONT-SIZE: 9pt">银鸽投资</TD> <TD style="FONT-SIZE: 9pt">林业与纸制品</TD> <TD style="FONT-SIZE: 9pt">33.58</TD> <TD style="FONT-SIZE: 9pt">5.33</TD> <TD style="FONT-SIZE: 9pt">0.34</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">48.48</TD> <TD style="FONT-SIZE: 9pt">51 </TD> <TD style="FONT-SIZE: 9pt">14 </TD> <TD style="FONT-SIZE: 9pt">70 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600860</TD> <TD style="FONT-SIZE: 9pt">北人股份</TD> <TD style="FONT-SIZE: 9pt">机械制造</TD> <TD style="FONT-SIZE: 9pt">32.61</TD> <TD style="FONT-SIZE: 9pt">4.27</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">23.71</TD> <TD style="FONT-SIZE: 9pt">1 </TD> <TD style="FONT-SIZE: 9pt">17 </TD> <TD style="FONT-SIZE: 9pt">26 </TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002131</TD> <TD style="FONT-SIZE: 9pt">利欧股份</TD> <TD style="FONT-SIZE: 9pt">机械制造</TD> <TD style="FONT-SIZE: 9pt">32.04</TD> <TD style="FONT-SIZE: 9pt">11.21</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">22.71</TD> <TD style="FONT-SIZE: 9pt">86 </TD> <TD style="FONT-SIZE: 9pt">96 </TD> <TD style="FONT-SIZE: 9pt">35 </TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600694</TD> <TD style="FONT-SIZE: 9pt">大商股份</TD> <TD style="FONT-SIZE: 9pt">零售 </TD> <TD style="FONT-SIZE: 9pt">31.89</TD> <TD style="FONT-SIZE: 9pt">22 </TD> <TD style="FONT-SIZE: 9pt">1.2</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">18.18</TD> <TD style="FONT-SIZE: 9pt">53 </TD> <TD style="FONT-SIZE: 9pt">5 </TD> <TD style="FONT-SIZE: 9pt">86 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600622</TD> <TD style="FONT-SIZE: 9pt">嘉宝集团</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">31.45</TD> <TD style="FONT-SIZE: 9pt">5.81</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">27.01</TD> <TD style="FONT-SIZE: 9pt">27 </TD> <TD style="FONT-SIZE: 9pt">82 </TD> <TD style="FONT-SIZE: 9pt">33 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600075</TD> <TD style="FONT-SIZE: 9pt">新疆天业</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">31.05</TD> <TD style="FONT-SIZE: 9pt">8.02</TD> <TD style="FONT-SIZE: 9pt">0.46</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">65.67</TD> <TD style="FONT-SIZE: 9pt">36 </TD> <TD style="FONT-SIZE: 9pt">14 </TD> <TD style="FONT-SIZE: 9pt">38 </TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000931</TD> <TD style="FONT-SIZE: 9pt">中关村</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">30.77</TD> <TD style="FONT-SIZE: 9pt">4.59</TD> <TD style="FONT-SIZE: 9pt">1.05</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">37.52</TD> <TD style="FONT-SIZE: 9pt">61 </TD> <TD style="FONT-SIZE: 9pt">9 </TD> <TD style="FONT-SIZE: 9pt">14 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600135</TD> <TD style="FONT-SIZE: 9pt">乐凯胶片</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">30.66</TD> <TD style="FONT-SIZE: 9pt">5.37</TD> <TD style="FONT-SIZE: 9pt">0.05</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">28.66</TD> <TD style="FONT-SIZE: 9pt">16 </TD> <TD style="FONT-SIZE: 9pt">71 </TD> <TD style="FONT-SIZE: 9pt">41 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600636</TD> <TD style="FONT-SIZE: 9pt">三爱富</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">29.72</TD> <TD style="FONT-SIZE: 9pt">6.46</TD> <TD style="FONT-SIZE: 9pt">0.5</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">46.99</TD> <TD style="FONT-SIZE: 9pt">12 </TD> <TD style="FONT-SIZE: 9pt">14 </TD> <TD style="FONT-SIZE: 9pt">62 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002149</TD> <TD style="FONT-SIZE: 9pt">西部材料</TD> <TD style="FONT-SIZE: 9pt">金属与采矿</TD> <TD style="FONT-SIZE: 9pt">29.48</TD> <TD style="FONT-SIZE: 9pt">18.58</TD> <TD style="FONT-SIZE: 9pt">0.51</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">52.54</TD> <TD style="FONT-SIZE: 9pt">84 </TD> <TD style="FONT-SIZE: 9pt">10 </TD> <TD style="FONT-SIZE: 9pt">44 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000708</TD> <TD style="FONT-SIZE: 9pt">大冶特钢</TD> <TD style="FONT-SIZE: 9pt">金属与采矿</TD> <TD style="FONT-SIZE: 9pt">28.44</TD> <TD style="FONT-SIZE: 9pt">6.91</TD> <TD style="FONT-SIZE: 9pt">0.56</TD> <TD style="FONT-SIZE: 9pt">观望 </TD> <TD style="FONT-SIZE: 9pt">38.47</TD> <TD style="FONT-SIZE: 9pt">78 </TD> <TD style="FONT-SIZE: 9pt">37 </TD> <TD style="FONT-SIZE: 9pt">67 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600727</TD> <TD style="FONT-SIZE: 9pt">鲁北化工</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">27.87</TD> <TD style="FONT-SIZE: 9pt">6.01</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">39.83</TD> <TD style="FONT-SIZE: 9pt">35 </TD> <TD style="FONT-SIZE: 9pt">70 </TD> <TD style="FONT-SIZE: 9pt">28 </TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600266</TD> <TD style="FONT-SIZE: 9pt">北京城建</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">27.84</TD> <TD style="FONT-SIZE: 9pt">10.24</TD> <TD style="FONT-SIZE: 9pt">0.75</TD> <TD style="FONT-SIZE: 9pt">买入 </TD> <TD style="FONT-SIZE: 9pt">18.14</TD> <TD style="FONT-SIZE: 9pt">95 </TD> <TD style="FONT-SIZE: 9pt">28 </TD> <TD style="FONT-SIZE: 9pt">51 </TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000561</TD> <TD style="FONT-SIZE: 9pt">S*ST长岭</TD> <TD style="FONT-SIZE: 9pt">家庭耐用消费品</TD> <TD style="FONT-SIZE: 9pt">27.76</TD> <TD style="FONT-SIZE: 9pt">6.26</TD> <TD style="FONT-SIZE: 9pt">NULL</TD> <TD style="FONT-SIZE: 9pt">NULL </TD> <TD style="FONT-SIZE: 9pt">5.35 </TD> <TD style="FONT-SIZE: 9pt">51 </TD> <TD style="FONT-SIZE: 9pt">95 </TD> <TD style="FONT-SIZE: 9pt">9</TD> <TD style="FONT-SIZE: 9pt"> </TD></TR></TBODY></TABLE> |
