| 本周热点概念股点评: 钢铁行业：中国证监会于周四批准上海期货交易所开展线材和螺纹钢期货交易，目前，上期所已经完成了线材和螺纹钢期货合约的前期设计工作，证监会将尽快批准上期所挂牌其期货合约。同时有消息称根据《钢铁产业调整和振兴规划》，国家将出台多项政策，鼓励钢铁企业的兼并重组,力争三年内钢铁业联合重组取得重大进展，国内排名前5位钢铁集团产能达到45％以上。由此来看一些钢铁类个股仍具有可参与的机会，适当关注马钢股份（600808）、三钢闽光（002110）。 医药板块：有媒体报道经过公开征求意见、修改后的新医改方案最后版本有望近期公布，随之公布的还包括《2009~2011年深化医药卫生体制改革实施方案》，初步估计未来三年内医改投入将达到8500亿。从历史数据来看，目前医药板块的整体市盈率还处于较低的水平，近期市场整体走强，但医药类个股涨幅有限，市场资金在追逐完热点题材之后有重新流入医药板块，后市建议投资者可适当关注近期涨幅有限的东阿阿胶（000423）、康缘药业（600557）。 <TABLE style="FONT-SIZE: 9pt" cellSpacing=0 borderColorDark=#ffffff cellPadding=2 width="100%" borderColorLight=#000000 border=1> <TBODY> <TR> <TD style="FONT-SIZE: 9pt">概念板块</TD> <TD style="FONT-SIZE: 9pt">股票数量</TD> <TD style="FONT-SIZE: 9pt">流通股加权均价</TD> <TD style="FONT-SIZE: 9pt">市盈率</TD> <TD style="FONT-SIZE: 9pt">每股收益</TD> <TD style="FONT-SIZE: 9pt">表现最好的个股</TD> <TD style="FONT-SIZE: 9pt">本周成交金额(万)</TD> <TD style="FONT-SIZE: 9pt">较前增减(%)</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">钢铁</TD> <TD style="FONT-SIZE: 9pt">32</TD> <TD style="FONT-SIZE: 9pt">5.99</TD> <TD style="FONT-SIZE: 9pt">10.21</TD> <TD style="FONT-SIZE: 9pt">0.5859</TD> <TD style="FONT-SIZE: 9pt">首钢股份(000959)</TD> <TD style="FONT-SIZE: 9pt">5146205</TD> <TD style="FONT-SIZE: 9pt">20.97</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">世博概念</TD> <TD style="FONT-SIZE: 9pt">1</TD> <TD style="FONT-SIZE: 9pt">16.24</TD> <TD style="FONT-SIZE: 9pt">58.44</TD> <TD style="FONT-SIZE: 9pt">0.2779</TD> <TD style="FONT-SIZE: 9pt">中船股份(600072)</TD> <TD style="FONT-SIZE: 9pt">109800.6</TD> <TD style="FONT-SIZE: 9pt">20.33</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">水运业</TD> <TD style="FONT-SIZE: 9pt">20</TD> <TD style="FONT-SIZE: 9pt">6.13</TD> <TD style="FONT-SIZE: 9pt">17.10</TD> <TD style="FONT-SIZE: 9pt">0.3711</TD> <TD style="FONT-SIZE: 9pt">北海港(000582)</TD> <TD style="FONT-SIZE: 9pt">1762312.2</TD> <TD style="FONT-SIZE: 9pt">8.42</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">外资并购</TD> <TD style="FONT-SIZE: 9pt">32</TD> <TD style="FONT-SIZE: 9pt">8.01</TD> <TD style="FONT-SIZE: 9pt">18.90</TD> <TD style="FONT-SIZE: 9pt">0.4423</TD> <TD style="FONT-SIZE: 9pt">包钢股份(600010)</TD> <TD style="FONT-SIZE: 9pt">2345172.6</TD> <TD style="FONT-SIZE: 9pt">7.23</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">煤炭</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">15.23</TD> <TD style="FONT-SIZE: 9pt">21.97</TD> <TD style="FONT-SIZE: 9pt">0.6794</TD> <TD style="FONT-SIZE: 9pt">山西焦化(600740)</TD> <TD style="FONT-SIZE: 9pt">4634499.7</TD> <TD style="FONT-SIZE: 9pt">2.72</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">电力</TD> <TD style="FONT-SIZE: 9pt">72</TD> <TD style="FONT-SIZE: 9pt">8.12</TD> <TD style="FONT-SIZE: 9pt">22.88</TD> <TD style="FONT-SIZE: 9pt">0.3513</TD> <TD style="FONT-SIZE: 9pt">郴电国际(600969)</TD> <TD style="FONT-SIZE: 9pt">4404215</TD> <TD style="FONT-SIZE: 9pt">0.87</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">节能</TD> <TD style="FONT-SIZE: 9pt">20</TD> <TD style="FONT-SIZE: 9pt">8.79</TD> <TD style="FONT-SIZE: 9pt">32.95</TD> <TD style="FONT-SIZE: 9pt">0.2644</TD> <TD style="FONT-SIZE: 9pt">双良股份(600481)</TD> <TD style="FONT-SIZE: 9pt">1049664.1</TD> <TD style="FONT-SIZE: 9pt">-0.19</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">ST板块</TD> <TD style="FONT-SIZE: 9pt">145</TD> <TD style="FONT-SIZE: 9pt">7.14</TD> <TD style="FONT-SIZE: 9pt">58.27</TD> <TD style="FONT-SIZE: 9pt">0.1192</TD> <TD style="FONT-SIZE: 9pt">三元股份(600429)</TD> <TD style="FONT-SIZE: 9pt">3159513.7</TD> <TD style="FONT-SIZE: 9pt">-0.36</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">金融</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">5.02</TD> <TD style="FONT-SIZE: 9pt">15.17</TD> <TD style="FONT-SIZE: 9pt">0.3064</TD> <TD style="FONT-SIZE: 9pt">亚泰集团(600881)</TD> <TD style="FONT-SIZE: 9pt">10209853.9</TD> <TD style="FONT-SIZE: 9pt">-2.22</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">水泥</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">15.81</TD> <TD style="FONT-SIZE: 9pt">58.19</TD> <TD style="FONT-SIZE: 9pt">0.2834</TD> <TD style="FONT-SIZE: 9pt">科学城(000975)</TD> <TD style="FONT-SIZE: 9pt">1987804.7</TD> <TD style="FONT-SIZE: 9pt">-2.23</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">含H股的A股</TD> <TD style="FONT-SIZE: 9pt">44</TD> <TD style="FONT-SIZE: 9pt">5.84</TD> <TD style="FONT-SIZE: 9pt">16.04</TD> <TD style="FONT-SIZE: 9pt">0.3623</TD> <TD style="FONT-SIZE: 9pt">海螺水泥(600585)</TD> <TD style="FONT-SIZE: 9pt">8289786.3</TD> <TD style="FONT-SIZE: 9pt">-2.60</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">工程机械</TD> <TD style="FONT-SIZE: 9pt">81</TD> <TD style="FONT-SIZE: 9pt">12.13</TD> <TD style="FONT-SIZE: 9pt">26.44</TD> <TD style="FONT-SIZE: 9pt">0.4515</TD> <TD style="FONT-SIZE: 9pt">中联重科(000157)</TD> <TD style="FONT-SIZE: 9pt">5045442.7</TD> <TD style="FONT-SIZE: 9pt">-3.24</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">电力设备</TD> <TD style="FONT-SIZE: 9pt">38</TD> <TD style="FONT-SIZE: 9pt">15.94</TD> <TD style="FONT-SIZE: 9pt">41.92</TD> <TD style="FONT-SIZE: 9pt">0.3803</TD> <TD style="FONT-SIZE: 9pt">SST闽东(000536)</TD> <TD style="FONT-SIZE: 9pt">2206621.2</TD> <TD style="FONT-SIZE: 9pt">-4.24</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">东北板块</TD> <TD style="FONT-SIZE: 9pt">104</TD> <TD style="FONT-SIZE: 9pt">8.49</TD> <TD style="FONT-SIZE: 9pt">21.26</TD> <TD style="FONT-SIZE: 9pt">0.3951</TD> <TD style="FONT-SIZE: 9pt">锌业股份(000751)</TD> <TD style="FONT-SIZE: 9pt">6081851</TD> <TD style="FONT-SIZE: 9pt">-4.55</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">蓝筹股</TD> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt">7.80</TD> <TD style="FONT-SIZE: 9pt">13.44</TD> <TD style="FONT-SIZE: 9pt">0.5936</TD> <TD style="FONT-SIZE: 9pt">吉电股份(000875)</TD> <TD style="FONT-SIZE: 9pt">4403942.1</TD> <TD style="FONT-SIZE: 9pt">-4.71</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">IPTV概念</TD> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt">15.30</TD> <TD style="FONT-SIZE: 9pt">36.03</TD> <TD style="FONT-SIZE: 9pt">0.4470</TD> <TD style="FONT-SIZE: 9pt">迪马股份(600565)</TD> <TD style="FONT-SIZE: 9pt">538122.5</TD> <TD style="FONT-SIZE: 9pt">-4.87</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">汽车</TD> <TD style="FONT-SIZE: 9pt">73</TD> <TD style="FONT-SIZE: 9pt">6.68</TD> <TD style="FONT-SIZE: 9pt">20.76</TD> <TD style="FONT-SIZE: 9pt">0.3217</TD> <TD style="FONT-SIZE: 9pt">长安汽车(000625)</TD> <TD style="FONT-SIZE: 9pt">3136457.6</TD> <TD style="FONT-SIZE: 9pt">-5.02</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">军工</TD> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt">13.66</TD> <TD style="FONT-SIZE: 9pt">55.13</TD> <TD style="FONT-SIZE: 9pt">0.2478</TD> <TD style="FONT-SIZE: 9pt">成发科技(600391)</TD> <TD style="FONT-SIZE: 9pt">925134.9</TD> <TD style="FONT-SIZE: 9pt">-5.56</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">交通运输</TD> <TD style="FONT-SIZE: 9pt">67</TD> <TD style="FONT-SIZE: 9pt">6.79</TD> <TD style="FONT-SIZE: 9pt">18.87</TD> <TD style="FONT-SIZE: 9pt">0.3599</TD> <TD style="FONT-SIZE: 9pt">北海港(000582)</TD> <TD style="FONT-SIZE: 9pt">4999514.2</TD> <TD style="FONT-SIZE: 9pt">-6.07</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">环保</TD> <TD style="FONT-SIZE: 9pt">41</TD> <TD style="FONT-SIZE: 9pt">8.53</TD> <TD style="FONT-SIZE: 9pt">33.20</TD> <TD style="FONT-SIZE: 9pt">0.2560</TD> <TD style="FONT-SIZE: 9pt">科学城(000975)</TD> <TD style="FONT-SIZE: 9pt">2673553</TD> <TD style="FONT-SIZE: 9pt">-6.72</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">软件信息</TD> <TD style="FONT-SIZE: 9pt">52</TD> <TD style="FONT-SIZE: 9pt">10.30</TD> <TD style="FONT-SIZE: 9pt">42.79</TD> <TD style="FONT-SIZE: 9pt">0.2413</TD> <TD style="FONT-SIZE: 9pt">海星科技(600185)</TD> <TD style="FONT-SIZE: 9pt">2155190.5</TD> <TD style="FONT-SIZE: 9pt">-7.20</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">S股板块</TD> <TD style="FONT-SIZE: 9pt">67</TD> <TD style="FONT-SIZE: 9pt">10.76</TD> <TD style="FONT-SIZE: 9pt">45.70</TD> <TD style="FONT-SIZE: 9pt">0.1935</TD> <TD style="FONT-SIZE: 9pt">SST闽东(000536)</TD> <TD style="FONT-SIZE: 9pt">2062780</TD> <TD style="FONT-SIZE: 9pt">-7.29</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">奥运概念</TD> <TD style="FONT-SIZE: 9pt">19</TD> <TD style="FONT-SIZE: 9pt">8.90</TD> <TD style="FONT-SIZE: 9pt">40.85</TD> <TD style="FONT-SIZE: 9pt">0.2154</TD> <TD style="FONT-SIZE: 9pt">万通地产(600246)</TD> <TD style="FONT-SIZE: 9pt">1706579.2</TD> <TD style="FONT-SIZE: 9pt">-8.14</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">网络游戏</TD> <TD style="FONT-SIZE: 9pt">27</TD> <TD style="FONT-SIZE: 9pt">11.76</TD> <TD style="FONT-SIZE: 9pt">45.74</TD> <TD style="FONT-SIZE: 9pt">0.2538</TD> <TD style="FONT-SIZE: 9pt">龙头股份(600630)</TD> <TD style="FONT-SIZE: 9pt">2177507.3</TD> <TD style="FONT-SIZE: 9pt">-9.46</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">振兴东北</TD> <TD style="FONT-SIZE: 9pt">32</TD> <TD style="FONT-SIZE: 9pt">7.92</TD> <TD style="FONT-SIZE: 9pt">17.85</TD> <TD style="FONT-SIZE: 9pt">0.4405</TD> <TD style="FONT-SIZE: 9pt">吉电股份(000875)</TD> <TD style="FONT-SIZE: 9pt">1722201.6</TD> <TD style="FONT-SIZE: 9pt">-9.56</TD></TR></TBODY></TABLE> |
