| 本周热点概念股点评: 有色金属：国家前期通过的有色金属产业调整振兴规划提出，从淘汰落后产能、促进兼并重组、调整进出口税率、建立收储机制等四方面来达到振兴有色金属行业的目。目前有色金属的价格基本维持在成本线附近，随着国家和地方政府收储工作的陆续展开，以及扩大内需政策中新增基础设施建设项目的逐步开工，基本金属的价格有望在随后的一段时间内得到抬升。二级市场上建议投资者关注江西铜业（600362）、中金黄金（600489）。 地产板块：本周广东出台了相关《意见》,公布了十五条有关政策，分别从税收、首付比例、住房公积金贷款和房企信贷支持等方面来提振本地房市，近期房地产板块走势偏好，有效的保持了指数的稳定。同时有关数据也表示，全国多个城市成交量持续回暖，广深两地房价基本调整到位，这也有力支撑了近期地产股的走强，后市建议仍可关注该板块龙头个股招商地产（000024）、华侨城A（000069）。 水泥行业：随着各地气温的逐步回暖，一些在冬季停工的建筑工程及基础交通建设项目也陆续开工。另一方面，煤炭价格的下降也能明显的缓解水泥生产企业的经营成本压力，提高相关上市公司的毛利率。08年底开始的反弹行情水泥类个股涨幅领先，近期相关个股股价有所回落，但由于国家扩大内需政策的明确预期，因此2009年水泥行业整体经营业绩将保持稳定，建议近期可关注地区性水泥企业福建水泥（600802）、以及行业龙头海螺水泥（600585）。 <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">绩差股</TD> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt">5.30</TD> <TD style="FONT-SIZE: 9pt">26.82</TD> <TD style="FONT-SIZE: 9pt">0.2165</TD> <TD style="FONT-SIZE: 9pt">罗顿发展(600209)</TD> <TD style="FONT-SIZE: 9pt">74413.7</TD> <TD style="FONT-SIZE: 9pt">12.12</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">军工</TD> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt">13.10</TD> <TD style="FONT-SIZE: 9pt">53.30</TD> <TD style="FONT-SIZE: 9pt">0.2458</TD> <TD style="FONT-SIZE: 9pt">成发科技(600391)</TD> <TD style="FONT-SIZE: 9pt">1360902.9</TD> <TD style="FONT-SIZE: 9pt">11.00</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">金融</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">5.14</TD> <TD style="FONT-SIZE: 9pt">15.44</TD> <TD style="FONT-SIZE: 9pt">0.3064</TD> <TD style="FONT-SIZE: 9pt">东北证券(000686)</TD> <TD style="FONT-SIZE: 9pt">11504348</TD> <TD style="FONT-SIZE: 9pt">2.16</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">水泥</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">15.03</TD> <TD style="FONT-SIZE: 9pt">55.12</TD> <TD style="FONT-SIZE: 9pt">0.2846</TD> <TD style="FONT-SIZE: 9pt">福建水泥(600802)</TD> <TD style="FONT-SIZE: 9pt">1769160.7</TD> <TD style="FONT-SIZE: 9pt">1.34</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">建筑材料</TD> <TD style="FONT-SIZE: 9pt">46</TD> <TD style="FONT-SIZE: 9pt">11.27</TD> <TD style="FONT-SIZE: 9pt">36.96</TD> <TD style="FONT-SIZE: 9pt">0.3009</TD> <TD style="FONT-SIZE: 9pt">太行水泥(600553)</TD> <TD style="FONT-SIZE: 9pt">3133650.9</TD> <TD style="FONT-SIZE: 9pt">-6.09</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">煤炭</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">14.05</TD> <TD style="FONT-SIZE: 9pt">20.25</TD> <TD style="FONT-SIZE: 9pt">0.6794</TD> <TD style="FONT-SIZE: 9pt">芜湖港(600575)</TD> <TD style="FONT-SIZE: 9pt">2970471.9</TD> <TD style="FONT-SIZE: 9pt">-7.80</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">5.79</TD> <TD style="FONT-SIZE: 9pt">15.91</TD> <TD style="FONT-SIZE: 9pt">0.3623</TD> <TD style="FONT-SIZE: 9pt">北人股份(600860)</TD> <TD style="FONT-SIZE: 9pt">6891423.2</TD> <TD style="FONT-SIZE: 9pt">-8.06</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">食品</TD> <TD style="FONT-SIZE: 9pt">52</TD> <TD style="FONT-SIZE: 9pt">14.62</TD> <TD style="FONT-SIZE: 9pt">33.78</TD> <TD style="FONT-SIZE: 9pt">0.4361</TD> <TD style="FONT-SIZE: 9pt">通葡股份(600365)</TD> <TD style="FONT-SIZE: 9pt">3907991</TD> <TD style="FONT-SIZE: 9pt">-8.58</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">上证50</TD> <TD style="FONT-SIZE: 9pt">50</TD> <TD style="FONT-SIZE: 9pt">6.48</TD> <TD style="FONT-SIZE: 9pt">15.93</TD> <TD style="FONT-SIZE: 9pt">0.3916</TD> <TD style="FONT-SIZE: 9pt">上海汽车(600104)</TD> <TD style="FONT-SIZE: 9pt">13728217.9</TD> <TD style="FONT-SIZE: 9pt">-10.20</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化纤</TD> <TD style="FONT-SIZE: 9pt">29</TD> <TD style="FONT-SIZE: 9pt">5.19</TD> <TD style="FONT-SIZE: 9pt">1031.12</TD> <TD style="FONT-SIZE: 9pt">0.0047</TD> <TD style="FONT-SIZE: 9pt">华孚色纺(002042)</TD> <TD style="FONT-SIZE: 9pt">625133.6</TD> <TD style="FONT-SIZE: 9pt">-13.58</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">IPTV概念</TD> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt">16.35</TD> <TD style="FONT-SIZE: 9pt">38.18</TD> <TD style="FONT-SIZE: 9pt">0.4470</TD> <TD style="FONT-SIZE: 9pt">力合股份(000532)</TD> <TD style="FONT-SIZE: 9pt">472843.5</TD> <TD style="FONT-SIZE: 9pt">-14.18</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">医药</TD> <TD style="FONT-SIZE: 9pt">116</TD> <TD style="FONT-SIZE: 9pt">10.69</TD> <TD style="FONT-SIZE: 9pt">41.58</TD> <TD style="FONT-SIZE: 9pt">0.2547</TD> <TD style="FONT-SIZE: 9pt">鼎立股份(600614)</TD> <TD style="FONT-SIZE: 9pt">3879291.6</TD> <TD style="FONT-SIZE: 9pt">-14.40</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">高校概念</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">7.00</TD> <TD style="FONT-SIZE: 9pt">30.23</TD> <TD style="FONT-SIZE: 9pt">0.2438</TD> <TD style="FONT-SIZE: 9pt">广宇发展(000537)</TD> <TD style="FONT-SIZE: 9pt">475295.2</TD> <TD style="FONT-SIZE: 9pt">-14.41</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">造纸</TD> <TD style="FONT-SIZE: 9pt">29</TD> <TD style="FONT-SIZE: 9pt">5.92</TD> <TD style="FONT-SIZE: 9pt">18.30</TD> <TD style="FONT-SIZE: 9pt">0.3172</TD> <TD style="FONT-SIZE: 9pt">美利纸业(000815)</TD> <TD style="FONT-SIZE: 9pt">820527.2</TD> <TD style="FONT-SIZE: 9pt">-14.68</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">生物制药</TD> <TD style="FONT-SIZE: 9pt">73</TD> <TD style="FONT-SIZE: 9pt">10.64</TD> <TD style="FONT-SIZE: 9pt">48.36</TD> <TD style="FONT-SIZE: 9pt">0.2185</TD> <TD style="FONT-SIZE: 9pt">园城股份(600766)</TD> <TD style="FONT-SIZE: 9pt">2405159.1</TD> <TD style="FONT-SIZE: 9pt">-15.94</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">水运业</TD> <TD style="FONT-SIZE: 9pt">20</TD> <TD style="FONT-SIZE: 9pt">5.95</TD> <TD style="FONT-SIZE: 9pt">16.56</TD> <TD style="FONT-SIZE: 9pt">0.3711</TD> <TD style="FONT-SIZE: 9pt">芜湖港(600575)</TD> <TD style="FONT-SIZE: 9pt">1134200.6</TD> <TD style="FONT-SIZE: 9pt">-16.44</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">公用事业</TD> <TD style="FONT-SIZE: 9pt">44</TD> <TD style="FONT-SIZE: 9pt">5.92</TD> <TD style="FONT-SIZE: 9pt">26.92</TD> <TD style="FONT-SIZE: 9pt">0.2194</TD> <TD style="FONT-SIZE: 9pt">科达股份(600986)</TD> <TD style="FONT-SIZE: 9pt">2215890</TD> <TD style="FONT-SIZE: 9pt">-17.23</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">10.09</TD> <TD style="FONT-SIZE: 9pt">42.33</TD> <TD style="FONT-SIZE: 9pt">0.2007</TD> <TD style="FONT-SIZE: 9pt">ST磁卡(600800)</TD> <TD style="FONT-SIZE: 9pt">1551687.5</TD> <TD style="FONT-SIZE: 9pt">-17.24</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">8.09</TD> <TD style="FONT-SIZE: 9pt">19.02</TD> <TD style="FONT-SIZE: 9pt">0.4423</TD> <TD style="FONT-SIZE: 9pt">莱钢股份(600102)</TD> <TD style="FONT-SIZE: 9pt">1773648.4</TD> <TD style="FONT-SIZE: 9pt">-17.66</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">可转债</TD> <TD style="FONT-SIZE: 9pt">102</TD> <TD style="FONT-SIZE: 9pt">8.22</TD> <TD style="FONT-SIZE: 9pt">15.26</TD> <TD style="FONT-SIZE: 9pt">0.5460</TD> <TD style="FONT-SIZE: 9pt">金鹰股份(600232)</TD> <TD style="FONT-SIZE: 9pt">13154990.4</TD> <TD style="FONT-SIZE: 9pt">-17.68</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">民营概念</TD> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt">7.29</TD> <TD style="FONT-SIZE: 9pt">25.63</TD> <TD style="FONT-SIZE: 9pt">0.2845</TD> <TD style="FONT-SIZE: 9pt">武汉塑料(000665)</TD> <TD style="FONT-SIZE: 9pt">681428.3</TD> <TD style="FONT-SIZE: 9pt">-18.68</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">旅游业</TD> <TD style="FONT-SIZE: 9pt">33</TD> <TD style="FONT-SIZE: 9pt">7.37</TD> <TD style="FONT-SIZE: 9pt">34.37</TD> <TD style="FONT-SIZE: 9pt">0.2156</TD> <TD style="FONT-SIZE: 9pt">园城股份(600766)</TD> <TD style="FONT-SIZE: 9pt">793707.1</TD> <TD style="FONT-SIZE: 9pt">-18.97</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">西部大开发</TD> <TD style="FONT-SIZE: 9pt">57</TD> <TD style="FONT-SIZE: 9pt">11.02</TD> <TD style="FONT-SIZE: 9pt">36.81</TD> <TD style="FONT-SIZE: 9pt">0.2985</TD> <TD style="FONT-SIZE: 9pt">美利纸业(000815)</TD> <TD style="FONT-SIZE: 9pt">2546085.9</TD> <TD style="FONT-SIZE: 9pt">-19.29</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">零售业</TD> <TD style="FONT-SIZE: 9pt">74</TD> <TD style="FONT-SIZE: 9pt">9.70</TD> <TD style="FONT-SIZE: 9pt">34.93</TD> <TD style="FONT-SIZE: 9pt">0.2770</TD> <TD style="FONT-SIZE: 9pt">西安饮食(000721)</TD> <TD style="FONT-SIZE: 9pt">2194323.7</TD> <TD style="FONT-SIZE: 9pt">-20.59</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">9.69</TD> <TD style="FONT-SIZE: 9pt">40.21</TD> <TD style="FONT-SIZE: 9pt">0.2424</TD> <TD style="FONT-SIZE: 9pt">金证股份(600446)</TD> <TD style="FONT-SIZE: 9pt">1546834.1</TD> <TD style="FONT-SIZE: 9pt">-20.64</TD></TR></TBODY></TABLE> |
