| 本周强势股点评： 北斗星通（002151）自4月10日以来，股价加速上扬，6个交易日涨幅逾46%。本周上涨43.1%，换手率达64%。08年公司实现营业收入2.29亿元，同比增长52.2%，净利润0.46亿元，同比增长22%，EPS为0.50元，三大业务卫星导航定位产品的制造和销售、基于位置的信息系统应用和基于位置的运营服务分别占公司总营收的82%、17%和0.5%，营业额同比分别增长54.7%、44.1%和79.4%。09年一方面由于公司所处卫星导航定位行业为朝阳产业，处于上升周期，同时公司在业内已积累了较强的技术优势和品牌效应，预计公司09年业绩有望持续增长。预计09、10年公司的EPS分别为0.645元、0.781元。他们看好公司中长期发展，给予"持有"评级。 嘉宝集团（600622）本周突破前期颈线位，股价大幅上升，一周上涨37.52%。海通证券在最近的调研报告中指出，公司植根上海嘉定，主业分为房地产、贸易、电子等板块，并有较多的股权投资，在2012年之前，相关收益较为稳定。2008年业绩主要来自于宝菊新家园、盛创科技园及格林世界投资收益。另外，公司投资高泰公司35.62%股权，就长期而言，有望受益核电建设，当然，核电股权投资，中短期收益有限。预测公司2008-2010年的EPS分别为0.33元、0.50元、0.66元。考虑到公司2009年业绩全部锁定，且存在向上调整的可能。因此，调高对公司的投资评级至"买入"。 <TABLE style="FONT-SIZE: 9pt" border=1 cellSpacing=0 borderColorLight=#000000 borderColorDark=#ffffff cellPadding=2 width="100%"> <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">综合综合诊断</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600187</TD> <TD style="FONT-SIZE: 9pt">NST黑龙</TD> <TD style="FONT-SIZE: 9pt">林业与纸制品</TD> <TD style="FONT-SIZE: 9pt">1287.18</TD> <TD style="FONT-SIZE: 9pt">10.82</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">62.77</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600130</TD> <TD style="FONT-SIZE: 9pt">波导股份</TD> <TD style="FONT-SIZE: 9pt">通讯设备</TD> <TD style="FONT-SIZE: 9pt">61.06</TD> <TD style="FONT-SIZE: 9pt">5.46</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">48.25</TD> <TD style="FONT-SIZE: 9pt">19</TD> <TD style="FONT-SIZE: 9pt">67</TD> <TD style="FONT-SIZE: 9pt">4</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600756</TD> <TD style="FONT-SIZE: 9pt">浪潮软件</TD> <TD style="FONT-SIZE: 9pt">软件</TD> <TD style="FONT-SIZE: 9pt">61.03</TD> <TD style="FONT-SIZE: 9pt">16.28</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">68.98</TD> <TD style="FONT-SIZE: 9pt">49</TD> <TD style="FONT-SIZE: 9pt">95</TD> <TD style="FONT-SIZE: 9pt">44</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002151</TD> <TD style="FONT-SIZE: 9pt">北斗星通</TD> <TD style="FONT-SIZE: 9pt">航天与国防</TD> <TD style="FONT-SIZE: 9pt">43.1</TD> <TD style="FONT-SIZE: 9pt">34.2</TD> <TD style="FONT-SIZE: 9pt">0.66</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">64.09</TD> <TD style="FONT-SIZE: 9pt">88</TD> <TD style="FONT-SIZE: 9pt">78</TD> <TD style="FONT-SIZE: 9pt">42</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000736</TD> <TD style="FONT-SIZE: 9pt">ST重实</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">40.67</TD> <TD style="FONT-SIZE: 9pt">17.64</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">78.2</TD> <TD style="FONT-SIZE: 9pt">68</TD> <TD style="FONT-SIZE: 9pt">96</TD> <TD style="FONT-SIZE: 9pt">1</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">37.52</TD> <TD style="FONT-SIZE: 9pt">8.1</TD> <TD style="FONT-SIZE: 9pt">0.5</TD> <TD style="FONT-SIZE: 9pt">强力买入</TD> <TD style="FONT-SIZE: 9pt">62.19</TD> <TD style="FONT-SIZE: 9pt">47</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">48</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000676</TD> <TD style="FONT-SIZE: 9pt">思达高科</TD> <TD style="FONT-SIZE: 9pt">电力设备</TD> <TD style="FONT-SIZE: 9pt">36.87</TD> <TD style="FONT-SIZE: 9pt">5.68</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">65.33</TD> <TD style="FONT-SIZE: 9pt">36</TD> <TD style="FONT-SIZE: 9pt">52</TD> <TD style="FONT-SIZE: 9pt">8</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600775</TD> <TD style="FONT-SIZE: 9pt">南京熊猫</TD> <TD style="FONT-SIZE: 9pt">通讯设备</TD> <TD style="FONT-SIZE: 9pt">34.08</TD> <TD style="FONT-SIZE: 9pt">7.16</TD> <TD style="FONT-SIZE: 9pt">0.1</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">24.41</TD> <TD style="FONT-SIZE: 9pt">16</TD> <TD style="FONT-SIZE: 9pt">31</TD> <TD style="FONT-SIZE: 9pt">65</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600300</TD> <TD style="FONT-SIZE: 9pt">维维股份</TD> <TD style="FONT-SIZE: 9pt">食品生产与加工</TD> <TD style="FONT-SIZE: 9pt">33.47</TD> <TD style="FONT-SIZE: 9pt">13</TD> <TD style="FONT-SIZE: 9pt">0.17</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">38.86</TD> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt">97</TD> <TD style="FONT-SIZE: 9pt">43</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002137</TD> <TD style="FONT-SIZE: 9pt">实益达</TD> <TD style="FONT-SIZE: 9pt">电子设备与仪器</TD> <TD style="FONT-SIZE: 9pt">33.17</TD> <TD style="FONT-SIZE: 9pt">10.84</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">98.56</TD> <TD style="FONT-SIZE: 9pt">16</TD> <TD style="FONT-SIZE: 9pt">74</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000836</TD> <TD style="FONT-SIZE: 9pt">鑫茂科技</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">33.1</TD> <TD style="FONT-SIZE: 9pt">23.16</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">38.05</TD> <TD style="FONT-SIZE: 9pt">93</TD> <TD style="FONT-SIZE: 9pt">96</TD> <TD style="FONT-SIZE: 9pt">11</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600614</TD> <TD style="FONT-SIZE: 9pt">鼎立股份</TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">31.34</TD> <TD style="FONT-SIZE: 9pt">13.37</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">28.58</TD> <TD style="FONT-SIZE: 9pt">39</TD> <TD style="FONT-SIZE: 9pt">80</TD> <TD style="FONT-SIZE: 9pt">13</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600297</TD> <TD style="FONT-SIZE: 9pt">美罗药业</TD> <TD style="FONT-SIZE: 9pt">食品药品销售</TD> <TD style="FONT-SIZE: 9pt">31.01</TD> <TD style="FONT-SIZE: 9pt">12.21</TD> <TD style="FONT-SIZE: 9pt">0.27</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">48.69</TD> <TD style="FONT-SIZE: 9pt">50</TD> <TD style="FONT-SIZE: 9pt">81</TD> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600561</TD> <TD style="FONT-SIZE: 9pt">江西长运</TD> <TD style="FONT-SIZE: 9pt">公路与铁路运输</TD> <TD style="FONT-SIZE: 9pt">30.85</TD> <TD style="FONT-SIZE: 9pt">10.52</TD> <TD style="FONT-SIZE: 9pt">0.47</TD> <TD style="FONT-SIZE: 9pt">买入</TD> <TD style="FONT-SIZE: 9pt">71.95</TD> <TD style="FONT-SIZE: 9pt">85</TD> <TD style="FONT-SIZE: 9pt">56</TD> <TD style="FONT-SIZE: 9pt">45</TD> <TD style="FONT-SIZE: 9pt">★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600730</TD> <TD style="FONT-SIZE: 9pt">中国高科</TD> <TD style="FONT-SIZE: 9pt">其它综合类</TD> <TD style="FONT-SIZE: 9pt">30.71</TD> <TD style="FONT-SIZE: 9pt">6.81</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">27.94</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">45</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">000151</TD> <TD style="FONT-SIZE: 9pt">中成股份</TD> <TD style="FONT-SIZE: 9pt">工业品贸易与销售</TD> <TD style="FONT-SIZE: 9pt">30.22</TD> <TD style="FONT-SIZE: 9pt">9.48</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">30.7</TD> <TD style="FONT-SIZE: 9pt">36</TD> <TD style="FONT-SIZE: 9pt">93</TD> <TD style="FONT-SIZE: 9pt">16</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600057</TD> <TD style="FONT-SIZE: 9pt">*ST夏新</TD> <TD style="FONT-SIZE: 9pt">通讯设备</TD> <TD style="FONT-SIZE: 9pt">27.81</TD> <TD style="FONT-SIZE: 9pt">3.86</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">26.41</TD> <TD style="FONT-SIZE: 9pt">48</TD> <TD style="FONT-SIZE: 9pt">90</TD> <TD style="FONT-SIZE: 9pt">9</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600242</TD> <TD style="FONT-SIZE: 9pt">ST华龙</TD> <TD style="FONT-SIZE: 9pt">水运</TD> <TD style="FONT-SIZE: 9pt">27.69</TD> <TD style="FONT-SIZE: 9pt">7.84</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">6.97</TD> <TD style="FONT-SIZE: 9pt">60</TD> <TD style="FONT-SIZE: 9pt">76</TD> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600870</TD> <TD style="FONT-SIZE: 9pt">*ST厦华</TD> <TD style="FONT-SIZE: 9pt">家庭耐用消费品</TD> <TD style="FONT-SIZE: 9pt">27.53</TD> <TD style="FONT-SIZE: 9pt">3.15</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">5.54</TD> <TD style="FONT-SIZE: 9pt">57</TD> <TD style="FONT-SIZE: 9pt">71</TD> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt">★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600769</TD> <TD style="FONT-SIZE: 9pt">祥龙电业</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">26.33</TD> <TD style="FONT-SIZE: 9pt">4.99</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">34.68</TD> <TD style="FONT-SIZE: 9pt">1</TD> <TD style="FONT-SIZE: 9pt">59</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600618</TD> <TD style="FONT-SIZE: 9pt">氯碱化工</TD> <TD style="FONT-SIZE: 9pt">化工品</TD> <TD style="FONT-SIZE: 9pt">25.89</TD> <TD style="FONT-SIZE: 9pt">6.37</TD> <TD style="FONT-SIZE: 9pt">0.08</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">5.37</TD> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt">13</TD> <TD style="FONT-SIZE: 9pt">63</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">25.89</TD> <TD style="FONT-SIZE: 9pt">12.01</TD> <TD style="FONT-SIZE: 9pt">0.07</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">60.5</TD> <TD style="FONT-SIZE: 9pt">9</TD> <TD style="FONT-SIZE: 9pt">67</TD> <TD style="FONT-SIZE: 9pt">44</TD> <TD style="FONT-SIZE: 9pt">★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">600500</TD> <TD style="FONT-SIZE: 9pt">中化国际</TD> <TD style="FONT-SIZE: 9pt">工业品贸易与销售</TD> <TD style="FONT-SIZE: 9pt">24.58</TD> <TD style="FONT-SIZE: 9pt">12.72</TD> <TD style="FONT-SIZE: 9pt">0.57</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">20.52</TD> <TD style="FONT-SIZE: 9pt">51</TD> <TD style="FONT-SIZE: 9pt">32</TD> <TD style="FONT-SIZE: 9pt">86</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">24.06</TD> <TD style="FONT-SIZE: 9pt">16.19</TD> <TD style="FONT-SIZE: 9pt">0.39</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">65.08</TD> <TD style="FONT-SIZE: 9pt">82</TD> <TD style="FONT-SIZE: 9pt">96</TD> <TD style="FONT-SIZE: 9pt">75</TD> <TD style="FONT-SIZE: 9pt">★★★★★</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">002088</TD> <TD style="FONT-SIZE: 9pt">鲁阳股份</TD> <TD style="FONT-SIZE: 9pt">金属与采矿</TD> <TD style="FONT-SIZE: 9pt">23.78</TD> <TD style="FONT-SIZE: 9pt">17.8</TD> <TD style="FONT-SIZE: 9pt">0.8</TD> <TD style="FONT-SIZE: 9pt">观望</TD> <TD style="FONT-SIZE: 9pt">31.34</TD> <TD style="FONT-SIZE: 9pt">75</TD> <TD style="FONT-SIZE: 9pt">65</TD> <TD style="FONT-SIZE: 9pt">49</TD> <TD style="FONT-SIZE: 9pt">★★★</TD></TR></TBODY></TABLE> |
