一周概念板块相关数据一览表 本周热点概念股点评: 3G板块:由于市场预期工信部将3G牌照发放时间提前,这使得本周3G板块受到投资者的关注,成交量上升了107.34%,其中东方通信(600776)表现较好,上涨了27.30%。3G牌照发放后将在未来两三年内启动较大规模的硬性投资,这种大规模的网络建设无疑将带动相关产业的发展,未来投资者可关注受益3G网络建设、通信设备类的公司。 交运板块:国家将加快铁路、公路和机场等重大基础设施建设,使得交通运输板块受到投资者关注,成交量上升了61.58%,其中的东方航空(600115)涨幅达到了25.43%。随着今后三年我国铁路计划投资规模将超过3.5万亿元,给该板块中的铁路概念股带来了机会,投资者可关注。 医药板块:近年来,国家在医疗卫生投入方面呈逐年增长的态势再加上深化医改的推进,使得医药板块受到投资者持续关注,本周成交上升了44.89%,其中的海王生物(000078)表现稍好,上涨了14.44%。随着相对估值溢价的降低,使得医药板块的防御性和确定性增长特点更加明显,再加上新医改促进医药行业的发展将是个长期效应,随着正式方案出台的临近,医药板块值得关注。 <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">3G</TD> <TD style="FONT-SIZE: 9pt">35</TD> <TD style="FONT-SIZE: 9pt">5.73</TD> <TD style="FONT-SIZE: 9pt">25.78</TD> <TD style="FONT-SIZE: 9pt">0.2242</TD> <TD style="FONT-SIZE: 9pt">东方通信(600776)</TD> <TD style="FONT-SIZE: 9pt">1997170.4</TD> <TD style="FONT-SIZE: 9pt">107.34</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">航空</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">5.49</TD> <TD style="FONT-SIZE: 9pt">17.21</TD> <TD style="FONT-SIZE: 9pt">0.3010</TD> <TD style="FONT-SIZE: 9pt">东方航空(600115)</TD> <TD style="FONT-SIZE: 9pt">889991.5</TD> <TD style="FONT-SIZE: 9pt">105.40</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">12.18</TD> <TD style="FONT-SIZE: 9pt">31.54</TD> <TD style="FONT-SIZE: 9pt">0.3840</TD> <TD style="FONT-SIZE: 9pt">东北电气(000585)</TD> <TD style="FONT-SIZE: 9pt">1900475</TD> <TD style="FONT-SIZE: 9pt">100.82</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化肥</TD> <TD style="FONT-SIZE: 9pt">23</TD> <TD style="FONT-SIZE: 9pt">13.73</TD> <TD style="FONT-SIZE: 9pt">27.88</TD> <TD style="FONT-SIZE: 9pt">0.4892</TD> <TD style="FONT-SIZE: 9pt">江山化工(002061)</TD> <TD style="FONT-SIZE: 9pt">991601.2</TD> <TD style="FONT-SIZE: 9pt">97.05</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">IT</TD> <TD style="FONT-SIZE: 9pt">83</TD> <TD style="FONT-SIZE: 9pt">5.14</TD> <TD style="FONT-SIZE: 9pt">31.30</TD> <TD style="FONT-SIZE: 9pt">0.1627</TD> <TD style="FONT-SIZE: 9pt">上海新梅(600732)</TD> <TD style="FONT-SIZE: 9pt">2263084.6</TD> <TD style="FONT-SIZE: 9pt">88.25</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">5.36</TD> <TD style="FONT-SIZE: 9pt">24.34</TD> <TD style="FONT-SIZE: 9pt">0.2194</TD> <TD style="FONT-SIZE: 9pt">太行水泥(600553)</TD> <TD style="FONT-SIZE: 9pt">2589460.5</TD> <TD style="FONT-SIZE: 9pt">86.38</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">旅游酒店</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">5.82</TD> <TD style="FONT-SIZE: 9pt">28.22</TD> <TD style="FONT-SIZE: 9pt">0.2112</TD> <TD style="FONT-SIZE: 9pt">西藏旅游(600749)</TD> <TD style="FONT-SIZE: 9pt">530794.8</TD> <TD style="FONT-SIZE: 9pt">71.55</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">176</TD> <TD style="FONT-SIZE: 9pt">6.12</TD> <TD style="FONT-SIZE: 9pt">22.41</TD> <TD style="FONT-SIZE: 9pt">0.2756</TD> <TD style="FONT-SIZE: 9pt">珠江控股(000505)</TD> <TD style="FONT-SIZE: 9pt">7352927.5</TD> <TD style="FONT-SIZE: 9pt">70.84</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">家电</TD> <TD style="FONT-SIZE: 9pt">40</TD> <TD style="FONT-SIZE: 9pt">5.51</TD> <TD style="FONT-SIZE: 9pt">24.22</TD> <TD style="FONT-SIZE: 9pt">0.2183</TD> <TD style="FONT-SIZE: 9pt">自仪股份(600848)</TD> <TD style="FONT-SIZE: 9pt">895780.7</TD> <TD style="FONT-SIZE: 9pt">69.53</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">5.86</TD> <TD style="FONT-SIZE: 9pt">24.55</TD> <TD style="FONT-SIZE: 9pt">0.2379</TD> <TD style="FONT-SIZE: 9pt">太行水泥(600553)</TD> <TD style="FONT-SIZE: 9pt">1013381.1</TD> <TD style="FONT-SIZE: 9pt">67.58</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">4.53</TD> <TD style="FONT-SIZE: 9pt">19.99</TD> <TD style="FONT-SIZE: 9pt">0.2438</TD> <TD style="FONT-SIZE: 9pt">工大首创(600857)</TD> <TD style="FONT-SIZE: 9pt">342848.9</TD> <TD style="FONT-SIZE: 9pt">66.22</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">5.27</TD> <TD style="FONT-SIZE: 9pt">14.40</TD> <TD style="FONT-SIZE: 9pt">0.3683</TD> <TD style="FONT-SIZE: 9pt">东方航空(600115)</TD> <TD style="FONT-SIZE: 9pt">3223216.9</TD> <TD style="FONT-SIZE: 9pt">61.58</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">含B股的A股</TD> <TD style="FONT-SIZE: 9pt">86</TD> <TD style="FONT-SIZE: 9pt">6.16</TD> <TD style="FONT-SIZE: 9pt">18.82</TD> <TD style="FONT-SIZE: 9pt">0.3262</TD> <TD style="FONT-SIZE: 9pt">珠江控股(000505)</TD> <TD style="FONT-SIZE: 9pt">3118710.5</TD> <TD style="FONT-SIZE: 9pt">60.16</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">资产重组</TD> <TD style="FONT-SIZE: 9pt">60</TD> <TD style="FONT-SIZE: 9pt">5.43</TD> <TD style="FONT-SIZE: 9pt">18.88</TD> <TD style="FONT-SIZE: 9pt">0.2807</TD> <TD style="FONT-SIZE: 9pt">广州冷机(000893)</TD> <TD style="FONT-SIZE: 9pt">1300431</TD> <TD style="FONT-SIZE: 9pt">59.10</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">军工</TD> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt">8.39</TD> <TD style="FONT-SIZE: 9pt">33.35</TD> <TD style="FONT-SIZE: 9pt">0.2515</TD> <TD style="FONT-SIZE: 9pt">中核科技(000777)</TD> <TD style="FONT-SIZE: 9pt">397081.4</TD> <TD style="FONT-SIZE: 9pt">58.95</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">7.16</TD> <TD style="FONT-SIZE: 9pt">29.51</TD> <TD style="FONT-SIZE: 9pt">0.2428</TD> <TD style="FONT-SIZE: 9pt">中兴通讯(000063)</TD> <TD style="FONT-SIZE: 9pt">1316473.7</TD> <TD style="FONT-SIZE: 9pt">56.83</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">IPTV概念</TD> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt">11.88</TD> <TD style="FONT-SIZE: 9pt">27.80</TD> <TD style="FONT-SIZE: 9pt">0.4470</TD> <TD style="FONT-SIZE: 9pt">中兴通讯(000063)</TD> <TD style="FONT-SIZE: 9pt">415591.8</TD> <TD style="FONT-SIZE: 9pt">56.31</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">旅游业</TD> <TD style="FONT-SIZE: 9pt">33</TD> <TD style="FONT-SIZE: 9pt">5.37</TD> <TD style="FONT-SIZE: 9pt">25.35</TD> <TD style="FONT-SIZE: 9pt">0.2158</TD> <TD style="FONT-SIZE: 9pt">北京旅游(000802)</TD> <TD style="FONT-SIZE: 9pt">572404.1</TD> <TD style="FONT-SIZE: 9pt">55.92</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">电子元器件</TD> <TD style="FONT-SIZE: 9pt">63</TD> <TD style="FONT-SIZE: 9pt">3.80</TD> <TD style="FONT-SIZE: 9pt">22.47</TD> <TD style="FONT-SIZE: 9pt">0.1692</TD> <TD style="FONT-SIZE: 9pt">合肥三洋(600983)</TD> <TD style="FONT-SIZE: 9pt">1199655</TD> <TD style="FONT-SIZE: 9pt">55.78</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">数字电视</TD> <TD style="FONT-SIZE: 9pt">54</TD> <TD style="FONT-SIZE: 9pt">5.47</TD> <TD style="FONT-SIZE: 9pt">27.15</TD> <TD style="FONT-SIZE: 9pt">0.1999</TD> <TD style="FONT-SIZE: 9pt">珠江控股(000505)</TD> <TD style="FONT-SIZE: 9pt">1875227.7</TD> <TD style="FONT-SIZE: 9pt">55.78</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">新能源</TD> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">5.23</TD> <TD style="FONT-SIZE: 9pt">19.31</TD> <TD style="FONT-SIZE: 9pt">0.2730</TD> <TD style="FONT-SIZE: 9pt">安泰科技(000969)</TD> <TD style="FONT-SIZE: 9pt">1154980.8</TD> <TD style="FONT-SIZE: 9pt">55.37</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">绩差股</TD> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt">4.04</TD> <TD style="FONT-SIZE: 9pt">22.01</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">23625.3</TD> <TD style="FONT-SIZE: 9pt">54.25</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">中小企业板</TD> <TD style="FONT-SIZE: 9pt">183</TD> <TD style="FONT-SIZE: 9pt">8.26</TD> <TD style="FONT-SIZE: 9pt">22.86</TD> <TD style="FONT-SIZE: 9pt">0.3615</TD> <TD style="FONT-SIZE: 9pt">科陆电子(002121)</TD> <TD style="FONT-SIZE: 9pt">2864006.7</TD> <TD style="FONT-SIZE: 9pt">53.37</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">9.25</TD> <TD style="FONT-SIZE: 9pt">38.49</TD> <TD style="FONT-SIZE: 9pt">0.1958</TD> <TD style="FONT-SIZE: 9pt">鲁润股份(600157)</TD> <TD style="FONT-SIZE: 9pt">985650.1</TD> <TD style="FONT-SIZE: 9pt">52.38</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">纺织</TD> <TD style="FONT-SIZE: 9pt">78</TD> <TD style="FONT-SIZE: 9pt">4.51</TD> <TD style="FONT-SIZE: 9pt">16.16</TD> <TD style="FONT-SIZE: 9pt">0.2765</TD> <TD style="FONT-SIZE: 9pt">龙头股份(600630)</TD> <TD style="FONT-SIZE: 9pt">1846907.7</TD> <TD style="FONT-SIZE: 9pt">51.93</TD></TR></TBODY></TABLE> |