| 本周热点概念股点评: 电子器件：从年初国务院提出制定十大产业调整振兴规划以来,至今国务院常务会议已依次原则性通过了钢铁、汽车、纺织和装备制造业的产业振兴规划,每个产业振兴规划的推出总能对相应的行业板块构成积极的利好刺激,行业个股反应强烈.根据有关媒体的报道,电子信息行业极有可能成为下一个调整对象,周五市场对此予以了积极反应, 康强电子(002119)开盘后快速冲上涨停，天津普林(002134) 超声电子（000823)也以涨停收盘,对此板块投资者可适当关注。 军工板块：今年是我国建国60周年大庆,同时还将举行盛大的阅兵仪式,届时将有一批最新高科技装备亮相,由此将带动我军整体技术装备的又一次更新换代,相关军品订单将对军工类上市公司形成实质利好。另外,军工集团整体上市的步伐在今年将出现明显的加快,于去年年底完成整体上市的中兵光电短期内股价近乎翻番,对有相同资产注入预期的个股形成了积极的示范效应,后市建议关注军工板块中的航天通信(600677),西飞国际(000768)。 有色金属：该板块是去年整体下跌过程中受伤最重的几个行业之一,随着国家强力财政刺激计划的推出,有效的提振了市场人气,地方政府大力收储以及预期中的产业振兴规划都对有色板块的股价构成了强力的支撑.近期市场上铜精矿加工费的大涨以及春节期间黄金价格的上涨刺激了江西铜业(600362)、中金黄金(600489)、山东黄金(600547)的反弹,短期内有色板块仍有进一步反弹空间。 <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 </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 </TD> <TD style="FONT-SIZE: 9pt">较前增减数量(万) </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">造纸</TD> <TD style="FONT-SIZE: 9pt">29</TD> <TD style="FONT-SIZE: 9pt">5.74 </TD> <TD style="FONT-SIZE: 9pt">17.94</TD> <TD style="FONT-SIZE: 9pt">0.3172</TD> <TD style="FONT-SIZE: 9pt">银鸽投资(600069)</TD> <TD style="FONT-SIZE: 9pt">999785.3 </TD> <TD style="FONT-SIZE: 9pt">163.71</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">绩差股</TD> <TD style="FONT-SIZE: 9pt">6 </TD> <TD style="FONT-SIZE: 9pt">4.61 </TD> <TD style="FONT-SIZE: 9pt">24.34</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">31727.9 </TD> <TD style="FONT-SIZE: 9pt">120.86</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">6.80 </TD> <TD style="FONT-SIZE: 9pt">23.91</TD> <TD style="FONT-SIZE: 9pt">0.2845</TD> <TD style="FONT-SIZE: 9pt">风华高科(000636)</TD> <TD style="FONT-SIZE: 9pt">698840.5 </TD> <TD style="FONT-SIZE: 9pt">117.37</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">三通概念</TD> <TD style="FONT-SIZE: 9pt">5 </TD> <TD style="FONT-SIZE: 9pt">8.41 </TD> <TD style="FONT-SIZE: 9pt">18.69</TD> <TD style="FONT-SIZE: 9pt">0.4502</TD> <TD style="FONT-SIZE: 9pt">白云机场(600004)</TD> <TD style="FONT-SIZE: 9pt">213644.1 </TD> <TD style="FONT-SIZE: 9pt">115.51</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">高速公路</TD> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt">4.89 </TD> <TD style="FONT-SIZE: 9pt">15.43</TD> <TD style="FONT-SIZE: 9pt">0.3197</TD> <TD style="FONT-SIZE: 9pt">重庆路桥(600106)</TD> <TD style="FONT-SIZE: 9pt">477211.8 </TD> <TD style="FONT-SIZE: 9pt">110.41</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化纤</TD> <TD style="FONT-SIZE: 9pt">29</TD> <TD style="FONT-SIZE: 9pt">4.71 </TD> <TD style="FONT-SIZE: 9pt">973.68</TD> <TD style="FONT-SIZE: 9pt">0.0047</TD> <TD style="FONT-SIZE: 9pt">新潮实业(600777)</TD> <TD style="FONT-SIZE: 9pt">733090.8 </TD> <TD style="FONT-SIZE: 9pt">107.01</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">农业</TD> <TD style="FONT-SIZE: 9pt">71</TD> <TD style="FONT-SIZE: 9pt">9.06 </TD> <TD style="FONT-SIZE: 9pt">51.92</TD> <TD style="FONT-SIZE: 9pt">0.1702</TD> <TD style="FONT-SIZE: 9pt">景谷林业(600265)</TD> <TD style="FONT-SIZE: 9pt">3656581.4 </TD> <TD style="FONT-SIZE: 9pt">106.90</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">旅游业</TD> <TD style="FONT-SIZE: 9pt">33</TD> <TD style="FONT-SIZE: 9pt">6.94 </TD> <TD style="FONT-SIZE: 9pt">32.52</TD> <TD style="FONT-SIZE: 9pt">0.2158</TD> <TD style="FONT-SIZE: 9pt">湖南投资(000548)</TD> <TD style="FONT-SIZE: 9pt">765543.5 </TD> <TD style="FONT-SIZE: 9pt">98.31</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">循环经济概念</TD> <TD style="FONT-SIZE: 9pt">9 </TD> <TD style="FONT-SIZE: 9pt">8.08 </TD> <TD style="FONT-SIZE: 9pt">12.77</TD> <TD style="FONT-SIZE: 9pt">0.6330</TD> <TD style="FONT-SIZE: 9pt">驰宏锌锗(600497)</TD> <TD style="FONT-SIZE: 9pt">406163.1 </TD> <TD style="FONT-SIZE: 9pt">96.92</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">176</TD> <TD style="FONT-SIZE: 9pt">7.27 </TD> <TD style="FONT-SIZE: 9pt">26.79</TD> <TD style="FONT-SIZE: 9pt">0.2731</TD> <TD style="FONT-SIZE: 9pt">湖南投资(000548)</TD> <TD style="FONT-SIZE: 9pt">8053148.8 </TD> <TD style="FONT-SIZE: 9pt">95.75</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">5.00 </TD> <TD style="FONT-SIZE: 9pt">29.38</TD> <TD style="FONT-SIZE: 9pt">0.1692</TD> <TD style="FONT-SIZE: 9pt">宝光股份(600379)</TD> <TD style="FONT-SIZE: 9pt">1787368.8 </TD> <TD style="FONT-SIZE: 9pt">95.65</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">科技创新</TD> <TD style="FONT-SIZE: 9pt">24</TD> <TD style="FONT-SIZE: 9pt">10.99 </TD> <TD style="FONT-SIZE: 9pt">26.71</TD> <TD style="FONT-SIZE: 9pt">0.4064</TD> <TD style="FONT-SIZE: 9pt">中关村(000931)</TD> <TD style="FONT-SIZE: 9pt">1054648.1 </TD> <TD style="FONT-SIZE: 9pt">88.93</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">传媒业</TD> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt">8.52 </TD> <TD style="FONT-SIZE: 9pt">40.48</TD> <TD style="FONT-SIZE: 9pt">0.2085</TD> <TD style="FONT-SIZE: 9pt">同洲电子(002052)</TD> <TD style="FONT-SIZE: 9pt">1209172.5 </TD> <TD style="FONT-SIZE: 9pt">86.70</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">10.36 </TD> <TD style="FONT-SIZE: 9pt">34.62</TD> <TD style="FONT-SIZE: 9pt">0.2984</TD> <TD style="FONT-SIZE: 9pt">S*ST长岭(000561)</TD> <TD style="FONT-SIZE: 9pt">2534043.2 </TD> <TD style="FONT-SIZE: 9pt">84.57</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">5.87 </TD> <TD style="FONT-SIZE: 9pt">26.70</TD> <TD style="FONT-SIZE: 9pt">0.2194</TD> <TD style="FONT-SIZE: 9pt">湖南投资(000548)</TD> <TD style="FONT-SIZE: 9pt">2714816.1 </TD> <TD style="FONT-SIZE: 9pt">82.69</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">7.03 </TD> <TD style="FONT-SIZE: 9pt">24.36</TD> <TD style="FONT-SIZE: 9pt">0.2808</TD> <TD style="FONT-SIZE: 9pt">三联商社(600898)</TD> <TD style="FONT-SIZE: 9pt">1708988.9 </TD> <TD style="FONT-SIZE: 9pt">80.13</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">电力</TD> <TD style="FONT-SIZE: 9pt">72</TD> <TD style="FONT-SIZE: 9pt">7.46 </TD> <TD style="FONT-SIZE: 9pt">21.04</TD> <TD style="FONT-SIZE: 9pt">0.3513</TD> <TD style="FONT-SIZE: 9pt">天一科技(000908)</TD> <TD style="FONT-SIZE: 9pt">2824078.5 </TD> <TD style="FONT-SIZE: 9pt">79.66</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">3G </TD> <TD style="FONT-SIZE: 9pt">35</TD> <TD style="FONT-SIZE: 9pt">6.31 </TD> <TD style="FONT-SIZE: 9pt">28.55</TD> <TD style="FONT-SIZE: 9pt">0.2242</TD> <TD style="FONT-SIZE: 9pt">航天通信(600677)</TD> <TD style="FONT-SIZE: 9pt">2127616.8 </TD> <TD style="FONT-SIZE: 9pt">78.89</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">有色金属</TD> <TD style="FONT-SIZE: 9pt">59</TD> <TD style="FONT-SIZE: 9pt">10.21 </TD> <TD style="FONT-SIZE: 9pt">16.57</TD> <TD style="FONT-SIZE: 9pt">0.6244</TD> <TD style="FONT-SIZE: 9pt">西部材料(002149)</TD> <TD style="FONT-SIZE: 9pt">4611705.2 </TD> <TD style="FONT-SIZE: 9pt">78.45</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">家电</TD> <TD style="FONT-SIZE: 9pt">40</TD> <TD style="FONT-SIZE: 9pt">6.44 </TD> <TD style="FONT-SIZE: 9pt">28.44</TD> <TD style="FONT-SIZE: 9pt">0.2183</TD> <TD style="FONT-SIZE: 9pt">三联商社(600898)</TD> <TD style="FONT-SIZE: 9pt">1118409.2 </TD> <TD style="FONT-SIZE: 9pt">78.24</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">IT </TD> <TD style="FONT-SIZE: 9pt">83</TD> <TD style="FONT-SIZE: 9pt">6.03 </TD> <TD style="FONT-SIZE: 9pt">37.72</TD> <TD style="FONT-SIZE: 9pt">0.1585</TD> <TD style="FONT-SIZE: 9pt">大商股份(600694)</TD> <TD style="FONT-SIZE: 9pt">3207544.7 </TD> <TD style="FONT-SIZE: 9pt">76.66</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">6.35 </TD> <TD style="FONT-SIZE: 9pt">27.67</TD> <TD style="FONT-SIZE: 9pt">0.2438</TD> <TD style="FONT-SIZE: 9pt">太工天成(600392)</TD> <TD style="FONT-SIZE: 9pt">441024 </TD> <TD style="FONT-SIZE: 9pt">76.57</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">水泥</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">13.24 </TD> <TD style="FONT-SIZE: 9pt">48.75</TD> <TD style="FONT-SIZE: 9pt">0.2834</TD> <TD style="FONT-SIZE: 9pt">鲁北化工(600727)</TD> <TD style="FONT-SIZE: 9pt">1393003.1 </TD> <TD style="FONT-SIZE: 9pt">74.95</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">7.38 </TD> <TD style="FONT-SIZE: 9pt">33.96</TD> <TD style="FONT-SIZE: 9pt">0.2154</TD> <TD style="FONT-SIZE: 9pt">首旅股份(600258)</TD> <TD style="FONT-SIZE: 9pt">1040580.8 </TD> <TD style="FONT-SIZE: 9pt">74.01</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">日用消费品</TD> <TD style="FONT-SIZE: 9pt">35</TD> <TD style="FONT-SIZE: 9pt">9.37 </TD> <TD style="FONT-SIZE: 9pt">38.97</TD> <TD style="FONT-SIZE: 9pt">0.2400</TD> <TD style="FONT-SIZE: 9pt">唐山陶瓷(000856)</TD> <TD style="FONT-SIZE: 9pt">1476478.8 </TD> <TD style="FONT-SIZE: 9pt">72.30</TD></TR></TBODY></TABLE> |
