| 本周热点概念股点评: 电力板块：国资委将在2008年国有资本经营预算中向部分中央电力企业提供了126.7亿元灾后重建资本性支出，以帮助企业灾后恢复生产，显示了国家对电网行行业的直接支持。2月份以来秦皇岛动力煤指数回落接近10%，随着气温的逐步回暖，用煤需求压力也将进一步减缓，煤价将进入新一轮调整，由此带来的火电企业采购成本的直接减少，对提高火电企业的盈利水平将有积极作用，二级市场建议关注华能国际（600011）、国电电力（600795）等煤价下跌受益明显的个股。 银行板块：周三沪深股市的大幅调整引起了市场的恐慌行抛压，最终在尾盘以招商银行为首的银行股的强势拉升有效地稳定了市场情绪，周五华夏银行再度异军突起带动180金融板块成为了两市唯一翻红的板块。本轮反弹以来，银行板块一直处于跟随状态，整体涨停有限。2后市建议投资着可密切关注招商银行（600036）、民生银行（600016）等个股的动向。 地产板块：虽然房地产行业最终未能进入十大产业振兴规划，但由于地产行业在国民经济中所占的低位极其重要，对整体经济的拉动左右明显，上下游产业链庞大。由此判断，针对房地产行业的相关整体调整规划最总必将提上有关部门的议事日程。周五有媒体称"住房和城乡建设部将邀请房地产领域相关专家学者，就目前房地产市场遇到的问题及对策进行座谈"。临近两会，市场预期有关政策也将再次期间逐步推出。二级市场可适当关注近期走势抗跌的招商地产（000024）、中粮地产（000031）。 <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</TD> <TD style="FONT-SIZE: 9pt">较前增减</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">军工</TD> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt">11.81</TD> <TD style="FONT-SIZE: 9pt">49.70</TD> <TD style="FONT-SIZE: 9pt">0.2376</TD> <TD style="FONT-SIZE: 9pt">长城股份(000569)</TD> <TD style="FONT-SIZE: 9pt">1226026.5</TD> <TD style="FONT-SIZE: 9pt">32.52</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">绩差股</TD> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt">5.20</TD> <TD style="FONT-SIZE: 9pt">26.54</TD> <TD style="FONT-SIZE: 9pt">0.2165</TD> <TD style="FONT-SIZE: 9pt">ST东海A(000613)</TD> <TD style="FONT-SIZE: 9pt">66367.1</TD> <TD style="FONT-SIZE: 9pt">24.32</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">8.57</TD> <TD style="FONT-SIZE: 9pt">19.05</TD> <TD style="FONT-SIZE: 9pt">0.4502</TD> <TD style="FONT-SIZE: 9pt">ST中福(000592)</TD> <TD style="FONT-SIZE: 9pt">450933.3</TD> <TD style="FONT-SIZE: 9pt">17.10</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">滨海</TD> <TD style="FONT-SIZE: 9pt">7</TD> <TD style="FONT-SIZE: 9pt">7.31</TD> <TD style="FONT-SIZE: 9pt">28.06</TD> <TD style="FONT-SIZE: 9pt">0.2605</TD> <TD style="FONT-SIZE: 9pt">津劝业(600821)</TD> <TD style="FONT-SIZE: 9pt">511609</TD> <TD style="FONT-SIZE: 9pt">14.70</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">农业</TD> <TD style="FONT-SIZE: 9pt">71</TD> <TD style="FONT-SIZE: 9pt">8.73</TD> <TD style="FONT-SIZE: 9pt">50.03</TD> <TD style="FONT-SIZE: 9pt">0.1702</TD> <TD style="FONT-SIZE: 9pt">永安林业(000663)</TD> <TD style="FONT-SIZE: 9pt">4192378.3</TD> <TD style="FONT-SIZE: 9pt">13.16</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">6.53</TD> <TD style="FONT-SIZE: 9pt">22.95</TD> <TD style="FONT-SIZE: 9pt">0.2845</TD> <TD style="FONT-SIZE: 9pt">新希望(000876)</TD> <TD style="FONT-SIZE: 9pt">837930.2</TD> <TD style="FONT-SIZE: 9pt">12.98</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">稀缺资源</TD> <TD style="FONT-SIZE: 9pt">24</TD> <TD style="FONT-SIZE: 9pt">13.51</TD> <TD style="FONT-SIZE: 9pt">21.12</TD> <TD style="FONT-SIZE: 9pt">0.6382</TD> <TD style="FONT-SIZE: 9pt">东方钽业(000962)</TD> <TD style="FONT-SIZE: 9pt">2775449.1</TD> <TD style="FONT-SIZE: 9pt">12.68</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">汽车</TD> <TD style="FONT-SIZE: 9pt">73</TD> <TD style="FONT-SIZE: 9pt">5.97</TD> <TD style="FONT-SIZE: 9pt">18.61</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">3526709.9</TD> <TD style="FONT-SIZE: 9pt">12.44</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">金融</TD> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt">4.83</TD> <TD style="FONT-SIZE: 9pt">14.61</TD> <TD style="FONT-SIZE: 9pt">0.3064</TD> <TD style="FONT-SIZE: 9pt">东方集团(600811)</TD> <TD style="FONT-SIZE: 9pt">11260979.4</TD> <TD style="FONT-SIZE: 9pt">10.30</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">4.83</TD> <TD style="FONT-SIZE: 9pt">28.40</TD> <TD style="FONT-SIZE: 9pt">0.1692</TD> <TD style="FONT-SIZE: 9pt">联创光电(600363)</TD> <TD style="FONT-SIZE: 9pt">2491251.6</TD> <TD style="FONT-SIZE: 9pt">9.76</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">7.26</TD> <TD style="FONT-SIZE: 9pt">35.10</TD> <TD style="FONT-SIZE: 9pt">0.2109</TD> <TD style="FONT-SIZE: 9pt">华天酒店(000428)</TD> <TD style="FONT-SIZE: 9pt">1034241.1</TD> <TD style="FONT-SIZE: 9pt">8.49</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化肥</TD> <TD style="FONT-SIZE: 9pt">22</TD> <TD style="FONT-SIZE: 9pt">12.07</TD> <TD style="FONT-SIZE: 9pt">24.43</TD> <TD style="FONT-SIZE: 9pt">0.4909</TD> <TD style="FONT-SIZE: 9pt">湖北宜化(000422)</TD> <TD style="FONT-SIZE: 9pt">2000399.2</TD> <TD style="FONT-SIZE: 9pt">8.46</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">27.55</TD> <TD style="FONT-SIZE: 9pt">0.2438</TD> <TD style="FONT-SIZE: 9pt">交大博通(600455)</TD> <TD style="FONT-SIZE: 9pt">555310.5</TD> <TD style="FONT-SIZE: 9pt">7.63</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">10.39</TD> <TD style="FONT-SIZE: 9pt">34.07</TD> <TD style="FONT-SIZE: 9pt">0.3009</TD> <TD style="FONT-SIZE: 9pt">红阳能源(600758)</TD> <TD style="FONT-SIZE: 9pt">3336783.5</TD> <TD style="FONT-SIZE: 9pt">7.44</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">10.15</TD> <TD style="FONT-SIZE: 9pt">33.93</TD> <TD style="FONT-SIZE: 9pt">0.2985</TD> <TD style="FONT-SIZE: 9pt">中恒集团(600252)</TD> <TD style="FONT-SIZE: 9pt">3154421.4</TD> <TD style="FONT-SIZE: 9pt">6.20</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">新材料</TD> <TD style="FONT-SIZE: 9pt">65</TD> <TD style="FONT-SIZE: 9pt">7.58</TD> <TD style="FONT-SIZE: 9pt">25.03</TD> <TD style="FONT-SIZE: 9pt">0.3050</TD> <TD style="FONT-SIZE: 9pt">中钢天源(002057)</TD> <TD style="FONT-SIZE: 9pt">3862993.6</TD> <TD style="FONT-SIZE: 9pt">5.32</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">新能源</TD> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">6.90</TD> <TD style="FONT-SIZE: 9pt">25.55</TD> <TD style="FONT-SIZE: 9pt">0.2730</TD> <TD style="FONT-SIZE: 9pt">风帆股份(600482)</TD> <TD style="FONT-SIZE: 9pt">2271335.7</TD> <TD style="FONT-SIZE: 9pt">4.69</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">10.28</TD> <TD style="FONT-SIZE: 9pt">16.73</TD> <TD style="FONT-SIZE: 9pt">0.6244</TD> <TD style="FONT-SIZE: 9pt">*ST中钨(000657)</TD> <TD style="FONT-SIZE: 9pt">7093235.8</TD> <TD style="FONT-SIZE: 9pt">4.21</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">4.81</TD> <TD style="FONT-SIZE: 9pt">15.16</TD> <TD style="FONT-SIZE: 9pt">0.3197</TD> <TD style="FONT-SIZE: 9pt">福建高速(600033)</TD> <TD style="FONT-SIZE: 9pt">669520.5</TD> <TD style="FONT-SIZE: 9pt">3.79</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">传媒业</TD> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt">8.00</TD> <TD style="FONT-SIZE: 9pt">38.06</TD> <TD style="FONT-SIZE: 9pt">0.2085</TD> <TD style="FONT-SIZE: 9pt">海虹控股(000503)</TD> <TD style="FONT-SIZE: 9pt">1632154.8</TD> <TD style="FONT-SIZE: 9pt">3.01</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">食品</TD> <TD style="FONT-SIZE: 9pt">52</TD> <TD style="FONT-SIZE: 9pt">13.81</TD> <TD style="FONT-SIZE: 9pt">32.16</TD> <TD style="FONT-SIZE: 9pt">0.4338</TD> <TD style="FONT-SIZE: 9pt">广东甘化(000576)</TD> <TD style="FONT-SIZE: 9pt">4274778.9</TD> <TD style="FONT-SIZE: 9pt">2.70</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">IPTV概念</TD> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt">14.72</TD> <TD style="FONT-SIZE: 9pt">34.43</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">550981.3</TD> <TD style="FONT-SIZE: 9pt">2.39</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">医药</TD> <TD style="FONT-SIZE: 9pt">116</TD> <TD style="FONT-SIZE: 9pt">9.90</TD> <TD style="FONT-SIZE: 9pt">38.53</TD> <TD style="FONT-SIZE: 9pt">0.2546</TD> <TD style="FONT-SIZE: 9pt">永生数据(600613)</TD> <TD style="FONT-SIZE: 9pt">4532033.3</TD> <TD style="FONT-SIZE: 9pt">2.21</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">9.90</TD> <TD style="FONT-SIZE: 9pt">44.99</TD> <TD style="FONT-SIZE: 9pt">0.2184</TD> <TD style="FONT-SIZE: 9pt">*ST北生(600556)</TD> <TD style="FONT-SIZE: 9pt">2861223.7</TD> <TD style="FONT-SIZE: 9pt">1.51</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">6.74</TD> <TD style="FONT-SIZE: 9pt">23.59</TD> <TD style="FONT-SIZE: 9pt">0.2786</TD> <TD style="FONT-SIZE: 9pt">永安林业(000663)</TD> <TD style="FONT-SIZE: 9pt">2230579.6</TD> <TD style="FONT-SIZE: 9pt">1.07</TD></TR></TBODY></TABLE> |
