A 股市场： 消息面：
- 截至5月4日晚，光大证券等十家研究机构率先发布了A 股市场5月份投资策略。经过4月底的单边下跌，研究机
构对于5月的市场趋势几乎一致看淡。相应的，机构建议5月应首先采取清晰的防御策略，控制持仓水平，行业配臵建议超配业绩预期稳定的品牌消费、食品饮料、商业以及医药类公司。（上海证券报）
- 国务院法制办财政金融司副司长季怀银昨日表示，开征住房保有环节的税收，是保证住房市场健康发展的治本
之策，也是解决当前我国面临的多项棘手问题的治本之策，早开征比晚开征好，但需分步实施而非一蹴而就。同一天，财政部财科所所长贾康在接受《人民日报》海外版采访时表示，在我国征收物业税非常必要，现阶段是推出物业税的可操作时机。按照目前市场通常的理解，物业税即相当于住房保有税。（第一财经日报）
市场概述：
欧美股市隔夜重挫，A 股承接昨日弱势跳空低开，地产，有色，金融等指标股继续走低，上证指数盘中跌破2800点，最低至2770点出现技术反弹，民航，地产和银行企稳翻红。上证指数收2857.15/+0.77%，深证成指收盘11003.73/+0.39%，沪深300指数涨0.56％至3036.39点。
板块热点：
- 国际航线营业税从今年1月1日开始免征，利好航空板块：“中国国航”+7.12%，“南方航空”+3.88%，“东方航
空”+4.76%。
- 地产股破位下跌后技术反弹：“万科A”+0.54%，“金地集团”+0.62%，“保利地产”+0.09%，“招商地产”+2.33%。 - 有色金属股跟随隔夜国际大宗商品价格下挫：“中金岭南”-7.20%，“江西铜业”-3.35%，“中国铝业”-2.03%。 - “中国平安”-1.08%，“深发展”-0.50%：中国平安发布公告，称该公司近日获证监会批复，核准其向新桥投资定
向增发299,088,758股境外上市外资股，新桥投资以其所持有的深发展520,414,439股股份作为支付对价。此外，保监会、银监会也原则同意中国平安投资深发展股份，并原则同意深发展非公开发行A 股普通股，但深发展向平安人寿定向增发事宜仍需其他相关监管机构的批准。
- 商务部昨天披露，经过4月份两次收储中央储备冻猪肉后，国内市场生猪及猪肉价格连续三周回升。上周全国
规模以上定点屠宰企业生猪收购均价为10.07元/公斤，比前一周涨0.9%。北京涨2.7%。“正邦科技”+6.09%，“福成五丰”涨停，“新五丰”+6.35%，“圣农发展”+7.95%。
- 两市今日成交量1967.1亿元，上证180成分股成交553.53亿元，占上证A 股成交的47.55%；上证50成分股成交
305.63亿元，占上证A 股成交的26.25%。沪市成交居于前列的“中信证券”、“中国重工”、“中金黄金”、“中国平安”、“包钢稀土”；深市成交前列的是“深发展A ”、“西山煤电”、“国民技术”、“白云山A ”、“隆平高科”。
B 股市场：
沪市B 股收盘238.80/-2.47％。其中“伊泰B ”、“锦江B ”、“黄山B”跌幅靠前；深证B 指收盘599.32/+0.30％，其中“深深宝B ”、“中鲁B”、“深物业B”涨幅靠前。 (数据来源：天相)
中金公司销售交易部
联系人：邱瑾qiukaren@https://www.doczj.com/doc/ba12786257.html, （86755）83196492
2010年5月5日
市场资讯
医药行业
每日国内市场综述
(数据来源：天相)
注：
?“市盈率1”＝“总市值/08年报归属母公司净利润”
?“市盈率2”为“滚动市盈率”＝“如果披露三季报,总市值/（09三季报+08年报-08三季报归属于母公司的净利润）；如果没有,总市值/（09中报+08年报-08中报归属于母公司的净利润”
股票名称流通股本
(万股)
今收盘今涨幅
周涨跌
幅
年涨跌
幅
市盈率
1
市盈
率2
成交金额
（万元）
能源
神火股份749,920,238 31.81 -0.28% -3.61% -13.75% 21 40 31651.41 西山煤电1,132,438,384 32.63 -2.45% -1.98% -18.20% 27 35 89701.15 中国石化69,922,039,774 9.88 -0.80% -1.10% -29.88% 30 14 58138.80 兰花科创571,200,000 34.89 -1.08% -8.45% -20.23% 16 16 26100.24 兖州煤业360,000,000 23.05 -0.90% 0.88% 0.04% 18 29 49918.57 天地科技674,400,000 24.70 0.20% -11.66% -28.92% 34 24 10138.16 海油工程3,124,200,000 8.29 -0.36% -3.15% -27.28% 23 27 17828.31 开滦股份716,559,056 20.63 -1.62% -1.53% -18.17% 31 31 18078.17 中国神华1,800,000,000 25.81 -1.00% -2.86% -25.88% 20 17 57402.62 平煤股份1,397,139,042 24.79 -1.00% -5.78% -22.53% 13 25 31616.91 中海油服499,980,000 14.53 0.62% -0.89% -10.64% 21 21 7161.35 中国石油4,000,000,000 11.92 -0.42% 0.00% -13.75% 19 21 31978.21 中煤能源1,525,333,400 10.83 -0.18% -0.91% -20.25% 26 22 16579.03
太钢不锈2,288,510,344 6.71 -0.45% -2.33% -29.66% 31 42 21958.39 鞍钢股份1,808,105,204 9.20 0.33% -0.43% -42.50% 22 92 26857.31 武钢股份3,135,352,333 5.50 -0.54% -1.26% -33.57% 8 28 22026.40 宝钢股份17,512,000,000 6.72 -0.30% 5.33% -30.43% 18 20 41635.94 马钢股份5,967,751,186 3.85 -0.26% -0.26% -23.76% 42 76 11391.28
中金岭南1,585,216,839 13.93 -7.20% -44.55% -50.07% 64 53 71914.48 焦作万方480,150,645 23.18 -1.36% -5.27% -17.21% 33 58 24641.28 铜陵有色557,534,535 17.63 -3.03% -4.65% -20.41% 38 38 22369.48 关铝股份457,958,418 5.86 -0.68% -7.86% -39.09% (8)(5)10089.86 宏达股份608,000,000 13.29 -0.67% -10.14% -26.49% (23)78 20279.90 江西铜业353,276,834 32.35 -3.35% -5.71% -19.55% 43 42 43480.71 中金黄金376,366,122 61.30 2.06% 7.96% 5.18% 83 93 163331.08 驰宏锌锗875,449,529 20.51 -1.63% -11.78% -22.46% 135 79 17853.57 山东黄金345,960,000 74.63 0.46% -0.11% -7.06% 83 71 58243.48 西部矿业1,710,700,000 12.13 0.41% 0.00% -17.48% 52 48 32477.08 中国铝业3,931,304,879 11.11 -2.03% -4.55% -23.22% 17051 (32)28192.65 紫金矿业6,324,966,980 8.12 -0.25% 0.12% -15.77% 39 33 43314.95 金钼股份645,600,000 15.70 -3.86% -7.59% -17.63% 19 92 31265.09
冀东水泥1,211,702,679 14.84 -0.87% 2.84% -23.11% 41 18 14056.79 天山股份308,720,705 22.33 4.10% -9.89% 5.18% 37 20 13428.49 赛马实业139,805,474 26.34 2.13% -3.52% -29.33% 19 12 11845.90 海螺水泥1,022,480,000 35.18 -1.57% -5.91% -29.44% 24 18 25876.92 祁连山395,804,182 14.03 -0.50% -4.43% -18.90% 37 16 10373.88 华新水泥97,036,949 18.47 2.55% -11.20% -22.23% 16 15 3328.38
晨鸣纸业809,979,651 8.32 2.09% -3.03% -2.80% 16 21 17212.28 华泰股份494,436,218 12.19 2.61% -0.89% -13.73% 22 7 15836.47 博汇纸业391,983,999 9.25 1.76% -4.05% -9.49% 18 23 7836.13 化工
四川美丰499,703,271 7.85 2.88% -2.73% -15.59% 19 29 4135.60 山西三维469,224,502 10.05 4.15% -1.37% 2.55% 2851 443 10317.28 盐湖钾肥390,747,343 44.19 -0.65% -5.88% -22.46% 25 28 25784.36 建峰化工290,625,000 9.75 2.09% 2.52% -46.25% 21 29 3061.33 沈阳化工627,069,647 8.23 5.51% -7.74% 0.12% 56 79 10352.35 澄星股份512,655,690 9.10 2.02% -2.57% 6.06% 51 99 10239.59 云天化317,588,240 20.29 0.84% -5.36% -15.70% 18 155 15108.02 兴发集团302,400,000 21.00 2.49% -3.93% 0.91% 23 48 3854.18 巨化股份556,800,000 12.71 3.25% -0.47% 35.79% 81 76 23499.29
冠农股份362,100,000 20.82 3.63% -6.93% -18.10% 262 275 10716.62 蓝星新材271,536,789 12.06 2.64% -6.94% -11.19% (36)(40)4912.00 烟台万华1,663,334,400 19.60 1.77% -1.16% -18.37% 21 31 38371.34 华鲁恒升495,750,000 16.49 0.55% 0.24% -29.80% 21 19 18217.34 六国化工226,000,000 12.43 3.84% -8.27% -3.64% 41 52 6461.44 新安股份481,090,297 14.82 4.81% -61.29% -67.15% 6 34 30545.17 三爱富347,227,792 8.67 3.09% -2.69% -10.16% (43)160 4207.74 S上石化720,000,000 8.40 1.33% -3.11% -23.43% (10)39 3212.40 云维股份143,010,800 17.29 -0.58% 0.06% -18.94% 44 63 10721.90 丹化科技415,335,612 21.11 7.54% -13.31% -25.22% 977 (366)9394.28
粤电力Ａ1,987,933,202 7.29 0.69% -1.62% -6.90% 669 17 3275.50 建投能源913,580,288 6.11 1.83% -3.93% -11.83% 118 78 2027.85 华能国际2,878,213,333 6.73 0.60% -0.59% -15.98% (23)16 3133.64 华电国际6,021,084,200 4.47 0.00% -3.25% -16.76% (12)26 2632.29 城投控股1,114,239,359 10.71 1.23% -1.02% -15.20% 19 32 13420.15 国电电力10,895,538,116 3.88 -2.76% -52.04% -47.43% 236 27 38930.04 国投电力1,054,628,336 8.07 0.25% -6.16% -17.99% 24 30 2535.02 长江电力4,909,379,777 13.26 -1.63% -3.91% -0.75% 36 32 59542.81 大唐发电8,464,360,000 7.80 2.09% -6.02% -13.81% 151 65 4761.48
深赤湾Ａ464,789,805 14.40 1.12% 3.82% -4.82% 14 22 1459.60 盐田港406,157,404 7.55 1.62% -4.07% -9.15% 16 20 3704.70 深圳机场653,125,214 6.73 1.05% -2.60% -10.39% 46 20 5973.89 粤高速Ａ466,120,278 5.52 3.76% 2.22% 1.10% 17 21 5252.77 白云机场1,015,000,000 10.37 2.17% -3.36% 2.17% 25 22 8599.04 上海机场1,093,476,397 15.27 -0.20% -13.19% -12.34% 34 42 35880.36 皖通高速1,165,600,000 6.49 3.51% -9.10% 9.26% 16 16 4957.34 宁沪高速428,564,980 7.45 0.81% 1.36% 4.34% 24 19 10337.13 深高速1,433,270,326 5.69 1.97% 1.25% -4.21% 25 23 3282.72 天津港869,304,265 10.41 1.46% 0.77% -16.25% 19 27 7173.87 厦门空港297,810,000 18.87 1.13% -1.20% 3.40% 29 21 2867.24 大秦铁路12,976,757,127 9.35 1.41% 2.97% -9.22% 18 19 29253.38 广深铁路
中海发展2,108,552,270 10.92 -0.18% -0.64% -23.90% 7 35 13155.90 南方航空1,500,000,000 8.84 3.88% 0.45% 45.87% (15)198 94807.37 长航油运823,959,137 5.72 1.06% 0.18% -23.83% 15 2174 9276.05 东方航空1,801,950,000 8.81 4.76% -4.96% 43.02% (7)184 53703.12 铁龙物流702,903,130 14.85 7.84% 4.80% 34.88% 51 43 29102.83 外运发展330,843,924 8.87 0.57% -6.34% 0.91% 13 35 14981.17
中远航运1,310,423,625 9.14 0.77% -0.44% -13.36% 8 88 11220.96 上海航空1,081,500,000 7.27 0.00% 0.00% 1.11% (8)(10)0.00
中国国航7,845,678,909 13.39 7.12% -1.03% 37.90% (18)33 96327.93 中海集运2,336,625,000 4.29 0.00% 1.66% -7.34% 372 (8)10024.77 招商轮船3,433,397,679 4.99 0.20% -1.19% -11.84% 14 50 6316.96 中国远洋2,162,867,446 12.16 0.58% 4.02% -12.52% 12 (16)38616.81
中集集团1,231,297,165 12.38 1.98% -4.18% -5.50% 23 34 6200.52 中联重科1,672,455,773 19.35 -0.26% -3.35% -25.61% 24 16 39828.88 柳工650,145,612 20.45 1.74% -3.36% -5.89% 39 15 21924.94 西飞国际1,524,974,338 12.44 2.64% -1.11% -18.64% 79 98 13076.61 大族激光611,660,446 13.07 8.92% -3.19% 20.79% 67 3009 23949.89 山河智能201,594,160 23.94 3.73% 11.66% 13.68% 127 62 25668.84 天马股份1,005,768,000 11.57 -0.34% -7.07% -60.42% 27 25 16821.25 三一重工1,488,000,000 27.48 -0.18% -3.14% -25.35% 36 23 46773.74 中国船舶262,556,538 63.18 1.01% 0.48% -18.83% 10 17 11531.20 太原重工487,552,310 15.00 2.39% 1.21% -13.79% 24 19 9456.00 振华港机2,547,598,300 7.28 1.68% -2.54% -29.59% 12 38 8105.38 成发科技71,801,210 25.34 1.97% -21.50% 8.99% 50 69 5208.46 龙溪股份300,000,000 12.15 3.49% -5.89% 2.70% 33 50 2648.99 广船国际337,279,580 21.16 1.15% -2.67% -20.12% 13 20 5423.07 安徽合力356,954,477 13.61 2.64% -2.65% -4.22% 26 44 5715.91 力源液压249,700,000 24.45 6.17% 0.20% 10.63% 58 49 17914.41 昆明机床158,552,483 13.79 4.47% -4.44% -7.20% 21 27 8822.88 中国南车
金风科技989,538,771 23.20 6.28% -3.49% -19.05% 57 30 68447.33 特变电工1,797,375,723 19.26 2.56% -4.61% -19.08% 36 23 38048.33 平高电气682,471,811 16.87 3.50% -3.98% 9.47% 56 81 13411.13 国电南瑞510,120,000 40.57 0.52% 3.02% -17.14% 120 83 21638.05 臵信电气618,705,000 17.61 5.64% 0.00% -5.58% 52 43 12294.94 天威保变572,320,000 25.99 1.56% -10.81% -17.70% 32 52 30917.99 东方电气475,221,754 50.42 2.69% -2.06% 11.82% 331 32 35340.46 宝胜股份156,000,000 19.10 2.58% -9.86% -4.02% 583 28 3616.06 上海电气2,125,685,907 8.88 2.07% -0.34% -7.69% 42 44 5784.27 建筑
中国铁建2,450,000,000 7.95 1.15% 0.89% -13.02% 27 15 24719.69 中国中铁
深发展Ａ2,924,114,263 19.90 -0.50% 0.25% -18.34% 101 12 128369.25 宏源证券1,461,167,271 18.12 1.97% -2.32% -23.87% 49 23 8543.67
东北证券194,284,631 27.63 1.02% -2.71% -27.99% 43 19 8421.07 国元证券785,109,455 14.61 1.04% -1.15% -31.44% 55 28 15419.28 长江证券1,106,672,337 14.26 1.71% 0.00% -26.08% 44 23 11620.93 浦发银行7,925,886,508 20.31 0.59% 0.99% -6.36% 14 14 109288.32 华夏银行3,784,000,000 12.72 0.00% 0.00% 2.42% 21 17 0.00
民生银行18,823,001,989 7.02 1.74% 4.15% -11.25% 20 13 77796.36 中信证券6,570,467,600 24.04 -7.72% -16.93% -24.33% 22 18 532190.31 招商银行17,666,130,885 13.95 0.36% 1.09% -22.71% 14 17 116608.61 海通证券4,002,424,962 13.23 1.15% 0.99% -31.06% 33 24 103982.39 南京银行1,161,206,239 14.99 1.56% 2.95% -22.53% 19 18 25933.93 兴业银行5,000,000,000 29.42 1.52% 1.98% -27.02% 13 11 104567.49 北京银行3,955,529,034 14.08 2.85% 6.75% -27.20% 16 16 55112.68 中国平安4,786,409,636 48.77 -1.08% -1.75% -11.47% 253 26 161977.24 交通银行15,954,932,919 7.05 1.15% 0.86% -24.60% 12 11 38243.27 工商银行250,962,348,064 4.50 0.22% 0.90% -17.28% 14 12 38986.43 中国太保2,576,543,491 25.64 1.67% 2.81% 0.08% 86 30 88194.04 中国人寿20,823,530,000 26.02 -0.84% -1.55% -17.89% 38 22 51829.88 建设银行9,000,000,000 5.19 -0.38% 1.76% -16.16% 13 11 27714.72 中国银行177,818,910,740 4.13 0.00% 2.23% -4.62% 16 13 15171.89 中信银行26,417,706,232 5.89 0.68% 0.00% -28.43% 17 16 16102.07
万科Ａ9,656,094,910 7.49 0.54% -2.73% -30.71% 20 15 64668.60 招商地产646,434,394 16.70 2.33% -6.18% -37.29% 23 17 42044.10 金融街2,480,686,459 8.36 0.72% -8.23% -31.08% 20 15 22839.65 阳光股份531,513,309 8.15 2.00% 0.74% -26.97% 216 23 15529.90 亿城股份794,643,257 5.31 2.51% -12.09% -22.93% 18 11 10446.37 中国国贸1,007,282,534 9.52 2.04% -3.55% -22.48% 27 33 1785.16 保利地产4,144,459,985 11.43 0.09% -9.93% -48.97% 23 15 45621.54 华发股份817,045,620 11.35 1.25% -8.76% -39.43% 14 14 22840.35 金地集团3,926,880,000 6.48 0.62% -46.58% -53.31% 34 16 73032.99 栖霞建设1,050,000,000 5.62 2.93% -2.26% -16.24% 31 26 5098.82 浦东金桥596,953,500 10.54 0.96% -4.96% -22.95% 32 25 2487.41 陆家嘴1,358,084,000 19.75 2.76% 2.17% -21.88% 42 33 7106.06 中华企业
中国联通21,196,596,395 5.81 -1.36% -2.52% -20.30% 6 39 68637.87
航天信息923,400,000 19.34 3.09% -6.52% -4.64% 32 29 10045.54 亿阳信通563,153,634 9.64 3.43% -12.76% -41.58% 74 66 6794.98 华胜天成415,332,324 17.42 -0.06% -11.93% 2.59% 40 43 11051.60 用友软件785,957,392 22.30 -0.31% -36.30% -19.38% 47 31 12314.77
东软集团251,769,388 22.67 3.09% -18.69% 0.27% 44 33 13492.92 浙大网新813,043,495 7.86 3.01% -11.39% 13.91% 89 186 16332.50 技术硬件及设
备
中兴通讯1,489,248,131 36.06 -2.14% -13.21% -19.63% 42 28 59248.53 武汉凡谷140,934,500 18.90 -0.68% -10.43% -13.30% 32 31 12045.78 波导股份768,000,000 5.49 2.62% -5.99% 13.43% (25)268 5469.92 ST大唐437,332,663 18.07 4.45% -9.01% -1.95% 174 138 10800.67 动力源208,687,200 11.04 4.35% -4.99% 12.88% 453 58 12452.68 中创信测138,586,000 17.51 0.00% -14.67% 1.27% 43 92 0.00 亨通光电166,120,000 32.68 2.13% -7.29% 2.25% 51 30 13765.37 烽火通信199,911,057 29.95 5.42% -3.91% 12.09% 75 50 9422.98 中天科技320,803,000 23.09 2.30% -8.15% -6.78% 51 22 12416.48 南京熊猫413,015,000 8.63 2.49% -6.60% -10.48% 137 364 1619.31
长城开发878,596,437 15.47 1.58% 5.74% 20.02% 42 53 25222.23 风华高科548,444,942 11.20 2.75% 4.77% 23.08% (17)131 57578.41 超声电子288,238,694 16.40 8.25% 10.44% 62.22% 66 65 22650.22 生益科技956,877,188 12.43 4.98% -5.04% 20.10% 92 38 20024.78 有研硅股217,500,000 14.91 7.97% 6.35% 22.01% 44 (96)18687.17 天通股份588,818,400 8.61 5.26% -7.52% 43.02% 418 (17)26403.57 士兰微404,080,000 16.50 3.97% 0.36% 46.41% 492 87 19730.16 法拉电子225,000,000 27.90 6.98% 1.82% 69.50% 68 52 10906.00 长电科技
华闻传媒1,169,405,239 6.66 2.46% -3.62% -5.13% 54 55 4249.70 中信国安1,567,409,999 14.06 1.88% -12.13% -3.50% 62 36 45849.03 电广传媒318,735,334 21.07 2.03% -8.39% 16.93% 401 291 19636.21 天威视讯102,993,250 27.39 4.94% -3.73% 29.14% 97 94 7687.65 歌华有线1,060,360,898 17.57 2.99% -1.40% 23.82% 57 56 54166.30 中视传媒119,886,623 23.92 1.79% -2.33% 51.68% 104 49 14253.60 时代出版150,000,000 19.67 3.42% -10.87% 4.68% 35 34 4479.20 新华传媒590,913,522 13.94 3.41% -5.23% 18.44% 50 52 11198.44 广电网络433,414,259 13.58 4.38% -1.74% 53.45% 137 75 14301.86 东方明珠3,186,334,874 11.72 0.51% -10.12% 3.17% 84 82 39890.67 博瑞传播241,594,508 31.05 -1.40% -4.78% 15.30% 61 44 11222.83 出版传媒
美的电器2,077,775,054 19.17 0.68% 0.89% -17.37% 39 21 23662.30 格力电器1,851,215,004 22.22 1.97% -6.24% -23.22% 21 14 25501.29 青岛海尔755,694,873 18.08 0.72% 2.55% -27.07% 32 21 20641.89
农产品645,069,203 16.08 4.42% 5.24% 15.85% 233 145 33791.55 合肥百货477,186,680 16.20 3.18% -4.14% 10.43% 65 39 4002.11 天音控股946,838,013 14.83 6.77% -7.37% 10.75% 101 49 24726.27 华联股份249,193,175 8.73 3.68% -7.23% -3.64% 86 58 4791.76 广州友谊358,414,639 26.25 5.00% -0.94% -5.41% 37 33 7890.27 苏宁电器4,713,854,580 11.00 0.55% 1.85% -47.06% 35 27 41202.31 华联综超484,807,918 9.24 2.33% -9.23% -3.45% 38 74 7842.44 大商股份293,718,653 45.46 2.36% -9.94% 3.81% 58 (115)12415.91 友谊股份212,715,854 17.35 2.06% -10.47% -6.92% 55 44 2812.16 王府井392,973,026 36.35 1.48% 2.19% -1.46% 42 37 6021.44
潍柴动力280,820,746 62.78 1.26% 2.72% -2.64% 27 15 48380.82 江铃汽车515,972,455 22.97 -0.09% 3.66% -0.04% 25 19 9720.31 威孚高科352,280,769 15.77 -2.05% -10.45% -16.34% 46 20 15604.00 黔轮胎169,454,270 13.93 0.07% -6.89% -22.05% 69 10 8044.57 青岛双星524,809,638 6.75 2.12% -4.39% -25.66% (11)13 4518.45 长安汽车899,527,988 11.23 0.63% -7.57% -19.96% 1071 24 15279.65 一汽轿车1,411,740,777 18.18 -1.25% 0.00% -30.13% 27 18 33968.47 中鼎股份173,559,034 17.95 6.28% -1.59% 18.40% 47 38 15144.73 一汽夏利1,595,170,960 7.40 -1.07% -3.65% -37.82% 118 67 8103.51 中国重汽257,699,296 22.36 -2.78% -1.93% -18.33% 20 22 20938.77 宇通客车428,144,418 18.20 -1.89% -10.61% -8.95% 18 17 17898.23 上海汽车6,554,954,737 18.39 -0.11% -1.08% -29.62% 184 18 24111.75 福田汽车602,796,250 19.55 1.93% -5.24% 2.62% 52 17 15906.02 江淮汽车880,868,395 8.27 1.72% -12.49% -22.35% 185 32 14008.25 风神股份315,300,000 13.13 4.29% -10.13% -16.69% (51)16 4696.93 双钱股份640,487,461 15.31 -1.61% 4.86% -16.16% (93)81 3952.95 福耀玻璃1,762,897,248 10.62 -2.21% -7.25% -28.92% 86 19 29705.42 金龙汽车442,140,797 8.90 1.71% -10.01% -18.87% 20 26 7925.11 巴士股份1,472,562,438 9.42 0.53% -4.66% -18.65% 24 16 18972.92 旅游及酒店
华侨城Ａ1,288,881,264 11.94 -0.08% -1.32% -30.46% 26 22 39026.75 华天酒店516,550,650 11.46 1.87% -4.50% 31.72% 47 44 7817.07 峨眉山Ａ147,023,541 19.60 2.35% -0.41% 53.13% 206 55 5586.66
黄山旅游117,620,000 21.36 -1.84% -11.07% 14.90% 53 63 9309.79 中青旅401,700,000 16.54 2.48% -12.11% 3.70% 53 27 10294.59 首旅股份231,400,000 20.96 2.90% -10.31% -9.38% 26 30 3260.21 锦江股份
鲁泰Ａ452,952,028 9.73 3.29% -3.95% -16.84% 19 17 6907.18
七匹狼282,892,395 32.24 2.15% 2.71% 38.91% 60 45 4230.37 众和股份227,448,000 11.09 3.36% 5.62% 31.71% 74 39 10660.81 孚日股份348,115,200 9.64 6.52% 6.64% 6.28% 74 84 20784.53 雅戈尔
燕京啤酒503,965,358 22.44 1.68% -2.35% 19.55% 59 43 11111.14 承德露露189,982,381 38.30 2.16% 2.96% 45.19% 66 52 6105.32 五粮液3,795,520,981 27.08 2.97% 0.00% -14.47% 57 32 39634.38 张裕Ａ135,774,600 75.81 3.16% 3.45% -0.28% 45 35 7115.72 双汇发展294,059,509 50.48 0.00% 0.00% -4.93% 44 34 0.00 三全食品47,860,000 28.41 5.22% -3.37% 30.14% 67 60 3223.63 古越龙山332,186,400 11.87 2.77% -0.17% 21.74% 77 99 12424.58 贵州茅台943,800,000 130.79 1.67% -1.62% -22.98% 32 29 44048.32 光明乳业517,273,139 10.42 4.20% -7.79% 9.34% (38)89 10522.48 青岛啤酒278,519,112 36.82 0.85% 1.74% -2.10% 71 40 21401.04 金枫酒业365,559,577 15.80 1.67% -8.78% -11.83% 28 40 5844.50 伊利股份727,753,173 33.87 2.02% 3.64% 27.91% (16)42 19993.53 制药与生物技
术
东阿阿胶532,689,789 34.62 2.67% 2.09% 32.39% 79 58 20891.98 丽珠集团177,669,070 46.81 4.02% -1.87% 18.24% 266 29 2082.39 云南白药484,034,922 68.21 1.81% 1.81% 12.93% 78 60 9841.07 双鹭药业205,947,708 49.98 2.31% -2.34% 12.57% 58 51 3172.53 同仁堂520,826,278 27.17 3.74% 1.87% 29.20% 55 50 27206.09 海正药业483,780,000 29.30 1.14% 6.62% 21.43% 73 52 12259.93 恒瑞医药744,891,864 43.98 0.62% -2.87% -16.23% 77 49 13494.02 广州药业591,000,000 14.47 3.95% 0.14% 27.26% 64 56 16859.27 片仔癀63,632,000 44.05 2.66% 7.83% 12.06% 44 48 7921.80 国药股份277,643,426 27.40 3.01% 1.41% 7.03% 68 58 14340.98 华海药业448,839,404 20.26 2.63% -32.15% -22.08% 61 55 11902.74 天士力488,000,000 30.08 2.31% 2.04% 34.29% 57 46 20815.02 康缘药业
南宁糖业286,640,000 17.66 2.08% -8.92% -24.82% 188 42 5579.09 丰原生化964,411,115 9.46 4.30% -7.62% 9.49% 168 36 17001.70 獐子岛426,865,238 26.93 0.00% -6.78% -28.28% 97 59 0.00 东方海洋231,089,550 12.13 3.32% -4.56% -9.75% 64 53 3770.26 新农开发190,050,000 17.93 3.58% -8.89% -14.09% (70)95 13223.77 通威股份687,520,000 9.92 4.20% -10.47% -5.52% 66 47 5755.72 好当家633,600,000 11.22 3.79% 3.03% 13.68% 57 94 16278.90 北大荒1,777,679,909 13.00 6.12% -0.91% -14.75% 39 64 29690.60
中粮屯河805,604,226 15.99 5.13% 4.65% -4.54% 52 60 43694.63
国投中鲁158,700,000 13.82 2.83% 1.99% 3.37% 37 393 3701.38
福成五丰279,403,237 7.14 10.02% 3.93% 1.71% 103 410 10183.50
新五丰
飞亚达A 79,546,974 15.29 2.69% -3.53% 16.99% 59 54 2775.99
合加资源232,842,807 21.56 3.16% -1.15% 39.55% 80 61 14913.90
苏泊尔105,072,384 24.90 5.24% 0.40% 19.71% 47 36 2728.82
中材科技150,000,000 41.58 10.00% 6.62% 15.82% 66 58 21006.65
金螳螂284,250,000 29.25 5.22% -36.62% -5.34% 68 47 3109.13
北纬通信44,982,000 38.30 3.46% 0.03% 11.01% 84 82 4906.47
海陆重工30,190,000 46.75 3.47% -0.53% -15.55% 81 55 8080.01
拓维信息74,553,875 28.88 2.81% -26.92% -27.80% 54 48 3359.64
南海发展194,410,709 13.17 3.46% -11.25% 8.57% 37 34 6407.24
龙净环保167,000,000 32.44 2.30% -4.39% -5.53% 39 26 9236.25
瑞贝卡739,791,000 11.51 3.60% -0.43% -1.46% 39 69 13698.36
华光股份256,000,000 20.17 2.96% 0.10% 7.92% 50 44 6013.81
江西长运185,724,000 11.41 4.58% -14.85% -4.28% 33 23 4928.63
泰豪科技379,438,093 18.48 2.33% -5.38% 19.77% 77 71 14108.98
中国铅笔92,134,481 30.75 2.98% -17.58% 18.82% 121 66 9823.61
免责声明：本综述基于公开信息编制而成，中金公司对这些信息的准确性及完整性不作任何保证。本综述中引用的中金公司研究报告只是相关研究报告中的部分观点，仅供参考，如欲了解相关证券的详情，请参阅相关研究报告全文。本综述的内容仅供参考，不构成对所述证券的出价或征价，依据本综述中的信息行事所造成的一切后果自负，与中金公司无关。本综述的版权归中金公司及相关内容提供方所有，未经中金公司事先书面许可，任何人不得以任何方式或方法修改、翻版、分发、复制、发表、许可或仿制本综述的内容。