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银行股吹响反攻号角 高价股掣肘大盘反弹
作者:佚名 文章来源:不详 点击数: 更新时间:2007-2-7 14:35:28
   本报记者 徐效鸿  

  昨日大盘再度走出惊心动魄的一幕。上证指数从下跌71个点,到收盘上涨了63个点。引领大盘绝地反击的功臣非银行股莫属,但众多基金重仓的高价绩优股则成了大盘反弹的“累赘”。

  银行股引领大盘反弹

  上证指数昨日微幅高开,瞬间上冲后,再度展开了震荡下跌的走势。中国石化成为上证指数下跌的“罪魁祸首”。该股昨日以8.58元开盘,较昨日低开了1.38%,之后一路下跌,最大跌幅达到9.31%,只差6分钱就到跌停。受其影响,上证指数最多下跌71.02点。随后在银行股的带动下,大盘展开了盘中反弹。上证指数两次翻红,但最终都无功而返。2点过后,银行股集体发力,第一大权重股工商银行最后一个小时上涨4%,最终对上证指数上涨的贡献度达到26%;中国银行上涨4.30%,对上证指数上涨的贡献度也达到17%;民生银行和招商银行的贡献度也超过5%。民生银行和华夏银行昨日全部以涨停报收,对激发金融股,甚至整个市场的人气起到了非常大的作用。

  高价股“拖累”市场

  权重指标股的强势上行,并没有唤醒全部个股反弹的欲望。一些机构重仓的高价绩优蓝筹股仍然跌幅居前。像烟台万华昨日跌幅达到6.43%,位列沪市A股跌幅榜第二名;中材国际、海油工程、国药股份、张裕A、赣南果业、苏宁电器、上海家化、新安股份、歌华有线、山东黄金、华联综超、东软股份等个股昨日的跌幅均超过3%。

  高价股的下跌,一是因为其前期涨幅过大,存在技术性调整的压力,二是因为其估值确实有点高。统计显示,1月4日———1月30日,107只实施交易的高价股(昨日收盘价在20元以上,不含期间上市的新股)有103只上涨,只有保利地产、万通先锋、招商地产等3只房地产股由于政策的影响出现下跌(东方电机和华仪电气期间停牌)。期间上证指数的涨幅为9.53%,涨幅超过上涨指数的高价股有97只,占上涨高价股数量的94%。涨幅最小的泸州老窖幅度也达到了4.18%。这还只是统计相关个股近期的短线涨幅,从本轮行情来看,其中股价翻番甚至翻几番的个股不胜枚举。

  而从估值的角度看,100多只高价股的估值绝大多数偏高。107只高价股中,市盈率20倍以下的只有4只,市盈率超过50倍的多达39只,超过30倍的有91只。估值的偏高制约了这些个股进一步上涨的空间。()


  1月30日来下跌的高价股

证券代码        证券简称    1月4日-30日涨跌幅(%)    1月30日-2月6日涨跌幅(%)    每股收益                 市盈率         市净率        所属行业(申万一级)    收盘价(元)

                                                                                                (去年3季)                                                                        

600410    华胜天成    42.72                     -21.49                        0.5017             43.98     7.61     信息服务                29.3

600309    烟台万华    60.05                     -19.53                        0.49                 50.70     16.28    化工                    30.57

600456    宝钛股份    33.74                     -17.94                        0.61                 47.45     8.13     有色金属                35.17

600037    歌华有线    35.36                     -17.79                        0.34                 57.16     5.19     信息服务                26.95

600583    海油工程    12.63                     -17.28                        0.57                 39.36     9.65     建筑建材                33.08

600739    辽宁成大    36.85                     -17.00                        0.54                 34.62     7.23     商业贸易                20.85

600588    用友软件    42.94                     -16.81                        0.5                    57.08     6.94     信息服务                37.16

600497    驰宏锌锗    46.04                     -16.62                        3.8558             20.22     10.81    有色金属                69.85

002080    中材科技    42.99                     -16.58                        0.33                 43.44     13.72    化工                    24.3

600316    洪都航空    24.60                     -16.51                        0.245                76.97     3.87     交运设备                22.71

600361    华联综超    13.90                     -16.30                        0.26                 52.54     5.56     商业贸易                21.77

000039    中集集团    35.35                     -15.59                        0.985                22.06     4.55     黑色金属                21.92

000060    中金岭南    35.26                     -15.38                        1.37                 15.04     6.10     有色金属                20.41

000024    招商地产    -14.52                    -15.03                        0.345                44.00     3.56     房地产                 22.9

600048    保利地产    -3.05                     -14.88                        0.55                 30.13     6.55     房地产                 39

600000    浦发银行    23.56                     -14.78                        0.63                 31.86     5.64     金融服务                23.17

600694    大商股份    47.26                     -14.64                        0.773                40.78     4.44     商业贸易                38.07

600685    广船国际    65.82                     -14.54                        0.38                 45.60     11.35    交运设备                22.8

600030    中信证券    37.58                     -14.37                        0.317                82.60     9.14     金融服务                33.37

000623    吉林敖东    26.83                     -14.27                        0.6994             48.25     6.69     医药生物                36.95

600718    东软股份    54.30                     -14.22                        0.18                 122.43    6.64     信息服务                32.52

600880    博瑞传播    46.89                     -13.95                        0.42                 44.43     8.75     信息服务                22.51

000063    中兴通讯    13.02                     -13.91                        0.469                47.01     3.65     信息设备                39.3

002095    网盛科技    15.00                     -13.85                        0.438                68.37     30.10    信息服务                55.55

000792    盐湖钾肥    29.03                     -13.19                        0.7361             31.25     11.06    化工                    26.39

000538    云南白药    30.78                     -13.18                        0.437                54.22     14.57    医药生物                29.77

600085    同仁堂     39.35                     -13.00                        0.456                35.28     3.70     医药生物                20.81

002056    横店东磁    24.50                     -12.61                        0.46                 23.53     3.82     电子元器件             22.24

000858    五粮液     23.46                     -12.61                        0.376                63.70     8.18     食品饮料                24.46

600118    中国卫星    30.60                     -12.53                        0.14                 175.14    13.86    综合                    22.33

600276    恒瑞医药    19.81                     -12.50                        0.471                61.62     9.71     医药生物                35

600887    伊利股份    9.36                        -12.12                        0.57                 40.12     5.45     食品饮料                26.24

600549    厦门钨业    47.09                     -11.80                        0.4461             38.03     10.14    有色金属                21.75

002008    大族激光    7.35                        -11.58                        0.265                64.54     10.22    机械设备                20.16

600031    三一重工    19.67                     -11.48                        0.8631             37.32     6.34     机械设备                32.99

600459    贵研铂业    29.31                     -11.40                        0.31                 90.99     4.11     有色金属                23.47

000568    泸州老窖    4.18                        -11.31                        0.272                85.03     11.86    食品饮料                23.6

000410    沈阳机床    34.11                     -11.30                        0.25                 67.71     7.03     机械设备                23.95

000987    广州友谊    45.45                     -11.24                        0.41                 44.39     6.66     商业贸易                22.5

600585    海螺水泥    13.60                     -11.20                        0.658                38.08     5.94     建筑建材                30.52

600761    安徽合力    22.88                     -11.15                        0.52                 39.31     5.16     机械设备                23.91

000839    中信国安    12.28                     -10.99                        0.22                 75.24     3.99     信息服务                23.58

600519    贵州茅台    24.96                     -10.92                        1.01                 66.11     16.91    食品饮料                95.75

600888    新疆众和    28.63                     -10.86                        0.5224             46.92     7.67     有色金属                22

002076    雪莱特     25.20                     -10.18                        0.43                 34.95     15.18    电子元器件             21.8

600489    中金黄金    15.95                     -9.97                         0.5157             36.88     6.61     有色金属                20.58

600415    小商品城    4.27                        -9.75                         1.84                 31.87     7.67     商业贸易                74.23

600582    天地科技    68.40                     -9.69                         0.5                    47.26     10.62    机械设备                34.5

600831    广电网络    51.56                     -9.58                         0.122                235.63    23.96    信息服务                24.36

600859    王府井     21.15                     -8.89                         0.285                107.98    6.18     商业贸易                26.44

000951    中国重汽    10.84                     -8.82                         0.546                36.65     6.49     交运设备                25.53

002032    苏泊尔     20.57                     -8.74                         0.34                 44.84     5.33     家用电器                22.13

600406    国电南瑞    29.41                     -8.66                         0.2192             52.65     7.14     机械设备                27.41

600809    山西汾酒    29.01                     -8.58                         0.531                68.82     14.67    食品饮料                36.86

600315    上海家化    69.95                     -8.47                         0.39                 76.35     5.93     化工                    26.8

000869    张裕A     33.46                     -8.27                         0.556                79.59     17.30    食品饮料                61

600495    晋西车轴    15.41                     -7.77                         0.404                47.12     5.43     交运设备                22.42

600089    特变电工    54.11                     -7.77                         0.357                45.75     5.11     机械设备                20.41

600271    航天信息    50.19                     -7.67                         0.97                 41.91     6.74     信息服务                48

600143    金发科技    39.24                     -7.58                         0.67                 59.64     14.12    化工                    50.83

600436    片仔癀     43.50                     -7.54                         0.468                46.22     6.96     医药生物                28.46

000829    赣南果业    59.52                     -7.46                         0.3132             78.00     14.98    商业贸易                31

600009    上海机场    44.42                     -7.43                         0.602                30.90     4.69     交通运输                24.31

600059    古越龙山    72.15                     -7.13                         0.051                352.67    5.49     食品饮料                26.97

600993    马应龙     28.45                     -6.93                         1.06                 27.79     3.31     医药生物                38.01

600432    吉恩镍业    42.07                     -6.79                         0.72                 26.80     6.23     有色金属                23.75

600970    中材国际    21.94                     -6.28                         0.43                 58.34     7.32     建筑建材                33.74

002093    国脉科技    13.98                     -6.24                         0.38                 31.38     8.85     信息服务                21.19

002078    太阳纸业    49.82                     -6.04                         1.02                 15.46     7.45     轻工制造                26.78

600547    山东黄金    37.81                     -5.87                         0.51                 61.83     10.46    有色金属                42.53

600299    星新材料    50.98                     -5.86                         0.38                 41.23     7.76     化工                    25.69

002024    苏宁电器    59.03                     -5.45                         0.6                    79.64     16.23    商业贸易                62.97

002065    东华合创    13.84                     -5.30                         0.62                 23.61     4.86     信息服务                30.54

002029    七匹狼     12.63                     -4.97                         0.27                 51.36     6.83     纺织服装                21.02

002052    同洲电子    32.98                     -4.76                         0.32                 32.83     5.27     家用电器                25.8

002081    金螳螂     36.67                     -4.09                         0.64                 31.62     15.90    建筑建材                30.69

600550    天威保变    44.99                     -4.05                         0.3869             49.65     5.50     机械设备                26.28

600298    安琪酵母    11.64                     -3.96                         0.3973             41.67     4.40     食品饮料                22.09

002097    山河智能    23.79                     -3.85                         0.61                 52.75     28.54    机械设备                39.23

600525    长园新材    45.36                     -3.23                         0.55                 57.18     9.63     有色金属                38.33

002073    青岛软控    20.38                     -2.97                         0.84                 35.04     12.13    信息服务                56.28

600439    瑞贝卡     42.76                     -2.64                         0.49                 44.45     4.87     轻工制造                23.64

002069    獐子岛     24.10                     -2.45                         1.04                 37.08     9.86     农林牧渔                87.99

600858    银座股份    33.94                     -1.89                         0.3211             65.14     13.94    商业贸易                26

000157    中联重科    4.90                        -1.89                         0.7478             23.55     5.04     机械设备                20.8

002090    金智科技    15.96                     -1.48                         0.64                 23.95     11.27    机械设备                24.63

002022    科华生物    20.08                     -0.81                         0.41                 40.89     8.20     医药生物                20.91

002007    华兰生物    26.09                     -0.72                         0.638                57.96     8.11     医药生物                29.06

  数据来源:Wind资讯
 
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