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绩优高增长成熊市牛股基因 38股业绩持续提升--亲稳网络舆情监控室
2012-08-03

  红日药业(300026,股吧)昨日涨停,复权价并创上市以来的新高。记者关注到,就在近来市场调整之际,一些个股冲出重围竞相成为“万绿丛中一点红”。

Red sun pharmaceutical(300026,Shares it)Yesterday harden,Answer authority price and then record high since listing。The reporter of attention to,In the recent market adjustment,Some stocks to be out there“Green congzhong is red”。

  

小盘绩优股牛哄哄 The small dish buy cattle to coax

  《大众证券报》观察到,自5月份之后大盘持续下跌至当前,上证综指跌去13%,个股普跌,腰斩股也屡见不鲜。不过依然有不少个股能够在熊市中走出了“小牛相”,除了题材性利好以及重组因素之外,劲爆的业绩成长性成为这些小牛股的共同基因密码。

《Public stock certificate report》observed,Since after falling in May to the current market,The Shanghai composite index fell 13%,Stocks fell at,Ks strands of creditors。But still has many stocks can in the bear market out of the“Dallas phase”,In addition to subject matter and the good outside factors of restructuring,Awesome performance growth of these small winners become common genetic code。

  百润股份(002568,股吧)自5月以来股价已上涨77.58%,而在7月2日晚间百润股份发布公告以修正此前对半年报净利润增长0至30%的预告,预计上半年净利润增幅为80%至100%。这份突然而来的惊喜直接引发第二日股价涨停,并致使百润股份持续创新高。昨日公司正式发布中报,确定前6月业绩增长88.61%,公司股价再次涨停。

Bairun ford will share(002568,Shares it)The share price has since may increase of 77.58%,And in July 2 night bairun will be issued shares to correct previous half-and-half annual net profit growth forecast 0-30%,In the first half net profit growth is expected to 80% from 100% to。The sudden surprise directly cause the second day share price harden,And making the embellish shares continuous innovation high。Yesterday the company issued a formal center daily news,Sure before June performance increase of 88.61%,Company's share price harden again。

  业绩成长基因催生出的牛股并非只有百润股份一家,红日药业、舒泰神(300204,股吧)、酒鬼酒、安洁科技(002635,股吧)等中小盘个股概莫能外。对此,湘财证券宏观策略主管徐广福向《大众证券报》表示,当前谁也不看好A股整体业绩成长,所以那些业绩高成长的个股就自然成了香饽饽,也成了熊市中资金愿意去躲避的避风港。

Growth performance of genetic gave birth to the winners are not only the embellish shares a,Red sun pharmaceutical、Cable car glides god(300204,Shares it)、Drunkard wine、AnJie science and technology(002635,Shares it)In the small dish stock GaiMoNengWai etc。this,XiangCai securities macro strategies to the competent XuGuangFu《Public stock certificate report》said,The current who also do not expect A shares growth overall performance,So the performance GaoCheng long stocks natural became BoBo incense,Also became the bear market funds are willing to go from there。

 

 绩差股纷现“熊样” Poor performance of have now“The bear kind”

  强劲业绩增长催生牛股,绩差股则是批量生产熊股。仅以5月份以来的下跌幅度看,188只个股跌幅超过了三成,其中142只个股目前已经发布了中报预告。从它们的预告类型来看,除了4只个股预喜中报之外,43股预计上半年净利润大幅下滑,51股宣布前6月亏损,26只预计业绩下降,下降幅度在50%以内,其余还有10多只个股则是发布了模棱两可的预告。

Strong growth performance ecbolic winners,Poor performance of mass production is bear shares。In may only to since the fell by look,Only 188 stocks fell more than thirty percent,142 of them have been issued at present only stocks forecast reported。From their forecast types and see,In addition to the four only stocks or outside center daily news,And in the first half of the decline is expected to net profit,51 shares before the announced on June losses,26 only performance is expected to decline,Decline was within 50%,The rest have more than 10 only stocks is issued a notice of ambiguity。

  即使排除ST个股之外,从个股观察,如福建南纸(600163,股吧)预计今年中报业绩再次亏损,公司股价自5月初至今的跌幅超过50%,几乎呈现连续断崖式下跌。另外如全柴动力(600218,股吧)与比亚迪(002594,股吧)分别预减100%与95%,差不多的预减幅度也使得股价跌幅趋于一致,5月初至昨日的跌幅分别为43%与44%。

Even excluding individual stocks outside ST,Individual stocks from observation,Such as fujian south paper(600163,Shares it)Losses are expected this year performance center daily news again,Company's share price since early may has dropped more than 50%,Present almost continuous cliffs type down。Another example is QuanChai power(600218,Shares it)And byd(002594,Shares it)The minus 100% and 95% respectively,Estimates range reduced almost to the agreement that share prices fall,Early may to yesterday's fell 43% and 44%, respectively。

  “2000多只个股中,机构就凭什么去买绩差股,当然更偏向于选择业绩增长确定的个股。”方正证券(601901,股吧)资深投资顾问潘益兵昨日向记者表示,目前处于熊市,业绩稳定增长不能一定带来股票的上涨,但是业绩差甚至亏损肯定是会带来股价的暴跌。

“More than 2000 only in individual stocks,Institutions with what to buy sent shares performance,Of course the more prefer to choose growth performance sure stocks。”Founder securities(601901,Shares it)Senior investment advisers PanYiBing yesterday to reporters,Now in a bear market,Performance stable growth can't always bring the stock to rise,But the poor performance and even a loss is certainly will bring the share price plummet。

 

 38股盈利逆势加速 38 shares profit contrarian speed

  浙商证券策略分析师王伟俊向记者分析,“用中报业绩预增幅度以及今年一季报的业绩增幅之间的差值来推导业绩增速的变化情况,在逻辑上是可以成立的,另外还要综合考虑如上年基数、还有实现净利润的规模等指标的多种情况。

Zhejiang merchants securities analysts WangWeiJun strategy to reporters analysis,“Use center daily news pre-performance amplitude and a quarterly growth this year the performance of the difference in value between performance is deduced a growth rate of change,In logic can be set up,Another even integrated consideration as base of the previous year、And the size of the net profit as indexes of many things。

  《大众证券报》根据中报净利润规模超过1000万元(未公布中报的参照一季报)、2012年中报预报类型为预增(包含已经公布中报的个股)、中报净利润增幅大于今年一季报净利润增幅,等多种综合筛选条件,总计统计出38公司今年中报业绩呈现出加速增长的趋势(详见8版)。从所属板块上看,沪深主板仅占到11家,创业板与中小板共有27家,占到了多数。

《Public stock certificate report》According to the scale of net profit center daily news of more than $10 million(Not released the reference to a reported quarterly reports)、2012 NianZhongBao forecast for the type of increase(Contains the center daily news has been released individual stocks)、Net profit growth this year more than a reported quarterly net profit growth,And so on the many kinds of comprehensive filter conditions,Total statistics a 38 company performance center daily news this year present a faster growth trend(See 8 edition)。Look from the subordinate plate,Shenzhen motherboard accounted for only to 11 home,Gem and small and medium-sized board comprises 27 home,Accounted for most。

  记者关注到部分个股在业绩加速增长的同时,5月份沪指下跌以来虽并未逆势大涨,但也相对抗跌。如永泰能源(600157,股吧)、宁波韵升(600366,股吧)、神剑股份(002361,股吧)、北纬通信(002148,股吧)、七星电子(002371,股吧)、浙江震元(000705,股吧)、东方金钰(600086,股吧)、天广消防(002509,股吧)、湘鄂情(002306,股吧)。记者 徐海峰

The reporter of attention to individual stocks in the performance of accelerated growth at the same time,May HuZhi since fall though he did not contrarian soar,But also fell in opposition。Such as yongtai energy(600157,Shares it)、Ningbo rhyme up(600366,Shares it)、Divinesword shares(002361,Shares it)、Latitude communication(002148,Shares it)、Seven electronic(002371,Shares it)、Zhejiang earthquake yuan(000705,Shares it)、Oriental JinYu(600086,Shares it)、Fire sanli people make great progress(002509,Shares it)、Feeling for(002306,Shares it)。Reporter xu haifeng got



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