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商业零售龙头企业成为投资首选
来源 今日投资 发布时间 2006年12月19日 14:34 作者
    本周投资评级大幅上调股点评
股票          股票简称    所属行业          收盘价(元)    评级                  评级                   评级                    分析师              今日投资个股安全诊断                                  
代码                                                        系数                  系数                   变动                    综合评级                                                                  
                                                            (当前)                 (上周)                (排序)                                                                                          
                                                                                                                                                     基本面                  技术面    机构            安全星级
                                                                                                                                                                                       认同度              
600888        新疆众和    金属与采矿        18.41           1.00                  1.40                   0.40                    强力                97                      7         60              ★★★
                                                                                                                                 买入                                                                      
000917        电广传媒    媒体              7.28            2.33                  2.67                   0.34                    观望                32                      18        92              ★★
600205        S山东铝     金属与采矿        16.65           3.00                  3.29                   0.29                    观望                68                      44        55              ★★
000006        深振业A    房地产            13.30           1.50                  1.75                   0.25                    买入                76                      90        87              ★★★★★
600858        银座股份    零售              18.46           1.63                  1.88                   0.25                    买入                66                      83        72              ★★★★
000046        泛海建设    房地产            18.34           2.00                  2.25                   0.25                    买入                26                      99        88              ★★★★
000831        关铝股份    金属与采矿        6.58            1.60                  1.83                   0.23                    买入                39                      87        87              ★★★★
000960        锡业股份    金属与采矿        7.24            2.29                  2.50                   0.21                    观望                76                      41        71              ★★★★
000826        合加资源    自来水            7.98            1.80                  2.00                   0.20                    买入                99                      76        83              ★★★★★
600320        振华港机    综合性工业        10.90           1.80                  2.00                   0.20                    买入                95                      80        72              ★★★★
600439        瑞贝卡      纺织品和服饰      16.00           2.00                  2.20                   0.20                    买入                95                      75        46              ★★★★
600694        大商股份    零售              28.95           1.90                  2.09                   0.19                    买入                63                      41        96              ★★★★
600029        S南航       航空              3.96            2.22                  2.40                   0.18                    观望                50                      94        83              ★★★
600098        广州控股    电力              5.29            2.22                  2.40                   0.18                    观望                38                      83        77              ★★★★
600115        S东航       航空              3.73            2.83                  3.00                   0.17                    观望                38                      96        89              ★★★
600059        古越龙山    饮料生产          14.29           2.33                  2.50                   0.17                    观望                30                      92        84              ★★★★
600729        重庆百货    零售              12.92           1.50                  1.67                   0.17                    买入                96                      82        77              ★★★★★
600508        上海能源    煤炭              6.94            2.33                  2.50                   0.17                    观望                73                      51        46              ★★★
600327        大厦股份    零售              9.00            1.83                  2.00                   0.17                    买入                43                      96        76              ★★★★
600859        S王府井     零售              18.04           2.09                  2.25                   0.16                    买入                81                      79        90              ★★★★★
600718        东软股份    软件              19.47           1.60                  1.75                   0.15                    买入                71                      96        66              ★★★★★
600967        北方创业    机械制造          6.72            2.25                  2.40                   0.15                    观望                67                      79        61              ★★★★
600432        吉恩镍业    金属与采矿        18.34           1.86                  2.00                   0.14                    买入                96                      61        71              ★★★★★
600591        上海航空    航空              3.41            2.86                  3.00                   0.14                    观望                43                      78        74              ★★
000528        柳工        机械制造          15.57           1.36                  1.50                   0.14                    买入                98                      93        75              ★★★★★
000759        武汉中百    零售              8.73            1.60                  1.73                   0.13                    买入                67                      88        88              ★★★★★
601001        大同煤业    煤炭              9.32            2.70                  2.82                   0.12                    观望                72                      51        59              ★★
000608        阳光股份    房地产            8.88            1.40                  1.50                   0.10                    买入                23                      77        79              ★★★
600007        中国国贸    商业服务          9.11            1.50                  1.60                   0.10                    买入                37                      89        65              ★★★
600054        黄山旅游    餐饮住宿与娱乐    10.89           2.00                  2.09                   0.09                    买入                78                      82        80              ★★★★★
000807        云铝股份    金属与采矿        10.68           1.50                  1.58                   0.08                    买入                85                      95        86              ★★★★★
000423        S阿胶       制药              13.69           1.92                  2.00                   0.08                    买入                81                      79        90              ★★★★
000690        宝新能源    电力              12.03           1.60                  1.67                   0.07                    买入                99                      76        72              ★★★★★
000698        沈阳化工    石油与天然气      5.94            1.43                  1.50                   0.07                    买入                44                      20        85              ★★★
000983        西山煤电    煤炭              7.92            2.08                  2.15                   0.07                    买入                47                      67        84              ★★★
600639        浦东金桥    房地产            11.63           1.43                  1.50                   0.07                    买入                46                      91        81              ★★★★
600371        华冠科技    食品生产与加工    10.58           1.60                  1.67                   0.07                    买入                90                      96        86              ★★★★★
600150        沪东重机    机械制造          29.56           1.43                  1.50                   0.07                    买入                91                      92        47              ★★★★★
600096        云天化      化工品            13.03           1.77                  1.83                   0.06                    买入                69                      78        63              ★★★★
600258        S首旅       餐饮住宿与娱乐    15.89           1.67                  1.73                   0.06                    买入                50                      70        85              ★★★★
600549        厦门钨业    金属与采矿        17.77           1.44                  1.50                   0.06                    买入                96                      78        86              ★★★★★
600831        广电网络    媒体              18.77           1.50                  1.56                   0.06                    买入                93                      85        97              ★★★★★
600005        武钢股份    金属与采矿        5.27            1.58                  1.64                   0.06                    买入                79                      99        76              ★★★★★
000024        招商地产    房地产            23.80           1.69                  1.75                   0.06                    买入                62                      100       78              ★★★★
000028        一致药业    批发              7.18            2.20                  2.25                   0.05                    观望                96                      37        83              ★★★★
600010        包钢股份    金属与采矿        2.65            1.75                  1.80                   0.05                    买入                47                      65        73              ★★★
600761        安徽合力    机械制造          19.00           1.50                  1.55                   0.05                    买入                89                      93        96              ★★★★★
600547        山东黄金    金属与采矿        34.14           1.50                  1.55                   0.05                    买入                65                      90        73              ★★★★★
600458        时代新材    化工品            8.26            1.67                  1.71                   0.04                    买入                72                      97        66              ★★★★
600143        金发科技    化工品            36.07           1.46                  1.50                   0.04                    买入                100                     99        98              ★★★★★
000402        金融街      房地产            16.19           1.80                  1.84                   0.04                    买入                41                      99        83              ★★★★
000825        太钢不锈    金属与采矿        11.66           1.60                  1.64                   0.04                    买入                97                      100       87              ★★★★★
000793        华闻传媒    煤气与液化气      6.71            1.57                  1.60                   0.03                    买入                67                      79        95              ★★★★★
000550        江铃汽车    汽车制造          10.00           1.80                  1.83                   0.03                    买入                55                      59        89              ★★★★
600060        海信电器    家庭耐用消费品    6.51            2.17                  2.20                   0.03                    观望                72                      58        53              ★★★
600088        中视传媒    媒体              15.77           2.17                  2.20                   0.03                    观望                79                      67        90              ★★★★★
600019        宝钢股份    金属与采矿        7.65            1.50                  1.53                   0.03                    买入                84                      99        85              ★★★★★
002045        广州国光    电子设备与仪器    13.50           1.57                  1.60                   0.03                    买入                96                      96        86              ★★★★★
600497        驰宏锌锗    金属与采矿        59.79           1.54                  1.57                   0.03                    买入                100                     92        81              ★★★★★
600415        小商品城    批发              71.40           1.75                  1.78                   0.03                    买入                97                      80        62              ★★★★
601398        工商银行    银行              4.32            2.21                  2.24                   0.03                    观望                58                      80        57              ★★
600660        福耀玻璃    汽车零配件        13.93           1.71                  1.73                   0.02                    买入                96                      95        85              ★★★★★
600596        新安股份    化工品            18.69           1.67                  1.69                   0.02                    买入                94                      100       91              ★★★★★
000898        鞍钢股份    金属与采矿        8.65            1.45                  1.47                   0.02                    买入                99                      97        45              ★★★★★
000410        沈阳机床    机械制造          14.85           1.77                  1.79                   0.02                    买入                59                      58        90              ★★★★
000012        南玻A      建筑材料          9.63            1.88                  1.89                   0.01                    买入                84                      87        83              ★★★★★
000002        万科A      房地产            13.25           1.70                  1.71                   0.01                    买入                98                      93        67              ★★★★
600675        中华企业    房地产            10.87           2.09                  2.10                   0.01                    买入                82                      76        78              ★★★★
600900        长江电力    电力              8.30            1.70                  1.71                   0.01                    买入                60                      82        84              ★★★★
  根据今日投资《在线分析师》(www.investoday.com.cn)对国内70多家券商研究所1800多名分析师的投资评级数据进行的统计,本周投资评级上调居前的30只个股中,所属行业主要集中在少数几个行业,零售行业有6只个股入选,金属与采矿有5只入选,航空与房地产行业各有3只入选,其他个股无明显的行业特征,整体看,分析师对近期的市场热点保持高度的关注,对其中的龙头股推荐的力度逐渐加大。
  2006年,伴随着经济的增长以及城乡居民收入的不断提高,我国消费品零售总额也呈现出高速增长的发展态势。1-10月份,我国全年社会消费品零售总额达到62089亿元,比上年同期增长13.6%,增速加快了0.6个百分点。
  在全社会消费品零售总额稳步增长,商业零售行业盈利快速增长的大环境下,新型商业零售业态正在快速兴起,其发展速度远远超过行业平均水平,成为商业领域投资的重点。另外,2006年前三季度,商业零售业绩大幅增长,上市公司主营业务收入同比增长17%;净利润同比增长44%。推动该类公司业绩增长的主要动力,一是来自于全社会消费保持较高的增长速度;二是来自于商业企业规模的不断扩张和经营业态的升级。在遵循从连锁超市、连锁百货、连锁专卖等行业投资热点的基础上,行业内及地区内的商业龙头企业应是投资的首选。
  东北证券分析师周思立认为,在商业零售行业投资中,应遵循规模扩张业绩增长、商业地产资源和商业网点资源概念的投资主线,给予行业“优于大市”的投资评级。重点关注百联股份、友谊股份、王府井、武汉中百。
(上海证券报)
 
   
    作者声明:在本人所知情的范围内,本机构、本人以及财产上的利害关系人与所评价的证券没有任何利害关系。本文观点仅供投资者参考,并不构成投资建议。投资者据此操作,风险自担。
 
 
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