中金公司-每日国内市场综述-100505.doc

销售交易部2010年5月5日市场资讯医药行业每日国内市场综述中金公司销售交易部联系人：邱瑾 （86755）83196492A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，行业配置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。指数统计: (数据来源：天相)指数开盘（点）最高（点）最低（点）收盘（点）涨/跌(%)上涨(家)比例（）平盘(家)比例（）下跌(家)比例（）上证综指2804.5142857.2932770.3282857.1510.77%75087.62%252.92%819.46%深证综指10853.1311006.5810671.8911003.7310.39%2460.00%25.00%1435.00%上证B指240.557241.561231.784238.8-2.47%3464.15%23.77%1732.08%深证B指594.522599.324586.926599.3240.30%4074.07%35.56%1120.37%上证180指数6471.0676591.8756386.6576590.260.46%13172.78%63.33%4323.89%上证50指数2078.1932110.7832051.1862110.0450.01%2958.00%24.00%1938.00%日交易量统计： (数据来源：天相) 单位：人民币亿元沪市总交易金额：1,164.2199A股B股基金国债现券企债现券1134.98 6.5813 22.6619 3.3740 7.4732 深市总交易金 789.6379A股B股基金国债现券企债现券782.58 3.8810 3.1785 0.0087 5.1038 个股情况： (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 钢铁太钢不锈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 有色金融中金岭南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 建材冀东水泥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 造纸包装晨鸣纸业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 公共事业粤电力1,987,933,202 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 交通设施深赤湾464,789,805 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466,120,278 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5,377,438,300 4.05 0.75%0.00%-15.09%24 21 9278.11 交通运输中海发展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 机械中集集团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3,000,000,000 5.39 0.75%1.51%-5.27%46 38 17565.84 电气设备金风科技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 置信电气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4,675,000,000 5.08 -0.20%-2.68%-19.37%97 16 33953.51 金融深发展2,924,114,263 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 房地产万 科9,656,094,910 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1,044,312,953 7.81 1.43%-8.44%-47.01%24 17 12453.96 电信服务中国联通21,196,596,395 5.81 -1.36%-2.52%-20.30%6 39 68637.87 软件及服务航天信息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 电子元器件长城开发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745,184,000 11.58 4.04%-3.10%32.34%93 372 46954.48 传媒华闻传媒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148,000,000 13.65 1.71%-6.89%21.23%65 58 4989.06 家电及相关美的电器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 零售农 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 7890.2