中金公司每日国内市场综述20100824.doc

销售交易部2010年8月24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：- 日前，上海证券交易所召开监管工作专题会，研究贯彻证监会关于打击内幕交易行为的部署，上交所提出的监管措施共有七项，一是加强内部监管资源整合，加大打击内幕交易力度。二是强化内幕交易违规线索发现能力。三是加强信息披露监管，从源头上治理内幕交易行为。四是充分发挥舆论监督作用。五是加强上市公司培训和投资者教育。六是加强监管合作，推动内幕交易综合防控体系建设。七是进一步强化券商客户管理责任。（上海证券报）- 据中国政府网23日刊载的国务院关于深圳市城市总体规划的批复，国务院近日原则同意修订后的深圳市城市总体规划（20102020年），在总体规划确定的1953平方公里的城市规划区范围内，实行城乡统一规划管理；以中心城区为核心，完善城市功能，形成“三轴两带多中心”的轴带组团结构；加强对沿海发展带的规划和引导，严格控制围海造地，保护和合理利用岸线资源，妥善处理开发与保护的关系；加强城中村和城乡结合部的改造和整治，促进城乡统筹协调发展。批复明确要求深圳合理控制城市规模：到2020年，城市常住人口控制在1100万人以内，城市建设用地控制在890平方公里以内。（上海证券报）市场概述：消息面相对平静，今日沪深两市双双低开，开盘后指数小幅下跌，随后地产再次全面启动，带动大盘震荡走高，随后钢铁和有色等板块也加入上扬队伍，使得两市双双翻红。午后大盘在5日线附近维持震荡格局，临近尾盘大盘出现一波放量下跌，个股出现了不同程度的回落。上证指数收2650.31/+0.41%，深证成指收盘11214.24/+1.22%，沪深300指数涨0.54%至2911.83点。板块热点：- 中国证券报报道自7月以来，以京沪深为代表的一线城市的楼市在房价小幅松动后又现回暖态势，成交量反弹明显。在需求释放带动下，房价又有抬头迹象。“万科A”+4.24%，“金地集团”+1.49%，“保利地产”+2.27%，“招商地产”+3.49%。- 早上10点半后，钢铁股也发力上攻，其中有重组/资产注入预期的钢铁股表现抢眼：“韶钢松山”和“首钢股份”涨停，“广钢股份”+2.19%，“本钢板材”+5.33%。- 上海B股下午出现异动，上证B指一度涨幅超过8，多只个股涨停：“凯马B”，“东贝B”，“凌云B”，“阳晨B”悉数涨停。- 佛山照明再度停牌自查，相关锂电池概念退潮：“振华科技”-4.01%，“赣锋锂业”-3.87%，“中信国安”-2.12%。- 近期不断有银行再融资的报道，银行股相对较弱：“招商银行”-0.92%，“工商银行”-0.48%，“中国银行”-0.29%，“交通银行”-0.64%。- 两市今日成交量2077亿元，上证180成分股成交386.01亿元，占上证A股成交的35.72%；上证50成分股成交175.87亿元，占上证A股成交的16.28%。沪市成交居于前列的“江苏阳光”、“长电科技”、“N特变”、“光大银行”、“际华集团”；深市成交前列的是“佛塑股份”、“中联重科”、“大族激光”、“南玻A”、“万科A”。B股市场：沪市B股收盘254.78/+5.06。其中“凯马B”，“东贝B”，“凌云B”涨停；深证B指收盘678.10/+3.21，其中“中鲁B”、“建摩B”涨停、“宁通信B”+8.42%。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2636.5322667.1712614.5632650.3070.41%64675.47%505.84%16018.69%深证成指11067.21211311.09510986.06711214.2371.22%3177.50%25.00%717.50%B股指数242.413264.029242.356254.7795.06%4992.45%47.55%00.00%深证B指656.563682.285656.563678.1013.21%5092.59%47.41%00.00%上证180指数6166.7296241.2886108.1696190.4330.24%13172.78%116.11%3821.11%上证50指数1959.611979.7111938.6791960.055-0.14%2550.00%510.00%2040.00%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：1080.5546A股B股基金国债现券企债现券1050.74 12.4434 17.3713 4.1435 4.1025 深市总交易金 979.2644A股B股基金国债现券企债现券969.15 8.6431 1.4753 0.0036 3.4442 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1,049,912,312 20.10 -0.25%-0.74%-22.71%19 35 30912.92 西山煤电1,472,169,899 21.28 0.47%-1.89%-30.16%23 30 52422.70 中国石化69,922,039,774 8.44 0.00%-0.24%-39.30%26 12 31813.68 兰花科创571,200,000 30.04 0.20%-1.05%-30.60%14 14 15969.03 兖州煤业359,958,200 18.21 0.39%-0.98%-19.84%14 23 13028.00 天地科技1,011,600,000 18.48 4.88%0.38%-19.99%38 26 15725.25 海油工程3,749,040,000 6.58 -1.35%-1.35%-30.71%21 26 27957.73 开滦股份716,559,056 16.03 0.56%-0.87%-36.04%24 24 13360.43 中国神华1,800,000,000 24.50 -0.97%-0.16%-27.88%19 16 59373.42 平煤股份1,816,280,755 17.83 1.42%-2.78%-26.88%12 23 21821.61 中海油服499,980,000 13.17 0.61%0.69%-18.03%19 19 8602.47 中国石油4,000,000,000 10.37 0.19%-0.58%-24.05%17 18 15893.22 中煤能源1,525,333,400 9.85 0.41%-1.89%-26.21%23 20 13158.42 钢铁太钢不锈2,288,510,344 5.91 2.78%-0.84%-36.92%27 37 25727.31 鞍钢股份1,808,105,204 8.44 1.81%-2.54%-46.81%20 84 41617.09 武钢股份3,135,352,333 4.87 3.18%0.41%-39.92%7 25 31259.71 宝钢股份17,512,048,088 6.48 1.73%-1.37%-30.87%18 20 28868.76 马钢股份5,967,751,186 3.60 2.86%1.69%-27.83%39 71 15487.77 有色金融中金岭南1,585,216,839 15.74 0.51%2.67%-12.42%72 60 35742.00 焦作万方480,150,645 20.67 0.88%-1.94%-25.66%30 51 16529.06 铜陵有色557,534,535 16.32 0.74%-1.92%-25.86%35 35 10856.23 关铝股份457,957,030 5.37 1.32%1.51%-44.18%(7)(5)4492.29 宏达股份608,000,000 12.90 0.86%1.02%-28.65%(22)76 12713.82 江西铜业353,276,834 28.83 1.55%-0.62%-27.99%38 37 15389.82 中金黄金677,459,020 33.80 -0.38%-3.46%4.73%82 92 65029.92 驰宏锌锗939,449,529 19.00 0.00%0.00%-26.97%125 73 0.00 山东黄金691,920,000 41.49 -0.46%0.00%3.47%93 79 89189.07 西部矿业2,383,000,000 11.16 0.09%-1.06%-23.28%48 44 27451.76 中国铝业3,931,304,879 10.27 -1.15%-3.20%-29.03%15762 (30)18807.21 紫金矿业6,324,966,980 6.31 -0.16%-3.07%-33.61%31 26 35451.88 金钼股份774,003,611 14.88 1.43%3.55%-20.51%18 87 18016.35 建材冀东水泥1,211,702,679 19.93 1.68%2.73%3.26%55 25 20586.18 天山股份308,720,705 24.87 0.89%6.51%18.94%52 28 15856.12 赛马实业195,133,874 25.05 0.00%0.00%-32.18%18 11 0.00 海螺水泥2,666,468,386 20.97 1.85%7.76%-15.01%28 21 66033.84 祁连山 474,804,182 17.90 1.88%4.07%4.64%48 21 20950.45 华新水泥97,036,949 18.33 1.33%1.78%-21.94%16 15 5687.20 造纸包装晨鸣纸业809,979,651 7.51 0.40%0.54%-8.49%14 19 14135.63 华泰股份562,668,073 10.53 2.13%-1.50%-24.77%19 6 9887.16 博汇纸业391,984,482 8.07 1.77%-0.98%-21.04%16 20 7123.00 化工四川美丰499,703,271 7.29 -0.14%6.27%-20.98%18 26 16672.75 山西三维469,224,502 7.76 2.51%0.91%-20.82%2201 342 9748.67 盐湖钾肥390,747,343 53.66 -0.98%7.23%-5.03%30 33 38413.23 建峰化工290,625,000 9.69 -0.31%3.19%-19.89%21 28 5058.31 沈阳化工627,069,647 9.02 0.11%9.60%9.73%61 87 32535.53 澄星股份512,655,690 8.45 -0.24%3.94%-1.35%48 92 14965.11 云天化 317,588,240 18.24 2.82%1.90%-23.80%16 139 23394.44 兴发集团347,760,000 16.07 -0.19%-3.08%-10.57%20 42 19970.64 巨化股份612,480,000 11.41 -1.81%0.71%35.17%80 76 24508.99 冠农股份362,100,000 21.02 2.14%-0.61%-17.05%265 277 20118.45 蓝星新材271,536,789 11.22 0.45%-1.32%-17.38%(34)(37)4376.48 烟台万华1,663,334,400 16.71 -0.42%-0.71%-29.30%18 26 17483.98 华鲁恒升495,750,000 14.48 0.63%-3.92%-37.92%19 17 10911.94 六国化工226,000,000 14.01 -2.57%3.24%8.60%47 58 18097.33 新安股份481,090,297 13.17 0.30%-4.15%-35.06%5 30 20583.36 三爱富 347,227,792 8.49 0.83%-1.51%-12.02%(42)156 6668.13 S上石化 720,000,000 9.06 0.44%-3.82%-17.09%(10)42 3285.98 云维股份616,235,000 8.60 1.42%-3.04%-27.30%40 56 5216.84 丹化科技584,827,012 16.29 1.94%-5.78%15.38%754 (283)8803.94 公共事业粤电力1,988,646,923 7.18 0.56%-2.71%-5.36%693 17 2873.69 建投能源913,580,288 5.05 0.00%0.00%-26.82%97 65 0.00 华能国际2,878,213,333 6.23 -0.16%-1.11%-19.54%(21)15 3622.20 华电国际4,590,056,200 4.13 0.00%5.09%-22.46%(11)24 3741.22 城投控股1,114,239,359 9.05 0.44%-3.57%-27.55%16 27 7318.86 国电电力10,954,281,764 3.39 0.30%-2.59%-7.20%235 26 12535.32 国投电力1,054,628,336 7.48 1.49%-1.06%-21.51%23 28 3516.78 长江电力7,364,069,666 8.10 0.25%-1.58%-6.33%33 29 19735.71 大唐发电8,464,360,000 7.14 0.28%0.28%-20.31%138 59 3849.78 交通设施深赤湾464,789,805 14.66 0.89%8.43%-0.74%15 23 5605.17 盐 田 港406,157,404 7.00 0.29%0.43%-13.07%15 19 5263.19 深圳机场653,125,214 6.16 1.65%-0.95%-17.57%43 18 5464.42 粤高速466,120,278 5.32 0.19%-3.80%-0.52%17 20 3652.13 白云机场1,015,000,000 10.07 0.70%-2.05%1.72%24 21 7077.20 上海机场1,093,476,397 13.08 0.62%-2.46%-24.63%29 36 14245.03 皖通高速1,165,600,000 5.89 2.08%-0.34%2.79%14 15 4101.28 宁沪高速428,564,980 6.78 1.65%-1.02%-0.79%22 17 3246.00 深高速 1,433,270,326 5.14 0.00%2.39%-11.43%22 21 5142.92 天津港 869,304,265 9.10 -0.33%-3.29%-25.98%16 24 9488.17 厦门空港297,810,000 16.68 0.72%-2.85%-8.18%26 18 2341.15 大秦铁路12,976,757,127 8.66 -0.23%1.41%-12.88%17 17 23292.48 广深铁路5,377,438,300 3.71 0.54%-0.80%-20.49%22 19 6664.70 交通运输中海发展2,108,552,270 9.83 -0.61%-2.87%-30.64%6 31 9447.16 南方航空4,800,000,000 7.40 1.23%-4.02%22.11%(12)165 24328.71 长航油运823,959,137 5.87 1.38%-1.34%-21.84%16 2231 13094.97 东方航空1,801,950,000 7.55 0.40%-4.31%22.56%(6)158 11685.56 铁龙物流702,903,130 13.65 0.74%-4.68%24.49%47 39 17252.95 外运发展330,843,924 9.05 2.26%1.34%4.36%13 36 9576.99 中远航运1,310,423,625 8.11 0.75%-0.37%-23.13%7 78 9411.30 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 11.64 0.95%-4.04%19.88%(16)28 25463.35 中海集运2,336,625,000 4.28 -1.15%0.47%-7.56%371 (8)9465.83 招商轮船3,433,397,679 4.58 0.66%-1.72%-18.71%13 46 3630.02 中国远洋2,162,867,446 10.17 -0.10%-2.02%-26.83%10 (14)30459.24 机械中集集团1,231,297,165 14.39 0.42%0.28%10.90%27 40 18612.64 中联重科1,672,455,773 24.59 -1.01%1.40%-4.17%31 20 110956.95 柳 工650,145,612 23.67 1.20%-3.15%10.61%45 18 25306.95 西飞国际1,524,988,066 12.00 1.18%-1.72%-21.06%76 94 17499.74 大族激光611,660,446 13.56 0.00%8.39%25.88%70 3122 101328.50 山河智能302,391,240 16.36 0.55%-3.37%17.14%130 64 18523.80 天马股份1,005,768,000 10.95 1.96%-2.49%-24.97%25 23 12564.73 三一重工2,232,000,000 26.05 0.39%3.87%6.73%51 32 67927.08 中国船舶262,556,538 60.80 -1.01%-2.69%-20.81%10 16 9244.87 太原重工487,552,310 13.61 0.44%-3.48%-21.78%22 18 10171.77 振华港机2,547,598,300 7.00 0.86%-2.78%-32.30%12 37 7632.95 成发科技71,801,210 23.83 -0.71%3.97%2.49%47 65 13939.18 龙溪股份300,000,000 10.59 -0.19%-5.70%-9.63%29 44 3977.74 广船国际337,279,580 20.25 -0.74%-1.51%-22.32%12 19 6411.95 安徽合力356,954,477 15.15 1.34%4.48%7.49%29 48 17907.54 力源液压374,550,000 14.44 1.05%-4.37%-1.73%51 43 13330.53 昆明机床198,190,604 10.80 -2.17%3.15%-8.79%21 27 16401.97 中国南车3,000,000,000 5.25 0.96%-0.76%-7.00%45 37 17639.98 电气设备金风科技989,247,571 19.38 0.78%-1.82%10.53%48 25 40540.20 特变电工2,027,353,723 16.80 -2.33%-4.87%-29.04%35 22 105556.89 平高电气818,966,173 11.43 1.06%-1.30%-10.70%45 66 17506.89 国电南瑞510,120,000 49.98 0.36%9.15%104.65%147 102 8755.41 置信电气618,705,000 18.64 2.08%2.36%1.67%55 45 13130.63 天威保变572,320,000 26.04 -1.21%-2.18%-17.54%32 52 47940.24 东方电气950,443,508 25.88 2.54%-2.27%15.21%340 33 27804.11 宝胜股份156,000,000 17.01 1.31%-3.68%-13.99%519 25 3878.05 上海电气2,125,685,907 7.65 -0.39%-2.17%-20.48%37 39 7113.26 建筑中国铁建2,450,000,000 7.47 0.27%0.13%-16.48%25 14 12030.64 中国中铁4,675,000,000 4.43 0.00%-1.34%-28.69%85 14 14669.47 金融深发展3,105,369,975 17.51 0.00%0.00%-28.15%99 12 0.00 宏源证券1,461,167,271 17.19 0.17%-2.50%-26.65%46 22 14130.36 东北证券194,286,034 23.10 -0.13%-3.39%-39.50%36 16 10370.52 国元证券785,109,455 12.91 0.39%-0.69%-37.74%49 24 16423.05 长江证券1,106,672,337 11.78 0.34%-1.92%-36.86%36 19 10943.31 浦发银行10,303,652,460 14.38 0.28%-0.21%-13.13%13 12 69490.89 华夏银行3,784,000,000 11.89 0.17%-1.82%-3.10%19 16 28257.71 民生银行22,587,602,387 5.53 -0.36%-0.72%-15.50%19 12 47110.69 中信证券9,855,701,400 12.24 0.16%-3.55%-40.78%17 14 62792.24 招商银行17,666,130,885 14.07 -0.92%0.43%-16.41%14 17 81342.60 海通证券4,765,862,670 9.94 0.30%-2.83%-47.17%25 18 55268.38 南京银行2,387,776,742 11.54 -0.17%0.17%-21.87%19 18 16114.80 兴业银行5,992,450,630 26.71 -0.96%0.00%-28.53%14 12 66881.28 北京银行3,955,529,034 13.21 0.00%-1.42%-30.76%15 15 23916.19 中国平安4,786,409,636 46.51 0.00%0.00%-15.03%251 26 0.00 交通银行29,735,503,042 6.20 -0.64%-1.90%-29.99%12 12 42253.28 工商银行250,962,348,064 4.14 -0.48%-0.48%-20.92%12 11 41040.81 中国太保2,681,203,543 24.62 -1.12%1.78%-2.62%82 29 45541.68 中国人寿20,823,530,000 23.81 -0.54%-0.71%-22.72%35 20 31290.44 建设银行9,000,000,000 4.79 0.00%-0.62%-19.35%12 10 18841.88 中国银行177,818,910,740 3.43 -0.29%-1.15%-17.79%14 11 13974.70 中信银行26,417,706,232 5.82 0.87%-1.69%-28.17%17 16 9844.37 房地产万 科9,656,079,910 8.85 4.24%-1.01%-17.29%24 18 96006.67 招商地产646,420,444 20.45 3.49%-2.15%-22.76%29 21 38199.64 金 融 街3,026,437,479 7.32 0.55%-3.43%-25.09%21 16 30458.04 阳光股份749,913,309 8.25 0.61%-1.90%4.02%218 23 13564.22 亿城股份874,107,583 5.70 2.52%-0.70%-7.05%21 13 9850.66 中国国贸1,007,282,534 11.42 2.70%-1.55%-5.68%32 40 3744.44 保利地产4,494,791,665 12.59 2.27%-5.27%-26.50%26 16 57661.02 华发股份817,045,620 12.04 2.03%-6.08%-35.17%15 14 15627.55 金地集团4,471,508,572 6.79 1.49%-3.82%-11.15%36 17 52036.12 栖霞建设1,050,000,000 5.48 0.92%-3.01%-16.45%31 26 4577.05 浦东金桥656,648,850 9.93 2.16%-3.22%-19.39%33 26 4067.94 陆家嘴 1,358,084,000 18.76 1.13%-3.55%-25.23%40 31 4840.78 中华企业1,044,312,953 7.18 0.00%0.00%-36.66%22 16 0.00 电信服务中国联通21,196,596,395 5.18 -0.19%-2.81%-28.26%5 35 38818.65 软件及服务航天信息923,400,000 17.15 -0.23%-5.20%-14.38%28 26 13869.72 亿阳信通563,153,634 10.97 0.92%-4.44%6.40%84 75 15280.70 华胜天成507,117,243 12.42 0.73%-5.77%-18.63%31 33 8336.58 用友软件785,957,392 23.03 2.04%-2.91%10.19%48 32 7717.31 东软集团327,300,205 15.41 0.33%-3.26%-10.28%39 30 6309.18 浙大网新813,043,495 6.81 1.79%-1.16%-1.15%77 161 13333.05 技术硬件及设备中兴通讯2,272,566,383 23.58 3.83%2.52%-20.42%41 27 51727.37 武汉凡谷140,934,500 14.48 1.69%-3.14%-32.50%24 24 7382.11 波导股份768,000,000 4.69 4.69%4.22%-3.10%(22)229 13646.54 ST大唐 437,332,663 17.79 0.00%-3.00%-3.47%171 136 14014.81 动力源 208,687,200 12.54 10.00%11.86%29.01%514 66 30741.57 中创信测138,586,000 15.71 10.01%1.75%-9.14%39 83 17609.35 亨通光电166,120,000 28.49 1.32%-3.59%-10.10%44 26 5871.91 烽火通信199,911,057 28.08 2.30%-1.02%5.76%71 47 4697.08 中天科技320,803,000 21.79 4.41%4.71%-11.13%48 21 24040.92 南京熊猫413,015,000 8.04 -0.74%2.55%-16.60%128 339 2876.28 电子元器件长城开发1,317,894,655 12.97 3.18%-0.08%52.93%53 66 30862.87 风华高科548,444,942 11.71 0.86%0.34%29.62%(18)137 46743.43 超声电子288,238,694 12.22 1.92%6.45%20.87%49 48 43601.52 生益科技956,877,188 9.47 0.74%-1.15%-7.44%70 29 16580.02 有研硅股217,500,000 14.59 -1.68%3.26%19.39%43 (94)11045.78 天通股份588,818,400 9.04 1.69%0.00%50.17%439 (18)21850.84 士兰微 404,080,000 22.07 -0.63%-0.27%96.18%658 116 15703.13 法拉电子225,000,000 26.30 3.99%0.69%62.59%64 49 18672.97 长电科技745,184,000 13.10 4.13%8.35%51.08%105 421 129279.69 传媒华闻传媒1,359,371,326 6.40 0.95%-2.13%-8.26%52 53 3831.77 中信国安1,567,409,999 12.95 -2.12%2.13%-10.39%57 33 52682.30 电广传媒318,735,334 18.56 1.48%-3.08%3.11%354 256 10336.65 天威视讯102,994,938 23.73 -0.59%4.31%12.37%84 81 2815.97 歌华有线1,060,360,898 14.20 -0.77%-2.07%0.07%46 46 23151.77 中视传媒184,412,372 16.44 -0.60%-5.19%46.58%100 48 7365.20 时代出版150,000,000 18.14 0.44%-6.97%-2.92%35 34 5229.46 新华传媒709,096,226 9.02 -0.44%-1.53%-7.53%39 40 10807.50 广电网络563,438,537 9.78 0.41%-1.91%44.27%128 71 13331.42 东方明珠3,186,334,874 9.45 0.64%-2.68%-15.87%67 66 19208.88 博瑞传播401,911,213 18.12 0.83%-5.13%8.19%58 42 7861.96 出版传媒148,000,000 11.98 -0.50%-1.16%6.60%57 51 6879.42 家电及相关美的电器3,116,662,581 13.90 2.06%-2.11%-9.59%42 23 15367.89 格力电器2,780,014,311 15.51 1.84%0.45%-17.64%22 15 40951.08 青岛海尔897,741,220 22.80 -1.17%-1.13%-6.76%40 27 9763.48 零售农 产 品649,249,659 18.12 1.80%-0.88%31.36%262 163 16257.96 合肥百货478,670,872 18.80 0.21%-0.95%29.08%75 45 2966.66 天音控股946,838,013 17.90 -1.54%7.70%33.68%122 60 32136.04 华联股份249,193,175 7.53 2.31%2.59%-14.76%74 50 4033.38 广州友谊358,442,231 28.02 1.48%