隨著年底(di)日(ri)益臨(lin)近,上(shang)市公司業績預告漸次(ci)披露。證券時(shi)報·數據寶統計,目前(qian)已有逾(yu)千(qian)家(jia)上(shang)市公司披露年度(du)業績預告,其中182家(jia)業績有望翻(fan)倍。
已發布業績預告公司中
逾九成盈利
從凈(jing)利(li)(li)潤預(yu)計(ji)中值(zhi)來看,逾九成上(shang)市公(gong)(gong)司(si)今年預(yu)計(ji)實(shi)現盈利(li)(li),預(yu)計(ji)盈利(li)(li)在0至0.5億元(yuan)、0.5億元(yuan)至1億元(yuan)、1億元(yuan)至10億元(yuan)以及10億元(yuan)至100億元(yuan)之間的上(shang)市公(gong)(gong)司(si)分(fen)別有(you)187家(jia)(jia)(jia)、173家(jia)(jia)(jia)、569家(jia)(jia)(jia)和78家(jia)(jia)(jia),另有(you)5家(jia)(jia)(jia)上(shang)市公(gong)(gong)司(si)預(yu)計(ji)盈利(li)(li)在100億元(yuan)以上(shang),分(fen)別是中國神(shen)華、大秦鐵路、海螺水泥(ni)、寶鋼股份(fen)、招商蛇口(kou)。
在已公(gong)布年(nian)(nian)(nian)度(du)年(nian)(nian)(nian)度(du)業績(ji)預(yu)告的上市(shi)公(gong)司中,中國神(shen)華預(yu)計(ji)盈利(li)排名第一。鑒于(yu)2016年(nian)(nian)(nian)市(shi)場煤價前低后高等(deng)因(yin)素影響,公(gong)司預(yu)計(ji)2017年(nian)(nian)(nian)凈利(li)潤同比增幅將(jiang)達到或超過80%。中國神(shen)華去年(nian)(nian)(nian)實現盈利(li)227.12億(yi)元,照此推算,今年(nian)(nian)(nian)有望實現盈利(li)408.82億(yi)元。
大秦鐵路預計盈(ying)利排名第二。受運量增(zeng)長(chang)、運價恢(hui)復至基(ji)準價,以及上年(nian)(nian)(nian)同(tong)(tong)期同(tong)(tong)比基(ji)數(shu)較低等(deng)因(yin)素共同(tong)(tong)影響,預計今(jin)年(nian)(nian)(nian)凈(jing)利潤同(tong)(tong)比增(zeng)長(chang)105%左右。大秦鐵路去年(nian)(nian)(nian)實(shi)現盈(ying)利71.68億元,照(zhao)此推算,今(jin)年(nian)(nian)(nian)有望實(shi)現盈(ying)利146.95億元。
業績翻倍股扎堆五行業
從(cong)凈利(li)潤預計增(zeng)幅中(zhong)值(zhi)來看,逾七成上(shang)市公(gong)司(si)今年(nian)凈利(li)潤同比有(you)望增(zeng)長,其(qi)中(zhong)182家上(shang)市公(gong)司(si)凈利(li)潤有(you)望翻倍。數據顯(xian)示,這182家上(shang)市公(gong)司(si)主要分(fen)布在化工(gong)、機械設(she)備、電(dian)子、電(dian)氣(qi)設(she)備、有(you)色金屬(shu)五個行(xing)業,合計占(zhan)比過半。其(qi)中(zhong),化工(gong)行(xing)業上(shang)市公(gong)司(si)最多(duo),有(you)32家;其(qi)次是機械設(she)備行(xing)業,有(you)29家。
具體到上(shang)市公(gong)司,6家上(shang)市公(gong)司年報凈(jing)利(li)潤(run)預計(ji)增幅在10倍以上(shang),分別是貝瑞(rui)(rui)基因(yin)、眾泰汽(qi)車、寧波東力、樂通股(gu)份、柘中(zhong)股(gu)份、豐(feng)華股(gu)份。貝瑞(rui)(rui)基因(yin)由于重(zhong)大資產重(zhong)組實施完畢,借殼方北京貝瑞(rui)(rui)和康生物技(ji)術有限公(gong)司財務數據合(he)并,公(gong)司預計(ji)今年凈(jing)利(li)潤(run)為(wei)2.3億元至2.6億元,同比(bi)實現扭虧為(wei)盈。
魯西化工業績股價齊漲
業績預(yu)計(ji)翻倍的上(shang)市公司(si)市場表現又如何?數據顯示,剔除今(jin)年(nian)上(shang)市的次新(xin)股,僅48家上(shang)市公司(si)年(nian)內股價實現上(shang)漲(zhang),占比不足三成。其中,4家上(shang)市公司(si)股價表現搶眼(yan),年(nian)內累(lei)計(ji)漲(zhang)幅翻倍,分別是魯西化工、贛鋒(feng)鋰(li)業、大族激光、中興通訊。
魯(lu)西化工(gong)年(nian)內累(lei)計(ji)上漲190.7%,排名(ming)第一。自2016年(nian)6月份(fen)以來(lai),該(gai)股(gu)開啟(qi)了一輪慢牛行(xing)情(qing),魯(lu)西化工(gong)今(jin)年(nian)業(ye)績大(da)幅增長(chang),無疑對其(qi)股(gu)價有助(zhu)推(tui)作用。公(gong)司(si)預計(ji)今(jin)年(nian)凈利(li)潤為15億元(yuan)至16.2億元(yuan),同比增長(chang)494%至541%。值(zhi)得(de)注意的是(shi),公(gong)司(si)三(san)(san)季(ji)報股(gu)東數(shu)據顯(xian)示,三(san)(san)季(ji)度(du)末股(gu)東人數(shu)為8.27萬戶,創(chuang)近十(shi)年(nian)來(lai)各報告期新低。
業(ye)績預計翻倍的上市公(gong)司(si)中(zhong),逾七成年內(nei)股(gu)(gu)(gu)價(jia)(jia)(jia)下(xia)(xia)跌(die)。其(qi)中(zhong),4家上市公(gong)司(si)股(gu)(gu)(gu)價(jia)(jia)(jia)腰斬,分別是*ST準油(you)、申科(ke)股(gu)(gu)(gu)份(fen)(fen)、達意隆(long)、天龍光電(dian)。*ST準油(you)今(jin)年以來累計下(xia)(xia)跌(die)60.46%,跌(die)幅最大。公(gong)司(si)近兩年業(ye)績下(xia)(xia)滑嚴重,今(jin)年凈(jing)利潤有(you)望實現(xian)(xian)扭虧為(wei)盈(ying)。申科(ke)股(gu)(gu)(gu)份(fen)(fen)年內(nei)累計下(xia)(xia)跌(die)57.35%,緊(jin)隨其(qi)后。與*ST準油(you)類(lei)似,申科(ke)股(gu)(gu)(gu)份(fen)(fen)今(jin)年有(you)望實現(xian)(xian)凈(jing)利潤500萬元至1000萬元,同比實現(xian)(xian)扭虧為(wei)盈(ying)。不過該(gai)股(gu)(gu)(gu)近期市場(chang)表現(xian)(xian)仍顯低迷,昨日盤中(zhong)股(gu)(gu)(gu)價(jia)(jia)(jia)一度創下(xia)(xia)2015年以來新低。
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