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年内再度加息 警惕高负债个股

http://www.sina.com.cn 2007年05月22日 02:16 中国证券网-上海证券报

  

1年期存贷利率走势图时隔两月央行再度加息,但仍然难挡股市强劲升势,大盘昨日再创历史新高。

  与往次加息存贷差维持不变不同,此次加息,

商业银行信贷利差1年期下降2.5%,3~5年期下降9.68%,5年期下降幅度最大,达到16.67%。加息对银行业造成直接的负面影响。随着国有商业银行改制上市的顺利推进,目前银行业上市公司在整个股市中占有举足轻重的地位,因此此次加息对股市有一定的调控意图。

  从幅度上看,加息的动作并不大,警示作用大于实际效果;本次贷款利率上调幅度只有0.18个百分点,上一次贷款利率上调为0.27个百分点。但半年时间不到,年内已经两度加息,且CPI价格今年以来一直居高,特别是资产价格走势使人担忧,继续加息的预期依然强烈。在这样的宏观背景下,投资者应该对资产负债率较高的行业和个股引起足够的警惕。(周韬)

  部分行业资产负债率情况

  板块名称资产负债率(整体法)(%)

  今年一季去年年报

  

航空运输78.0776.26

  商业贸易66.5564.58

  建筑建材63.2463.98

  家用电器62.7461.07

  信息设备61.5862.60

  房地产61.5761.11

  轻工制造60.9462.35

  农林牧渔58.8158.08

  电力57.2959.13

  交运设备57.1658.66

  机械设备56.5857.14

  有色金属55.3649.68

  黑色金属55.2154.01

  公路运输53.4054.94

  化工53.0654.06

  医药生物53.0052.93

  纺织服装51.6251.99

  电子元器件50.9151.81

  餐饮旅游47.2846.43

  信息服务45.0745.03

  食品饮料43.2041.68

  煤炭开采43.0243.97

  港口39.9841.54

  机场24.6122.18

  银行负债率较高的个股

  代码名称一季报负债情况去年全年财务指标今年一季财务指标所属行业

  (长期借款+短期借款)/资产总计(%)资产长期借款短期借款流动速动比率(倍)每股收益(元)每股经营性现金流量(元)净资产每股每股经营性现金流量(元)净资产

  负债率(%)(万元)(万元)比率(倍)收益率收益收益率

  (%)(元)(%)

  002039黔源电力73.3279.87160650.0032200.000.310.28-0.281.05-7.86-0.120.30-3.29电力、煤气及水的生产和供应业

  000966长源电力64.1081.37526066.65204600.000.540.490.171.257.020.030.051.13电力、煤气及水的生产和供应业

  600396金山股份61.8972.64249212.3035500.001.081.030.250.387.560.180.425.23电力、煤气及水的生产和供应业

  600106重庆路桥61.8866.71173600.0049600.000.820.700.291.467.630.05-0.151.36交通运输、仓储业

  002083孚日股份61.8074.7032360.00255306.350.480.170.310.9011.340.090.253.10制造业-纺织、服装、皮毛

  600744华银电力61.1571.74532156.7878000.001.130.850.150.873.960.040.371.17电力、煤气及水的生产和供应业

  000815美利纸业59.5382.23198027.0084470.000.740.350.210.894.060.080.231.46制造业-造纸、印刷

  600648外高桥59.2773.93176000.0084942.040.360.240.02-0.351.16-0.02-0.26-1.09房地产业

  600339天利高新58.9676.9284000.0087100.000.490.300.020.741.180.01-0.100.33制造业-石油、化学、塑胶、塑料

  600299星新材料58.6578.05105270.00237180.000.690.420.560.4416.450.110.023.20制造业-石油、化学、塑胶、塑料

  600886国投电力58.3872.41783318.00219520.000.550.500.511.8913.130.190.785.65电力、煤气及水的生产和供应业

  600074中达股份57.3273.4920900.00244943.260.660.450.00-0.540.21-0.05-0.39-3.51制造业-石油、化学、塑胶、塑料

  000877天山股份57.1275.53151324.7889396.370.840.550.212.068.00-0.13-0.61-5.16制造业-金属、非金属

  600768宁波富邦56.9274.202800.0034400.000.700.370.060.045.090.01-0.140.45交通运输、仓储业

  600868梅雁水电56.0870.92361321.4684300.000.650.49-0.370.12-33.670.000.020.39综合类

  600027华电国际55.5971.672101578.801023447.900.180.150.190.618.390.050.252.04电力、煤气及水的生产和供应业

  601991大唐发电55.1468.884077913.101063752.100.690.640.481.3211.940.150.543.55电力、煤气及水的生产和供应业

  600792马龙产业55.0181.1547760.000.710.40-0.39-1.05-32.57-0.240.17-23.71制造业-金属、非金属

  600812华北制药54.5378.292000.00379603.470.610.470.040.583.310.010.070.92制造业-医药、生物制品

  002067景兴纸业54.2565.3639229.1471200.001.000.700.250.668.790.09-0.192.99制造业-造纸、印刷

  600310桂东电力53.7463.6093068.0036000.000.730.690.590.9513.510.040.121.04电力、煤气及水的生产和供应业

  000043深南光A53.4076.6453849.9983329.681.470.460.50-3.4316.630.06-1.282.08综合类

  000525红太阳53.2278.208001.41172150.000.960.540.120.135.280.01-1.250.33制造业-石油、化学、塑胶、塑料

  000933神火股份53.1167.91217682.1699500.000.980.820.810.5021.670.330.069.23采掘业

  000520长航凤凰52.7666.0898114.0089000.000.690.630.120.045.880.02-0.111.46制造业-石油、化学、塑胶、塑料

  600141兴发集团52.2570.00104387.0045500.000.950.840.261.527.430.03-0.020.74制造业-石油、化学、塑胶、塑料

  600969郴电国际52.1764.8486319.0326100.001.351.29-0.290.50-10.560.050.051.90电力、煤气及水的生产和供应业

  600798宁波海运52.0965.03208300.0040345.000.590.550.310.4714.720.080.093.56交通运输、仓储业

  600354敦煌种业52.0061.142380.1080700.991.100.520.070.772.26-0.03-0.57-0.99农、林、牧、渔业

  600067冠城大通51.9880.9972996.18155952.001.310.400.31-1.5318.130.06-0.583.35制造业-机械、设备、仪表

  600373鑫新股份51.8470.0610600.0040083.001.000.540.080.393.49-0.020.12-1.03制造业-金属、非金属

  600863内蒙华电51.7371.18894654.00214100.000.510.420.110.794.890.030.151.25电力、煤气及水的生产和供应业

  600591上海航空51.4383.04245713.50345471.190.370.340.010.940.41-0.070.10-5.07交通运输、仓储业

  600216浙江医药51.0569.1912479.00119780.000.790.540.140.387.860.010.010.37制造业-医药、生物制品

  000960锡业股份50.5060.5215250.00228604.670.850.440.40-0.2712.040.23-0.256.63制造业-金属、非金属

  000753漳州发展50.1759.1858651.303897.492.051.900.040.792.250.02-0.061.23交通运输、仓储业

  600078澄星股份49.6466.2536350.00141700.000.770.450.170.145.850.020.021.34制造业-石油、化学、塑胶、塑料

  600279重庆港九49.5455.7574800.0018800.001.691.660.150.174.430.060.091.62交通运输、仓储业

  000683天然碱49.3068.3952497.0078763.470.380.270.360.4135.660.030.072.77制造业-石油、化学、塑胶、塑料

  600301南化股份49.1360.4519429.0060766.000.440.280.290.868.350.01-0.110.30制造业-石油、化学、塑胶、塑料

  000789江西水泥49.1266.3253498.0052975.000.400.200.040.152.130.010.040.83制造业-金属、非金属

  000679大连友谊48.9068.7663748.4265000.001.741.020.12-2.164.840.03-0.221.15批发和零售贸易

  600295鄂尔多斯48.7260.34195350.00429900.001.000.430.200.336.200.060.002.06制造业-纺织、服装、皮毛

  600660福耀玻璃48.6362.94280400.00114008.850.970.430.611.1721.500.160.355.33制造业-金属、非金属

  600962国投中鲁48.5360.30200.0076600.001.060.350.25-0.938.050.040.611.26农、林、牧、渔业

  600176中国玻纤48.5166.18128986.35172100.000.630.530.320.7616.160.06-0.032.46制造业-石油、化学、塑胶、塑料

  600708海博股份48.4760.2010200.00118341.990.510.400.421.0117.120.060.052.69综合类

  600357承德钒钛48.4369.03124880.00401040.000.540.370.370.0611.500.06-0.101.79制造业-金属、非金属

  600262北方股份48.4066.9013743.8986870.131.200.590.110.122.950.01-0.470.37制造业-机械、设备、仪表

  600401江苏申龙48.1867.807699.4257973.790.410.34-0.010.06-0.47-0.020.05-1.09制造业-石油、化学、塑胶、塑料

  资产负债率较低的个股

  代码名称今年一季财务指标

  资产负债率(%)每股收益(元)每股经营性现金流量(元)净资产收益率(%)

  000916华北高速2.120.060.062.15

  000685公用科技3.260.020.041.11

  000637S茂实华4.400.02-0.141.50

  600897厦门空港4.520.130.133.25

  000975S科学城4.530.000.000.21

  000088盐田港6.200.120.064.43

  600575芜湖港6.250.080.041.88

  002038双鹭药业6.320.260.064.85

  600640中卫国脉7.850.09-0.053.07

  600975新五丰7.930.02-0.020.47

  600985雷鸣科化8.060.04-0.011.12

  002040南京港8.310.020.050.82

  600563法拉电子8.570.120.143.42

  000554泰山石油8.760.040.132.22

  600403欣网视讯8.860.000.070.02

  000089深圳机场8.880.080.073.50

  002093国脉科技9.000.190.023.96

  002095网盛科技9.020.140.062.59

  600239S红河9.080.01-0.620.38

  002063远光软件9.140.07-0.152.33

  000602金马集团9.170.07-0.013.12

  600149华夏建通9.750.00-0.350.23

  000541佛山照明9.830.350.024.90

  600754锦江股份9.910.090.012.67

  000798中水渔业9.93-0.010.10-0.35

  000686S锦六陆9.960.010.090.34

  002036宜科科技10.410.05-0.031.58

  600171上海贝岭10.530.01-0.010.37

  600649原水股份10.860.060.111.70

  600135S乐凯10.880.01-0.150.36

  002046轴研科技10.890.09-0.282.33

  601006大秦铁路11.620.120.124.40

  002023海特高新11.850.060.001.48

  600831广电网络12.230.020.010.38

  000875吉电股份12.560.040.161.16

  600355精伦电子13.20-0.01-0.20-0.42

  002089新海宜13.280.02-0.120.55

  600436片仔癀13.480.200.134.38

  600197伊力特13.710.07-0.063.53

  600588用友软件14.050.22-0.203.72

  600099林海股份14.060.010.141.26

  002025航天电器14.070.17-0.124.58

  000534汕电力A14.270.130.105.97

  000682东方电子14.280.00-0.020.15

  002026山东威达14.470.03-0.050.87

  600871S仪化14.750.000.070.06

  000096广聚能源14.850.01-0.210.53

  600420现代制药14.950.09-0.034.77

  002069獐子岛14.980.37-0.664.02

  600834申通地铁15.110.070.063.61

  601007金陵饭店15.160.030.031.20

  002076雪莱特15.520.070.042.32

    新浪声明:本版文章内容纯属作者个人观点,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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