一季报业绩超研究员预期的上市公司

　　一季报业绩超研究员预期的上市公司

　　序号代码简称所属行业 3月内最新财务报表发布日1季度净利润/全年净利润一致预期EPS一致预期PE最新价格最新财报发布日至今涨幅同期沪深300涨幅

　　关注机构数2006A2007A报表前1日2008E统计日2008E2008E 2009E2010E2008E2009E2010E

　　1000001深发展A银行18 2008-4-2416.93%20.19%24.38% 24.37%1.712 2.2282.66615.88112.20110.19527.18-1.13%4.60%

　　2000157中联重科资本货物 16 2008-4-3014.96%15.86%21.07% 20.87%2.282 2.9373.60518.48314.36111.742.180.00%-0.28%

　　3000488晨鸣纸业原材料19 2008-4-2923.87%17.83%34.50% 31.84%0.811 0.9061.1320.95918.77415.04317 1.61%4.53%

　　4000550江铃汽车汽车与汽车零部件16 2008-4-2436.59%18.41%22.70% 22.15%1.016 1.1691.36315.78513.70811.76416.034.09%4.60%

　　5000568泸州老窖食品、饮料与烟草25 2008-4-1930.59%18.33%35.84% 35.64%1.646 2.1972.82939.72129.77223.11965.413.64%20.64%

　　6000651格力电器耐用消费品与服装18 2008-4-2317.85%12.92%25.66% 24.26%2.141 2.8763.51121.76116.20413.27446.66.66%14.31%

　　7000800一汽轿车汽车与汽车零部件15 2008-4-2830.07%15.62%37.29% 33.84%0.581 0.7110.80726.71921.8219.23215.527.18%5.87%

　　8000983西山煤电能源23 2008-4-2126.25%26.62%29.68% 26.19%1.489 1.8072.31637.98631.324.41256.5533.40%20.83%

　　9002024苏宁电器零售业16 2008-4-294.83%8.62%17.23% 16.66%1.731 2.4743.20532.25922.56917.42155.838.30%4.53%

　　10002029七匹狼耐用消费品与服装16 2008-4-2331.19%22.58%40.57% 38.05%0.524 0.7761.05440.03827.03319.90620.9818.40%14.31%

　　11600000浦发银行银行29 2008-4-2619.76%17.79%27.22% 25.27%1.77 2.2442.7316.99413.40511.0230.082.59%3.81%

　　12600016民生银行银行21 2008-4-2519.68%17.45%24.13% 23.25%0.555 0.7110.90414.37111.2318.8287.98-6.78%3.81%

　　13600026中海发展运输21 2008-4-2326.49%22.82%26.54% 25.92%1.901 2.0922.46616.51515.00412.73131.3910.65%14.31%

　　14600030中信证券综合金融 25 2008-4-283.98%10.13%20.03% 21.05%1.83 2.152.46520.01717.03514.86336.634.30%5.87%

　　15600036招商银行银行22 2008-4-2318.48%16.15%27.53% 26.97%1.597 2.0482.51920.01115.60312.68531.96-1.42%14.31%

　　16600066宇通客车资本货物 19 2008-4-2415.63%11.80%47.78% 48.07%1.009 1.0251.15720.60520.28417.97220.817.34%4.60%

　　17600089特变电工资本货物 23 2008-4-2333.75%14.02%29.61% 28.28%0.801 1.1021.65932.11823.35115.51225.7323.23%14.31%

　　18600150中国船舶资本货物 17 2008-4-2521.96%3.46%18.93% 19.23%7.644 10.67514.03716.13311.5528.785123.3212.02%3.81%

　　19600535天士力制药与生物科技16 2008-4-1913.16%11.45%15.46% 15.77%0.525 0.6540.75333.82727.16223.59817.776.83%20.64%

　　20600585海螺水泥原材料21 2008-4-2210.88%8.52%11.83% 11.58%2.354 3.0313.73227.60221.43917.41364.9819.65%19.77%

　　21600596新安股份原材料19 2008-4-2514.80%16.01%34.14% 31.41%3.582 4.0074.4119.81217.70916.08970.9612.26%3.81%

　　22600686金龙汽车资本货物 16 2008-4-2816.35%14.28%29.21% 28.35%1.204 1.3131.49719.39417.78515.60223.359.57%5.87%

　　23600754锦江股份消费者服务 19 2008-4-3022.16%21.18%25.11% 24.57%0.463 0.520.59331.77728.24424.78614.7-1.87%-0.28%

　　24600875东方电气资本货物 20 2008-4-3016.49%10.71%17.33% 18.16%2.757 3.2634.28716.26613.74410.46244.852.37%-0.28%

　　25600966博汇纸业原材料18 2008-4-1622.92%15.28%23.85% 23.07%0.71 0.8191.04521.03418.23314.29714.949.81%13.00%

　　26601111中国国航运输19 2008-4-25--10.38%15.34% 18.33%0.474 0.5950.88129.36723.39715.8213.93-2.31%3.81%

　　27601166兴业银行银行21 2008-4-25--16.40%24.74% 24.73%2.496 3.2024.03514.49611.3048.96936.19-9.43%3.81%

　　28601169北京银行银行17 2008-4-30--16.44%32.81% 31.11%0.832 1.0381.24320.04216.06613.41416.67-3.42%-0.28%

　　29601318中国平安保险22 2008-4-30--26.24%29.26% 31.92%1.998 2.3472.65130.8826.28723.2761.7-10.58%-0.28%

　　30601398工商银行银行24 2008-4-30--23.02%28.50% 27.86%0.356 0.4360.54217.4314.25811.4546.21-6.76%-0.28%

　　备注：

　　1、数据来源：上海朝阳永续一致预期

　　2、由于季报预测数据覆盖率不足，我们利用年报预期推算出季报的预测，再与实际季报数据进行比较。考虑到季节性因素对公司业绩的影响，我们利用上市公司历史报表的收入及利润构成进行考查和比较，筛选超出历史同期水平的股票，以作为超预期股票池。