论坛 › 〖学习中心〗 › 没有最高，只有更高（趋势的力量）

壹股 发表于 2009-11-30 22:32

#*d1*#

liu1972 发表于 2009-12-1 08:56

化工行业09四季度策略
随着投资者对经济复苏预期的谨慎,我们预计未来市场将进入以业绩定价的时代。但我们认为化工行业整体复苏趋势并未改变,我们建议投资者配置基本面明确好转和即将好转的子行业,维持化工业增持评级。
支撑评级的要点：海外市场生活必须品需求恢复使得部分上游化工品需求有所好转。未来2-3 个月,纺织品原料类 (氨纶、粘胶、染料等)和异氰酸酯类 (TDI、MDI)产品下游进入旺季,这些产品价格将处于上升通道。
结合供给、需求面分析,我们认为氨纶、TDI、粘胶和MDI 等行业供需较为平衡。与历史价格和毛利率比较,我们认为TDI、氨纶行业产品均价和毛利率在2010 年仍有上升空间,景气度最高。其次是粘胶、MDI、PVC 行业。而其它化工品由于产能过剩,需求恢复较慢,我们预计景气度未来2-3 个月难有提升,2010 年恢复进度则取决于地产和出口需求拉动的程度。
风险：如果房地产新开工面积波动较大,对上游象 PVC、纯碱等化工品需求拉动不确定性增大。
估值和首选买入品种：结合估值因素,未来2-3 个月化工行业我们首选股票是沧州大化、浙江龙盛、山东海龙和烟台万华,同时建议投资者关注华峰氨纶等氨纶类公司的投资机会。另外,防御型股票我们仍然选择扬农化工、上海家化,维持其买入评级。

愚睿 发表于 2009-12-1 09:15

早上好帅帅！#*22*# #*)*#

淡泊赚了就跑 发表于 2009-12-1 09:21

#*22*# #*22*# 早哦···

fbl125-2008 发表于 2009-12-1 09:27

大家好！

liu1972 发表于 2009-12-1 15:14

2009-12-1代码名称板块最新涨幅1'002039'黔源电力电力19.860.20%2'000426'富龙热电电力15.096.64%3'002276'万马电缆电力设备31.616.79%4'002121'科陆电子电力设备 仪电仪表21.767.40%5'600388'龙净环保电力设备 仪电仪表34.571.86%6'600112'长征电气电力设备 仪电仪表17.840.85%7'002298'鑫龙电器电力设备 仪电仪表223.87%8'300004'南风股份电器44.883.43%9'002241'歌尔声学电子信息26.120.19%10'002288'超华科技电子信息26.950.97%11'000918'嘉凯城
房地产19.870.46%12'600724'宁波富达房地产11.042.22%13'600079'人福科技房地产 医药14.754.09%14'002154'报 喜 鸟纺织服装22.63.06%15'002293'罗莱家纺纺织服装44.184.57%16'002015'霞客环保纺织服装13.470.52%17'000045'深纺织Ａ纺织服装12.654.37%18'002081'金 螳 螂工程建筑27.7910.02%19'600546'中油化建工程建筑37.677.97%20'000826'合加资源供水供气15.763.01%21'002096'南岭民爆化工化纤28.342.31%22'002250'联化科技化工化纤34.91.66%23'600844'丹化科技化工化纤32.171.97%24'002206'海 利 得化工化纤39.66.54%25'002054'德美化工化工化纤22.331.13%26'002254'烟台氨纶化工化纤35.24.98%27'002226'江南化工化工化纤40.554.48%28'002263'大 东 南化工化纤8.944.81%29'300021'大禹节水机械38.733.75%30'002265'西仪股份机械10.392.67%31'002282'博深工具机械17.23.24%32'002248'华东数控机械41.410.36%33'002255'海陆重工机械47.653.68%34'002236'大华股份计算机67.110.00%35'600570'恒生电子计算机19.848.53%36'002280'新世纪
计算机43.945.88%37'002073'青岛软控计算机22.41.45%38'002104'恒宝股份计算机18.467.33%39'002268'卫 士 通计算机40.399.99%40'600588'用友软件计算机25.78.12%41'002063'远光软件计算机21.991.15%42'002271'东方雨虹建材42.34.19%43'600146'大元股份建材20.053.56%44'600720'祁连山建材17.115.88%45'002259'升达林业建材10.16.88%46'600425'青松建化建材18.577.40%47'002082'栋梁新材建材14.538.43%48'000877'天山股份建材226.38%49'002247'帝龙新材建材322.56%50'600880'博瑞传播教育传媒27.110.63%51'601699'潞安环能煤炭石油55.050.09%52'000596'古井贡酒酿酒食品34.40.82%53'600199'金种子酒酿酒食品14.559.98%54'002304'洋河股份酿酒食品115.190.08%55'600359'新农开发农林牧渔21.674.58%56'002066'瑞泰科技其他行业18.2110.03%57'002130'沃尔核材其他行业20.61.18%58'002290'禾盛新材其他行业48.64.31%59'600316'洪都航空汽车类38.880.13%60'002283'天润曲轴汽车类23.261.48%61'000868'安凯客车汽车类12.33.97%62'300022'吉峰农机商业连锁80.110.00%63'600785'新华百货商业连锁29.94.95%64'600729'重庆百货商业连锁40.966.03%65'000417'合肥百货商业连锁14.584.67%66'002309'中利科技通信714.12%67'002296'辉煌科技通信571.42%68'002017'东信和平通信19.82.59%69'600522'中天科技通信25.633.10%70'300025'华星创业通信50.113.83%71'002281'光迅科技通信37.14.57%72'000999'三九医药医药226.80%73'000538'云南白药医药54.163.00%74'600276'恒瑞医药医药50.93.46%75'002262'恩华药业医药20.311.10%76'000788'西南合成医药16.327.37%77'002223'鱼跃医疗医药35.35.82%78'600521'华海药业医药24.171.05%79'600056'中国医药医药30.145.72%80'600993'马应龙医药39.040.13%81'000028'一致药业医药29.050.10%82'002038'双鹭药业医药48.762.01%83'002295'精艺股份有色金属23.740.64%

liu1972 发表于 2009-12-1 15:17

板块名称
选中股票数比例占市值占流通盘平均涨幅计算机115719.30%18.79%17.74%3.59%造纸印刷53315.15%16.41%26.17%4.53%建材97212.50%8.79%9.58%3.54%酿酒食品65311.32%4.01%9.60%3.44%电器4419.76%5.72%8.77%2.99%电子信息7828.54%5.56%5.28%2.60%供水供气2248.33%2.42%2.23%3.13%钢铁3378.11%33.04%30.98%3.77%汽车类7997.07%3.97%4.51%3.09%化工化纤81226.56%8.60%8.66%2.91%工程建筑3466.52%3.32%1.54%2.24%其他行业3476.38%6.77%6.27%2.90%纺织服装4666.06%3.44%3.26%3.26%农林牧渔4666.06%5.38%6.00%2.73%电力设备3535.66%2.46%2.07%2.67%医药71355.19%5.11%5.41%2.33%交通设施2405.00%7.23%5.90%2.33%通信2504.00%2.13%2.32%2.84%机械3813.70%1.56%2.72%2.42%房地产51413.55%2.02%2.42%2.36%电力2573.51%2.04%1.61%2.11%仪电仪表2583.45%1.89%1.73%2.70%商业连锁2593.39%1.54%1.54%3.09%运输物流1402.50%0.13%0.07%2.47%煤炭石油1422.38%0.09%0.20%1.86%有色金属1551.82%12.00%20.75%1.73%


涨幅前100所属板块

dieterliu 发表于 2009-12-1 19:51

#*)*# #*)*#

fbl125-2008 发表于 2009-12-2 12:32

#bb# #bb# #bb#

tree_yi 发表于 2009-12-2 12:41

中午好~~~

liu1972 发表于 2009-12-2 15:17

http://img.xgo.com.cn/250/249643.jpghttp://img.xgo.com.cn/250_520x780/249141.jpghttp://img.xgo.com.cn/180_520x780/179863.jpg

liu1972 发表于 2009-12-2 15:23

2009-12-2代码名称板块最新涨幅1'002039'黔源电力电力20.211.76%2'002121'科陆电子电力设备 仪电仪表21.90.64%3'300001'特锐德
电力设备 仪电仪表48.172.53%4'300014'亿纬锂能电器44.692.38%5'600577'精达股份电器9.189.55%6'300004'南风股份电器46.212.96%7'002005'德豪润达电器15.254.45%8'002241'歌尔声学电子信息26.872.87%9'002288'超华科技电子信息27.281.22%10'002016'世荣兆业房地产14.43.45%11'600657'信达地产房地产13.239.98%12'002208'合肥城建房地产23.439.90%13'000918'嘉凯城
房地产20.754.43%14'000965'天保基建房地产17.91.65%15'600724'宁波富达房地产11.070.27%16'000540'中天城投房地产21.464.94%17'000961'中南建设房地产23.313.88%18'600225'ST松江房地产13.754.72%19'600622'嘉宝集团房地产15.545.50%20'600079'人福科技房地产 医药15.827.25%21'600252'中恒集团房地产 医药28.444.37%22'002291'星期六
纺织服装25.794.29%23'600273'华芳纺织纺织服装13.3110.00%24'002154'报 喜 鸟纺织服装22.680.35%25'600326'西藏天路工程建筑16.187.29%26'002081'金 螳 螂工程建筑28.21.48%27'600546'中油化建工程建筑37.780.29%28'600239'云南城投工程建筑30.939.99%29'002307'北新路桥工程建筑28.959.99%30'002206'海 利 得化工化纤39.990.98%31'002096'南岭民爆化工化纤28.480.49%32'002226'江南化工化工化纤41.512.37%33'600352'浙江龙盛化工化纤11.412.70%34'002250'联化科技化工化纤36.263.90%35'002263'大 东 南化工化纤8.990.56%36'600315'上海家化化工化纤30.861.92%37'002254'烟台氨纶化工化纤36.283.07%38'002068'黑猫股份化工化纤 其他行业18.723.14%39'002248'华东数控机械43.96.01%40'300024'机器人
机械79.393.37%41'002255'海陆重工机械51.68.29%42'600582'天地科技机械34.110.00%43'002282'博深工具机械17.451.45%44'300021'大禹节水机械42.69.99%45'002236'大华股份计算机681.34%46'300017'网宿科技计算机46.62.28%47'600850'华东电脑计算机14.145.44%48'600588'用友软件计算机26.292.30%49'300002'神州泰岳计算机135.9510.00%50'002063'远光软件计算机22.391.82%51'002082'栋梁新材建材14.691.10%52'002108'沧州明珠建材30.312.75%53'002271'东方雨虹建材45.567.71%54'600425'青松建化建材18.720.81%55'600720'祁连山建材17.140.18%56'000877'天山股份建材22.20.91%57'002247'帝龙新材建材33.153.59%58'002259'升达林业建材10.170.69%59'600805'悦达投资交通设施 汽车类11.448.44%60'002301'齐心文具教育传媒37.999.99%61'002238'天威视讯教育传媒18.812.96%62'300005'探路者
旅游酒店50.71.87%63'600157'鲁润股份煤炭石油17.0210.02%64'601699'潞安环能煤炭石油55.390.62%65'600199'金种子酒酿酒食品14.882.27%66'002304'洋河股份酿酒食品116.81.40%67'600359'新农开发农林牧渔21.80.60%68'600543'莫高股份农林牧渔14.422.63%69'002290'禾盛新材其他行业48.90.62%70'002066'瑞泰科技其他行业18.773.08%71'600366'宁波韵升其他行业16.334.01%72'300008'上海佳豪其他行业595.70%73'600418'江淮汽车汽车类11.775.00%74'000868'安凯客车汽车类13.5310.00%75'600565'迪马股份汽车类7.596.75%76'600893'航空动力汽车类27.72.10%77'002283'天润曲轴汽车类23.912.79%78'300022'吉峰农机商业连锁88.1110.00%79'600729'重庆百货商业连锁41.51.32%80'600785'新华百货商业连锁29.980.27%81'002296'辉煌科技通信57.81.40%82'002309'中利科技通信71.250.35%83'002281'光迅科技通信37.160.16%84'300025'华星创业通信52.34.37%85'600522'中天科技通信25.690.23%86'600056'中国医药医药30.51.19%87'002262'恩华药业医药21.083.79%88'300015'爱尔眼科医药57.142.83%89'000538'云南白药医药54.220.11%90'600993'马应龙医药39.521.23%91'000999'三九医药医药22.040.18%92'300007'汉威电子仪电仪表50.282.26%93'002295'精艺股份有色金属24.352.57%94'600547'山东黄金有色金属91.888.17%95'300013'新宁物流运输物流34.185.62%

liu1972 发表于 2009-12-2 15:29

创业板有一半股票创新高了

liu1972 发表于 2009-12-3 15:31

2009-12-3代码名称板块最新涨幅1'300013'新宁物流运输物流37.610.01%2'002295'精艺股份有色金属24.81.85%3'300007'汉威电子仪电仪表52.324.06%4'300015'爱尔眼科医药59.64.31%5'002223'鱼跃医疗医药36.453.35%6'300016'北陆药业医药43.1210.00%7'000538'云南白药医药54.410.35%8'300026'红日药业医药111.339.68%9'600993'马应龙医药39.981.16%10'300006'莱美药业医药39.6710.01%11'600056'中国医药医药31.342.75%12'300009'安科生物医药52.26.97%13'002262'恩华药业医药21.692.89%14'000999'三九医药医药22.351.41%15'002309'中利科技通信72.461.70%16'600498'烽火通信通信23.9310.02%17'002281'光迅科技通信37.942.10%18'600522'中天科技通信25.961.05%19'300025'华星创业通信54.013.27%20'002017'东信和平通信20.12.55%21'002296'辉煌科技通信58.210.71%22'002264'新 华 都商业连锁34.015.69%23'300022'吉峰农机商业连锁89.882.01%24'600565'迪马股份汽车类7.691.32%25'600213'亚星客车汽车类9.578.38%26'000868'安凯客车汽车类14.718.72%27'600893'航空动力汽车类27.790.32%28'002284'亚太股份汽车类45.35.08%29'600418'江淮汽车汽车类12.112.89%30'002290'禾盛新材其他行业50.683.64%31'002066'瑞泰科技其他行业20.157.35%32'300012'华测检测其他行业50.410.00%33'002130'沃尔核材其他行业20.751.97%34'300008'上海佳豪其他行业60.953.31%35'002041'登海种业农林牧渔36.0810.00%36'600543'莫高股份农林牧渔14.71.94%37'002286'保龄宝
农林牧渔37.783.22%38'600097'开创国际农林牧渔20.994.85%39'002311'海大集团农林牧渔43.326.99%40'002310'东方园林农林牧渔125.052.50%41'600359'新农开发农林牧渔23.9810.00%42'600354'敦煌种业农林牧渔20.699.99%43'600537'海通集团酿酒食品20.030.20%44'002304'洋河股份酿酒食品117.90.94%45'600199'金种子酒酿酒食品15.192.08%46'601699'潞安环能煤炭石油55.550.29%47'600157'鲁润股份煤炭石油18.096.29%48'601888'中国国旅旅游酒店21.42.93%49'300005'探路者
旅游酒店53.154.83%50'600576'万好万家旅游酒店19.413.58%51'002238'天威视讯教育传媒18.830.11%52'002271'东方雨虹建材45.90.75%53'600425'青松建化建材19.996.78%54'002247'帝龙新材建材33.330.54%55'002080'中材科技建材40.6710.01%56'600146'大元股份建材20.110.65%57'002108'沧州明珠建材31.453.76%58'002253'川大智胜计算机36.681.35%59'600850'华东电脑计算机14.482.40%60'300010'立思辰
计算机44.35.85%61'002280'新世纪
计算机45.54.57%62'300017'网宿科技计算机48.94.94%63'002063'远光软件计算机23.645.58%64'002236'大华股份计算机68.30.44%65'002073'青岛软控计算机22.420.27%66'002308'威创股份计算机37.485.10%67'002248'华东数控机械44.731.89%68'002282'博深工具机械17.50.29%69'300021'大禹节水机械46.8610.00%70'002255'海陆重工机械54.235.10%71'300024'机器人
机械83.95.68%72'002068'黑猫股份化工化纤 其他行业19.966.62%73'002226'江南化工化工化纤421.18%74'002206'海 利 得化工化纤40.92.28%75'002054'德美化工化工化纤22.421.08%76'002254'烟台氨纶化工化纤37.543.47%77'000861'海印股份化工化纤13.722.85%78'600352'浙江龙盛化工化纤11.490.70%79'002217'联合化工化工化纤17.581.62%80'002250'联化科技化工化纤36.340.22%81'600315'上海家化化工化纤310.45%82'300019'硅宝科技化工化纤53.493.60%83'000826'合加资源供水供气15.892.52%84'600546'中油化建工程建筑38.211.14%85'600326'西藏天路工程建筑16.250.43%86'002307'北新路桥工程建筑31.48.46%87'600273'华芳纺织纺织服装14.488.79%88'000045'深纺织Ａ纺织服装13.9210.04%89'002293'罗莱家纺纺织服装45.192.43%90'002291'星期六
纺织服装26.623.22%91'600079'人福科技房地产 医药16.051.45%92'600657'信达地产房地产13.653.17%93'000961'中南建设房地产24.394.63%94'000540'中天城投房地产21.881.96%95'600622'嘉宝集团房地产15.570.19%96'300011'鼎汉技术电子信息81.284.21%97'300020'银江股份电子信息50.546.92%98'002289'宇顺电子电子信息33.24.83%99'002288'超华科技电子信息27.611.21%100'300014'亿纬锂能电器47.35.84%101'600261'浙江阳光电器18.015.32%102'300004'南风股份电器48.284.48%103'600060'海信电器电器23.640.94%104'600340'*ST国祥电器14.563.93%105'600089'特变电工电力设备 仪电仪表25.722.35%106'002298'鑫龙电器电力设备 仪电仪表23.356.23%107'600388'龙净环保电力设备 仪电仪表35.544.04%108'300018'中元华电电力设备 仪电仪表58.857.16%109'300001'特锐德
电力设备 仪电仪表50.164.13%110'600590'泰豪科技电力设备 仪电仪表15.22.56%111'002028'思源电气电力设备 仪电仪表28.141.63%112'002276'万马电缆电力设备32.23.11%113'000426'富龙热电电力15.120.67%114'002312'N三泰
66130.77%115'002314'N雅致
31.9790.07%116'002313'N日海
53.3114.92%上次创新高股票过百是什么时候了，

cqhyhth 发表于 2009-12-3 16:18

#*19*# #*19*#

fbl125-2008 发表于 2009-12-3 21:30

#*)*# #*)*# #*)*#

dieterliu 发表于 2009-12-3 23:15

市场疯狂，自己要保持冷静，以静制动！#*29*#

cnhxb 发表于 2009-12-3 23:57

不太了解，蹭一下了

愚睿 发表于 2009-12-4 09:17

回复 #2731 liu1972 的帖子

美女哪里有？网络问帅帅！#*29*#

liu1972 发表于 2009-12-4 15:19

昨天新高股票过百，说明指数要调整，没想到是大象起舞，虽然指数大涨，但新高股票大幅减少

2009-12-4代码名称行业最新涨幅1'600293'三峡新材其他制造11.143.63%2'002017'东信和平其他制造21.67.46%3'002104'恒宝股份其他制造192.98%4'600582'天地科技机械仪表34.20.83%5'002255'海陆重工机械仪表55.883.04%6'002265'西仪股份机械仪表10.643.80%7'300021'大禹节水机械仪表49.65.85%8'600353'旭光股份电子12.9410.03%9'600551'时代出版电子19.953.96%10'002243'通产丽星石油化工13.33.91%11'000045'深纺织Ａ纺织服装14.151.65%12'002311'海大集团食品饮料45.855.84%13'300012'华测检测社会服务52.64.37%14'002231'奥维通信信息技术18.45.57%15'300028'金亚科技信息技术35.311.64%16'300013'新宁物流交通仓储38.552.53%17'600123'兰花科创采掘业44.460.29%18'601699'潞安环能采掘业56.621.93%19'000983'西山煤电采掘业42.812.15%20'600359'新农开发农牧业25.034.38%

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