论文部分内容阅读
沪深300成份股07年盈利预测增长率为25.18%,06年预测增长率为30.91%,较上月数值调高1.33%。07年预测盈利增长率较高的行业是航天与国防、半导体和媒体,分别为91%、80%和75%。07年增长率较06年增长率上升幅度最大的行业是建筑材料、家庭耐用消费品和半导体,分别上升56%、51%和42%(绝对值)。9个产业中,近3个月的调整比率大于1的有7个;近1个月的调整比率大于1的有6个产业。与1个月前的数值相比,能源和信息技术等产业调高幅度较大;而公用事业和金融调低幅度较大。工业生产、信息技术、原材料和酌情消费品等产业的盈利预测调整比率近几个月来维持上升势头。
The Shanghai and Shenzhen 300 constituent stocks have a 2007 profit forecast growth rate of 25.18%. The forecast growth rate for 2006 is 30.91%, up 1.33% from the previous month’s figure. In 2007, the industries with higher profit growth forecasts are aerospace and defense, semiconductors and media with 91%, 80% and 75% respectively. Growth in 2007 The largest increase over 2006 was in construction materials, household durable consumer goods and semiconductors, up 56%, 51% and 42% (absolute) respectively. Of the 9 industries, there were 7 adjustment ratios of more than 1 in the past three months and 6 industries of which the adjustment ratio was greater than 1 in the recent 1 month. Compared with the value one month ago, industries such as energy and information technology were greatly increased while public utilities and finance were greatly reduced. Adjusted earnings forecasts for industries such as industrial production, information technology, raw materials and discretionary consumer goods have maintained their upward trend in recent months.