,000425,"徐工机械","机械设备","54.41 ","70.00 ","0.76 ","2.80 ","3.60 ","4.01 ","71.59 ","19.43 ","15.11 ","13.57 ","15.54 ","3.50 ","推荐","4.00%","行业龙头,业绩改善空间和估值提升空间大,与兵器集团深度合作将成公司发展重大转机"
,600522,"中天科技","信息技术","29.73 ","35.00 ","1.04 ","1.28 ","1.44 ","1.69 ","28.59 ","23.23 ","20.65 ","17.59 ","5.76 ","5.16 ","推荐","4.00%","三季度业绩增势良好,增发在即,后续看点较多(光纤预制板,电力光纤,海缆)"
,"002008","大族激光","信息技术","17.66 ","21.00 ","0.43 ","0.53 ","0.69 ","0.93 ","41.07 ","33.32 ","25.59 ","18.99 ","3.30 ","5.35 ","推荐","4.00%","公司激光设备业务总体增长强劲,内部管理效率提高使期间费用率下降较大;具体业务方面,打标机由于消费电子产品的带动实现强势复苏,切割设备,焊接设备持续高速增长,大功率焊接设备在自主开发激光器应用达50%的情况下实现规模化增长,彻底刷开竞争对手;激光加工设备市场空间广阔,公司进口替代空间大;另外,公司是电子行业中少数的低估值质优股票,在今年业绩持续超预期的情况下,4季度的股价有较大上升空间,3个月目标价20元."
,600664,"哈药股份","医药保健","25.83 ","29.00 ","0.75 ","0.89 ","1.08 ","1.24 ","34.39 ","29.02 ","23.92 ","20.80 ","5.00 ","5.16 ","推荐","4.00%","1,虽为大型综合性国企但经营机制灵活并存在进一步业务整合与管理改善预期,产业链面宽纵长,明确受益于新医改拉动基层基础药品需求,财务健康,业绩稳定成长并显提速之势,颇具医药蓝筹股潜质. 2,根据股改承诺初步测算,11年2月之前逾26亿元资产注入后,至少增厚11~12EPS0.06元,进一步降低估值水平. 3,不考虑资产注入,预计10-12年EPS0.89,1.08,1.24元,同比增长18%,21%,15%,2011年PE24X偏低.考虑资产注入后,目标价29元(相当于2011PE25X)."
"银宝典投资组合(中长期)"
,"最后更新日期:",,"2010-11-30",,,,,,,,,,,,,"返回目录"
,"国信证券-中长期组合(3个月及以上)"
,"代码","名称","行业","股票价格","EPS",,,,"PE",,,,"BPS","PB","投资评级","推荐理由"
,,,,,"2009A","2010E","2011E","2012E","2009A","2010E","2011E","2012E"
,"002375","亚厦股份","建筑建材","90.70 ","0.84 ","1.19 ","1.73 ","2.51 ","107.98 ","76.22 ","52.43 ","36.14 ","10.94 ","8.29 ","推荐","受益于行业需求持续畅旺,今年来公司新签合同,收入,净利润等同比增速均创出新高,同时公司在地域拓展上也取得突破,初步构建了可覆盖全国的"大区域公司+区域工程,营销网络管理公司+专业营销网点"相结合的可复制的层级递进式三级营销体系.我们看好公司在业务版图上的扩张前景及其增长爆发力."
,"002310","东方园林","农林牧渔","112.40 ","1.11 ","1.29 ","2.69 ","4.23 ","101.26 ","86.80 ","41.78 ","26.57 ","8.05 ","13.96 ","推荐","高速成长的一体化园林建设龙头,借市政园林建设东风业绩增速3年内有望保持高速,2010年后业绩增长有望来自园林养护,生态湿地建设等业务,发展空间广阔,市场占有率有望持续提升."
,"002431","棕榈园林","建筑建材","89.35 ","0.65 ","1.28 ","2.18 ","3.64 ","137.46 ","69.80 ","40.99 ","24.55 ","8.29 ","10.78 ","推荐","26年耕耘铸就霸主地位,全面出击再谱高速成长新章,10~12年净利润复合增速69%,我们看好公司长期发展前景.地产园林业务的份额提升,新客户开拓,市政园林业务的规模化进军,以及设计业务的大体量方向过渡等三条主线将支撑公司业绩的持续提升."

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