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1、海海通通证证券券盈盈利利预预测测与与投投资资评评级级周周报报2010/10/81.本本期期盈盈利利预预测测与与投投资资评评级级汇汇总总2.本本期期盈盈利利预预测测调调整整的的公公司司3.本本期期评评级级调调整整的的公公司司4.本本期期重重点点公公司司增增减减5.上上期期盈盈利利预预测测与与投投资资评评级级汇汇总总6.一一周周发发表表研研究究报报告告7.免免责责条条款款贺贺振振华华机机构构客客户户部部经经理理 核核心心销销售售经经理理（021）高高溱溱高高级级销销售售经经理理（021）孙孙俊俊高高级级销销售售经经理理（021）胡胡雪雪梅梅高高级级销销售售经经理理（021）季季唯唯佳佳销销售售经经
2、理理（021）黄黄毓毓销销售售经经理理（021）毛毛艺艺龙龙销销售售经经理理（021）申申林林英英销销售售经经理理（021）殷殷怡怡琦琦销销售售经经理理（021）目目录录本本期期盈盈利利预预测测与与投投资资评评级级汇汇总总2010/10/8研研究究员员行行业业代代码码简简称称总总股股本本（万万股股）流流通通A股股（万万股股）收收盘盘价价（元元）建建议议最最新新评评级级目目标标价价（元元）EPS（元元）营营业业收收入入（万万元元）归归属属母母公公司司净净利利润润（万万元元）日日期期20092010E2011E2012E20092010E2011E2012E20092010E2011E区志航、唐爽
3、爽轻工-家具002489浙江永强180002010/10/8谨慎申购37.000.7401.1201.4401.910171933223513297273383482178092694134551邱春城电子元器件-智能控制器300131英唐智控460011902010/10/8谨慎申购32.200.5700.8101.1801.48023085325084667766589260937065405陈美风、蒋科信息技术通信设备002491通鼎光电200802010/10/8谨慎申购16.800.3100.5100.6700.840954261396831547801782518421135541
4、8060邓勇、曹小飞化工石油化工600028中国石化867025369922048.442010/10/8增持9.870.7100.7800.8100.910263927001301200陈美风、蒋科计算机300130新国都47502010-9-30谨慎申购44.480.7000.9701.3901.65013973192642694734944444061788796张浩、房青机械工业电气设备300129泰胜风能120002010-9-30谨慎申购30.100.9200.8601.0501.38050369562807726510176883071030612589王茹远、白洋通讯服务增值电
5、信业务002261拓维信息14536745536.882010-9-30增持38.400.6000.7800.9601.1403086936983445545393487191001012046龙华、何继红机械工业其他专用机械002490山东墨龙328922010-9-29-22.000.6700.6901.0201.220207555268938365198414013268322759240518路颖、汪立亭、潘鹤商业贸易百货002419天虹商场40010501044.882010/9/28中性44.830.8901.1801.6312.10180572710164101313048160
6、3919355954719665266路颖、汪立亭、潘鹤商业贸易专营零售002024苏宁电器69962152018116.482010/9/27买入18.880.4130.6030.7550.9221167609738724089928481049569554556421775528344区志航、唐爽爽纺织服装服装002485希努尔150002010/9/27建议申购26.880.5600.7100.9601.43084980106250132810164680111001429019160张浩机械工业电力设备002487大金重工120002010/9/27谨慎申购34.411.0501.08
7、01.3601.81041593664007840010000094481290616296刘彦奇钢铁普钢600010包钢股份6423642720653.372010/9/27增持4.00-0.2500.1100.150区志航、唐爽爽纺织服装纺织业002486嘉麟杰156002010/9/27谨慎申购10.150.2700.2900.4200.58048932636127951510098442861228657谢盐金融证券业601377兴业证券1937002010-9-21谨慎申购9.190.5300.3600.4200.46030849623044926500298110115535782
8、0191549路颖、潘鹤、汪立亭商业贸易百货600697欧亚集团159091549630.332010-9-21买入31.080.6990.7851.0367710645836255886328601248116481邱春城电子元器件-永磁材料300127银河磁体1615741002010-9-20不申购11.500.2500.3500.4600.54024920336423868846426406257197460王茹远、白洋互联网行业电信增值300113顺网科技600068.132010-9-20买入73.800.7100.8101.2301.82083721334421084327083
9、13048747351杨红杰有色金属其他有色金属600489中金黄金1423096774642.622010-9-20买入45.000.6600.8601.1101.280114551231010525317052716229-2892121796157849江维娜、刘宇、刘杰医药与健康护理化学制药600518康美药业16943716943719.102010-9-20买入21.300.3100.4700.7100.870621153257634703695845331699979516119675路颖、汪立亭、潘鹤商业贸易百货000715中兴商业279012780515.972010-9-2
10、0买入18.000.3290.2880.6830.8842641712720293895954375289176802719060谢盐金融资本市场601788光大证券34180010930014.872010-9-20增持16.010.8300.5900.6800.74012394842456549593453768792496202796232623龙华、何继红机械工业重型机械000039中集集团26624012313015.182010-9-20买入15.000.3600.9651.2501.618125450518683543483870103098256929332862路颖、汪立亭、
11、潘鹤商业贸易贸易000061农产品768516492522.002010-9-20买入21.000.1100.7800.7500.980张浩机械工业电气设备300125易世达59002010/9/17建议申购65.800.6501.2101.8802.290391965845080582999723811711511110江孔亮、蒲世林建筑材料耐火材料002066瑞泰科技115501149616.772010/9/17增持18.300.3200.4300.6100.800493017509796646116730368349167023方维机械重型机械002483润邦股份1500028.622
12、010-9-15谨慎申购30.000.7500.8400.9101.130111152130756156480202101149601673918183邱春城电子行业电容器002484江海股份1200023.902010-9-15谨慎申购20.000.3900.5000.7400.9006148076008922441153416317793511762龙华、何继红机械工业通用机601177杭齿前进299062010-9-15-9.000.2130.3290.3850.48517951021913026035634011885231318015385邱春城信息设备电子元器件002106莱宝高科
13、428854068836.912010-9-15买入40.000.4100.8001.1501.51063627103712147271191452176673450849151江维娜、刘宇、刘杰 医药及健康护理医药及健康护理 300003乐普医疗81200820025.562010-9-15买入37.500.7200.5500.8401.2705650087600133200201600292004460067900潘洪文金融保险601628中国人寿2826470208235322.442010-9-15增持26.371.1601.0501.260龙华、何继红机械工业其他专用机械300126
14、锐奇股份63152010/9/14-28.000.5100.7901.2801.640318714754669291911084253668510767钮宇鸣、钱列飞交通运输港口601018宁波港10800003.592010-9-14-3.840.1700.1600.2000.240488900605825711475822857183600208040258903邱春城、陈子仪家用电器与器具家用电器600690青岛海尔1338528977423.802010/9/14买入27.400.8591.3701.6502.0506901645274邱春城、陈子仪家用电器与器具家用电器000418小
15、天鹅A547663481319.802010/9/14增持19.400.3500.6800.9701.28043752499250011881251377100222184312161506江维娜、刘宇、刘杰医药与健康护理中药000650仁和药业420173193720.302010-9-14买入21.700.6800.5000.6200.760方维机械工业其他专用机械300123太阳鸟649435.282010-9-13建议申购34.220.3200.5300.8601.19018169254894053058300280346397438邱春城电子元器件-光电显示薄膜器件300128锦富新
16、材1000025002010-9-13-36.000.5200.8001.3402.04043865693071004941457175233803813426钱列飞交通运输航空货运与物流002183怡亚通556082373814.512010-9-13买入21.300.2100.3600.4700.640264901530509894614155198376901995126341赵勇食品饮料600059古越龙山634863321915.572010-9-13增持16.000.1400.2800.4000.5007410010370012960015550077001560022100房青、
17、张浩机械工业电气设备300124汇川技术8100103.412010-9-10建议申购108.900.9101.7302.4203.390303925726181850122020102611879726270江孔亮、赵健建筑建筑装饰002482广田股份1200072.672010-9-10-45.980.6301.2101.8402.3101918351551956641101194295江维娜、刘宇、刘杰医药与健康护理生物科技002007华兰生物576205761251.712010-9-10买入58.001.6901.3901.6602.13012204960847江维娜医药与健康护理生
18、物科技300122智飞生物3600040.492010-9-9-30.300.5800.7201.0101.410371557519499031132723215632875340344江维娜、刘宇、刘杰医药与健康护理生物科技002252上海莱士16000400062.302010-9-9增持60.000.8501.2601.5701.970142055164谢盐交通运输公路与铁路运输000776广发证券250705920733.942010-9-9增持34.88-0.0401.2201.4001.510116439771461862297925370-160226380066433758龙华
19、、舒灏机械专用机械300097智云股份6000120026.282010-9-9增持32.000.4800.6400.8301.07011489161542119627898285338574988邱春城信息设备电子元器件000050深天马A574243121911.202010-9-9买入14.00-0.3600.1300.3500.400219045350500488500522000-98631296930644陆凤鸣公用事业电力002479富春环保1600026.422010-9-8谨慎申购19.000.4300.5400.8300.97070330804689352198127917
20、91148017798赵勇食品食品制造002481双塔食品450042.402010-9-8建议申购50.000.7200.8001.0501.40032145366004800061400429548006300江孔亮建筑建筑装饰002375亚厦股份21100530079.002010-9-8增持76.000.6271.2901.9002.59018171346302662812585463394942732340158龙华、舒灏机械工业通用机械000530大冷股份350011580711.672010/9/7买入13.000.2200.4000.4900.59028557153400171
21、767197420-24521387017217邓勇、曹小飞化工基础化工材料与制品300121阳谷华泰450026.092010-9-6谨慎申购19.000.4600.6000.7801.020赵晨曦汽车与零配件汽车600066宇通客车519894281421.212010/9/6买入32.551.0801.7302.17029395024269陈美风信息服务信息科技服务600410华胜天成507125071215.332010-9-6买入15.600.3700.4200.5200.6807244145815853755363351225802110126272龙华、何继红机械工业通用机械00
22、2480新筑股份1050056.452010/9/3-34.000.7801.0601.3701.630102281132291171726213341108611484419187潘洪文金融保险601318中国平安73450547864055.162010/9/2买入65.251.8902.6102.990邱春城电子元器件-连接器002475立讯精密1300038.132010-8-31谨慎申购27.600.4300.6500.9201.100584708825511844016745058871128515986路颖、汪立亭、潘鹤商业贸易贸易600415小商品城1360806012626.
23、992010-8-31买入29.821.3500.7781.2021.5785663342297260190776171115131105863163551邓勇基础化工精细化学品002476宝莫股份900026.792010-8-31谨慎申购19.600.4800.4900.7300.89041946533857256984299428259068806区志航纺织与服装服装与奢侈品000982中银绒业16600860013.312010-8-31买入18.750.2000.2700.310江维娜医药与健康护理生物科技600867通化东宝5749711.752010-8-31买入14.700.1
24、300.2600.4200.640574007740010810015260074001500024100江孔亮、蒲世林建筑工程建筑601186中国铁建12337542450007.512010-8-31买入10.320.5300.7100.8601.0104749934585954550569156534365273350008807761066592江孔亮、蒲世林建筑工程建筑601390中国中铁21299904675004.342010-8-31买入6.150.3200.4100.5200.62072767644559394515499745573863336848886844311153
25、16江孔亮、蒲世林建筑工程建筑601668中国建筑300000012000003.502010-8-31买入4.550.2500.2900.3500.44011499703479369541414517466890291629438619081057417江维娜医药与健康护理生物科技300119瑞普生物7415186065.462010-8-30建议申购74.000.8301.3602.0002.8902850037600512007010062001010014900邱春城、陈子仪家用电器与器具-家用电器002473圣莱达600030.482010-8-30谨慎申购16.000.3400.4
26、100.5000.61015536237543013337204272232583974方维机械其他专用机械002430杭氧股份40100568027.532010-8-30买入33.900.7600.8801.1301.550185424320097388420519887252973515445434陈美风信息服务软件600588用友软件816177859626.492010-8-30增持24.650.3600.4900.7101.010135084297141379861487721593704027657878江孔亮、蒲世林建筑工程建筑002140东华科技278772691427.25
27、2010-8-30买入29.100.8400.6600.9701.300173334178642244158309694117011852927027赵勇食品饮料600779水井坊488552953223.842010-8-30买入30.000.6600.8001.0801.30067433191300230900238100227023900052800赵晨曦汽车与零配件汽车000951中国重汽419432742123.632010-8-30增持25.001.0202.0702.2502.6402036057290590830384233485813427908691994282潘洪文金融保
28、险601601中国太保86000025765423.152010-8-30买入29.600.9001.020陈美风信息服务软件600718东软集团1227593273018.012010-8-30买入18.000.6800.4000.5000.660416606500804614652759431640565226265900邱春城、陈子仪家用电器与器具家用电器002242九阳股份507301273017.932010-8-30增持22.501.2000.9001.090463642485649254766430550609746768583358305278区志航纺织与服装服装与奢侈品600
29、086东方金钰352281783421.532010-8-30增持13.320.0400.1800.190谢盐金融资本市场600030中信证券99457098557011.292010-8-30增持12.831.0400.4500.4900.580291085139079412963911431433162260451023488341钮宇鸣交通运输航空公司600221海南航空4125493345196.042010-8-30增持7.500.0900.3800.3800.3201554800210730024254002597700339000148000151100陈美风信息服务软件0024
30、74榕基软件777041.672010-8-27建议申购34.000.4600.7401.0701.320202682603633879436354803764111070龙华、何继红机械工业通用机械002472双环传动888038.142010-8-27谨慎申购29.000.5901.0101.2201.50052953807009293411616370121196914480王茹远信息服务互联网软件与服务002095生意宝135001336025.922010-8-27增持33.000.4600.4800.6600.880233916867237343047884965118874张浩机
31、械工业电气设备002471中超电缆1200022.282010-8-27谨慎申购15.750.3200.4500.6100.88090781121268153011205075503172459728方维机械工业重型机械600685广船国际494683372822.532010-8-27中性20.001.0401.2301.1001.020142180572366509097456158121036076054356谢盐金融资本市场600109国金证券1000244266617.692010/8/27增持15.600.5200.5600.6700.78037807154399171653186
32、931146935571367357钮宇鸣、钱列飞交通运输航空公司601111中国国航122513678456812.432010-8-27增持13.800.4200.8600.8800.83051095000719600078228008411000503000010490001079500方维汽车与零配件汽车零配件001696宗申动力1021057678911.182010-8-27增持13.000.6680.3700.4800.5904453441650539549659994166923741348819江孔亮、蒲世林 建筑工程建筑600820隧道股份733527335211.0220
33、10-8-27买入15.000.4900.6500.8300.92037939516569551821074199664829304742460975邓勇化工石油化工601857中国石油1830209840000010.472010-8-27增持12.280.5600.7200.7800.840210755002294300邱春城信息设备电子元器件002456欧菲光9600240054.542010-8-26增持52.000.5300.7301.6502.15058587100627118839696815858张浩机械工业电气设备600875东方电气2003869504433.232010-
34、8-26买入31.250.7801.1501.560242336392904845677530-6291236697321762区志航纺织与服装纺织300005探路者13400340029.032010-8-26增持24.900.6100.3900.6501.050114381882路颖、潘鹤、汪立亭商业贸易百货000501鄂武商A507255072022.232010-8-26增持19.000.4710.5700.7107731497005010916924532885535811赵晨曦汽车与零配件汽车000800一汽轿车16275014117419.012010-8-26增持18.001.
35、0001.4301.6501.95074176734528743919012458524463048232743268538邓勇化工农药与化肥000792盐湖钾肥767553907564.262010-8-25增持54.341.6601.7802.4704756715971王茹远互联网行业电信增值002467二六三900033.902010-8-25谨慎申购30.000.5900.6900.8601.090303613169937119449107614825810282龙华、舒灏机械工业其它专用设备行业601717郑煤机700001400033.142010-8-25增持34.000.900
36、1.2601.6702.16066498379731194886089849119187赵晨曦汽车与零配件汽车000550江铃汽车863215159731.002010-8-25买入30.001.2202.1302.6003.10035591615086551890297226653335910184210224401江孔亮、蒲世林建材五金制品002468艾迪西1200026.902010-8-25谨慎申购12.400.3800.4500.6200.75075367112689133536167201614371939940龙华、舒灏机械工业通用机械002158汉钟精机181731817327
37、.122010-8-25买入29.000.4700.6600.9801.32011503648359097012176422661201317825张浩机械工业电气设备600550天威保变11680011366427.152010-8-25增持27.000.5000.6500.9100.0001250697483959501310625975472106283方维汽车与零配件汽车零配件600523贵航股份288791405223.952010-8-25增持19.380.3600.3600.3900.4602053423070726304530123626391048711196邓勇基础化工农药
38、与化肥002470金正大6000019.932010-8-25谨慎申购14.080.3500.4400.4700.570415920460149547910627373212943067033132赵晨曦汽车与零配件汽车零配件000338潍柴动力833053455578.272010-8-24买入86.004.0905.9606.1806.29043839852017555617896601114589582496222514819邱春城电子元器件-精密电子零组件300115长盈精密645048.612010-8-24中性37.000.6301.1001.5101.96027603398305
39、2376695675423943612987邱春城、陈子仪家用电器与器具家用电器002032苏泊尔444041050722.922010-8-24增持21.000.7000.7200.870411569516955629410355274491954830谢盐金融金融600999招商证券3585463585521.132010-8-24增持22.931.0400.8201.0801.240738415569794724201815984364240293663387593邱春城、陈子仪家用电器与器具家用电器600983合肥三洋333001229420.272010-8-24增持23.250.3
40、500.6200.9301.370108273202173343536492564114932066330963杨红杰有色金属铝601600中国铝业135244939313011.322010-8-24增持13.00-0.3400.1600.3501073707-62447龙华、舒灏机械工业重型机械601106中国一重6538002000005.312010-8-24增持6.000.1800.2000.2500.310457607901462106492912643028442131746163305邓勇、曹小飞化工基础化工材料与制品300056三维丝5200130040.192010-8-2
41、3增持40.000.4400.6501.0301.3504360735江孔亮、蒲世林建筑工程建筑002325洪涛股份15000375034.302010-8-23增持34.100.4600.7200.9701.31013104716912723261731307569071082814587邱春城电子元器件300088长信科技12550252035.612010-8-23中性31.130.4800.6700.8501.240243994125051872711845615839410684方维机械工业航空航天与国防600893航空动力544791473136.922010-8-23增持26.6
42、70.2800.3800.4900.6505125846542948362351070036154842082426874江孔亮、蒲世林 建材建筑材料000401冀东水泥12127712117021.682010-8-23买入24.300.7301.1401.6201100251249409176925224240153104217761杨红杰有色金属铝002333罗普斯金25088627215.762010-8-23中性16.000.8500.3300.4000.480525001087001308901585429774828110044邓勇、曹小飞化工基础化工材料与制品002092中泰化
43、学769564277914.242010-8-23增持22.000.2100.2200.8401.240847843414韩振国、刘惠莹煤炭煤炭601918国投新集18503910477813.072010-8-23增持14.850.4500.7200.9908465969910090200097505134665184212钮宇鸣、钱列飞交通运输公路与铁路运输600377宁沪高速503775428567.022010-8-23买入8.150.4000.4900.5500.58013833065108171791576938541817255210282214邱春城信息设备电子元器件00223
44、6大华股份13954486276.552010-8-20中性68.900.8401.2501.5501.8603171813695618489024035755781744021645路颖、汪立亭、潘鹤商业贸易专营零售002344海宁皮城28000700055.002010-8-20中性33.200.3480.7551.4781.800101538891316066818843038302115241391江孔亮、蒲世林 建筑工程房屋装潢002081金螳螂319192842549.302010-8-20增持48.000.9500.9601.3701.7901089306010238106341
45、02436461153066043812江孔亮、蒲世林建筑工程建筑002469三维工程496446.322010-8-20-23.400.5600.7601.0001.24014685202062864137581368050526619张浩机械工业电气设备300118东方日升175001750048.352010-8-20建议申购44.550.6600.9901.4201.62084176169780183700210700116131737324816邱春城信息设备电子元器件002241歌尔声学36000900038.592010-8-20增持31.200.2800.6400.9801.2
46、901883023008531061541933056722289435112邓勇、曹小飞化工基础化工材料与制品300116坚瑞消防600036.452010-8-20建议申购20.000.2700.4400.6400.95010669171632811545358223934995131路颖、潘鹤、汪立亭商业贸易卖场与超市002251步步高27036825124.542010-8-20增持30.000.6110.8061.15160311735305969253-12672179331106邓勇、曹小飞化工基础化工材料与制品300019硅宝科技10200260018.422010-8-20增
47、持22.000.3500.3800.5900.8405395169623117445074353938605975韩振国、刘惠莹煤炭煤炭601666平煤股份18162818162819.522010-8-20增持22.081.0101.3801.5001.69047405625315082793258311611620617250647272442邱春城、陈子仪家用电器与器具家用器具002403爱仕达24000600016.292010-8-20中性11.300.3500.4500.6900.81015899721344325986530526883831082116557方维机械工业航空航天
48、与国防600879航天电子811046256713.742010-8-20增持14.000.2500.2400.2700.3502394280551326711394440-12521960022185江孔亮、蒲世林建筑工程建筑600528中铁二局1459201459209.162010-8-20买入11.100.4700.7200.8707750154874697569949618443105013127202张浩机械工业电气设备002334英威腾6400160054.452010-8-19增持94.401.2801.7402.5703.770998749851786231164123555
49、1114316441路颖、汪立亭、潘鹤商业贸易百货000987广州友谊358963584131.782010-8-19增持27.810.7940.9051.1121.3969016436303348260863240690233248239929路颖、潘鹤、汪立亭商业贸易卖场与超市002336人人乐400001000027.582010-8-19中性27.450.5740.7300.920108078813221192901236607路颖、潘鹤、汪立亭商业贸易百货002277友阿股份349202061425.722010-8-19中性21.300.4300.5600.710769613294
50、3241809224561944624737方维机械工业航空航天与国防600118中国卫星705083432327.152010-8-19增持22.260.5600.3500.4500.5703127324058915269332482431385邱春城信息设备半导体产品与半导体设备 600707彩虹股份736764180317.952010-8-19增持18.85(0.970)0.0700.5700.75044890133556237842279655(52266)490742350杨红杰有色金属铝600219南山铝业193415828719.972010-8-19买入12.000.4100