基金巨资持有高价高估值股 部分股频创历史新高_顶尖财经网
  您的位置:首页 >> 基金频道 >> 基金重仓 >> 文章正文

基金巨资持有高价高估值股 部分股频创历史新高

加入日期:2014-12-25 14:55:50

  据证券时报数据部统计,最新收盘价30元以上且动态PE50倍以上的个股中,基金三季末持有95只个股期末市值超过亿元。其中信威集团(600485)以超过3万倍的动态PE位列榜单首位;旋极信息(300324)动态PE也超过万倍,此外海虹控股(000503)牧原股份(002714)等9只个股动态PE超过千倍。

  值得注意的是,动态PE有时候并不如有效反应个股的估值。比如信威集团,按照去年及前三季净利计算的市盈率均非常高企,但如果合并已收购资产净利计算,其市盈率将大幅下降。也有部分个股由于业绩结算周期因素导致的动态市盈率非常高企,比如易华录(300212)等个股。

  然而,就整体而言,个股普遍性的估值很高却是不争的事实。但即便如此,仍然不妨碍榜单中的众多个股频创历史新高。据不完全统计,信威集团、旋极信息、海虹控股等半数以上个股近期股价表现较好,且频频突破历史新高。

代码简称年报预告最新收盘价(元)动态PE(倍)基金持股数(万元)期末持股市值(万元)占流通股比(%)11月以来涨跌幅(%)
600485信威集团净利润发生重大变化48.9735357.101744.8872115.7912.5934.53
300324旋极信息净利润将有所增加52.5110090.712641.63132847.6240.260.00
000503海虹控股
30.988617.342783.5159901.163.1034.99
002714牧原股份净利润下降37.46%至67.09%45.203039.141661.6991343.0127.47-14.35
300085银 之 杰
42.302468.172196.3755590.0817.6376.40
002190成飞集成净利润下降0-50%33.161646.07186.3210517.670.54-39.04
002555顺荣股份净利润增长20%-70%43.511340.391502.3369858.3125.510.35
600855航天长峰一定幅度的下滑30.421236.463270.2374495.8914.0234.48
600259广晟有色55.161207.90327.7114442.291.3116.42
300226上海钢联净利润大幅度的下降63.051164.092890.01150771.9721.5911.89
300242明家科技净利润盈利180至680万元33.451043.85720.4329199.1917.26-20.36
002268卫 士 通净利润增30.59%至65.91%58.38826.471008.3251444.516.0112.59
300288朗玛信息195.00534.051437.17158893.1353.6395.20
000901航天科技32.37494.581604.5147509.456.414.83
300033同 花 顺
50.98478.831443.9435391.0711.10114.20
300379东 方 通
81.96466.23154.8012538.5512.04-3.69
600184光电股份37.06463.23970.0629421.904.637.92
300377赢 时 胜
46.90436.91293.9820555.3521.2337.58
002466天齐锂业净利润盈利1-1.45亿元43.93348.443451.89164561.3664.78-14.90
300084海默科技30.50271.56934.0625770.779.2018.17
300168万达信息48.00271.366933.89191375.2614.4946.43
600150中国船舶35.08261.313537.40128761.292.57-13.15
300348长亮科技113.68234.60292.6516380.2722.51109.74
300162雷曼光电57.88231.47780.1021873.929.4362.95
600645中源协和净利润大幅增长43.61227.081969.0070844.746.0635.18
600990四创电子60.39221.961871.6684093.8213.6919.82
300359全通教育88.15205.68818.4372144.3233.470.00
300380安硕信息71.50199.67263.3015713.6715.3318.97
600570恒生电子57.21198.1012713.09536238.2120.5838.12
300248新 开 普
31.74185.45865.3624801.0910.15-9.57
300291华录百纳32.60180.055153.04205090.8035.49-1.45
300238冠昊生物55.10179.732358.43124714.0027.71-4.32
002594比 亚 迪净利润下降9.59-22.25%36.68175.145430.48265170.367.84-21.91
300070碧 水 源
35.09168.6512467.09377254.0119.2723.77
002657中科金财净利润增10.00%至50.00%56.50165.381069.2446458.5516.7524.56
002446盛路通信净利润增长916.42-960.61%30.53163.41544.3913158.028.6115.78
300331苏大维格30.50162.481168.7045824.5721.28-24.13
000748长城信息36.79161.644727.13138977.5212.5927.48
600446金证股份52.45157.694444.37183241.4616.8422.32
300253卫宁软件65.25153.884140.07179264.9029.6237.95
300114中航电测37.21136.79667.4018867.264.2826.01
002520日发精机净利润增长400-450%33.03135.641485.5938863.0015.0228.72
300367东方网力86.66135.271049.03105951.6035.68-26.25
300212易 华 录
30.68134.707239.75268125.0624.37-8.64
002713东易日盛净利润增长0%至30%36.00133.191072.5844780.0834.37-23.32
300004南风股份39.98123.961219.1747230.468.876.98
300213佳讯飞鸿净利润增长50%以上32.49122.342105.6447987.4817.5053.76
300202聚龙股份30.54121.406013.46170541.7210.9410.13
600211西藏药业34.26121.25500.0014195.004.38-17.56
002338奥普光电净利润变动-15~15%52.00116.781259.7867889.8010.62-5.33
600562国睿科技54.08116.73442.6717945.903.3540.65
600559老白干酒47.90110.561805.5946692.6212.9082.82
000555神州信息41.40109.461466.5261227.2516.1811.89
300024机 器 人
41.35106.083350.01119930.415.2822.19
002568百润股份净利润增长35-55%41.11105.251528.1962197.1814.07-7.31
603000人 民 网
44.41102.51631.3330947.722.83-1.31
002368太极股份净利润变动0.00%至30.00%42.20100.484166.84195716.5118.27-4.52
300187永清环保31.2899.82746.2824254.263.78-4.58
300139福星晓程52.3099.33268.6813312.953.18-17.47
300222科大智能33.7998.74597.9816809.307.5710.79
002366丹甫股份净利润增长10-30%32.7196.521360.8843888.3512.996.44
300328宜安科技35.1196.49254.6810182.119.104.65
600549厦门钨业32.2294.791197.1935987.451.767.40
300104乐 视 网
30.1587.193652.17136554.687.66-10.03
300392腾信股份
108.4587.01288.1229134.2018.01-22.38
002424贵州百灵净利润增长10%-30%40.5581.851103.8544153.855.35-7.61
300252金 信 诺
43.4081.201974.5569741.0024.29-3.73
300049福瑞股份净利润增长1000%-1200%34.4478.942930.22107246.2026.92-26.89
300363博腾股份净利润增长63.7778.07961.6470516.7435.29-25.07
002665首航节能净利润变动20.00至50.00%41.1577.292562.86112842.5120.26-0.60
000977浪潮信息41.1877.02412.5514870.830.964.97
300055万 邦 达
46.1976.242780.5597847.7216.1824.84
300244迪安诊断43.9376.212095.8791170.5515.300.00
002153石基信息净利润增长0-30%72.7773.422282.85160229.0114.00-4.56
000562宏源证券无法准确预测30.5072.856747.9581987.561.92115.55
600038哈飞股份37.2868.12443.3515594.381.31-4.14
002354科冕木业净利润增长41.24%至48.41%57.5068.05342.9517538.275.250.00
600763通策医疗51.2967.842861.05138045.8017.858.44
300285国瓷材料30.9667.481654.1866415.5051.27-17.53
300255常山药业34.4567.101416.6840091.9811.6220.62
002711欧浦钢网净利润幅度-5%~5%47.2166.77267.1310658.407.129.77
300267尔康制药36.3062.607345.16274488.7327.40-11.20
002707众信旅游净利润增长0至30%125.8559.85292.6530745.7420.08-1.67
300269联建光电34.8559.40850.7729649.3114.61-1.19
300347泰格医药30.2257.462406.1082023.9720.66-20.41
002358森源电气净利润上升20~70%34.1256.805914.74184367.6528.92-1.56
600637百 视 通
37.5756.572323.5793628.582.7817.44
002709天赐材料净利润下降5-25%31.5156.34804.1933663.4326.71-18.37
002041登海种业净利润上升0-50%33.8555.663026.49106895.799.191.65
300351永贵电器38.7855.471217.1643476.8828.63-9.07
300357我武生物34.0955.02379.0113818.849.38-13.35
300236上海新阳净利润增长40%-60%30.1553.99398.6015864.294.68-15.71
603005晶方科技41.4151.93830.4539662.1814.65-16.36
600850华东电脑36.0151.772041.8378712.4711.94-14.12
000661长春高新净利润增长10%以上87.4550.911500.01153420.8711.42-11.48


编辑: 来源: