截至2011年7月19,总共有29家上市公司公布了2011年半年报。据上证报资讯统计显示,有27家上市公司的基本每股收益为正,2家为负。其中每股收益排前五位的为民和股份,华丽家族,中原内配,安琪酵母和金发科技,分别为0.7900,0.7858,0.7350,0.5676和0.5000。而去年同期每股收益为负今年为正的有两家公司,分别为民和股份和*ST鲁北。从净资产收益率来看,排前三位的为民和股份,金发科技和博瑞传播,分别为12.17%,11.83%和10.24%。
其中民和股份的主营业务产品中有44.02%来源于雏鸡收入,有46.55%来源于鸡肉制品,公司主要收益于鸡苗价格的大幅上涨。同理,收益于猪肉价格上涨的上市公司有正邦科技。而金发科技的主营业务为改性塑料和可降解塑料业务。同样专注于开拓环保新材料的上市公司有鑫富药业。博瑞传播的半年报业绩超预期,它最大的亮点是广告业务收入1.95亿元,同比增长了32%,毛利率为71.69%。涉及户外广告的上市公司还有北巴传媒。
对已经公布半年报的上市公司进行深入的业绩和主营业务产品分析,我们可以从中找出利润变动的关键所在,以便于我们进行该行业同类公司的业绩估计。 部分已公布半年报公司主要数据一览
券代码证券简称披露日期报告期分配转增预案基本每股收益(元)上年同期基本每股收益(元)每股净资产(元)上年同期每股净资产(元)净资产收益率(%)上年同期净资产收益率(%)净利润(万元)上年同期净利润(万元)扣除非经常性损益后的净利润(万元)经营性现金流净额(万元)上年同期经营性现金流净额(万元)每股营业收入(元/股)上年同期每股营业收入(元/股) 002234民和股份2011-07-192011-06-30利润不分配0.79-0.256.445.0812.1654-5.92248536.0985-2695.25878416.75067209.0004-672.845.47113.8136 600143金发科技2011-07-192011-06-30利润不分配0.50.142.852.1811.83435.117569939.690419388.983547071.183838969.5463-11663.16474.21653.3542 600880博瑞传播2011-07-192011-06-30利润不分配0.320.262.972.38210.235210.868619834.093515741.703118995.701212807.83556964.73731.03660.8857 600298安琪酵母2011-07-162011-06-30利润不分配0.56760.49535.1374.24719.33110.0217372.310713727.321114670.4465-5094.74477317.96434.00783.2264 002599盛通股份2011-07-142011-06-30——0.220.172.43--8.9365--2151.68721688.44952151.68723625.63138824.80242.21973.0055 600425青松建化2011-07-162011-06-30利润不分配0.3970.3345.054.2167.78497.888319018.382812309.932918819.881944676.861217770.43511.91181.9037 002448中原内配2011-07-152011-06-30利润不分配0.7350.9110.155.37.071816.846801.85216287.54426637.24845281.75456464.8225.36256.2623 002139拓邦股份2011-07-152011-06-30利润不分配
0.180.222.642.146.491810.04663010.23793634.75492875.6543278.7302-1539.09812.43032.3869 002475立讯精密2011-07-142011-06-30利润不分配0.380.396.472.895.630213.589941.22635062.81399495.30748809.86572164.35983.77972.9856 002366丹甫股份2011-07-152011-06-3010派4.5元0.2830.32845.755.64.48325.13083778.56423833.93813444.07331607.852-12278.99142.91212.8159 002519银河电子2011-07-142011-06-30利润不分配0.310.77.126.734.160710.1044384.23573712.35864171.4618-12802.7061795.01063.49437.5808 300016北陆药业2011-07-182011-06-30利润不分配0.130.223.064.394.03214.9771958.28692260.15181882.34091282.34391388.72550.58081.0692 300233金城医药2011-07-192011-06-30利润不分配0.460.537.81--3.9859--4176.49144727.73823766.73211820.18235110.52223.3323.8858 002133广宇集团2011-07-192011-06-30利润不分配0.110.22.772.573.92267.7695544.483810206.32345417.1517-27846.73344325.20641.49091.1084 002299圣农发展2011-07-192011-06-30利润不分配0.15250.16943.63.843.82024.288412733.85746944.667712531.598810420.47271186.63471.36642.1142 002138顺络电子2011-07-152011-06-30利润不分配0.210.425.174.513.59458.91614269.54095262.84863946.3805-1466.46816047.41631.29461.6384 600976武汉健民2011-07-192011-06-30利润不分配0.240.25.26925.09153.11983.19613619.62543005.48822521.6748-10711.45046599.5574.83895.2766 002346柘中建设2011-07-182011-06-30利润不分配0.180.116.946.512.64331.03882485.49341470.84242477.4893189.669-3337.52761.5640.7159 300190维 尔 利2011-07-192011-06-30利润不分配0.470.4815.822.34582.583521.34622162.63281987.94842165.8103-6040.6106-1116.73032.35112.3027
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