長城證券重點上市公司業績預測與投資評級跟蹤表注：表中紅色字體表示投資評級或財務數據相比上期報告作了向上的調整，綠色字體代表向下的調整；表中各年度EPS數據均以最新總股本數據為計算依據。行業研究員股票代碼股票名稱上期評級本期評級2007EPS（元）2008EPS（元）2009EPS（元）煤炭行業賴禮輝000983西山煤電謹慎推薦謹慎推薦0.4341.421.35601088中國神華謹慎推薦謹慎推薦0.9941.461.65601666平煤股份謹慎推薦謹慎推薦1.0262.301.95600188兗州煤業謹慎推薦謹慎推薦0.5481.611.38600395盤江股份謹慎推薦謹慎推薦0.1630.931.68600888新疆眾和謹慎推薦謹慎推薦0.3400.5200.400600219南山鋁業中性謹慎推薦0.8700.5500.470600362江西銅業中性謹慎推薦1.3701.1500.680600547山東黃金中性謹慎推薦0.5402.1301.960機械徐星月000157中聯重科謹慎推薦謹慎推薦0.8771.0901.280電子家電行業何奇峰000651格力電器推薦推薦1.5801.5001.780岳雄偉000527美的電器推薦推薦0.9500.8901.170600690青島海爾推薦推薦0.4800.7400.830600060海信電器謹慎推薦謹慎推薦0.3800.4000.490000970中科三環謹慎推薦謹慎推薦0.3200.3340.416002106萊寶高科推薦推薦0.9031.3101.770002177御銀股份推薦推薦0.8020.6100.850002152廣電運通謹慎推薦謹慎推薦1.6241.2351.558000418小天鵝A謹慎推薦謹慎推薦0.9130.160.60600360華微電子推薦謹慎推薦0.6200.2000.250000823超聲電子推薦謹慎推薦0.2780.2930.334002129中環股份謹慎推薦謹慎推薦0.3100.5100.690002056橫店東磁謹慎推薦謹慎推薦0.8600.5300.630600703ST三安無謹慎推薦2.9170.2800.540造紙尋春珍600966博匯紙業推薦推薦0.3920.6300.637600308華泰股份謹慎推薦謹慎推薦0.9050.901.09002078太陽紙業推薦推薦0.7600.800.81002191勁嘉股份推薦0.62000.540.75汽車及零配件呂磊600104上海汽車中性中性0.7100.3800.350000800一汽轎車謹慎推薦中性0.3400.6170.646600686金龍汽車謹慎推薦中性0.9200.4800.450600066宇通客車謹慎推薦謹慎推薦0.9400.8500.710000951中國重汽謹慎推薦中性1.7101.3161.238600660福耀玻璃謹慎推薦中性0.9200.3200.420000338濰柴動力謹慎推薦謹慎推薦3.8804.3703.600農業與食品飲料王萍000061農產品謹慎推薦中性0.4400.3420.578600467好當家謹慎推薦謹慎推薦0.3200.3130.336600438通威股份謹慎推薦謹慎推薦0.1890.3000.500000972新中基推薦推薦0.2300.4000.450002069獐子島謹慎推薦謹慎推薦1.4800.5160.864600598北大荒中性謹慎推薦0.3300.3700.410000876新希望推薦謹慎推薦0.4800.4500.500600354敦煌種業謹慎推薦謹慎推薦-0.0780.1000.200食品飲料郭怡嫻000895雙匯發展推薦推薦0.9301.1401.370000569瀘州老窖謹慎推薦謹慎推薦0.8901.0301.300600519貴州茅臺推薦推薦3.0004.9806.790000858五糧液謹慎推薦謹慎推薦0.3870.5000.630醫藥王茜000028一致藥業推薦推薦0.4340.5800.750600511國藥股份推薦推薦0.5500.8401.030600216浙江醫藥謹慎推薦謹慎推薦0.1262.5262.332002001新和成謹慎推薦謹慎推薦0.2305.3905.120600276恒瑞醫藥推薦推薦0.7981.2201.530600521華海藥業謹慎推薦謹慎推薦0.5700.4900.700600812華北制藥謹慎推薦謹慎推薦0.0600.230NA600488天藥股份謹慎推薦謹慎推薦0.0520.120NA002038雙鷺藥業推薦推薦1.0850.9001.350600535天士力推薦推薦0.3700.4200.538600062雙鶴藥業推薦推薦0.9920.801.00傳媒行業劉月平600880博瑞傳播推薦推薦0.7400.470.56600825新華傳媒謹慎推薦謹慎推薦0.2600.440.41600037歌華有線謹慎推薦謹慎推薦0.3500.320.25600054黃山旅游推薦推薦0.3900.450.53600138中青旅謹慎推薦謹慎推薦0.4900.410.45002033麗江旅游回避中性0.6700.440.61600258首旅股份謹慎推薦中性0.5270.610.56600754錦江股份謹慎推薦謹慎推薦0.4370.460.54電力/電力設備張霖600900長江電力中性中性0.5900.4560.589002202金風科技謹慎推薦謹慎推薦0.6300.8401.130600795國電電力謹慎推薦謹慎推薦0.3140.2360.410600396金山股份推薦推薦0.3280.1090.319600886國投電力謹慎推薦謹慎推薦0.5240.1600.254000690寶新能源謹慎推薦謹慎推薦0.2940.3550.372電力設備周濤600674川投能源謹慎推薦謹慎推薦0.0960.7200.900002218拓日新能謹慎推薦謹慎推薦0.3610.3800.640002123榮信股份謹慎推薦謹慎推薦0.6511.0101.390600517置信電氣謹慎推薦謹慎推薦0.4300.5500.880002028思源電氣謹慎推薦謹慎推薦0.9911.2311.594600312平高電氣謹慎推薦謹慎推薦0.3440.4500.600600089特變電工謹慎推薦謹慎推薦0.4490.8201.220002112三變科技謹慎推薦謹慎推薦0.3310.4000.500600202哈空調謹慎推薦謹慎推薦0.7370.9001.100002266浙富股份謹慎推薦謹慎推薦0.5640.7501.190交通運輸宋偉亞601111中國國航中性中性0.317-0.2000.070600897廈門空港謹慎推薦謹慎推薦0.5530.6600.800600009上海機場謹慎推薦謹慎推薦0.8800.5300.600600004白云機場謹慎推薦謹慎推薦0.3140.4400.500000089深圳機場謹慎推薦謹慎推薦0.2810.2400.420600269贛粵高速推薦推薦0.9390.8800.920000900現代投資推薦推薦1.4781.5101.760600350山東高速推薦推薦0.3460.4000.480600377寧滬高速謹慎推薦謹慎推薦0.3180.3100.320600548深高速謹慎推薦謹慎推薦0.3090.2700.310600717天津港推薦推薦0.3590.7200.850600017日照港推薦推薦0.1420.2500.350601006大秦鐵路推薦推薦0.4710.5800.630600087長航油運謹慎推薦謹慎推薦0.2170.4100.510房地產劉昆000002萬科A謹慎推薦謹慎推薦0.4410.4900.449萬知600048保利地產謹慎推薦謹慎推薦0.6070.9201.296劉昆600383金地集團謹慎推薦謹慎推薦0.5750.6780.760黃清林000024招商地產謹慎推薦謹慎推薦0.6740.7730.893劉昆002244濱江集團謹慎推薦謹慎推薦0.4380.6150.751劉昆600067冠城大通謹慎推薦謹慎推薦0.3380.5020.627