2008医药板块投资跟踪

xkq3344 · 发表于 2008-5-15 21:14

'002038' 双鹭药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2001-12-31 0 0 0 0 0 0 0 0
2002-12-31 56.6534 5.9368 5.9368 2.0621 29.1365 14.8805 66.4895 33.3269
2003-12-31 43.0602 52.011 51.1578 61.7062 34.2769 91.453 1.2305 47.6446
2004-6-30 0 0 0 0 0 0 0 0
2004-9-30 0 0 0 0 0 0 0 0
2004-12-31 30.9647 5.0328 6.8367 2.5713 214.3603 227.5771 56.5463 156.7503
2005-3-31 0 0 0 0 0 0 0 0
2005-6-30 20.1967 14.9184 14.9184 16.0094 179.8927 222.4488 85.282 164.4137
2005-9-30 26.6342 25.9687 25.9687 21.4744 6.86 -5.8324 98.4008 9.1159
2005-12-31 27.4108 9.0971 8.8789 5.6845 5.6783 3.6625 28.5107 4.1255
2006-3-31 43.5974 39.6848 39.6848 41.1957 10.4409 5.6874 27.6108 5.6746
2006-6-30 28.8189 32.451 32.451 32.8747 8.5756 12.328 19.3396 8.8874
2006-9-30 20.5435 23.867 24.5098 24.8808 8.7785 17.3824 9.7921 10.5012
2006-12-31 21.4062 41.8041 51.4756 48.7846 11.4406 18.1223 5.3788 13.7219
2007-3-31 18.3363 138.9719 143.791 140.6287 14.6854 18.1021 -7.3371 14.1038
2007-6-30 41.806 125.4102 127.8534 171.7243 19.3299 25.1695 -7.6264 19.512
2007-9-30 62.6499 150.8378 152.1361 168.1542 25.4995 27.0348 -6.9754 21.5636
2007-12-31 65.025 158.416 156.2093 167.8811 29.5389 28.6123 11.3945 27.0856
2008-3-31 92.4353 51.4182 57.5408 57.9485 31.0102 34.8902 18.1687 30.6751

标准的成长股！

xkq3344 · 发表于 2008-5-15 21:16

白马股固然持续走牛。但是有些基本面突变的股票走势更厉害，比如广济药业和新合成。

xkq3344 · 发表于 2008-5-15 21:18

'600511' 国药股份
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
1999-12-31 0 0 0 0 0 0 0 0
2000-12-31 38.305 46.2071 44.6555 37.704 0.5416 -36.3542 -1.1047 -32.9372
2001-12-31 11.1202 34.8797 35.0813 41.9423 8.0319 15.9565 0.335 13.8273
2002-6-30 0 0 0 0 0 0 0 0
2002-12-31 0.2397 31.7047 27.1246 31.8607 200.4458 96.3358 15.1079 85.5066
2003-3-31 0 0 0 0 0 0 0 0
2003-6-30 15.4031 26.8856 30.6678 42.8178 184.6084 112.8986 73.9772 106.6234
2003-9-30 0 0 0 0 0 0 0 0
2003-12-31 20.2821 18.8683 21.9524 25.043 2.6786 4.4442 0 5.2535
2004-3-31 24.9897 20.4313 14.8664 17.5545 8.9594 12.4404 191.3861 21.97
2004-6-30 26.4954 2.137 0.4821 5.5424 5.3637 -9.274 143.3207 2.5175
2004-9-30 23.954 2.2573 -1.9228 2.5389 5.1579 -6.5687 125.2993 5.1147
2004-12-31 22.3482 8.7839 4.6589 7.0027 11.9177 7.1962 356.8767 40.1986
2005-3-31 29.0933 7.7741 38.8742 45.5071 6.8085 -10.3494 58.2979 10.797
2005-6-30 30.7546 5.6376 38.3952 40.7518 7.5918 0.8818 24.4565 17.0639
2005-9-30 31.397 4.7968 35.8576 39.6687 8.1696 8.6892 17.6556 22.2526
2005-12-31 29.5873 -0.3704 27.5271 43.7838 8.7056 8.3188 3.6623 7.3549
2006-3-31 22.6817 25.2263 30.7076 30.0502 9.5237 12.9597 2.4474 9.777
2006-6-30 23.7832 66.8274 53.9557 49.0357 10.1602 10.1989 6.8145 9.0536
2006-9-30 21.704 78.015 65.6432 58.3273 11.9443 8.4592 2.5591 6.8069
2006-12-31 20.2734 69.815 59.6365 67.9781 12.3888 6.1665 0.2746 6.3602
2007-3-31 22.7196 101.8615 60.4603 57.0797 17.8741 26.4563 -1.9606 24.1078
2007-6-30 23.5784 90.0846 63.7078 60.8655 16.7095 37.4147 -5.0846 28.746
2007-9-30 25.4405 86.8352 63.5277 57.9988 18.138 41.698 -5.2073 32.5833
2007-12-31 27.3152 92.9005 68.1966 54.9467 23.6648 58.515 -10.523 43.606
2008-3-31 26.7433 16.8919 16.7583 27.7854 19.5803 30.1772 -9.6117 19.7552

xkq3344 · 发表于 2008-5-15 21:21

'002022' 科华生物
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2001-12-31 0 0 0 0 0 0 0 0
2002-12-31 31.1461 10.9529 12.5406 21.777 10.1722 40.1468 38.0092 35.184
2003-12-31 25.4932 0.5661 8.3923 12.0351 10.9396 -0.4364 27.5224 6.9762
2004-6-30 0 0 0 0 0 0 0 0
2004-9-30 0 0 0 0 0 0 0 0
2004-12-31 10.1643 22.6536 21.67 19.9507 233.1669 105.5936 48.3742 84.6073
2005-3-31 0 0 0 0 0 0 0 0
2005-6-30 24.005 25.3066 22.7235 24.2644 157.1042 84.8422 38.8113 68.274
2005-9-30 25.9844 22.2202 21.7225 29.1245 1.4759 2.6737 4.6572 3.2975
2005-12-31 25.7276 23.271 23.9119 31.7043 2.1522 -9.7449 3.5879 2.627
2006-3-31 6.8307 12.7615 8.9433 33.2539 19.9307 -5.3731 5.1678 12.712
2006-6-30 7.3296 13.5955 8.6904 36.3682 7.5979 -25.3634 6.2671 -0.9493
2006-9-30 10.1242 19.2964 13.6055 36.0937 8.955 -17.1279 10.1966 5.3966
2006-12-31 12.8258 16.7312 11.761 32.1628 10.2214 -5.0349 11.7244 6.0073
2007-3-31 20.7225 31.9439 43.3997 42.6166 11.8128 -2.5521 7.5725 -0.1791
2007-6-30 20.5031 30.6289 41.8288 46.3442 17.3083 26.155 7.6503 16.2255
2007-9-30 20.1609 46.7566 53.8619 57.1776 20.788 30.9885 7.5666 19.8168
2008-3-31 24.8314 47.7834 50.3105 55.214 23.8271 32.561 6.5355 22.0224

xkq3344 · 发表于 2008-5-15 21:23

'600750' 江中药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2003-12-31 40.9633 43.9752 48.7755 17.3795 2.3206 13.5121 28.3942 17.0713
2004-3-31 -39.9392 -26.5268 -26.0673 -34.3135 8.5378 -24.0975 72.9494 13.6882
2004-6-30 -18.3961 -30.9793 -28.3176 8.0824 6.8671 -1.9444 47.9795 18.9653
2004-9-30 -14.6602 -22.9963 -19.0334 3.6298 6.5523 29.0916 38.6118 31.516
2004-12-31 -11.3366 -42.2655 -43.5421 -15.0001 17.3532 -22.9134 100.2941 34.2825
2005-3-31 41.6606 9.7677 6.3019 42.915 10.0744 29.3286 20.7076 30.5854
2005-6-30 11.8966 -22.0328 -22.5169 -24.7458 9.0882 -7.4202 17.0457 12.8499
2005-9-30 21.9131 -7.4261 -7.9291 -12.0974 8.4067 -27.9745 11.2022 -0.3736
2005-12-31 17.3757 41.014 35.2429 24.3867 6.0571 -9.7181 4.495 -1.1353
2006-3-31 46.1183 66.8581 60.1526 43.5704 6.7241 -12.9533 0.1387 -5.0977
2006-6-30 24.4053 83.2531 58.1611 43.2746 4.3318 -10.717 -3.2898 -5.9686
2006-9-30 17.4035 55.0655 42.5461 34.8359 5.5419 9.8498 -3.8287 0.4529
2006-12-31 20.5827 31.807 28.314 42.316 6.7288 61.2877 -3.3533 14.5256
2007-3-31 -0.1515 28.9185 37.1228 45.5405 7.4304 32.9227 -1.3594 9.0658
2007-6-30 4.4421 72.6648 107.1361 135.1208 15.7002 26.4466 -6.563 4.8063
2007-9-30 2.7247 55.0801 73.1916 87.3014 14.9906 32.7136 -7.2562 7.4617
2008-3-31 15.5437 137.9884 137.6463 92.142 14.6833 28.1754 -11.8971 7.2448
销售收入增长太小，不足以支持利润的高增长。

xkq3344 · 发表于 2008-5-15 21:27

'600993' 马应龙
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2002-12-31 21.0884 16.5858 10.6747 19.6098 20.4435 14.4245 -4.5779 13.1627
2003-12-31 31.2464 33.8287 24.351 20.7524 14.8818 1.9142 3.4471 1.3289
2004-12-31 13.9248 40.7093 32.1379 32.3165 157.8879 142.6288 9.8198 85.6053
2005-6-30 4.3089 7.2682 3.5578 2.3807 6.5294 14.2394 8.925 13.2967
2005-9-30 11.3305 14.9043 10.776 3.5174 6.5401 10.1794 20.2316 12.057
2005-12-31 10.9978 19.0972 20.3542 14.1027 7.7648 11.0508 7.8756 13.0399
2006-3-31 40.4189 6.0525 6.9661 4.4967 7.4904 16.7344 31.2624 20.4138
2006-6-30 33.498 16.1217 19.064 15.2853 6.0802 15.0124 31.5617 19.0155
2006-9-30 37.4456 21.6821 24.8579 22.3771 6.4177 13.8804 17.6645 15.5294
2006-12-31 30.066 16.0708 21.8256 19.6654 6.2157 18.1899 30.624 19.4398
2007-3-31 12.4746 214.8857 227.8745 198.483 10.3542 12.2713 -1.9142 8.5372
2007-6-30 3.7487 153.5867 156.5907 125.3326 16.5768 17.309 -3.6234 11.9051
2007-9-30 3.4355 164.0507 169.3838 142.2182 21.2687 32.8095 9.0725 26.5381
2008-3-31 35.5727 -76.3615 -76.4037 -77.1391 13.2972 0.7999 -5.8792 7.3127
高成长不能持续，估值回归。

xkq3344 · 发表于 2008-5-15 21:29

'600479' 千金药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2002-12-31 3.8941 16.6157 19.2069 15.2587 22.479 -14.4647 74.2032 8.1424
2003-12-31 18.0013 17.7446 18.2662 25.9675 30.8244 21.3155 11.5053 17.0671
2004-12-31 -11.9208 -26.34 -19.6283 -9.3572 190.6995 137.8184 8.5213 88.1189
2005-3-31 13.3165 -10.7052 8.323 14.2984 8.0077 0.1829 0.8128 1.0059
2005-6-30 11.3395 5.31 21.0587 4.0917 3.1557 -2.648 0.1747 -1.5927
2005-9-30 4.2342 16.2989 22.6465 7.161 3.3397 1.4035 -1.2664 1.3048
2005-12-31 10.067 27.9172 31.8932 31.8943 -8.2674 0.8583 -1.857 0.7186
2006-3-31 -7.0049 -10.3986 -3.0581 14.0761 -8.0968 -8.8323 -2.3631 -7.2818
2006-6-30 -7.3123 0.781 3.7678 24.0234 -4.3955 -2.7218 0.2886 -1.9623
2006-9-30 -9.7374 -1.352 2.6585 26.0125 -3.7995 1.449 0.0519 1.2438
2006-12-31 -9.4829 -13.7472 13.4378 19.9031 10.733 1.5442 -3.374 3.8217
2007-3-31 2.4063 70.5632 30.5557 29.85 14.7828 28.2425 -3.944 24.4082
2007-6-30 10.467 77.6297 45.9209 40.5296 12.0023 16.3827 -5.8398 26.0876
2007-9-30 19.4707 151.8767 119.5211 120.4792 18.1772 26.1278 -2.6339 33.8764
2007-12-31 12.7913 245.029 134.6643 141.8815 36.5402 13.0617 -0.786 30.9538
2008-3-31 61.0542 14.0577 13.5871 28.4966 15.7395 12.8277 0.1093 24.883
成长性也不错，估值偏高。

xkq3344 · 发表于 2008-5-15 21:34

'000538' 云南白药
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2001-12-31 11.6436 40.5512 35.2927 52.6419 7.0871 23.7432 25.6523 6.4504
2002-6-30 24.2726 25.1671 19.9336 3.6571 9.5361 2.6777 5.4137 5.7249
2002-12-31 22.2863 50.951 44.6567 24.6889 11.0755 10.7108 2.8949 9.0828
2003-3-31 26.1523 34.5071 32.3434 34.4639 12.1048 5.5354 3.6929 6.0889
2003-6-30 27.3568 34.1929 32.8801 33.8505 13.3073 6.9387 6.9267 10.1703
2003-9-30 21.5949 24.7134 23.9688 30.0062 11.2174 8.7909 6.2858 9.5957
2003-12-31 22.153 12.8277 11.9523 21.4163 5.5489 3.2499 0.5752 2.2915
2004-3-31 30.0214 9.4245 26.9743 27.9149 26.1089 26.2345 2.9266 19.6138
2004-6-30 36.804 15.4749 23.7755 24.8441 9.924 32.7628 -1.1584 19.91
2004-9-30 38.862 34.6343 40.1991 36.9257 12.7599 29.8148 -2.2521 18.4507
2004-12-31 36.2482 50.1594 60.459 50.6336 37.3756 50.4187 1.2659 34.9403
2005-3-31 39.629 74.8688 53.2026 52.3019 17.0485 29.9364 -2.494 19.9768
2005-6-30 33.0515 58.7516 50.1976 51.8972 21.9177 37.697 -1.7738 25.8847
2005-9-30 34.3554 42.0425 37.8424 40.0367 21.9832 48.3823 -1.288 33.9642
2005-12-31 33.6232 37.6495 30.6589 34.4453 22.2885 36.0254 -0.6972 25.9444
2006-3-31 40.028 35.5414 36.2973 37.0448 23.9819 44.8654 1.2896 33.5014
2006-6-30 29.6288 22.5403 22.9002 23.0252 30.936 36.5018 12.1417 29.9548
2006-9-30 29.5237 21.3392 21.0585 20.1088 29.4073 38.7393 11.9267 32.2117
2006-12-31 30.7116 21.887 21.4785 19.9787 28.1327 45.0917 11.8578 36.918
2007-3-31 13.0855 6.3158 6.635 4.9769 25.9791 38.4062 8.9574 32.2723
2007-6-30 15.0443 6.5154 5.9369 5.6735 25.785 42.0614 -2.6638 34.0768
2007-9-30 19.0131 6.8211 6.686 6.8113 24.7658 38.7708 -2.231 32.2581
2007-12-31 28.6027 16.7055 17.8361 21.851 27.8614 39.101 -25.3509 30.6428
2008-3-31 37.0957 14.4439 13.247 18.2305 30.2318 30.5781 -4.1046 26.8253
老牌中药成长股。股价也高位盘整了很长时间。典型的等待估值合理。

xkq3344 · 发表于 2008-5-15 21:43

'600380' 健康元
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2001-12-31 0.1573 21.8279 21.7528 21.7412 668.6427 430.2811 13.3194 206.4237
2002-3-31 0 0 0 0 0 0 0 0
2002-6-30 -15.5452 -55.1027 -21.8612 -29.5081 4.2794 -14.0733 7.6764 12.7812
2002-9-30 79.3235 8.352 24.2101 -3.0095 5.4068 37.1163 207.3558 84.2858
2002-12-31 4.8363 -5.5945 -5.8642 -14.3238 1.3071 -18.8186 4.1571 8.4151
2003-3-31 39.1278 49.436 22.1855 38.791 2.2234 -21.3049 3.3765 3.4455
2003-6-30 80.2595 102.6953 -5.252 -6.226 1.5998 47.7846 179.7793 54.3283
2003-9-30 23.7321 -11.7179 -44.7829 -40.1296 -1.0603 -0.1836 -2.1461 -0.7984
2003-12-31 146.2491 42.4637 7.3592 -18.3887 3.4445 9.9015 -1.8204 5.5958
2004-3-31 185.2175 74.7404 66.8972 -10.8333 5.6178 39.1158 188.8013 57.6783
2004-6-30 116.7885 128.5244 94.6708 22.4516 0.1182 6.9691 0.3186 10.2148
2004-9-30 55.7659 91.3243 89.7191 30.0222 0.5422 -8.6985 3.3264 0.6645
2004-12-31 33.86 12.6332 -12.5447 -30.6624 -0.7196 41.7184 256.2279 65.653
2005-3-31 7.8677 -0.9214 -5.8971 12.9692 -2.6953 1.6674 24.784 6.6657
2005-6-30 4.5923 -13.3077 -12.6066 -7.5246 -0.829 -12.7304 27.9927 -3.5636
2005-9-30 5.0176 -9.3357 -10.77 2.3993 -0.452 -6.7658 26.3183 3.9815
2005-12-31 6.1011 -14.9731 -0.694 31.6107 2.6726 -14.4164 17.1083 -0.4911
2006-3-31 -14.0186 -34.394 -24.4585 -17.1344 -2.5787 -4.935 15.5142 2.9308
2006-6-30 -14.5797 -35.8876 -12.5308 -4.3549 0.5294 17.6404 14.7509 15.7904
2006-9-30 -15.1956 -32.8768 -9.7545 -15.7044 -0.153 14.8706 16.5474 10.349
2006-12-31 -16.5821 -58.7249 -73.8874 -160.4962 -9.9126 3.633 19.7503 8.0545
2007-3-31 0.7196 224.6694 193.5303 151.9384 4.5957 1.628 18.6047 11.3117
2007-6-30 10.3204 350.0627 256.818 230.2358 11.6607 -16.7258 16.26 5.6832
2007-9-30 16.3429 659.4205 518.8705 554.1509 26.7363 14.9784 14.1479 20.3121
2007-12-31 20.3426 1283.8952 2220.4493 1036.2953 51.9942 30.8066 4.1913 26.7328
2008-3-31 26.188 -66.759 -66.6367 -73.5801 33.9783 25.2432 5.0563 18.325
作为研发为基础的医药企业，靠资本运作赚取利润的成长方式不利与企业的持续发展。

xkq3344 · 发表于 2008-5-15 21:45

'600196' 复星医药
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2000-12-31 30.9795 2.0756 36.544 39.453 89.5008 55.9816 48.4664 83.0628
2001-6-30 32.454 -29.3282 34.5074 45.3559 79.7793 10.4659 25.9017 38.0861
2001-12-31 25.5942 -38.1689 0.8141 5.4484 10.3411 55.6224 34.0755 40.4951
2002-3-31 0 0 0 0 0 0 0 0
2002-6-30 48.796 -19.1906 -16.2437 -27.7508 10.9104 93.4934 58.1605 64.5771
2002-9-30 0 0 0 0 0 0 0 0
2002-12-31 41.742 -42.4863 14.6704 8.6281 11.5133 34.668 63.2912 42.2345
2003-3-31 132.2038 -36.0788 21.5099 7.0724 11.0667 9.9125 59.6982 26.2413
2003-6-30 96.5716 25.6219 211.1251 230.0704 22.2452 26.9997 28.9171 22.8591
2003-9-30 92.008 20.438 151.4855 154.7159 21.7155 26.3807 32.5924 29.7926
2003-12-31 108.8435 -30.3914 98.6841 79.0768 1.9813 -3.88 4.0081 -0.0528
2004-3-31 19.5269 189.6675 109.1903 99.1164 33.6889 0.6573 43.7822 38.5896
2004-6-30 15.2524 77.6836 -33.1385 -43.219 32.5397 0.7387 49.8027 41.0349
2004-9-30 20.9222 161.5771 -17.9351 -30.8867 35.5363 14.2592 54.1875 46.5141
2004-12-31 12.5723 394.5981 -10.0517 -18.3166 60.2926 31.5796 77.6143 64.7752
2005-3-31 13.0337 -32.1496 17.0915 -7.4672 24.4178 45.6002 26.3834 26.5886
2005-6-30 14.2897 18.632 15.7454 -0.8572 9.2328 10.287 19.846 10.9634
2005-9-30 8.6948 20.8732 15.3173 2.0724 7.2612 11.9797 10.655 11.898
2005-12-31 23.2161 -31.2606 -13.928 -26.1467 3.7661 10.2409 17.7046 9.636
2006-3-31 5.6176 -12.4474 -18.6059 2.4489 2.5652 2.5792 14.5159 5.4212
2006-6-30 0.3731 -55.4833 -17.7329 2.6021 18.8748 21.9617 10.293 10.0452
2006-9-30 2.0847 -66.5206 -20.0028 1.3444 21.7216 -0.5373 10.4818 11.3209
2006-12-31 3.797 -85.9062 26.617 62.961 29.2504 23.1645 2.7291 17.0258
2007-3-31 13.1405 272.6226 14.795 27.5345 28.0035 24.5149 -4.1644 15.4076
2007-6-30 24.1162 500.0787 52.5183 62.8519 16.6235 0.8364 0.3671 11.2928
2007-9-30 24.2402 582.7002 45.549 60.2599 12.7972 -1.2849 4.2311 5.4663
2008-3-31 6.9437 145.2098 140.2655 157.529 23.5195 -6.0248 -0.4325 9.367
由于投资优质的医药企业，收获期到来。

xkq3344 · 发表于 2008-5-15 21:53

'600557' 康缘药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2002-12-31 16.2458 2.8063 4.0091 13.9576 358.7977 130.5073 180.5396 140.0088
2003-3-31 0 0 0 0 0 0 0 0
2003-6-30 30.1598 15.0137 15.2161 22.9211 317.5698 136.3872 158.4967 145.2744
2003-9-30 49.6256 17.5018 19.254 19.6559 -1.5919 10.1735 77.0884 38.2257
2003-12-31 41.1691 93.6848 99.8627 75.9882 2.475 -0.0572 14.6676 4.4761
2004-3-31 68.9996 37.2325 37.4679 37.8434 12.2918 46.4654 98.9418 78.1175
2004-6-30 73.1612 89.6779 89.393 89.5648 11.6655 33.4078 82.1647 59.3312
2004-9-30 49.0394 36.6867 34.4718 34.9581 10.6047 24.262 37.1166 29.894
2004-12-31 51.4137 8.4971 9.2366 28.5641 20.3967 32.8163 120.6151 76.3431
2005-3-31 18.6772 16.1072 16.7656 12.1839 10.4709 5.0966 17.5582 9.035
2005-6-30 23.6617 -17.7625 -15.5299 -16.4064 7.6816 7.8671 11.2097 11.5605
2005-9-30 20.786 -3.9601 -1.8529 1.6375 8.5308 16.8526 9.9264 15.9177
2005-12-31 43.2522 16.2144 18.115 3.4161 8.4007 29.4952 10.351 26.1823
2006-3-31 49.51 27.8037 29.0576 30.8986 9.0632 13.5715 4.3166 15.4958
2006-6-30 34.6347 43.4719 43.5391 44.2152 8.1314 8.2723 5.1093 9.3655
2006-9-30 20.8266 42.3312 42.3058 42.1078 9.1021 -5.0374 4.0804 0.2488
2006-12-31 6.2661 28.3555 26.8463 31.074 9.0921 -4.7661 -0.4225 -5.4922
2007-3-31 0.5169 0.6201 3.2602 10.87 9.6465 -6.7337 0.0028 -5.4473
2007-6-30 2.537 14.8499 22.5898 27.4125 8.5156 -3.9097 -0.3116 -4.0518
2007-9-30 9.8642 40.3199 46.2999 42.959 10.7317 4.9659 0.3279 1.963
2008-3-31 27.7317 47.4199 49.2064 57.1528 70.0059 89.5976 6.9493 46.4763
成长加速，销售收入与利润快速均快速增长。

xkq3344 · 发表于 2008-5-15 21:55

尽管这些成长股估值偏高，但在持续高成长公司稀缺的市场，高估是常态。只有增长放缓，才会导致明显的估值回归。

xkq3344 · 发表于 2008-5-15 21:59

'000028' 一致药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2001-12-31 1446.5164 298.9892 1649.6872 2145.9737 9.6025 416.3555 7.8852 127.7857
2002-3-31 0 0 0 0 0 0 0 0
2002-6-30 11.5989 -88.2756 -82.7356 -86.4767 -4.2553 -9.886 7.1242 -7.6879
2002-9-30 0 0 0 0 0 0 0 0
2002-12-31 12.0612 -114.0021 -95.4953 -86.5193 -5.84 -5.0797 -8.132 -5.8643
2003-3-31 12.6357 194.2879 -84.4368 341.9645 -6.2917 5.5726 -9.1024 0.8865
2003-6-30 12.7074 43.5129 -71.8812 -12.3528 -7.1898 16.4172 -4.0553 9.1828
2003-9-30 3.0906 62.3383 -74.5158 -26.7861 -7.8146 -11.0532 -13.4184 -12.7441
2003-12-31 -7.5277 444.9506 465.3272 208.5818 -0.2611 8.1004 -1.6244 5.1549
2004-3-31 -17.0948 171.7876 966.4992 3.3006 3.5923 -13.1621 15.153 -12.1727
2004-6-30 -19.8188 74.5491 343.816 92.3633 5.3177 -29.2336 -0.8214 -25.9805
2004-9-30 -12.3124 87.5259 362.8808 117.6874 6.4623 -6.3856 -0.6637 -7.4776
2004-12-31 -8.8533 47.0555 118.4501 79.4131 7.7401 -27.8797 8.7776 -23.5505
2005-3-31 -6.9681 176.9089 295.139 215.1362 7.2008 -15.836 -6.531 -12.5101
2005-6-30 -1.7357 48.7049 81.472 61.4631 7.3007 13.6501 -3.8875 9.7356
2005-9-30 -3.6005 30.1462 86.7898 67.1386 8.6087 -0.4834 -0.2506 2.1255
2005-12-31 3.7741 92.8866 62.2138 31.2289 9.9173 31.7132 11.5201 26.7389
2006-3-31 238.9482 89.3076 91.3208 111.2963 11.7796 176.4341 103.1245 157.0889
2006-6-30 233.5726 144.7934 138.0225 146.8188 10.4016 153.7501 126.7992 147.159
2006-9-30 236.0833 180.1708 168.4482 140.3325 14.3425 178.4886 135.1458 160.3461
2006-12-31 246.5224 147.71 151.5061 102.8647 13.718 164.5435 107.2483 149.8247
2007-3-31 20.5206 37.4796 38.51 10.3754 3.7024 31.6208 5.6489 26.358
2007-6-30 22.7833 35.9777 36.181 25.7401 10.1038 25.9328 6.8864 20.7289
2007-9-30 27.1786 58.4967 60.9206 56.7186 8.6873 29.641 -0.1048 22.5909
2008-3-31 23.9372 26.6125 32.8963 45.6963 22.0011 16.6235 -8.5934 13.6316
最近几年增长情况也不及理想。

xkq3344 · 发表于 2008-5-15 22:00

比较理想（不及理想-打错了）

zh319 · 发表于 2008-5-16 14:15

提示: 作者被禁止或删除内容自动屏蔽

xkq3344 · 发表于 2008-5-19 08:54

绝大部分股票的股价表现和业绩增长情况正相关。增长理想的股票总是享受高估值，而增长回落的股票总是迅速的价值回归。

xkq3344 · 发表于 2008-5-19 08:56

所谓赚钱机器就是那些总是能够在较长时间内超预期的增长的企业吧。

xkq3344 · 发表于 2008-5-19 08:57

所谓赚钱机器就是那些总是能够在较长时间内超预期的增长的企业吧。

xkq3344 · 发表于 2008-5-19 09:01

'600521' 华海药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率
2000-12-31 0 0 0 0 0 0 0
2001-12-31 30.7339 -2.9339 3.0494 24.0511 11.7068 14.6656 54.8523
2002-12-31 5.3833 43.0697 34.235 18.735 11.7077 -12.1241 51.4601
2003-3-31 0 0 0 0 0 0 0
2003-6-30 35.1735 47.7122 47.365 52.9909 0 0 0
2003-9-30 0 0 0 0 0 0 0
2003-12-31 61.7249 71.2669 66.3722 56.7098 673.3816 401.7732 4.3713
2004-3-31 38.4475 49.623 49.1768 81.8832 14.7319 -3.5079 36.022
2004-6-30 45.5051 61.3329 62.8228 72.9851 13.656 1.5895 45.418
2004-9-30 44.1474 58.0721 69.6626 82.9133 16.1277 3.0976 34.1653
2004-12-31 29.0702 24.5123 35.9998 50.2341 26.0875 4.1249 92.1667
2005-3-31 32.848 33.3949 33.1937 8.8791 14.2401 7.845 46.3935
2005-6-30 18.6432 23.2894 31.013 37.9634 12.1689 -1.4221 55.6852
2005-9-30 8.0206 -1.648 -2.6197 0.108 0.8776 -17.74 69.4533
2005-12-31 8.2112 7.5264 7.9744 8.2283 1.8527 -23.0661 91.8457
2006-3-31 21.15 -16.5128 -15.3983 6.0692 2.0089 -10.2752 62.512
2006-6-30 31.2105 -19.4814 -25.2431 -18.4029 2.5554 -11.8888 45.2155
2006-9-30 32.5715 -6.1133 -7.1401 -1.5943 10.989 6.5082 30.6614
2006-12-31 31.6634 -14.1183 -15.572 -14.6604 9.1898 10.0158 16.5461
2007-3-31 16.7996 -20.3263 -20.3916 -25.556 8.1011 -4.7467 5.8891
2007-6-30 28.6313 30.1124 30.6304 7.3524 7.9919 25.9511 6.1359
2007-9-30 29.4314 18.5956 16.7366 4.0429 8.6128 12.6792 2.2893
2007-12-31 26.8674 28.9845 27.0615 20.0087 10.0985 26.6738 -12.3869
2008-3-31 17.218 6.9744 3.0617 29.4323 10.292 26.5793 14.7207
号称药物，本轮牛市表现平平，其实与其业绩增长低于预期有关，现在增长在好转，股价也处于强势。

xkq3344 · 发表于 2008-5-19 09:04

'000952' 广济药业
截止时间主营业务收入增长率营业利润增长率利润总额增长率净利润增长率净资产增长率流动资产增长率固定资产增长率总资产增长率
2002-12-31 8.6296 -30.7933 -14.993 -19.1979 4.1055 8.0757 8.1568 7.6231
2003-3-31 31.4099 0 -15.4009 -42.4999 3.7298 11.5731 21.4927 10.1603
2003-6-30 -2.2148 -23.7812 -25.1643 -36.9752 3.0705 6.5034 10.8551 8.3824
2003-9-30 -4.885 -31.223 -37.1008 -46.3193 2.1655 -5.1298 15.7409 3.7235
2003-12-31 0.9579 -23.2938 -33.6996 -61.2396 0.4436 -0.2743 1.6489 0.8632
2004-3-31 18.1901 -45.9424 -42.1118 -14.3973 2.0684 2.6871 17.1558 6.8549
2004-6-30 28.3694 -42.2973 -45.9788 -42.1303 1.4761 0.5982 14.0112 8.8704
2004-9-30 34.1414 -41.6366 -45.4809 -42.9287 1.2421 -3.9477 11.8198 6.1768
2004-12-31 35.5367 -29.3624 -29.9052 6.6597 2.6843 -2.2781 24.963 10.2747
2005-3-31 14.5955 46.404 22.7954 9.6131 1.0093 1.5481 7.1886 6.1179
2005-6-30 27.6451 -21.4122 -31.1906 -39.4463 0.6309 -1.5663 4.9973 -0.0489
2005-9-30 29.5011 15.7998 1.1224 -5.1651 0.9082 4.119 5.0575 2.2973
2005-12-31 25.019 33.7172 27.8525 4.2668 1.6382 -5.8563 0.1932 -3.2364
2006-3-31 22.202 15.84 41.0035 24.1158 1.7285 -7.7397 -1.6119 -4.7622
2006-6-30 18.9963 77.5752 118.4736 97.9687 2.135 -3.7293 -2.6924 -3.1802
2006-9-30 14.7817 60.7178 93.1708 78.6654 -12.6389 -24.0231 -6.067 -12.8084
2006-12-31 12.3938 68.5346 57.2026 82.9192 -10.1765 -21.1677 -4.6439 -11.0394
2007-3-31 37.2759 37.8352 40.7236 75.8134 -8.2411 -13.8713 3.9916 -5.2937
2007-6-30 38.1901 317.3585 316.5283 426.368 -3.9527 -18.4759 7.0797 -3.8572
2007-9-30 81.702 765.465 801.896 1013.7516 29.6411 18.4948 10.5483 12.4966
2007-12-31 104.5051 727.9316 1009.9696 1155.1449 43.1613 50.9163 11.7829 24.7286
2008-3-31 52.5925 966.0334 970.2932 1144.199 51.1445 57.4437 5.4082 26.2704
本轮牛市表现抢眼的医药股，其业绩的加速增长是股价持续上扬的强劲动力。

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zh319 zh319 当前离线金币: 奖励: 热心: 注册时间: 2004-2-25 签到天数: 15 天		楼主\| 发表于 2008-5-16 14:15 \| 提示: 作者被禁止或删除内容自动屏蔽