从75家全年一致预期净利润被调低的公司行业属性看，原材料公司所占比重最大，多达19家，其中有色金属公司中国铝业、驰宏锌锗、株冶集团、铜陵有色、宏达股份、西部矿业和贵研铂业均榜上有名。有色金属行业个股是三季度涨幅最大的板块之一，但是随着季报的披露完毕，因相关公司业绩提升并没有达到研究员预测值，估值相继被调低。对应A股市场有色板块也成为机构减持的主要品种，7家公司中仅有2家跑赢沪深300指数。75家公司中，有6家汽车与汽车零部件行业公司，其中一汽轿车、一汽夏利和长安汽车报表披露后一致预期净利润均被调低10％以上。
75家业绩低于预期公司一览
序号代码名称3月内关注机构数2007年一致预期净利润(万元)、报表前后报表后1周2007年预期值所属行业报表前1月变化EPSP/EPE/G率平均值平均值
1000800一汽轿车8135465.7366433.30-50.96%0.36151.761.217汽车与汽车零部件
2600636三爱富416649.939545.65-42.67%0.34525.3919.702原材料
3600458时代新材55236.383972.02-24.15%0.19676.2870.83资本货物
4000539粤电力A12117079.3690381.40-22.80%0.33345.3061.541公用事业
5600825新华传媒1017480.8013577.27-22.33%0.46988.9380.262媒体
6002025航天电器414170.5811078.07-21.82%0.5837.201-25.233技术硬件与设备
7600266北京城建439615.6831394.04-20.75%0.43366.5780.34房地产
8000718苏宁环球539625.8631409.98-20.73%0.39896.3690.275房地产
9000836鑫茂科技35737.954575.75-20.26%0.24857.5930.521耐用消费品与服装
10000698沈阳化工417591.3514054.43-20.11%0.3234.3440.827原材料
11000927一汽夏利1132395.3325985.49-19.79%0.16274.2522.548汽车与汽车零部件
12000793华闻传媒524383.2419594.53-19.64%0.13959.5690.581资本货物
13000666经纬纺机623766.4019730.34-16.98%0.3326.9941.445资本货物
14600143金发科技849992.4841926.43-16.14%0.67750.2540.859原材料
15600485中创信测42669.482247.76-15.80%0.16558.1431.188技术硬件与设备
16600196复星医药341905.9035290.56-15.79%0.28542.5770.959制药与生物科技
17002084海鸥卫浴312546.8410611.94-15.42%0.59434.21.335耐用消费品与服装
18000829天音控股329235.5624764.42-15.29%0.4747.5110.725技术硬件与设备
19000839中信国安837911.6732289.63-14.83%0.41775.1623.725媒体
20600808马钢股份11265488.96227215.65-14.42%0.35726.2450.826原材料
21000625长安汽车1595710.0982773.48-13.52%0.4235.6310.824汽车与汽车零部件
22000410沈阳机床1224624.3621339.69-13.34%0.35851.9240.74资本货物
23000707双环科技311472.909968.00-13.12%0.21350.939--原材料
24600765力源液压311788.2010299.58-12.63%0.59365.8510.25资本货物
25600460士兰微49689.128477.07-12.51%0.20545.2032.026半导体与半导体生产设备
26600078澄星股份411886.6810421.64-12.33%0.1652.0790.851原材料
27600823世茂股份319000.1616700.00-12.11%0.2785.9211.567房地产
28600718东软股份1224949.7222095.09-11.44%0.72752.7730.555软件与服务
29000619海螺型材615649.2813937.53-10.94%0.38724.7041.321资本货物
30601919中国远洋171538870.731373521.93-10.75%1.63131.3450.118运输
31601600中国铝业101261000.591127198.86-10.61%0.89552.0245.129原材料
32000655金岭矿业323350.9121013.25-10.01%0.68650.6770.347原材料
33000572海马股份456161.4350599.80-9.90%0.62322.6780.169零售业
34600055万东医疗43831.923467.10-9.52%0.24254.8922.393医疗保健设备与服务
35600963岳阳纸业1225580.8323234.45-9.17%0.47554.0610.258原材料
36000402金融街1685826.0077980.83-9.14%0.69452.0211.127房地产
37000887ST中鼎414933.3213572.97-9.11%0.38241.2760.028汽车与汽车零部件
38600206有研硅股97715.717020.93-9.01%0.47644.0540.322半导体与半导体生产设备
39600268国电南自77911.847226.76-8.66%0.42138.0591.859资本货物
40600019宝钢股份221605581.581467744.13-8.59%0.83820.0960.962原材料
41600694大商股份837760.7734581.49-8.42%1.09544.1271.806零售业
42002124天邦股份53425.223141.66-8.28%0.45258.9940.903食品、饮料与烟草
43600290华仪电气49891.599078.12-8.22%0.44668.1460.077资本货物
44600867通化东宝76569.056052.68-7.86%0.1764.7650.343制药与生物科技
45000815美利纸业56474.395968.25-7.82%0.35640.8150.444原材料
46600252中恒集团37023.846483.60-7.69%0.33558.2990.315制药与生物科技
47000581威孚高科1120165.8218659.58-7.47%0.32547.6880.501汽车与汽车零部件
48002063远光软件44918.164558.00-7.32%0.45635.7120.964软件与服务
49600085同仁堂1229125.9027005.57-7.28%0.61844.9881.048制药与生物科技
50600497驰宏锌锗4147966.98137338.57-7.18%3.51726.5881.244原材料
51600961株冶集团453300.7349473.32-7.18%0.85634.9140.753原材料
52000630铜陵有色587615.2481352.75-7.15%0.64146.7911.557原材料
53000822山东海化643262.9540315.11-6.81%0.47426.6540.841原材料
54600750江中药业412885.8612026.22-6.67%0.40935.1460.726制药与生物科技
55002076雪莱特56222.985810.10-6.64%0.31343.4381.064耐用消费品与服装
56000050深天马A410441.849752.24-6.60%0.25250.6282.454技术硬件与设备
57600312平高电气1422911.4521401.46-6.59%0.58332.4630.761资本货物
58002038双鹭药业611012.6710297.80-6.49%0.82547.790.665制药与生物科技
59600628新世界718599.6517398.68-6.46%0.3244.3511.569零售业
60600495晋西车轴105905.025524.53-6.44%0.53343.0891.393资本货物
61000972新中基513889.9213006.57-6.36%0.40129.390.408食品、饮料与烟草
62600331宏达股份584041.4678753.89-6.29%1.76245.5121.434原材料
63600831广电网络108038.227537.50-6.23%0.36985.180.446媒体
64600809山西汾酒836912.8634635.37-6.17%0.77740.8911.205食品、饮料与烟草
65000860顺鑫农业514533.3813649.21-6.08%0.33243.2570.755食品、饮料与烟草
66000039中集集团13295269.19278468.97-5.69%1.0225.1532.682资本货物
67000758中色股份644563.8242046.24-5.65%0.73763.7331.752资本货物
68601168西部矿业7192986.46182301.14-5.54%0.76458.8552.81原材料
69600188兖州煤业11270788.23255942.54-5.48%0.52741.7431.046能源
70600594益佰制药310106.479561.77-5.39%0.50721.553--制药与生物科技
71002134天津普林47020.006643.50-5.36%0.33740.421.43技术硬件与设备
72600166福田汽车846756.9544283.31-5.29%0.53821.6190.086汽车与汽车零部件
73600459贵研铂业312750.9412079.28-5.27%1.35247.1960.297原材料
74600388龙净环保411055.3210476.53-5.24%0.62524.835-4.721资本货物
75600966博汇纸业1218222.6417301.80-5.05%0.56429.8490.734原材料
75家业绩低于预期公司一览
序号代码名称3月内关注机构数2007年一致预期净利润(万元)、报表前后报表后1周2007年预期值所属行业报表前1月变化EPSP/EPE/G率平均值平均值
1000800一汽轿车8135465.7366433.30-50.96%0.36151.761.217汽车与汽车零部件
2600636三爱富416649.939545.65-42.67%0.34525.3919.702原材料
3600458时代新材55236.383972.02-24.15%0.19676.2870.83资本货物
4000539粤电力A12117079.3690381.40-22.80%0.33345.3061.541公用事业
5600825新华传媒1017480.8013577.27-22.33%0.46988.9380.262媒体
6002025航天电器414170.5811078.07-21.82%0.5837.201-25.233技术硬件与设备
7600266北京城建439615.6831394.04-20.75%0.43366.5780.34房地产
8000718苏宁环球539625.8631409.98-20.73%0.39896.3690.275房地产
9000836鑫茂科技35737.954575.75-20.26%0.24857.5930.521耐用消费品与服装
10000698沈阳化工417591.3514054.43-20.11%0.3234.3440.827原材料
11000927一汽夏利1132395.3325985.49-19.79%0.16274.2522.548汽车与汽车零部件
12000793华闻传媒524383.2419594.53-19.64%0.13959.5690.581资本货物
13000666经纬纺机623766.4019730.34-16.98%0.3326.9941.445资本货物
14600143金发科技849992.4841926.43-16.14%0.67750.2540.859原材料
15600485中创信测42669.482247.76-15.80%0.16558.1431.188技术硬件与设备
16600196复星医药341905.9035290.56-15.79%0.28542.5770.959制药与生物科技
17002084海鸥卫浴312546.8410611.94-15.42%0.59434.21.335耐用消费品与服装
18000829天音控股329235.5624764.42-15.29%0.4747.5110.725技术硬件与设备
19000839中信国安837911.6732289.63-14.83%0.41775.1623.725媒体
20600808马钢股份11265488.96227215.65-14.42%0.35726.2450.826原材料
21000625长安汽车1595710.0982773.48-13.52%0.4235.6310.824汽车与汽车零部件
22000410沈阳机床1224624.3621339.69-13.34%0.35851.9240.74资本货物
23000707双环科技311472.909968.00-13.12%0.21350.939--原材料
24600765力源液压311788.2010299.58-12.63%0.59365.8510.25资本货物
25600460士兰微49689.128477.07-12.51%0.20545.2032.026半导体与半导体生产设备
26600078澄星股份411886.6810421.64-12.33%0.1652.0790.851原材料
27600823世茂股份319000.1616700.00-12.11%0.2785.9211.567房地产
28600718东软股份1224949.7222095.09-11.44%0.72752.7730.555软件与服务
29000619海螺型材615649.2813937.53-10.94%0.38724.7041.321资本货物
30601919中国远洋171538870.731373521.93-10.75%1.63131.3450.118运输
31601600中国铝业101261000.591127198.86-10.61%0.89552.0245.129原材料
32000655金岭矿业323350.9121013.25-10.01%0.68650.6770.347原材料
33000572海马股份456161.4350599.80-9.90%0.62322.6780.169零售业
34600055万东医疗43831.923467.10-9.52%0.24254.8922.393医疗保健设备与服务
35600963岳阳纸业1225580.8323234.45-9.17%0.47554.0610.258原材料
36000402金融街1685826.0077980.83-9.14%0.69452.0211.127房地产
37000887ST中鼎414933.3213572.97-9.11%0.38241.2760.028汽车与汽车零部件
38600206有研硅股97715.717020.93-9.01%0.47644.0540.322半导体与半导体生产设备
39600268国电南自77911.847226.76-8.66%0.42138.0591.859资本货物
40600019宝钢股份221605581.581467744.13-8.59%0.83820.0960.962原材料
41600694大商股份837760.7734581.49-8.42%1.09544.1271.806零售业
42002124天邦股份53425.223141.66-8.28%0.45258.9940.903食品、饮料与烟草
43600290华仪电气49891.599078.12-8.22%0.44668.1460.077资本货物
44600867通化东宝76569.056052.68-7.86%0.1764.7650.343制药与生物科技
45000815美利纸业56474.395968.25-7.82%0.35640.8150.444原材料
46600252中恒集团37023.846483.60-7.69%0.33558.2990.315制药与生物科技
47000581威孚高科1120165.8218659.58-7.47%0.32547.6880.501汽车与汽车零部件
48002063远光软件44918.164558.00-7.32%0.45635.7120.964软件与服务
49600085同仁堂1229125.9027005.57-7.28%0.61844.9881.048制药与生物科技
50600497驰宏锌锗4147966.98137338.57-7.18%3.51726.5881.244原材料
51600961株冶集团453300.7349473.32-7.18%0.85634.9140.753原材料
52000630铜陵有色587615.2481352.75-7.15%0.64146.7911.557原材料
53000822山东海化643262.9540315.11-6.81%0.47426.6540.841原材料
54600750江中药业412885.8612026.22-6.67%0.40935.1460.726制药与生物科技
55002076雪莱特56222.985810.10-6.64%0.31343.4381.064耐用消费品与服装
56000050深天马A410441.849752.24-6.60%0.25250.6282.454技术硬件与设备
57600312平高电气1422911.4521401.46-6.59%0.58332.4630.761资本货物
58002038双鹭药业611012.6710297.80-6.49%0.82547.790.665制药与生物科技
59600628新世界718599.6517398.68-6.46%0.3244.3511.569零售业
60600495晋西车轴105905.025524.53-6.44%0.53343.0891.393资本货物
61000972新中基513889.9213006.57-6.36%0.40129.390.408食品、饮料与烟草
62600331宏达股份584041.4678753.89-6.29%1.76245.5121.434原材料
63600831广电网络108038.227537.50-6.23%0.36985.180.446媒体
64600809山西汾酒836912.8634635.37-6.17%0.77740.8911.205食品、饮料与烟草
65000860顺鑫农业514533.3813649.21-6.08%0.33243.2570.755食品、饮料与烟草
66000039中集集团13295269.19278468.97-5.69%1.0225.1532.682资本货物
67000758中色股份644563.8242046.24-5.65%0.73763.7331.752资本货物
68601168西部矿业7192986.46182301.14-5.54%0.76458.8552.81原材料
69600188兖州煤业11270788.23255942.54-5.48%0.52741.7431.046能源
70600594益佰制药310106.479561.77-5.39%0.50721.553--制药与生物科技
71002134天津普林47020.006643.50-5.36%0.33740.421.43技术硬件与设备
72600166福田汽车846756.9544283.31-5.29%0.53821.6190.086汽车与汽车零部件
73600459贵研铂业312750.9412079.28-5.27%1.35247.1960.297原材料
74600388龙净环保411055.3210476.53-5.24%0.62524.835-4.721资本货物
75600966博汇纸业1218222.6417301.80-5.05%0.56429.8490.734原材料