“激进预测”是指卖方机构的预测显著高于或低于市场一致预期水平的预测。由于业内沟通流畅对同个股票的预测值理论上应该比较接近,只有在研究员拥有非对称信息或者对预测值非常自信的时候才会出具远超出一致预期水平的预测,因此这种股票值得特别关注。卖方研究显著高于一致预期,有可能提前预示股价波动,创造超额利润。我的精确算法:总市值小于20亿,取净利润差异20%以上,且净利润增加1000万以上;总市值大于等于20亿、小于100亿,取净利润差异10%以上,且净利润增加3000万以上;总市值大于等于100亿、小于500亿,取净利润差异8%以上,且净利润增加5000万以上;总市值大于等于500亿,取净利润差异5%以上,且净利润增加1亿以上。
股票代码股票简称机构名称发布时间机构评级目标价报告预期净利(万元)一致预期净利(万元)净利润差异率(%)报告EPS一致预期EPSEPS差异率(%)
2007E2008E2007E2008E2007E2008E2007E2008E2007E2008E2007E2008E
000541佛山照明中金公司9-14审慎推荐--47849.9064493.9342186.0145920.5213.4340.451.0271.3840.9140.98812.3340.06
600030中信证券中金公司9-14审慎推荐--1066372.201248816.94869634.311095104.8922.6214.042.7773.4442.7083.3292.553.47
600717天津港招商证券9-14强烈推荐3594234.56110309.1167500.19116379.2239.61-5.220.560.660.4480.74125.12-10.89
000927一汽夏利国信证券9-13推荐--374812.00506961.0037779.0065539.51892.12673.520.760.950.2380.411219.76131.05
000960锡业股份联合证券9-13增持94.4574594.00161621.0067595.4388261.0510.3583.121.392.891.2611.73210.2366.88
600331宏达股份联合证券9-13增持92.88104992.74144871.2779003.6795109.8332.9052.322.032.811.5141.79434.1156.59
000839中信国安中银国际9-12优于大市47.744800.0057000.0030009.3255218.4349.293.230.5750.730.3980.74644.57-2.17
000839中信国安安信证券9-12买入5655290.0091080.0030009.3255218.4384.2464.950.711.170.3980.74678.5156.79
000839中信国安安信证券9-11买入5655290.0091080.0029188.1354453.8189.4367.260.711.170.3840.72484.7061.55
000933神火股份安信证券9-11增持7585740.00113760.0069183.6196542.7923.9317.831.712.281.3831.94323.6517.37
000933神火股份招商证券9-10强烈推荐9577314.12114547.2367512.8493932.7014.5221.951.552.291.351.89514.7820.87
600029南方航空中信证券9-10买入--159480.00314910.00145600.00264142.869.5319.220.3650.720.310.59517.7820.94
600030中信证券银河证券9-10推荐--932521.001117897.00862467.881082279.128.123.292.813.372.5253.10211.298.64
股票代码股票简称机构名称发布时间机构评级目标价报告预期净利(万元)一致预期净利(万元)净利润差异率(%)报告EPS一致预期EPSEPS差异率(%)
2007E2008E2007E2008E2007E2008E2007E2008E2007E2008E2007E2008E
000541佛山照明中金公司9-14审慎推荐--47849.9064493.9342186.0145920.5213.4340.451.0271.3840.9140.98812.3340.06
600030中信证券中金公司9-14审慎推荐--1066372.201248816.94869634.311095104.8922.6214.042.7773.4442.7083.3292.553.47
600717天津港招商证券9-14强烈推荐3594234.56110309.1167500.19116379.2239.61-5.220.560.660.4480.74125.12-10.89
000927一汽夏利国信证券9-13推荐--374812.00506961.0037779.0065539.51892.12673.520.760.950.2380.411219.76131.05
000960锡业股份联合证券9-13增持94.4574594.00161621.0067595.4388261.0510.3583.121.392.891.2611.73210.2366.88
600331宏达股份联合证券9-13增持92.88104992.74144871.2779003.6795109.8332.9052.322.032.811.5141.79434.1156.59
000839中信国安中银国际9-12优于大市47.744800.0057000.0030009.3255218.4349.293.230.5750.730.3980.74644.57-2.17
000839中信国安安信证券9-12买入5655290.0091080.0030009.3255218.4384.2464.950.711.170.3980.74678.5156.79
000839中信国安安信证券9-11买入5655290.0091080.0029188.1354453.8189.4367.260.711.170.3840.72484.7061.55
000933神火股份安信证券9-11增持7585740.00113760.0069183.6196542.7923.9317.831.712.281.3831.94323.6517.37
000933神火股份招商证券9-10强烈推荐9577314.12114547.2367512.8493932.7014.5221.951.552.291.351.89514.7820.87
600029南方航空中信证券9-10买入--159480.00314910.00145600.00264142.869.5319.220.3650.720.310.59517.7820.94
600030中信证券银河证券9-10推荐--932521.001117897.00862467.881082279.128.123.292.813.372.5253.10211.298.64