上周沪深股市全线反弹,11月4日上证综合指数报收于2528.29点,与前周末的2473.41点相比上涨2.22%,深圳成指上涨1.3%,申万A股指数上涨2.89%。
A股板块继续反弹,我们采用申万一级行业指数为代表,信息设备、信息服务和电子元器件涨幅靠前,分别上涨6.67%、6.64%和6.51%,而黑色金属、采掘和金融服务表现相对较弱,上涨分别为0.65%、0.92%和1.36%。
行业名称 | 日涨跌幅 | 5日涨跌幅 | 月涨跌幅 | 最新PE | 最新PB | 历史平均PE | 历史平均PB | PE折价 | PB折价 |
信息设备 | 0.56% | 6.67% | 4.98% | 37.84 | 3.25 | 52.86 | 3.68 | 28.42% | 11.71% |
信息服务 | -0.15% | 6.64% | 12.39% | 41.13 | 3.43 | 49.89 | 3.54 | 17.56% | 3.18% |
电子元器件 | 0.44% | 6.51% | 3.46% | 44.75 | 3.42 | 61.59 | 3.55 | 27.34% | 3.55% |
农林牧渔 | 1.50% | 6.18% | 4.49% | 47.15 | 3.92 | 68.47 | 4.26 | 31.14% | 7.91% |
机械设备 | 1.09% | 4.42% | 3.34% | 26.61 | 3.15 | 37.64 | 4.51 | 29.31% | 30.22% |
综合行业 | 1.63% | 4.38% | 5.22% | 31.93 | 3.28 | 66.10 | 3.94 | 51.69% | 16.67% |
医药生物 | 0.23% | 4.27% | 4.94% | 34.46 | 4.41 | 46.33 | 4.70 | 25.61% | 6.10% |
餐饮旅游 | 0.66% | 3.78% | 4.67% | 43.35 | 3.82 | 62.13 | 4.69 | 30.23% | 18.52% |
交运设备 | 0.73% | 3.49% | 1.10% | 19.68 | 2.70 | 33.81 | 3.42 | 41.80% | 21.13% |
轻工制造 | 0.60% | 3.08% | 2.40% | 33.62 | 2.35 | 37.13 | 2.73 | 9.46% | 13.82% |
有色金属 | 1.91% | 3.02% | 0.25% | 32.11 | 4.22 | 50.30 | 5.10 | 36.17% | 17.23% |
纺织服装 | 0.55% | 2.92% | 2.97% | 24.04 | 2.80 | 37.94 | 3.08 | 36.63% | 9.05% |
申万A股指数 | 0.72% | 2.89% | 4.60% | 17.60 | 2.53 | 28.05 | 3.46 | 37.26% | 26.95% |
公用事业 | 0.60% | 2.70% | 6.11% | 26.25 | 2.20 | 37.04 | 2.82 | 29.13% | 22.00% |
化工 | 0.74% | 2.65% | 1.27% | 25.32 | 2.95 | 30.45 | 3.41 | 16.84% | 13.40% |
家用电器 | 0.67% | 2.26% | 1.06% | 15.40 | 2.42 | 30.88 | 3.05 | 50.14% | 20.70% |
建筑建材 | 0.65% | 2.18% | 4.39% | 15.93 | 2.20 | 41.29 | 3.29 | 61.42% | 33.17% |
食品饮料 | 0.24% | 2.16% | 7.43% | 32.84 | 6.59 | 46.88 | 6.71 | 29.95% | 1.78% |
商业贸易 | 0.77% | 2.07% | 2.55% | 25.13 | 3.14 | 40.99 | 4.33 | 38.70% | 27.53% |
交通运输 | 0.43% | 1.63% | 4.41% | 16.33 | 1.69 | 27.58 | 3.04 | 40.80% | 44.44% |
房地产 | 1.20% | 1.41% | 5.52% | 15.76 | 2.06 | 39.53 | 3.65 | 60.13% | 43.49% |
金融服务 | 0.52% | 1.36% | 10.19% | 9.35 | 1.64 | 23.10 | 3.63 | 59.52% | 54.78% |
采掘 | 0.83% | 0.92% | -1.44% | 18.72 | 3.05 | 24.56 | 4.24 | 23.77% | 28.03% |
黑色金属 | 0.50% | 0.65% | -0.32% | 20.64 | 1.25 | 32.89 | 1.95 | 37.25% | 35.96% |