上周沪深股市均出现下跌,8月12日上证综合指数报收于2593.07点,与前周末的2626.42点相比下跌33.35点,跌幅1.27%,深圳成指的走势与上证指数类似,下跌0.43%,申万A股指数,跌幅0.88%。
A股板块涨跌互现,我们采用申万一级行业指数为代表,其中食品饮料、房地产和商业贸易涨幅居前,分别上涨4.71%、1.2%和1.15%,而信息设备、采掘和黑色金属板块表现相对较弱,分别下跌3.59%、3.16%和2.79%。
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 |
食品饮料 | 0.64% | 4.71% | 6.03% | 42.68 | 7.84 | 46.88 | 6.71 | 8.97% | -16.85% |
房地产 | 0.31% | 1.20% | -4.80% | 18.96 | 2.36 | 39.53 | 3.65 | 52.03% | 35.26% |
商业贸易 | 0.81% | 1.15% | -3.17% | 30.05 | 3.65 | 40.99 | 4.33 | 26.70% | 15.76% |
医药生物 | 0.87% | 0.97% | -0.83% | 41.49 | 4.98 | 46.33 | 4.70 | 10.44% | -6.04% |
农林牧渔 | 0.60% | 0.95% | -2.83% | 65.24 | 4.71 | 68.47 | 4.26 | 4.71% | -10.65% |
餐饮旅游 | 0.89% | 0.52% | -0.04% | 52.11 | 3.99 | 62.13 | 4.69 | 16.13% | 14.89% |
信息服务 | 1.58% | 0.26% | -3.38% | 47.88 | 3.38 | 49.89 | 3.54 | 4.04% | 4.59% |
综合行业 | 2.20% | -0.28% | -6.08% | 36.32 | 3.74 | 66.10 | 3.94 | 45.05% | 4.98% |
轻工制造 | 1.62% | -0.72% | -4.10% | 37.59 | 2.62 | 37.13 | 2.73 | -1.23% | 3.92% |
纺织服装 | 1.01% | -0.76% | -4.21% | 28.43 | 3.17 | 37.94 | 3.08 | 25.06% | -2.96% |
申万A股指数 | 0.69% | -0.88% | -6.56% | 22.87 | 2.84 | 28.05 | 3.46 | 18.47% | 18.00% |
金融服务 | -0.26% | -0.91% | -9.25% | 10.12 | 1.68 | 23.10 | 3.63 | 56.19% | 53.67% |
有色金属 | 0.05% | -1.01% | -6.22% | 51.47 | 5.07 | 50.30 | 5.10 | -2.32% | 0.56% |
交通运输 | 1.39% | -1.45% | -9.15% | 15.88 | 1.81 | 27.58 | 3.04 | 42.43% | 40.49% |
电子元器件 | 1.87% | -1.48% | -8.10% | 52.30 | 3.79 | 61.59 | 3.55 | 15.08% | -6.89% |
家用电器 | 0.11% | -1.79% | -10.57% | 19.54 | 2.99 | 30.88 | 3.05 | 36.73% | 2.02% |
公用事业 | 1.02% | -2.10% | -8.34% | 25.66 | 2.37 | 37.04 | 2.82 | 30.72% | 15.97% |
机械设备 | 1.50% | -2.21% | -8.81% | 29.30 | 3.60 | 37.64 | 4.51 | 22.16% | 20.25% |
建筑建材 | 0.75% | -2.24% | -10.10% | 21.44 | 2.60 | 41.29 | 3.29 | 48.07% | 21.01% |
交运设备 | 0.83% | -2.28% | -9.62% | 21.78 | 3.10 | 33.81 | 3.42 | 35.59% | 9.44% |
化工 | 0.82% | -2.36% | -8.21% | 34.05 | 3.35 | 30.45 | 3.41 | -11.83% | 1.66% |
黑色金属 | 0.69% | -2.79% | -11.58% | 21.84 | 1.45 | 32.89 | 1.95 | 33.60% | 25.72% |
采掘 | -0.04% | -3.16% | -4.95% | 20.11 | 3.55 | 24.56 | 4.24 | 18.11% | 16.23% |
信息设备 | 1.48% | -3.57% | -9.06% | 35.21 | 3.41 | 52.86 | 3.68 | 33.40% | 7.36% |