据证券时报股市大数据新媒体“数据宝”统计,目前为止2018年半年度业绩预告已公布2375家,数据显示近三个季度业绩环比连续增长的公司有89家。其中宜宾纸业、中天金融、杰瑞股份等公司第二季度的净利润环比增幅最大,分别高达12250.25%、443.28%、352.82%。(本文及表格中的净利润同比、净利润环比、每股收益的预告数据按公布区间折中计算)
从89家业绩环比连增的公司中我们筛选出半年度每股收益较高的公司,这些公司在业绩不断改善的背景下,半年度业绩已跨入了绩优股行列,32家公司半年度每股收益超过0.400元,其中合盛硅业、宜宾纸业、天齐锂业的每股收益最高,分别为2.0896元、2.0048元、1.2040元。
值得关注的是,一些公司不仅近三个季度业绩连续环比稳定增长,半年度净利润同比也实现增长,这类公司共有71家。其中业绩同比增长超过100%的公司有鲁亿通、华东重机、建新股份等29家,这些公司若近期的涨幅不大,是真正的盈利增长潜力股。(数据宝)
业绩连续三个季度增长的公司
证券代码证券简称去年第四季环比(%)第一季度环比(%)第二季度环比(%)2018.06.30净利润同比预告中值(%)2018.06.30每股收益预告中值(元)近一月涨跌幅(%)600793
宜宾纸业73.85120.7212250.2560.002.004813.10000540
中天金融83.5164.17443.28216.000.6386-002353
杰瑞股份3.1876.33352.82399.740.190014.21300281
金明精机24.41164.50181.4620.000.0858-19.34300285
国瓷材料19.125.36168.40144.500.43212.23002798
帝欧家居200.4993.67152.38545.000.68652.59002286
保龄宝5.25109.06117.9725.000.1229-10.67002341
新纶科技4.341.80110.28115.000.1382-13.12300423
鲁亿通77.96494.15105.291970.000.7031-5.70300092
科新机电744.32134.56101.2231.160.02771.33002782
可立克47.817.1796.6583.170.1256-20.00300226
上海钢联28.5942.7695.32163.410.3776-7.20002392
北京利尔57.2823.4287.83100.000.14195.44002254
泰和新材300.9316.0280.634.700.16004.43601330
绿色动力427.1517.0472.595.000.1342-25.29002097
山河智能63.95128.3469.53255.000.28284.07601857
中国石油15.8586.8967.84114.500.14858.19300122
智飞生物29.6176.5766.32302.500.4322-19.24002391
长青股份49.323.6863.8145.000.4876-10.84300067
安诺其11.17238.0259.3775.000.14828.05002520
日发精机35.9587.0058.7630.000.0915-3.11603929
亚翔集成23.7854.7253.84-23.690.4800-3.61600805
悦达投资98.611125.8646.38596.500.118011.27300107
建新股份262.96115.9345.881313.500.5121-16.70600351
亚宝药业26.3415.6045.3537.500.187212.65600057
厦门象屿10.905.0545.0590.000.26197.02603826
坤彩科技14.1722.7143.91-15.190.225420.06300239
东宝生物99.040.7143.61-18.530.03642.45002620
瑞和股份10.8231.1042.2145.000.28371.71300571
平治信息222.1333.9039.93127.530.9512-8.73002916
深南电路25.697.1339.49-35.171.00000.02603638
艾迪精密8.2637.2138.934.160.468310.58002632
道明光学63.9511.0637.397.060.1700-1.99000810
创维数字927.3048.5137.20194.090.1495-25.61300529
健帆生物48.7011.1433.34-19.490.5100-8.20600812
华北制药67.48995.6432.89100.000.037810.70002233
塔牌集团11.4571.8131.8457.720.722626.10000584
哈工智能11.895.9631.55-6.790.1063-31.29002135
东南网架8.88194.5930.3980.000.119515.70600623
华谊集团271.9493.5829.25224.000.49186.01600426
华鲁恒升23.7996.1627.63206.501.03138.16300034
钢研高纳247.6333.1827.43-32.530.10985.56002842
翔鹭钨业2.8430.9926.7830.000.28278.01603368
柳药股份14.271.3325.6733.250.99001.44002349
精华制药33.5633.0224.4040.000.1604-2.78002064
华峰氨纶18.705.3924.2828.580.15007.58002317
众生药业52.2417.4924.01-38.690.3400-3.42300385
雪浪环境92.8330.5523.8727.500.3556-4.26002138
顺络电子2.2320.4422.9030.730.28005.91002727
一心堂6.9323.0222.7235.300.5150-15.23603260
合盛硅业33.5414.4122.18152.792.0896-17.86002900
哈三联22.6112.7121.4969.590.4343-14.69002083
孚日股份0.884.5521.00-20.750.2100-6.00300289
利德曼6.049.3720.43-0.0955-3.75002576
通达动力119.6132.3218.47-45.000.0594-2.31000906
浙商中拓28.2816.3117.7045.000.18426.51300473
德尔股份43.3913.8117.2956.170.9436-1.76300121
阳谷华泰60.6934.2517.0046.830.67002.41002430
杭氧股份40.912.0416.80245.240.3520-1.08600028
中国石化12.9947.2616.5150.000.33577.34002174
游族网络63.9912.9916.1441.380.5403-11.46000560
我爱我家28.55447.1015.941135.910.1337-1.40300398
飞凯材料37.40112.9414.51549.760.3691-2.96002685
华东重机2476.2723.4614.511387.500.2849-3.54300316
晶盛机电19.881.4114.49105.000.2263-0.56002628
成都路桥124.5619.3513.97-5.000.018858.65300199
翰宇药业28.683.0213.55-30.380.2300-8.45002462
嘉事堂9.9338.7411.20-31.650.7400-2.12000683
远兴能源13.3249.389.647.050.160018.82002171
楚江新材7.434.199.57-35.410.2010-300261
雅本化学157.7662.449.1185.000.0800-4.58000676
智度股份76.171.918.9592.550.4349-4.44002466
天齐锂业5.415.368.2648.811.2040-16.79000425
徐工机械6.69113.986.9495.350.153410.05300098
高新兴18.342.716.8430.790.1414-7.28000528
柳工20.06569.006.51130.990.531529.46603993
洛阳钼业45.9937.996.45283.190.1482-15.75002370
亚太药业5.4526.915.5632.500.2509-3.27600702
舍得酒业45.1572.045.45172.710.5040-14.14002579
中京电子516.5422.364.19596.030.1031-1.96002440
闰土股份23.334.123.9355.550.5432-6.95600176
中国巨石9.743.113.9125.000.359214.24002752
昇兴股份1514.6417.723.78-22.500.0641-4.49002860
星帅尔1.044.823.18-42.580.4300-9.05603689
皖天然气21.2631.282.5935.250.26006.91600260
凯乐科技26.8637.992.5577.500.8671-20.04002422
科伦药业177.845.831.99202.170.5400-8.80300717
华信新材7.2620.971.956.830.2437-9.89300394
天孚通信15.691.720.12-10.000.2953-0.87