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    7/31/2009

    1元股已扩军至60只(2008-11-06 17:10:17)
    ST类绩差股占一半多

      据聚源数据统计,以昨日收盘计算,两市“一元俱乐部”的成员已经有60家,价格从1.12元到1.99元不等,其中股价低于1.5元的个股已有10只,成为仙股后备军的“主要力量”。位居两市低价股前三名的*ST厦华(1.08,-0.06,-5.26%,)*ST夏新(1.15,-0.06,-4.96%,)*ST昌鱼昨日分别收在1.12元、1.16元和1.22元。

      数据显示,60只一元股中,有33只是ST类绩差股,前十只低价股均为ST军团成员,而华联控股(1.85,0.17,10.12%,)春晖股份(1.72,-0.05,-2.82%,)波导股份(1.73,-0.04,-2.26%,)四环生物(1.83,-0.01,-0.54%,)、莲花味精等个股也已跻身一元股行列。

      据聚源数据统计,自7月以来截至昨日,60只一元股的累计跌幅都在38%以上,其中占比六成五的个股昨日收盘价比六月底再打五折。其中因重组搁浅而遭到投资者“遗弃”的*ST泰格(1.65,-0.09,-5.17%,)跌幅最深,7月来累计跌幅达到80.87%。ST金化、*ST北生此间跌幅也超过70%。

      此外,目前两市2元股也已多达366只,占在交易个股总数的24%左右。相对高价股中,百元股已经“灭绝”,10元以上个股仅剩150余只。

      “短期内仙股可能并不会大面积出现,游资在个股1元附近的位置还会有几轮反复争抢。”国都证券一位分析师表示,但他也提到,随着整个市场估值重心的下移,一些ST类绩差股跌破一元大关可能在不久之后就能见到。

    随着股指不断探底,沪深两市的个股市盈率水平向下调整,目前整体水平为13倍左右。其中,市盈率跌破10倍的个股已经多达237只,达到A股全部1585只个股的15%。*ST宝硕、ST东盛是A股市盈率水平低位居前的个股,分别为0.37倍、1.23倍。

      从行业上看,上述237只个股主要集中在钢铁板块上。钢铁目前全行业亏损,其个股市盈率下跌惨重应该在意料之中。三季报显示,钢铁行业前三季度亏损额达到11.54亿元,是去年同期的18.06倍。

      此外,随着全球金融危机的蔓延,市盈率跌破10倍的个股出现在煤炭、有色、纸业、银行、汽车、化工、造船等行业之中。

      资料显示,在沪指创出998点历史低位时,市盈率低于10倍的个股只有78只,占比不足7%。而近期市场估值深幅下调,是否意味着股市底部的到来?国信证券首席策略分析师汤小生认为,鉴于宏观经济形势不明朗,目前尚难确定底部是否形成。一般来说,正常的股市调整不会使市盈率出现目前的低位。市盈率如此之低,从一个侧面反映出市场投资者对未来的不良预期。

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