代码   名称     收盘价 4月以来 涨跌幅（%）    4月以来 换手率（%）    流通A股 （万股）    市盈率 （据年报）    

    600331 宏达股份 6.52   35.27                91.88                16,640.00         28.0               

    002025 航天电器 17.25  30.60                56.81                3,084.00          40.0               

    000430 张家界   4.25   17.08                31.81                7,435.80          406.7              

    600075 新疆天业 9.56   16.73                25.85                9,720.00          29.0               

    600261 浙江阳光 9.11   15.46                11.56                4,000.00          19.4               

    600409 三友化工 5.99   14.31                31.28                10,000.00         18.7               

    600842 ST中西   2.68   14.04                6.46                 8,422.55                             

    600627 上电股份 7.63   13.20                52.86                5,100.00          29.2               

    600423 柳化股份 8.37   12.76                27.44                7,800.00          23.2               

    600317 营口港   10.61  12.63                28.70                10,000.00         29.4               

    002021 中捷股份 10.7   12.63                58.19                2,600.00          26.5               

    002032 苏泊尔   10.7   12.63                33.06                3,400.00          22.9               

    600858 ST渤海   5.1    12.33                14.06                6,795.36          27.9               

    000822 山东海化 8.71   12.24                31.13                15,943.00         21.9               

    600809 山西汾酒 6.51   12.24                17.90                7,668.41          31.7               

    000905 厦门港务 7.95   11.81                13.54                9,500.00          23.9               

    600084 新天国际 4.11   11.38                32.17                17,846.40                            

    600605 轻工机械 6.95   9.11                 44.42                2,400.00                             

    点评：大盘连续两日长阴直下，而同期却仍有24只股票创出60日新高。其中，以化工和冶金为主业的宏达股份4月份以来涨幅第一，并且创出了历史新高。其背景是，公司于4月13日发布业绩预增公告，预计第一季度净利润较上年同期有惊人涨幅。此外，同处化工业的新疆天业、三友化工、柳化股份、山东海化也名列榜上，行业景气方面的因素值得挖掘。同时，基础设施板块的营口港、厦门机场继续演绎着慢牛行情。虽然创新高个股中不免有ST中西、张家界等纯属题材炒作的个股，但绝大多数股票的持续走强仍然反映出当前市场中“抛弃指数做个股”的主流思路。

    数据来源：Wind资讯 统计、点评：张翔