代码   名称     近2日换手率（%）     近2日涨跌幅（%）     流通A股（万股）     市盈率（前推法）      每股收益（一季）    

    002049 晶源电子 42.67              -1.80              2,000.00                                     

    002044 江苏三友 27.68              -11.84             3,600.00                                     

    000558 莱茵置业 26.92              20.97              5,050.44          19.19               0.0091 

    002042 飞亚股份 25.25              -12.37             3,200.00                              0.072  

    002012 凯恩股份 22.78              -3.41              5,400.00                              0.13   

    600990 四创电子 22.74              3.02               2,000.00                              -0.0333

    002027 七喜股份 21.70              -7.09              5,800.00                              0.2259 

    600756 浪潮软件 21.08              3.95               6,870.24          28.62               0.005  

    002046 轴研科技 19.93              -4.26              2,000.00                                     

    600962 国投中鲁 18.83              -4.90              6,500.00                              0.0243 

    002048 宁波华翔 18.11              -1.03              2,400.00                                     

    000515 攀渝钛业 17.93              7.75               7,983.36          21.21               0.013  

    600399 抚顺特钢 17.74              -0.92              12,000.00         178.75              0.0092 

    600339 天利高新 17.65              5.28               15,120.00         18.86               0.0459 

    600966 博汇纸业 17.64              9.84               8,400.00                              0.13   

    点评：对于人民币升值2%的消息，市场已经消化了两个交易日，我们从高换手个股的表现也能看出一定的反应。晶源电子、江苏三友等数只中小板个股上榜，且无一上涨。其中江苏三友与飞亚股份近两日跌幅均在11%以上，前者是服装生产企业，后者则从事纺织品生产，它们的共同点是，其产品主要以国外市场为主。而原材料依赖进口的博汇纸业则上涨9.84%，从事房地产开发的莱茵置业与栖霞建设分别上涨20.97%、9.68%。需要注意的是，由于升值幅度不大，投资者应警惕过度投机带来的风险。