代码   名称     7月以来 涨跌幅（%）    市盈率 （前推法）    每股收益 （一季）    Wind行业 （三级行业）        

    600227 赤天化   37.99                9.25               0.25               化工                       

    600595 中孚实业 36.47                13.20              0.07               金属、非金属与采矿         

    000042 深长城A 35.35                24.12              0.012              房地产                     

    600383 金地集团 32.71                13.29              0.146              房地产                     

    000779 三毛派神 32.09                -1.42              0.0016             纺织品、服装与奢侈品       

    600456 宝钛股份 31.80                26.65              0.15               金属、非金属与采矿         

    600028 中国石化 30.59                11.81              0.104              石油、天然气与供消费用燃料 

    000024 招商地产 29.38                14.45              0.125              房地产                     

    000933 神火股份 28.72                8.69               0.444              石油、天然气与供消费用燃料 

    600879 火箭股份 28.35                20.21              0.07               航天航空与国防             

    000002 万科A   27.71                10.07              0.111              房地产                     

    600786 东方锅炉 26.08                10.39              0.5096             电气设备                   

    002022 科华生物 26.06                23.93              0.17               生物科技                   

    600761 安徽合力 23.99                14.13              0.101              机械                       

    600230 沧州大化 23.26                20.69              -0.065             化工                       

    600082 海泰发展 23.18                23.57              0.028              房地产                     

    600305 恒顺醋业 20.78                91.22              0.0422             食品                       

    600016 民生银行 20.68                16.29              0.12               商业银行                   

    点评：表中的多数股票均为主流投资机构看好的蓝筹股，数倍于大盘的涨幅表明它们正受到增量资金的集中关注。其中房地产股占据不小份额，该板块龙头股万科的股价已逼近历史高位，此外，能源的紧张也促成中国石化、神火股份走势良好。涨幅最大的赤天化，其中期业绩同比大增141%；涨幅达32%的宝钛股份，中期业绩也有48%的增长。总体来看，相对于题材股行情的昙花一现，绩优股更容易摆脱大盘波动走出稳步的上扬行情。尽管在股改背景下绝大多数股票都能得到炒作机会，但这些预期稳定的股票才是我们关注的方向。

    数据来源：Wind资讯  统计、制表：张翔