代码   名称     8月以来 涨跌幅（%）    8月以来 换手率（%）    市盈率 （前推法）    Wind行业 （三级行业）    

    600280 南京中商 -3.78                10.01                24.76              多元化零售             

    000671 阳光发展 -3.59                14.46                35.14              房地产                 

    600092 *ST精密  -3.57                22.10                -0.64              金属、非金属与采矿     

    000900 现代投资 -2.73                15.52                35.97              交通基础设施           

    600269 赣粤高速 -2.61                14.80                20.33              交通基础设施           

    000803 金宇车城 -2.21                0.08                 111.12             纺织品、服装与奢侈品   

    000651 格力电器 -2.21                7.46                 12.51              家庭耐用消费品         

    600066 宇通客车 -1.94                8.96                 11.99              汽车                   

    600550 天威保变 -1.84                6.80                 52.92              电气设备               

    000538 云南白药 -1.81                13.43                24.66              制药                   

    600033 福建高速 -1.67                10.04                21.85              交通基础设施           

    600887 伊利股份 -1.16                10.92                21.22              食品                   

    000637 茂化实华 -0.76                0.68                 -143.02            化工                   

    600724 宁波富达 -0.57                1.68                 35.56              综合类                 

    600085 同仁堂   -0.26                4.11                 28.25              制药                   

    600200 江苏吴中 -0.19                1.15                 79.87              纺织品、服装与奢侈品   

    000626 如意集团 -0.18                3.90                 91.40              消费品经销商           

    600290 苏福马   0.35                 2.41                 -86.24             机械                   

    000402 金融街   0.67                 11.31                28.97              房地产                 

    点评：8月以来上证指数涨幅达到9.3%，统计表明，两市有近400只股票跑输大盘。从表中所列表现最弱的个股来看，其中有不少前期走势坚挺的二线蓝筹股，如现代投资等高速公路股、南京中商等商业零售股，以及云南白药、同仁堂等。这些防御类股票一直为基金看好，前期明显抗跌，股价处于高位，近期走势滞后于大盘也在情理之中。同时我们也发现金宇车城、茂化实华等老庄股缺乏上升动力，虽然庄家仍能勉强维持股价，但后期走势难以乐观。