据证券时报数据宝统计,目前为止2020年半年度业绩预告已公布1994家,数据显示近三个季度业绩环比连续增长的公司有56家。其中同达创业、*ST河化、万孚生物等公司第二季度的净利润环比增幅最大,分别高达701.03%、330.39%、243.22%。(本文及表格中的净利润同比、净利润环比、每股收益的预告数据按公布区间折中计算)
从56家业绩环比连增的公司中我们筛选出半年度每股收益较高的公司,这些公司在业绩不断改善的背景下,半年度业绩已跨入了绩优股行列,27家公司半年度每股收益超过0.400元,其中迈为股份、长春高新、新媒股份的每股收益最高,分别为3.6400元、3.2317元、2.2638元。
值得关注的是,一些公司不仅近三个季度业绩连续环比稳定增长,半年度净利润同比也实现增长,这类公司共有40家。其中业绩同比增长超过100%的公司有欣龙控股、星网宇达、招商轮船等13家,这些公司若近期的涨幅不大,是真正的盈利增长潜力股。
业绩连续三个季度增长的公司
证券代码 | 证券简称 | 去年第四季环比(%) | 第一季度环比(%) | 第二季度环比(%) | 2020.06.30净利润同比预告中值(%) | 2020.06.30每股收益预告中值(元) | 近一月涨跌幅(%) | 600647同达创业60.9567.31701.03-87.870.0175-0.98000953*ST 河化41.32182.49330.39241.600.1256-13.23300482万孚生物16.290.57243.22110.001.2655-14.92000625长安汽车103.514166.62196.15211.600.5205-13.19002301齐心集团9.319.57159.31-5.310.2500-9.89002628成都路桥57.8812.97159.0079.030.0590-1.18603601再升科技1.3375.89144.6759.980.312616.50603638艾迪精密11.071.75142.2914.620.491317.78603187海容冷链13.7324.25128.69-23.371.020021.09300095华伍股份0.547.85125.99145.000.21178.25002829星网宇达87.6451.97123.071827.230.210225.13300701森霸传感20.555.43110.9853.530.6800-6.69002258利尔化学2.538.63106.327.840.48715.83600976健民集团2.934.91102.48-31.580.3700-1.84300751迈为股份7.231.4091.740.413.6400-0.34000955欣龙控股444.84263.7682.762613.720.3065-3.14002209达意隆21.1234.9165.6070.71-0.030710.49002214大立科技33.80159.9565.37421.220.6650-6.24603713密尔克卫3.882.4864.82-7.100.910038.73300638广和通24.085.0364.436.200.576013.96603005晶方科技85.7310.1551.25335.820.4900-22.62600186莲花健康33.11151.2450.39-85.590.0226-6.91300138晨光生物25.3832.0647.3535.100.293017.24002511中顺洁柔1.9010.4846.80-2.040.35191.54300575中旗股份20.9077.7146.79-24.990.94002.34002926华西证券17.1020.1746.02-35.800.3500-10.40300617安靠智电86.2751.3845.876.520.52007.86600845宝信软件26.500.9645.4466.000.5827-5.74002959小熊电器152.342.4741.7295.001.59691.66000411英特集团7.1919.3641.24-17.730.320064.17000661长春高新4.001.5041.1080.003.2317-7.09600298安琪酵母17.1928.5737.2655.000.8733-0.69601066中信建投12.8615.9934.7096.540.58005.97000410*ST 沈机62.1848.1632.9973.41-0.22274.52601872招商轮船258.1842.2332.93521.000.4377-7.36300529健帆生物36.3420.6132.1140.000.5357-6.91002438江苏神通4.680.1528.85-42.290.1937-1.05002847盐津铺子62.1049.4727.209.981.050026.17300413芒果超媒6.27164.1027.1435.640.6122-11.77002921联诚精密37.8221.3224.0838.100.4200-9.32603027千禾味业24.1814.5623.07-0.770.2384-0.20600477杭萧钢构74.6829.4020.7726.890.222014.12600606绿地控股3.7125.0218.83-10.790.66005.18002126银轮股份14.4150.3918.79-45.200.2600-10.80200986粤华包B37.7741.3317.93329.010.0890-4.32603189网达软件8.6172.6416.28113.500.1585-10.90002351漫步者116.3116.0814.6875.000.1192-17.09002726龙大肉食50.1263.6913.0568.870.30009.59300170汉得信息102.70432.648.15-84.980.0286-11.70601878浙商证券13.6623.416.0036.610.2000-23.34002107沃华医药112.680.555.5849.010.2300-16.46600163中闽能源162.2227.055.49155.000.09673.93603979金诚信14.1224.235.15-39.450.34004.04300770新媒股份11.7821.112.2770.002.2638-16.70603258电魂网络53.9617.302.25140.600.8410-27.59300763锦浪科技28.798.722.2593.060.860018.39
注:新闻中不同时期用不同时期的预告、快报和定期报告数据,公布了定期数据的用定期数据,否则用业绩快报数据,定期和快报都未公布则用预告数据,预告数据取净利润同比区间中值;5月1日开始用中期数据, 9月1日开始用三季度数据,11月1日开始用年度数据。本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。