截至09点55分，资金流入速度最快的个股为：同方股份，东信和平，浪潮软件，方正科技，天齐锂业。
截至09点55分，资金流入速度最快的个股为：同方股份，东信和平，浪潮软件，方正科技，天齐锂业。&。
0.45 0.04%
0.00 0.02%
0.04 0.07%
0.0006 0.08%
0.0004 0.03%
137.88 0.63%
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Torch Corporation, All Rights Reserved . 版权所有&&客服热线：021-是的,未来当600100同方股份作为大股东的股票一个个的上涨、涨停甚至创出历史新
是的,未来当600100同方股份作为大股东的股票一个个的上涨、涨停甚至创出历史新高,比如002049同方国芯、600590泰豪科技、600637百事通等;同方环境、辰安科技等三家已预披露公司的即将上市;同方成功收购港股LED照明龙头真明丽后对集团LED节能全领域的打通(近日高工LED发布的中国LED竞争力排名同方LED列行业第二);同方环境的脱硫脱硝产品等广泛应用于京津冀等地大气污染治理,未来更大受益于国家环保政策;同方工业的军工产业发展不可小视,其中江新造船的海监执法、排雷排障船等海上装备生产供不应求,正在增资3.5亿元加紧扩建(中船国际、中国重工、st钢构等同类大盘股已近翻倍),同方退居二股东的泰豪科技其大股东的军工资产即将注入;同方威视的安检设备尤其是在集装箱、机场、海关、体育场馆、公路卡口、文艺影院等关卡通道及公共安全领域全球行业占有26%(近日美国股市中移动监控、公共安防概念股短时间翻倍狂奔);同方旗下易程科技的高铁和城铁轨道交通信息系统综合解决方案已广泛用于虹桥铁路枢纽等高铁、城铁及全国各地的轨道交通建设中,在轨道交通领域信息化中首屈一指;同方水务和同方人环等发展良好,黑龙江水务、淮安水务等公司东北、华东、华北及华南地区的布局顺利,并也在谋求上市;同方软件即将取得国家特一级资质,同方计算机、E人E本等终端硬件及移动产品市场创新不断,财政部、教育部及国家统计局等部委大量采购;同方物联网及智慧城市已是国内行业龙头、总体市场占有和影响力无人可及(公司还通过持有浦东最大国有物流公司畅联物流10%的股份直接参与了自贸区建设);即将收购成功的海康人寿与同方未来的大健康产业及CLOUD
云罐的包括家庭安防、家庭教育、家庭娱乐、家庭消费等智慧家庭系统等产业率先融合;在军工里,同方雷达矩阵、电子对抗及北斗导航落地早已取得系统性成果,而且是军工国防及民用领域中不可或缺的技术和力量;还有,十八届四中全会主打依法治国,这次盛会结合前几次的越狱事件等,必将带来智慧城市及全国司法监狱系统的整体智能化升级改造(近期东方电子、方正科技等智能安防监控股已出现过巨量涨停表现);另外,最有看点的是随着英特尔的巨资加盟,展讯通信及锐迪科的芯片智造等将超过联发科,清华系集成电子方面优质资产的大运作整合会带来市场极大的想象空间
&同方股份背靠清华大学,大股东实质是财政部,拥有多个国家级研发中心、坐享国家最高层的关心支持,而市值才200多亿元,低于旗下单一的子公司同方国芯,甚至也低于众多近两年新上市的中小板、创业板公司,在中国国企改革、科技创新、升级转型推进的大结构性牛市中,作为科技蓝筹的清华同方难道会没有表现?我们从任何角度分析好像不太现实的。
那么,同方股份前期走势相对独立、一直没有理想的拉升、十分磨人,我们认为应是主力在消化去年的内部增发股上市(信息分析启迪创投等已在9.2元和10元上方两次大宗转移了近2000万股)及近期55亿元向清华控股、紫光集团及博时基金、工银瑞信等新增发股待批原因的短时间人为压制和机构踌躇所致。市场上有些股民认为增发价7.2元偏低,公司有利益输送嫌疑,请问在大陆股市能有几个公司增发不操控的?而且新股发行的价格应该还要低吧,新股上市大股东和PE等机构赚得更多,那么资本市场中为何还疯狂炒作?
应该说,能够参加同方增发的机构都不是等闲之辈,何况大股东清华控股和紫光集团真金白银拿出25亿元参与增发,而不是资产评估物作价,而且包括博时基金等所有机构的新增发股票均是承诺锁定三年的战略投资者,届时他们的资金成本已近10元,对市场的影响很小,中长期是正面的,因为目前同方缺少的就是慧眼机构的中长线关注。
此外,也有人认为同方股份20亿的流通盘偏大,那么也请大家看看近期股市里不断涨停的蓝筹,比如中船国际、中国重工、中信重工、东吴证券、太平洋证券、宏源证券等等哪个不是几十亿甚至几百亿的流通股?其实如果认同结构性牛市,对题材和公司未来有信心,随着国内外新增资金的源源不断的涌入,200亿元市值对一个国家级核心科技蓝筹公司来说实在太低估了,相信随着行情的深入,同方股份即使达不到掌门人陆致成先生所说亿元市值,但缩水一半500亿元应该没有问题吧?
&另外,同方股份还是难得的典型沪港通概念,本身就是还没有大涨低估的180成份股,旗下有同方泰德、真明丽等三家公司在港交所上市,极有希望成为真正的沪港通热门概念股。
&考虑我国大的宏观政策面取向和同方股份良好的基本面,我们依然建议逢低11元下方逢低择机积极吸纳,跟着科技梦、创新梦、改革梦、中国梦一起飞翔,中国一定会出现自己的伟大通用公司(GE),相信中长期坚持的价值投资应该会有较大收获的,不考虑短期,2015年中最保守也应该可见15元以上。
盘面看,目前整个清华系的股票都已春心萌动,同方国芯、诚志股份、紫光古汉、紫光股份等甚至创出了新高,清华控股通过增发成第一大股东的华控赛格近期走势也优良。我们认为极有可能清华系会成为未来大热点,整体走出类似于前期浪潮软件、浪潮信息等浪潮系自主可控科技的牛股行情!
&以上就是我们投资选择同方股份的基本思路和简单逻辑,其实投资既复杂也简单,就跟人生一样。但牛股并不是每个人都能发现,即使发现也很难坚持的,就像生活里的很多事物一样,除了所谓的专业外,对大多数人而言投资更多的时候是比的灵感、魄力、耐心以及对时机的把握!一旦发现值得中长期投资的潜力标的就要“不管风吹浪打、胜似闲庭信步”的坚守!综合诊断：6.2分 打败了89%的股票！
同方股份(600100)，今日共成交178笔100万以上大单，占总成交量的96.85%
近期的平均成本为11.66元，股价在成本上方运行。空头行情中，目前正处于反弹阶段，投资者可适当关注。该股最近有重大利空消息，但资金方面呈流入状态，形式尚不明朗。该公司运营状况尚可，暂时未获得多数机构的显著认同，后续可继续关注。
风险提示：诊断结果通过运算模型加工客观数据而成，仅供参考，不构成绝对投资建议。
历史波段诊断
本项诊断运用了未来函数，可能出现少量漂移，敬请谅解。
波段启动点
波段结束点
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近期的平均成本为11.66元，股价在成本上方运行。
[{"text":"\u5e73\u\u672c","value":"11.66","date":,"color":"0x9f0ba1"}]
过去10个交易日，该股走势明显跑赢大盘，明显跑赢行业平均水平。
[{"date":"","stock":"-1.27","trade":"-0.87","ind":"-0.79"},{"date":"","stock":"1.90","trade":"-0.80","ind":"-0.53"},{"date":"","stock":"4.13","trade":"0.35","ind":"0.44"},{"date":"","stock":"-1.33","trade":"0.32","ind":"0.14"},{"date":"","stock":"1.07","trade":"1.04","ind":"0.36"},{"date":"","stock":"-0.71","trade":"0.50","ind":"0.06"},{"date":"","stock":"1.17","trade":"0.71","ind":"0.75"},{"date":"","stock":"0.91","trade":"1.27","ind":"0.49"},{"date":"","stock":"0.55","trade":"-0.26","ind":"-0.34"},{"date":"","stock":"-1.26","trade":"-1.33","ind":"-0.37"},{"date":"","stock":"2.87","trade":"0.54","ind":"0.08"},{"date":"","stock":"-1.28","trade":"0.83","ind":"0.09"},{"date":"","stock":"-4.21","trade":"-3.35","ind":"-0.77"},{"date":"","stock":"-1.04","trade":"-1.22","ind":"0.27"},{"date":"","stock":"0.09","trade":"0.27","ind":"0.31"},{"date":"","stock":"0.09","trade":"1.05","ind":"0.26"},{"date":"","stock":"-0.35","trade":"-1.02","ind":"0.22"},{"date":"","stock":"1.85","trade":"0.84","ind":"0.06"},{"date":"","stock":"0.53","trade":"0.62","ind":"0.25"},{"date":"","stock":"-5.21","trade":"-1.64","ind":"-0.34"},{"date":"","stock":"-1.49","trade":"-1.52","ind":"0.29"}]
同方股份,上证指数,计算机设备指数
该股压力位为11.73元，支撑位为11.60元。
[{"text":"\u538b\u529b\u4f4d","value":"11.73","date":,"color":"0x9f0ba1"},{"text":"\u652f\ud","value":"11.60","date":,"color":"0x0b52a1"}]
空头行情中，目前正处于反弹阶段，投资者可适当关注。
近5日内该股资金流入较多，远高于行业平均水平，5日共流入15771.55万元。
资金净流入
资金净流出
行业平均线
说明：本产品资金数据为主动性买卖单的合计净值，被动性买卖单不计。
[{"date":"","value":"-12570","field":"-2300"},{"date":"","value":"-957","field":"-268"},{"date":"","value":"2788","field":"-87"},{"date":"","value":"-5213","field":"-2027"},{"date":"","value":"-2518","field":"861"},{"date":"","value":"-1022","field":"-751"},{"date":"","value":"-6030","field":"-2398"},{"date":"","value":"-5522","field":"-1759"},{"date":"","value":"-6013","field":"89"},{"date":"","value":"6493","field":"4"},{"date":"","value":"-6461","field":"-1614"},{"date":"","value":"-742","field":"-107"},{"date":"","value":"587","field":"425"},{"date":"","value":"377","field":"-297"},{"date":"","value":"-6478","field":"-979"},{"date":"","value":"1080","field":"1920"},{"date":"","value":"-8551","field":"-895"},{"date":"","value":"15852","field":"1165"},{"date":"","value":"10890","field":"-924"},{"date":"","value":"-3500","field":"-3180"}]
据统计，近10日内主力没有控盘。
计算机设备行业， 近5日资金总体呈流出状态，请投资者谨慎关注该行业的个股。
机构今日流向(万元)
机构5日流向(万元)
机构10日流向(万元)
机构20日流向(万元)
相比，主力机构持仓量减少1651.65万股，其中基金净增仓2家，主力净减仓166家，暂未发现中长期投资价值。
截止，共18家主力机构（基金13家，一般法人5家），持仓量总计56230.43万股，占流通A股25.58%
其中，基金持仓与相比：
增仓：4家 ，增持 269.76万股
减仓：2家 ，减持 3.25万股
新出现在主力名单中：2家 ，持有711.53万股
从主力名单中消失：168家 ，原持有2812.63万股
临时股东大会
业绩大幅下降
公司购买资产
公司购买资产
公司购买资产
业绩大幅下降
不分配不转增
公司购买资产
公司出售资产
公司购买资产
因工作原因
业绩大幅下降
10派2.5元(含税)
公司出售资产
业绩大幅上升
参股拟上市公司或非上市公司金融机构
一年消息统计
非重大消息
近10日来该行业走势不明显，明显跑赢大盘。
[{"date":"","price":"-0.79","value":"-0.87"},{"date":"","price":"-0.53","value":"-0.80"},{"date":"","price":"0.44","value":"0.35"},{"date":"","price":"0.14","value":"0.32"},{"date":"","price":"0.36","value":"1.04"},{"date":"","price":"0.06","value":"0.50"},{"date":"","price":"0.75","value":"0.71"},{"date":"","price":"0.49","value":"1.27"},{"date":"","price":"-0.34","value":"-0.26"},{"date":"","price":"-0.37","value":"-1.33"},{"date":"","price":"0.08","value":"0.54"},{"date":"","price":"0.09","value":"0.83"},{"date":"","price":"-0.77","value":"-3.35"},{"date":"","price":"0.27","value":"-1.22"},{"date":"","price":"0.31","value":"0.27"},{"date":"","price":"0.26","value":"1.05"},{"date":"","price":"0.22","value":"-1.02"},{"date":"","price":"0.06","value":"0.84"},{"date":"","price":"0.25","value":"0.62"},{"date":"","price":"-0.34","value":"-1.64"},{"date":"","price":"0.29","value":"-1.52"}]
上证指数,计算机设备行业
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最近120个交易日，机构评级以增持为主，认为该行业有一定投资价值。
[ 截止日期： ]
盈利能力：较强，高于行业平均，建议加强关注，两项指标的行业排名分别为 31/140 ， 119/140。
净资产收益率(摊薄)
[{"date":"","value":"-0.86","vol":"4.11"},{"date":"","value":"-0.57","vol":"2.80"},{"date":"","value":"-1.25","vol":"1.33"},{"date":"","value":"21.82","vol":"12.11"},{"date":"","value":"24.51","vol":"2.71"}]
净资产收益率(%)
该指标值越高，盈利能力越强，行业排名越靠前。
销售毛利率
[{"date":"","value":"19.43","vol":"33.31"},{"date":"","value":"19.82","vol":"34.35"},{"date":"","value":"15.25","vol":"33.53"},{"date":"","value":"17.87","vol":"34.57"},{"date":"","value":"16.17","vol":"34.11"}]
销售毛利率(%)
该指标值越高，盈利能力越强，行业排名越靠前。
成长能力：较强，高于行业平均，建议加强关注，两项指标的行业排名分别为 112/140 ， 13/140。
营业收入同比增长率
[{"date":"","value":"-4.03","vol":"14.22"},{"date":"","value":"-6.02","vol":"27.40"},{"date":"","value":"-9.17","vol":"16.85"},{"date":"","value":"-4.47","vol":"25.55"},{"date":"","value":"0.90","vol":"20.63"}]
营业收入同比增长率(%)
该指标值越高，成长能力越强，行业排名越靠前。
净利润同比增长率
[{"date":"","value":"-103.62","vol":"12.29"},{"date":"","value":"-102.43","vol":"32.11"},{"date":"","value":"-105.17","vol":"89.97"},{"date":"","value":"241.02","vol":"15.54"},{"date":"","value":"462.21","vol":"-352.90"}]
净利润同比增长率(%)
该指标值越高，成长能力越强，行业排名越靠前。
营运能力：一般，低于行业平均，建议投资者谨慎，两项指标的行业排名分别为 111/140 ， 90/140。
总资产周转率
[{"date":"","value":"0.27","vol":"0.40"},{"date":"","value":"0.17","vol":"0.43"},{"date":"","value":"0.07","vol":"0.14"},{"date":"","value":"0.47","vol":"1.07"},{"date":"","value":"0.19","vol":"0.33"}]
总资产周转率(次)
该指标值越高，营运能力越强，行业排名越靠前。
存货增长率
[{"date":"","value":"1.35","vol":"7.02"},{"date":"","value":"0.84","vol":"2.29"},{"date":"","value":"0.36","vol":"1.71"},{"date":"","value":"2.42","vol":"4.36"},{"date":"","value":"0.94","vol":"1.39"}]
存货增长率(次)
该指标值越高，营运能力越强，行业排名越靠前。
现金流能力：一般，低于行业平均，建议投资者谨慎，两项指标的行业排名分别为 34/140 ， 56/140。
经营活动产生的现金流量净额/营业收入
[{"date":"","value":"11.70","vol":"-2.35"},{"date":"","value":"-11.88","vol":"-15.88"},{"date":"","value":"-64.84","vol":"-51.11"},{"date":"","value":"23.79","vol":"32.39"},{"date":"","value":"-18.23","vol":"-7.06"}]
现金流量净额/营业收入
该指标值越高，现金流能力越强，行业排名越靠前。
资本支出／折旧和摊销
[{"date":"","value":"","vol":"0.00"},{"date":"","value":"1.44","vol":"2.02"},{"date":"","value":"","vol":"0.01"},{"date":"","value":"1.15","vol":"2.80"},{"date":"","value":"1.12","vol":"2.88"}]
资本支出／折旧和摊销
该指标值越低，现金流能力越强，行业排名越靠前。
短期偿债能力：很强，位居行业前列,建议强烈关注，两项指标的行业排名分别为 79/140 ， 51/140。
[{"date":"","value":"1.02","vol":"4.25"},{"date":"","value":"1.11","vol":"3.47"},{"date":"","value":"1.13","vol":"4.05"},{"date":"","value":"1.18","vol":"2.98"},{"date":"","value":"1.12","vol":"2.88"}]
该指标值越接近2，短期偿债能力越强，行业排名越靠前。
[{"date":"","value":"0.56","vol":"2.30"},{"date":"","value":"0.63","vol":"2.07"},{"date":"","value":"0.61","vol":"2.50"},{"date":"","value":"0.71","vol":"1.98"},{"date":"","value":"0.68","vol":"1.82"}]
该指标值越接近1，短期偿债能力越强，行业排名越靠前。
长期偿债能力：较强，高于行业平均，建议加强关注，两项指标的行业排名分别为 34/140 ， 19/140。
资产负债率
[{"date":"","value":"61.93","vol":"34.97"},{"date":"","value":"59.70","vol":"36.98"},{"date":"","value":"57.01","vol":"34.20"},{"date":"","value":"57.38","vol":"38.88"},{"date":"","value":"55.26","vol":"29.76"}]
资产负债率(%)
该指标值越接近50%，长期偿债能力越强，行业排名越靠前。
[{"date":"","value":"1.86","vol":"0.78"},{"date":"","value":"1.69","vol":"0.86"},{"date":"","value":"1.51","vol":"0.71"},{"date":"","value":"1.52","vol":"0.94"},{"date":"","value":"1.40","vol":"0.72"}]
产权比率(%)
该指标值越高，长期偿债能力越强，行业排名越靠前。
最近60个交易日，机构对该股票关注较少，无任何评级。
暂时还没有机构预测该股2017年的收益，请投资者后续关注。
[{"date":"2013","yellowRectValue":"6.77","blueLineValue":"","type":""},{"date":"2014","yellowRectValue":"7.56","blueLineValue":"","type":""},{"date":"2015","yellowRectValue":"12.62","blueLineValue":"","type":""},{"date":"2016","yellowRectValue":"43.02","blueLineValue":"","type":""},{"date":"2017","yellowRectValue":"0.00","blueLineValue":"","type":"YC"}]