迎接科创板（12）：科创板前三天表现总结-20190724-中金公司-12页.pdf

请仔细阅读在本报告尾部的重要法律声明请仔细阅读在本报告尾部的重要法律声明 迎接科创板（12）：科创板前三天表现总结 科创板首批公司科创板首批公司近近日表现评估日表现评估 科创板首秀靓丽，个股科创板首秀靓丽，个股有明显涨幅有明显涨幅，成交活跃，成交活跃，部分特征部分特征与创业板开板与创业板开板时时较为相似较为相似。从科创板首批公司开板三个交易日的各项表现来看：1)首秀靓丽。首秀靓丽。首日股价大涨，次日首日股价大涨，次日回调，第三日再度回升回调，第三日再度回升：科创板首批 25 家公司目前累计涨幅均值 144%。其中首日平均涨幅 140%。次日平均跌幅 8%，4 家公司收涨。第三日平均涨幅 11%，无一下跌，11 家公司股价创新高（vs.创业板首日平均涨幅 106%，次日平均跌幅 8%，第三日跌幅 6%）；2)首日成交首日成交最为最为活跃，活跃，随后两日有所下降随后两日有所下降：科创板首日总成交额 485亿元，平均成交额 19 亿元，平均换手率 78%。上述三项次日分别降至 228 亿元/9 亿元/37%，第三日为 227 亿元/9 亿元/38%。（vs.创业板首日上述三项分别为 219 亿元/8 亿元/89%。次日分别降至77 亿元/3 亿元/34%，第三日为 56 亿元/2 亿元/27%。）；3)首日股价振幅大，首日股价振幅大，随后两日明显随后两日明显收窄收窄：科创板前 5 个交易日不设涨跌幅限制。首日平均振幅 157%，次日和第三日平均振幅分别为19%/13%（vs.创业板首日、次日和第三日平均振幅 125%/7%/8%）；4)个股表现分化：个股表现分化：科创板个股首日最高/最低涨幅为 400%/84%，次日最高涨幅/最大跌幅为 14%/18%，第三日最高涨幅/最低涨幅49%/2%，三天累计最高涨幅/最低涨幅分别 367%/67%。（vs.创业板个股首日最高/最低涨幅为 210%/76%。次日最高涨幅/最大跌幅10%/-10%，第三日最高涨幅/最大跌幅 5%/-10%）；5)个股估值相较发行估值个股估值相较发行估值大幅扩张大幅扩张：科创板个股首日/次日/第三日平均收盘 P/E（2019E）分别为 88/81/89 倍，相比发行市盈率明显扩张。（vs.创业板个股首日/次日/第三日平均收盘 P/E（2009A）分别为 81/72/68 倍）；6)多家公司开启融券及转融券。多家公司开启融券及转融券。至 7 月 23 日首批 25 企业中有 24 家有融券及转融券交易，融券余额 9.3 亿元，转融券余额共计 24.5 亿元。融券余额占流通市值比例均值为 1.14%。对比创业板，科创板未来一段对比创业板，科创板未来一段时间时间表现可能表现可能具备具备哪些特征？哪些特征？我们以创业板首批 28 家公司构建等权重指数，首周/首两周/首月的累计涨幅分别为184/192/220%，剔除首日涨幅后上述三项分别为-12%/-6%/7%。随着关注度逐渐回归正常，上述 28 家公司的成交额也逐渐回落。我们认为科创板未来一段时间表现的特征可能继续与创业板开板初期保持相似，但也可能因为如下原因而呈现不同，包括：1）科创板前五个交易日不设涨跌幅限制。创业板首个交易日不设涨跌幅限制，但接下来的交易日个股则面临+/-10%的涨/跌停限制；2）我们此前提示科创板和创业板在投资者结构、申报价格机制、融资融券机制等也存在不同。科创板对其他板块影响有限，主板表现受多方面因素综合影响科创板对其他板块影响有限，主板表现受多方面因素综合影响。上证综指在科创板开板首日小幅下跌，随后连续反弹。扣除科创板后 A 股近三日的成交额分别为 3600/3100/3800 亿元。影响 A 股近期走势有多方面因素，包括中美经贸关系、全球降息周期、7 月底中央政治局会议定调的预期、中报业绩等等。操作上我们建议：1）适当关注目前估值依然不高或偏低、市场持仓不高、预期较低但下半年可能有正面催化剂的板块，包括科技硬件、汽车及零部件、农业等；2）部分业绩超预期的周期股的阶段性表现；3）逢低吸纳受益产业升级与消费升级的龙头公司。个股 分析员 王汉锋，王汉锋，CFA SAC 执证编号：S0080513080002 SFC CE Ref：AND454 分析员 李求索李求索 SAC 执证编号：S0080513070004 SFC CE Ref：BDO991 相关研究报告相关研究报告 市场策略|退欧进展追踪：英国新首相出炉，退欧“时间紧、任务重”(2019.07.24)市场策略|国企分红知多少？(2019.07.23)市场策略|量化主题投资系列（1）：中金量化优选研发创新组合(2019.07.22)市场策略|中报 拉开序 幕，关 注 政策方向(2019.07.22)市场策略|科创板正式亮相(2019.07.21)市场策略|海外市场观察周报：业绩多超预期，降息预期波动(2019.07.21)市场策略研究 2019 年 7 月 24 日 主题策略主题策略 中金公司研究部中金公司研究部:2019 年年 7 月月 24 日日 请仔细阅读在本报告尾部的重要法律声明请仔细阅读在本报告尾部的重要法律声明 2 科创板表现更新 图表1:开板首日，科创板股票与创业板股票交易信息对比 资料来源：万得资讯，中金公司研究部 科创板科创板市场数据市场数据#证券代码证券简称行业市值（百万元）自由流通市值（百万元）发行价最新价涨跌幅（%）开盘价收盘价最高价最低价均价涨跌幅（%）成交额（百万元）换手率（%）1688009.SH中国通号机械设备97,51012,0815.910.274.411.712.315.27.710.6109.79,762.478.02688008.SH澜起科技电子85,7305,64424.875.9206.091.374.997.266.378.3202.14,564.878.43688012.SH中微公司机械设备45,4634,11629.085.0193.0109.881.0125.062.084.6179.33,090.075.44688088.SH虹软科技计算机25,1232,35228.961.9114.386.565.686.545.061.5127.01,860.679.65688122.SH西部超导有色金属21,5871,94215.048.9226.141.055.065.628.941.0266.61,358.283.46688002.SH睿创微纳电子20,7902,40920.046.7133.659.150.260.330.045.7151.01,895.180.57688001.SH华兴源创机械设备20,6601,86824.351.5112.455.455.572.039.652.0128.81,507.480.08688006.SH杭可科技机械设备20,2221,85527.450.483.849.054.675.037.749.899.11,457.179.59688005.SH容百科技化工19,6641,80726.644.466.642.649.568.135.144.786.11,445.179.410688007.SH光峰科技电子18,1342,29717.540.2129.535.038.852.026.534.3121.91,547.778.911688033.SH天宜上佳机械设备17,5051,69420.439.091.535.040.156.028.336.096.81,213.677.712688029.SH南微医学医药生物17,1453,93452.5128.6145.1113.0110.5136.487.1106.8110.72,146.565.713688018.SH乐鑫科技电子12,9682,82762.6162.1158.9152.5129.1168.999.0128.9106.21,723.176.614688388.SH嘉元科技有色金属12,8272,93628.355.696.666.056.775.035.252.5100.52,108.376.015688010.SH福光股份电子12,5022,88525.281.4222.840.048.764.136.145.493.01,198.574.416688016.SH心脉医疗医药生物11,1822,17246.2155.4236.0142.0158.3219.0101.0140.8242.41,663.484.517688019.SH安集科技电子9,7192,11839.2183.0367.0152.0196.0243.2110.0158.6400.21,582.386.218688003.SH天准科技机械设备8,4991,93925.543.972.255.847.470.630.945.785.91,495.974.019688066.SH航天宏图计算机8,2001,86017.349.4186.443.047.668.530.641.7175.91,201.876.520688020.SH方邦股份电子7,7141,76053.996.479.0106.0101.1136.574.793.987.61,321.277.021688015.SH交控科技机械设备6,9121,41416.243.2167.040.837.949.624.033.8134.2840.475.922688011.SH新光光电国防军工6,5531,49238.165.572.060.070.296.050.064.784.21,125.776.423688028.SH沃尔德机械设备5,6261,27726.770.3163.653.956.070.138.450.2109.9687.775.524688022.SH瀚川智能机械设备5,4781,23925.850.796.767.650.269.033.548.394.6853.672.425688333.SH铂力特机械设备5,4391,22133.068.0106.061.064.396.043.457.894.9857.282.6000300.SH沪深300-0.7 总和总和523,15367,13948,508中值12,9681,942129.5109.91,495.977.7均值20,9262,686144.0139.61,940.377.8创业板创业板1300015.SZ爱尔眼科医药生物93,29334,36928.030.12,281.748.951.972.042.752.685.41,261.389.52300003.SZ乐普医疗医药生物45,12926,90529.025.3276.161.063.486.056.064.8118.61,867.687.83300014.SZ亿纬锂能电子30,24014,69418.031.21,517.038.043.357.036.042.1140.4662.789.44300017.SZ网宿科技通信25,98318,74724.010.7941.241.544.963.536.044.687.1732.589.35300024.SZ机器人机械设备24,23117,38439.815.5825.774.075.2108.065.077.988.8865.289.66300001.SZ特锐德电气设备19,5429,62923.819.6469.042.044.064.035.044.584.91,050.187.87300012.SZ华测检测综合18,89614,36425.811.4754.438.045.968.038.045.678.0693.190.58300009.SZ安科生物医药生物16,7849,48717.016.0974.537.050.164.937.045.7194.6686.789.49300027.SZ华谊兄弟传媒13,1087,41328.64.7147.863.770.891.863.670.3147.82,082.888.110300026.SZ红日药业医药生物10,2685,44660.03.4170.397.2106.5145.587.0104.877.5960.891.011300010.SZ立思辰计算机7,9976,04618.09.2165.428.133.849.926.333.287.5618.387.912300002.SZ神州泰岳计算机7,4135,12258.03.80.3100.1102.9147.886.0104.977.42,373.189.513300020.SZ银江股份计算机5,4763,67020.08.4184.731.036.455.028.036.182.0509.488.214300016.SZ北陆药业医药生物4,4742,92617.99.2272.929.035.651.626.034.399.3408.987.715300021.SZ大禹节水农林牧渔4,4252,33514.05.6307.625.632.043.521.529.0128.8378.890.816300013.SZ新宁物流交通运输4,2882,58915.69.6183.224.532.244.124.530.6106.4329.990.017300007.SZ汉威科技机械设备3,9852,63127.013.6107.544.048.774.839.048.780.4516.388.418300011.SZ鼎汉技术电气设备3,8551,97337.06.956.866.769.096.058.370.186.5654.489.719300006.SZ莱美药业医药生物3,5822,31116.54.4103.127.535.849.427.434.5117.0567.389.320300005.SZ探路者纺织服装3,4492,21219.83.9133.742.050.166.642.050.2152.9604.588.521300008.SZ天海防务国防军工3,2831,94527.83.441.443.250.874.040.050.282.8438.586.722300018.SZ中元股份电气设备2,8371,75532.25.920.647.056.783.546.055.576.2654.390.123300023.SZ宝德股份非银金融2,68190119.68.563.032.636.156.027.136.284.1381.487.924300025.SZ华星创业通信2,6101,96319.76.1146.440.045.060.035.843.5128.9312.589.825300019.SZ硅宝科技化工2,4691,03523.07.5130.138.045.365.033.043.096.9390.087.326300004.SZ南风股份机械设备2,2341,16622.94.5-20.1 35.040.362.434.141.175.8691.887.827300022.SZ吉峰科技商业贸易1,7681,31517.84.76.232.335.351.828.535.198.9568.390.328300028.SZ金亚科技通信26517711.30.8-83.6 20.535.036.918.925.3209.7647.786.4000300.SH沪深3001.0总和总和195,902124,54218,117中值4,2882,589146.487.5618.389.3均值7,8364,982244.1105.2724.788.9第一交易日 中金公司研究部中金公司研究部:2019 年年 7 月月 24 日日 请仔细阅读在本报告尾部的重要法律声明请仔细阅读在本报告尾部的重要法律声明 3 图表2:开板次日，科创板股票与创业板股票交易信息对比 资料来源：万得资讯，中金公司研究部 科创板科创板市场数据市场数据#证券代码证券简称行业市值（百万元）自由流通市值（百万元）发行价最新价涨跌幅（%）开盘价收盘价最高价最低价均价涨跌幅（%）成交额（百万元）换手率（%）1688009.SH中国通号机械设备97,51012,0815.910.274.49.910.011.09.610.3-18.4 4,234.134.72688008.SH澜起科技电子85,7305,64424.875.9206.070.074.178.970.074.3-1.1 1,777.332.13688012.SH中微公司机械设备45,4634,11629.085.0193.075.083.389.874.984.02.81,465.136.04688088.SH虹软科技计算机25,1232,35228.961.9114.356.059.064.455.059.9-10.0 698.330.75688122.SH西部超导有色金属21,5871,94215.048.9226.142.046.250.741.046.7-16.0 876.047.36688002.SH睿创微纳电子20,7902,40920.046.7133.640.243.947.540.044.4-12.6 721.231.57688001.SH华兴源创机械设备20,6601,86824.351.5112.446.948.752.745.049.3-12.2 496.027.88688006.SH杭可科技机械设备20,2221,85527.450.483.845.047.150.543.147.6-13.7 538.530.79688005.SH容百科技化工19,6641,80726.644.466.640.841.744.939.542.6-15.8 551.431.810688007.SH光峰科技电子18,1342,29717.540.2129.532.834.636.631.934.8-11.0 652.532.811688033.SH天宜上佳机械设备17,5051,69420.439.091.532.034.336.831.534.9-14.4 457.230.212688029.SH南微医学医药生物17,1453,93452.5128.6145.1126.0123.5133.3119.7126.211.71,654.042.913688018.SH乐鑫科技电子12,9682,82762.6162.1158.9123.0147.5156.0123.0145.614.21,322.152.114688388.SH嘉元科技有色金属12,8272,93628.355.696.647.051.055.046.051.4-10.0 848.731.315688010.SH福光股份电子12,5022,88525.281.4222.841.054.558.940.549.612.01,019.758.016688016.SH心脉医疗医药生物11,1822,17246.2155.4236.0135.0147.8158.9135.0147.0-6.6 921.444.817688019.SH安集科技电子9,7192,11839.2183.0367.0160.0178.8198.2155.9176.1-8.8 1,063.352.118688003.SH天准科技机械设备8,4991,93925.543.972.238.540.543.937.541.1-14.6 520.628.619688066.SH航天宏图计算机8,2001,86017.349.4186.440.843.546.638.642.9-8.6 598.737.120688020.SH方邦股份电子7,7141,76053.996.479.085.089.594.983.290.2-11.5 512.431.121688015.SH交控科技机械设备6,9121,41416.243.2167.032.534.236.730.934.3-9.8 399.035.522688011.SH新光光电国防军工6,5531,49238.165.572.056.860.264.256.161.1-14.3 436.831.423688028.SH沃尔德机械设备5,6261,27726.770.3163.645.152.255.644.851.2-6.8 377.540.724688022.SH瀚川智能机械设备5,4781,23925.850.796.741.044.547.641.044.7-11.4 313.028.625688333.SH铂力特机械设备5,4391,22133.068.0106.054.557.462.054.058.4-10.8 342.932.7000300.SH沪深3000.2总和总和523,15367,13922,798中值12,9681,942129.5-10.8 652.532.7均值20,9262,686144.0-7.9 911.936.5创业板创业板1300015.SZ爱尔眼科医药生物93,29334,36928.030.12,281.746.748.553.846.748.6-6.6 490.937.72300003.SZ乐普医疗医药生物45,12926,90529.025.3276.157.157.160.857.157.7-10.0 580.630.73300014.SZ亿纬锂能电子30,24014,69418.031.21,517.039.039.041.239.039.2-10.0 232.933.84300017.SZ网宿科技通信25,98318,74724.010.7941.240.441.347.040.442.1-8.0 317.440.95300024.SZ机器人机械设备24,23117,38439.815.5825.767.668.675.067.669.6-8.7 301.334.96300001.SZ特锐德电气设备19,5429,62923.819.6469.039.639.641.939.639.8-10.0 261.824.47300012.SZ华测检测综合18,89614,36425.811.4754.441.341.342.541.341.4-10.0 166.123.98300009.SZ安科生物医药生物16,7849,48717.016.0974.545.151.952.545.148.03.5445.955.39300027.SZ华谊兄弟传媒13,1087,41328.64.7147.863.763.767.363.764.3-10.0 560.726.010300026.SZ红日药业医药生物10,2685,44660.03.4170.395.995.999.095.996.3-10.0 365.437.711300010.SZ立思辰计算机7,9976,04618.09.2165.430.430.432.030.430.6-10.0 169.826.212300002.SZ神州泰岳计算机7,4135,12258.03.80.392.693.6102.192.695.5-9.0 719.129.813300020.SZ银江股份计算机5,4763,67020.08.4184.732.832.834.532.832.9-10.0 129.024.514300016.SZ北陆药业医药生物4,4742,92617.99.2272.932.032.334.832.032.5-9.3 220.649.915300021.SZ大禹节水农林牧渔4,4252,33514.05.6307.628.828.830.228.829.0-10.0 154.637.016300013.SZ新宁物流交通运输4,2882,58915.69.6183.229.029.031.229.029.3-10.0 138.039.217300007.SZ汉威科技机械设备3,9852,63127.013.6107.543.843.845.843.844.0-10.0 132.725.118300011.SZ鼎汉技术电气设备3,8551,97337.06.956.862.162.168.962.163.6-10.0 227.934.419300006.SZ莱美药业医药生物3,5822,31116.54.4103.132.232.234.732.232.7-10.0 250.741.720300005.SZ探路者纺织服装3,4492,21219.83.9133.745.145.147.945.145.4-10.0 189.530.721300008.SZ天海防务国防军工3,2831,94527.83.441.445.745.748.045.746.0-10.0 144.731.222300018.SZ中元股份电气设备2,8371,75532.25.920.651.051.053.051.051.2-10.0 134.720.123300023.SZ宝德股份非银金融2,68190119.68.563.032.532.534.732.532.8-10.0 142.236.224300025.SZ华星创业通信2,6101,96319.76.1146.440.540.542.540.540.7-10.0 95.429.325300019.SZ硅宝科技化工2,4691,03523.07.5130.140.840.842.940.840.9-10.0 117.927.726300004.SZ南风股份机械设备2,2341,16622.94.5-20.1 36.240.342.536.239.00.0359.047.927300022.SZ吉峰科技商业贸易1,7681,31517.84.76.232.338.838.832.336.410.0306.147.028300028.SZ金亚科技通信26517711.30.8-83.6 31.531.532.531.531.5-10.0 383.841.1000300.SH沪深3003.4总和总和195,902124,5426,434中值4,2882,589146.4-10.0 220.634.4均值7,8364,982244.1-8.1 257.434.5第二交易日 中金公司研究部中金公司研究部:2019 年年 7 月月 24 日日 请仔细阅读在本报告尾部的重要法律声明请仔细阅读在本报告尾部的重要法律声明 4 图表3:开板第三日，科创板股票与创业板股票交易信息对比 资料来源：万得资讯，中金公司研究部 图表4:开板之后，创业板首批28家公司成交额逐渐回落 资料来源：万得资讯，中金公司研究部 科创板科创板市场数据市场数据#证券代码证券简称行业市值（百万元）自由流通市值（百万元）发行价最新价涨跌幅（%）开盘价收盘价最高价最低价均价涨跌幅（%）成交额（百万元）换手率（%）1688009.SH中国通号机械设备97,51012,0815.910.274.410.110.210.39.910.11.93,140.026.32688008.SH澜起科技电子85,7305,64424.875.9206.074.175.976.672.574.52.41,610.329.03688012.SH中微公司机械设备45,4634,11629.085.0193.084.085.086.081.283.72.11,154.128.54688088.SH虹软科技计算机25,1232,35228.961.9114.360.461.962.359.160.94.9697.730.15688122.SH西部超导有色金属21,5871,94215.048.9226.147.048.949.545.047.75.9773.640.86688002.SH睿创微纳电子20,7902,40920.046.7133.643.946.747.043.945.86.4688.129.27688001.SH华兴源创机械设备20,6601,86824.351.5112.448.951.552.248.950.75.7492.126.88688006.SH杭可科技机械设备20,2221,85527.450.483.848.050.450.547.049.37.0525.629.09688005.SH容百科技化工19,6641,80726.644.466.642.044.444.542.043.46.4524.329.710688007.SH光峰科技电子18,1342,29717.540.2129.535.140.240.234.737.316.2920.843.211688033.SH天宜上佳机械设备17,5051,69420.439.091.535.039.039.234.537.213.7610.137.812688029.SH南微医学医药生物17,1453,93452.5128.6145.1123.9128.6129.0118.0124.44.11,304.634.313688018.SH乐鑫科技电子12,9682,82762.6162.1158.9149.0162.1164.0140.8152.99.91,327.149.814688388.SH嘉元科技有色金属12,8272,93628.355.696.651.655.656.051.654.39.0973.833.915688010.SH福光股份电子12,5022,88525.281.4222.858.081.485.456.866.549.41,593.367.516688016.SH心脉医疗医药生物11,1822,17246.2155.4236.0148.2155.4156.5143.5150.35.1769.236.617688019.SH安集科技电子9,7192,11839.2183.0367.0180.5183.0188.9170.0179.82.4898.643.218688003.SH天准科技机械设备8,4991,93925.543.972.241.443.944.140.642.68.4520.627.719688066.SH航天宏图计算机8,2001,86017.349.4186.444.449.449.943.547.313.5806.845.320688020.SH方邦股份电子7,7141,76053.996.479.090.496.497.490.094.17.7520.730.321688015.SH交控科技机械设备6,9121,41416.243.2167.035.343.243.534.838.326.3609.948.622688011.SH新光光电国防军工6,5531,49238.165.572.061.165.566.360.064.08.9511.635.123688028.SH沃尔德机械设备5,6261,27726.770.3163.653.670.370.353.160.934.8695.162.924688022.SH瀚川智能机械设备5,4781,23925.850.796.745.250.750.945.248.614.1472.339.825688333.SH铂力特机械设备5,4391,22133.068.0106.061.268.068.061.264.718.4606.352.2000300.SH沪深3000.8总和总和523,15367,13922,747中值12,9681,942129.57.7697.735.1均值20,9262,686144.011.4909.938.3创业板创业板1300015.SZ爱尔眼科医药生物93,29334,36928.030.12,281.749.350.753.047.650.74.6357.226.32300003.SZ乐普医疗医药生物45,12926,90529.025.3276.157.054.857.754.355.7-3.9 327.217.93300014.SZ亿纬锂能电子30,24014,69418.031.21,517.038.037.839.936.038.1-3.0 207.831.04300017.SZ网宿科技通信25,98318,74724.010.7941.242.642.043.940.742.61.6184.123.55300024.SZ机器人机械设备24,23117,38439.815.5825.771.069.572.068.270.31.3175.920.26300001.SZ特锐德电气设备19,5429,62923.819.6469.038.236.939.436.237.3-6.8 246.424.67300012.SZ华测检测综合18,89614,36425.811.4754.439.138.240.037.338.3-7.5 177.727.68300009.SZ安科生物医药生物16,7849,48717.016.0974.550.046.751.046.748.0-10.0 229.728.59300027.SZ华谊兄弟传媒13,1087,41328.64.7147.861.558.163.057.759.1-8.9 543.927.410300026.SZ红日药业医药生物10,2685,44660.03.4170.394.790.596.489.292.8-5.6 186.319.911300010.SZ立思辰计算机7,9976,04618.09.2165.429.027.429.527.327.9-9.8 183.931.112300002.SZ神州泰岳计算机7,4135,12258.03.80.396.196.298.593.895.92.8400.416.513300020.SZ银江股份计算机5,4763,67020.08.4184.731.229.931.829.530.3-8.7 150.531.014300016.SZ北陆药业医药生物4,4742,92617.99.2272.932.430.933.230.331.8-4.2 124.728.815300021.SZ大禹节水农林牧渔4,4252,33514.05.6307.627.626.028.026.026.4-9.8 138.936.516300013.SZ新宁物流交通运输4,2882,58915.69.6183.227.826.128.526.126.8-10.0 108.733.817300007.SZ汉威科技机械设备3,9852,63127.013.6107.540.539.642.039.540.3-9.6 136.728.318300011.SZ鼎汉技术电气设备3,8551,97337.06.956.862.662.664.060.662.60.8139.821.519300006.SZ莱美药业医药生物3,5822,31116.54.4103.131.229.232.229.030.2-9.4 171.030.820300005.SZ探路者纺织服装3,4492,21219.83.9133.744.842.345.141.342.6-6.2 171.829.721300008.SZ天海防务国防军工3,2831,94527.83.441.443.542.344.842.043.1-7.4 110.125.422300018.SZ中元股份电气设备2,8371,75532.25.920.647.545.949.045.946.6-10.0 189.431.023300023.SZ宝德股份非银金融2,68190119.68.563.032.030.732.830.031.1-5.6 91.924.624300025.SZ华星创业通信2,6101,96319.76.1146.438.237.240.336.838.0-8.1 74