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3705家,数据显示近三个季度业绩环比连续增长的公司有104家。其中常青股份、振德医疗、同达创业等公司第二季度的净利润环比增幅最大,分别高达2563.53%、950.66%、701.03%。(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104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,45家公司半年度每股收益超过0.400元,其中振德医疗、迈为股份、长春高新的每股收益最高,分别为5.0400元、3.6400元、3.2400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42家。其中业绩同比增长超过100%的公司有欣龙控股、振德医疗、星网宇达等14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(%)603768常青股份61.8576.412563.53-14.920.210016.13603301振德医疗76.4739.07950.661401.805.0400-11.84600647同达创业60.9567.31701.03-87.870.01755.77601608中信重工498.7812.94604.1155.410.03894.36000953*ST 河化41.32182.49325.46213.590.1290-7.41600525长园集团38.3278.25323.13129.180.07469.29300482万孚生物16.290.57258.8870.041.32000.43600227圣济堂97.8225.58255.13292.380.00871.05002747埃斯顿1200.7966.34240.23-15.980.070014.17600628新世界36.484.87201.40-81.00--12.90000625长安汽车103.514166.62196.15211.600.52059.57002301齐心集团9.319.57159.31-5.310.25005.74300095华伍股份0.547.85145.3784.410.228724.17603601再升科技1.3375.89144.6759.980.31261.08603638艾迪精密11.071.75142.2914.620.491311.25603187海容冷链13.7324.25128.69-23.371.020019.40603486科沃斯164.32106.25128.02-30.160.240036.78002628成都路桥57.8812.97127.2913.350.05002.91600235民丰特纸34.2726.44124.87774.730.07202.61603970中农立华129.1628.05119.60-26.280.48260.43600882妙可蓝多97.8736.27117.50467.130.0790-4.22002275桂林三金9.6524.82114.16-40.090.41001.50300701森霸传感20.555.43110.9853.530.680015.67002258利尔化学2.538.63106.327.840.487113.28600976健民集团2.934.91102.48-31.580.370044.71603129春风动力6.4545.26100.9211.851.330033.73002829星网宇达87.6451.97100.041093.290.200013.94002209达意隆21.1234.9197.3399.42-0.02359.41300751迈为股份7.231.4091.740.413.640010.66000776广发证券30.337.6677.78-11.090.75006.98000955欣龙控股444.84263.7677.651679.310.30090.51603396金辰股份0.5269.6276.82-36.180.400027.79300484蓝海华腾19.58114.4673.5592.290.137111.78603713密尔克卫3.882.4864.82-7.100.910037.61300638广和通24.085.0364.436.200.57606.42002183怡亚通99.9122.0860.86-39.190.0300-8.39002214大立科技33.80159.9554.34203.140.6400-5.69002673西部证券46.03189.2851.38-16.920.18000.82603005晶方科技85.7310.1551.25335.820.4900-1.84300138晨光生物25.3832.0650.72-17.680.310012.72600186莲花健康33.11151.2450.39-85.590.022615.56002511中顺洁柔1.9010.4846.80-2.040.35192.85300575中旗股份20.9077.7146.79-24.990.9400-2.11002959小熊电器152.342.4746.5918.261.6290-6.22002926华西证券17.1020.1746.02-35.800.35008.12300617安靠智电86.2751.3845.876.520.520025.55002852道道全138.282267.0543.78-54.360.420012.06603578三星新材35.1924.3743.25-28.050.5000-1.38000661长春高新4.001.5041.465.613.24000.51000411英特集团7.1919.3641.24-51.830.320011.74000581威孚高科15.141.6141.15-38.221.320017.27601872招商轮船258.1842.2340.62179.880.45006.79600837海通证券14.986.7940.20-42.090.480010.33600845宝信软件26.500.9640.11-2.120.58102.31300529健帆生物36.3420.6138.92-16.210.55009.13002344海宁皮城0.2081.1438.80-55.430.12004.14600298安琪酵母17.1928.5737.03-10.480.87242.40002320海峡股份1091.6566.3336.51-43.590.11785.59600073上海梅林63.18346.6635.30-36.470.371023.68601066中信建投12.8615.9934.7012.800.580015.71000410*ST 沈机62.1848.1632.9973.41-0.22273.06200986粤华包B37.7741.3330.37156.650.09410.35300413芒果超媒6.27164.1029.93-22.410.62008.42002438江苏神通4.680.1528.85-42.290.1937-3.63002847盐津铺子62.1049.4727.209.981.050044.62603256宏和科技13.9221.8526.93-40.840.0700-7.60000338潍柴动力15.580.8626.73-50.520.5900-7.28002921联诚精密37.8221.3224.08-23.530.420011.91603027千禾味业24.1814.5623.07-0.770.238426.25603501韦尔股份457.1134.6822.44618.971.2000-12.27601688华泰证券7.4312.7721.78-13.310.71006.63601012隆基股份21.743.8220.8412.081.090018.64600477杭萧钢构74.6829.4020.7726.890.222019.13600468百利电气90.1818.2820.74-31.830.037324.30600606绿地控股3.7125.0218.90-51.530.66003.55002126银轮股份14.4150.3918.79-45.200.260010.02002351漫步者116.3116.0817.43-4.270.1212-3.11603939益丰药房13.7452.1516.02-28.120.782015.96603228景旺电子0.877.4715.68-39.890.5700-0.26002661克明面业159.5340.1814.3914.110.6980-0.08600488天药股份38.6021.6214.32-56.710.0750-603116红蜻蜓244.367.8113.53-81.650.0700-4.46300770新媒股份11.7821.1113.40-4.691.3300-3.52002726龙大肉食50.1263.6913.0568.870.300036.10300170汉得信息102.70432.6410.64-92.020.029113.75601216君正集团8.5113.8810.60-51.350.157061.32600109国金证券64.4313.0410.34-15.420.33108.84300452山河药辅4.707.689.88-36.180.280017.15300020银江股份27.51326.567.63-52.320.18008.82603258电魂网络53.9617.306.9327.210.8800-19.23002736国信证券3.4021.136.87-41.430.340011.66600461洪城水业28.6914.845.66-31.140.34003.86002107沃华医药112.680.555.5849.010.2300-5.92603979金诚信14.1224.235.15-39.450.34000.17601878浙商证券13.6623.415.08-30.320.2000-4.76603189网达软件8.6172.644.883.530.1500-4.47600547山东黄金1.3564.524.631.350.2700-4.10603809豪能股份52.9510.383.82-33.500.388752.76601881中国银河8.1428.172.58-30.680.35005.53300763锦浪科技28.798.722.2593.060.860028.70603288海天味业39.926.231.70-40.361.000023.74002776柏堡龙56.2035.050.87-30.410.21000.12600027华电国际5.2532.990.61-28.040.198011.54603533掌阅科技20.094.260.09-13.550.2800-13.36

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。