驚天逆轉，兩大板塊立大功！中報業績暴增股來了，5股估值將跌至白菜價
來源：數據寶
早盤A股低開走高，創業板指強勢翻紅。早盤逆勢上漲的板塊中，出現了半年報預增板塊的身影。
美股又經歷暴跌的一夜，再一次印證了沒有什麼不可能。截至收盤，道瓊斯指數下跌1861.82點，美國近十年的歷史中，道指暴跌千點以上的僅有10次，僅2020年不到半年時間就發生了8次。
A股低開高走，創業板指強勢翻紅
早間，比A股開盤較早的日經225指數、韓國綜合指數開盤跳空下跌，而上證指數開盤瞬間跌幅一度達到1.5%。截至午盤收盤，A股三大指數中，滬指、深成指跌幅均不超過0.5%，創業板指翻紅微漲0.11%。市場下跌股數量接近八成，部分股價處於高位股今日早盤直線跌停，如實達集團、濟民製藥、吉林高速等。
以開盤價來計算，A股總市值較前一日蒸發1.21萬億，中國人壽、中國平安、貴州茅台3股市值蒸發超過150億。截至午盤收盤，上證指數跌幅收窄至0.38%，A股總市值較前一日蒸發3100億，市值縮水較嚴重的有中國平安、寧德時代、招商銀行等。
大消費、大醫藥板塊逆勢上漲
從板塊表現來看，醫療器械、生物疫苗、流感、酒店餐飲等以醫藥、消費為主的板塊今日逆勢上漲，更有多家公司逆勢漲停，如英科醫療、賽升藥業、全聚德等。
醫藥板塊今日的上漲，或與北京昨日通報的1例新增本土確診病例有關，據初步調查顯示，該患者表示近2周無出京史，無外來人員密切接觸史，該病例引起了政府的高度重視。
具體來看，漲停股賽升藥業、英科醫療均屬於醫藥板塊，兩家公司分別涉及抗病毒藥物、醫用手套業務；王府井、全聚德、供銷大集也逆勢漲停，3股分別涉及商業貿易相關細分領域。
中報預告後，5股估值有望下降至20倍以內
早盤逆勢上漲的板塊中，出現了半年報預增板塊的身影。截至當前，僅有150餘股披露中報預告相關數據，以中報預告中值估算，中報披露後估值下降且滾動市盈率低於20倍的個股僅有14只，其中5股最新滾動市盈率超過20倍。
具體來看，東方園林最新估值超過300倍，其上半年預告淨利潤中值8.66億元，同比增幅中值91.05%，據此測算預測滾動市盈率不到15倍。九安醫療最新估值超過30倍，預測估值15.1倍，其上半年淨利潤增幅中值高達451.95%，其主要業務涉及醫療器械，包括血壓計等；疫情期間，公司擴大產能，業績大幅增長。冠城大通、壘知集團、思源電氣3股最新市盈率均超過20倍，根據中報預告測算滾動市盈率均低於20倍。
另外，中南建設、深圳能源等預測市盈率均低於10倍，天保基建、天順風能等股預測市盈率較最新市盈率均有不同幅度的下降。
從中報預告來看，除勁嘉股份、冠城大通有所下滑外，其餘12股淨利潤均有望上漲。淨利潤有望翻倍的除了九安醫療外，天保基建、金洲管道、大金重工、深圳能源、合肥城建5股上半年淨利潤增幅均有望超過150%。
市場表現來看，自春節以來截至6月11日，壘知集團、九安醫療、合肥城建3股累計上漲超過50%，勁嘉股份、中南建設跌幅均超過10%。
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