目前为止2020年年度业绩预告已公布1159家,数据显示近三个季度业绩环比连续增长的公司有142家。其中国统股份、ST永泰、华灿光电等公司第四季度的净利润环比增幅最大,分别高达4993.91%、4599.97%、2127.10%。(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142家业绩环比连增的公司中我们筛选出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,年度业绩已跨入了绩优股行列,50家公司年度每股收益超过0.800元,其中三人行、新强联、德赛电池的每股收益最高,分别为5.1308元、4.0094元、3.1854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,年度净利润同比也实现增长,这类公司共有127家。其中业绩同比增长超过100%的公司有晶华新材、ST永泰、寒锐钴业等58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
证券代码证券简称第二季度环比(%)第三季度环比(%)第四季度环比(%)2020.12.31净利润同比预告中值(%)2020.12.31每股收益预告中值(元)近一月涨跌幅(%)002205国统股份70.3886.234993.91250.430.0794-3.89600157ST 永泰164.5729.404599.973261.860.21216.82300323华灿光电52.02115.642127.10101.910.016121.17002279久其软件45.8048.911088.8224.360.0914-8.35002713东易日盛94.59355.671065.95165.000.3873-4.10603869新智认知82.7010.941056.76-91.720.035210.66300105龙源技术70.06178.92607.35-33.840.0180-8.80300659中孚信息151.58128.42555.3392.151.05877.72603683晶华新材1150.1335.57503.644440.001.24376.15002284亚太股份58.88170.78500.03120.350.0271-9.83300229拓尔思292.9643.26365.72100.000.438511.11300391康跃科技54.23455.94345.41105.600.107010.23300490华自科技33.51222.11332.34-56.220.1503-23.65601008连云港10.5763.31327.76409.420.03173.00600520文一科技57.17191.09308.99109.310.0426-1.41600596新安股份370.07142.74305.9450.000.69282.33000589贵州轮胎371.6727.18243.14726.551.403617.77605333沪光股份312.2811.01210.246.540.2693-0.76603486科沃斯128.0228.34205.28405.361.080959.98300579数字认证28.82645.59198.568.600.5944-6.40000100TCL 科技96.002.15182.0765.000.308646.82000982*ST 中绒231.9752.80178.63101.480.00954.67002876三利谱51.7035.82178.59129.931.030022.97600628新世界201.4032.44173.3691.000.10820.75300170汉得信息10.6414.44157.72-6.520.0911-9.39002906华阳集团92.519.94128.55134.930.369932.88002919名臣健康64.82210.41120.39398.340.94165.70601865福莱特14.1642.86118.92120.360.774015.30605168三人行54.1228.33118.6984.645.1308-1.00002483润邦股份422.0518.04115.40113.840.3184-8.89002961瑞达期货142.3619.28112.97115.220.5843-15.86000859国风塑业105.5540.90111.4637.500.1555-1.20600889南京化纤85.83470.53106.88112.940.0464-601015陕西黑猫47.80469.40106.11878.000.162653.49603877太平鸟1178.5469.25105.7527.001.4683-1.58000961中南建设129.6614.51102.7968.141.8465-8.07300618寒锐钴业72.36155.29102.672532.401.204839.71002044美年健康69.28244.28102.45102.310.005124.43002623亚玛顿103.1815.78100.96239.100.84389.83300380安硕信息402.62252.7897.9072.100.3794-12.07600586金晶科技55.86131.6793.31296.660.273328.97300809华辰装备113.04998.8688.60-77.360.2039-17.42002020京新药业35.1314.1888.3025.000.9220-9.45002032苏泊尔17.3115.1885.35-3.692.25199.81300772运达股份497.2150.0480.0325.270.454111.98600309万华化学5.8972.3979.04-5.003.137235.48002064华峰化学43.9846.8075.1022.180.485648.75300627华测导航83.3061.8974.7849.600.607713.61600883博闻科技3.4447.7168.08225.500.0985-14.61603028赛福天238.4645.7965.06248.000.2265-8.07300740御家汇1054.7824.8962.26395.910.328432.38603806福斯特94.6137.7561.3161.002.002321.48600479千金药业13.8493.5359.130.590.7074-5.01002799环球印务11.0011.0355.5255.000.57321.02002778高科石化240.41254.8655.33394.640.8978-6.35601965中国汽研120.803.8655.22-52.790.580025.89300565科信技术156.2329.1154.05118.900.0745-10.31603811诚意药业58.251.8553.9324.450.97912.79300753爱朋医疗170.126.0653.31-5.000.9256-1.01300680隆盛科技379.2524.2652.9977.000.3688-2.55601918新集能源71.27401.9151.2346.790.3260-3.77002831裕同科技30.5077.3449.9410.001.267917.01000049德赛电池167.6753.8649.8131.433.185450.17300748金力永磁55.859.7447.9655.000.58466.39603060国检集团303.262.9147.647.390.531721.51300715凯伦股份136.9630.9245.01115.001.7039-4.66603158腾龙股份31.5219.3844.9430.000.7307-13.98603308应流股份12.4817.9342.3455.720.417022.79300571平治信息0.947.0242.2122.252.086712.85002612朗姿股份109.3617695.9541.87112.660.28254.49300280紫天科技120.44270.4539.2788.971.97452.61603326我乐家居2070.5465.0835.4345.000.7055-10.24000830鲁西化工1253.8717.9434.95-53.660.546113.53002027分众传媒1973.2975.5534.71116.510.276620.98600592龙溪股份286.8247.8533.8850.000.54954.97300155安居宝4802.154.7832.7753.130.2024-0.29300337银邦股份123.80255.9032.2117.500.02371.14603501韦尔股份22.4435.1432.18479.863.112151.58300543朗科智能8.89117.0831.1644.190.71501.62300763锦浪科技2.2553.5730.42160.702.265529.34300692中环环保183.6212.6729.8257.500.68581.43600019宝钢股份60.4956.4029.623.500.577412.14002111威海广泰41.5647.2628.1515.000.99907.83002416爱施德27.4511.5027.81108.050.576963.00000550江铃汽车99.119.0427.39272.570.6400-8.64600075新疆天业371.11205.5127.0141.000.62693.68300496中科创达60.549.3125.6385.001.039033.10300593新雷能515.2463.2424.8990.000.714227.47002271东方雨虹636.947.0123.7165.001.451145.05002118紫鑫药业3.9640.1322.75-562.37-0.2538-21.94002022科华生物185.3646.6122.50225.001.27944.67002384东山精密46.1046.4022.46113.470.8773-7.02600141兴发集团372.8795.0422.09110.000.567413.04002791坚朗五金2593.6921.3921.5889.102.583720.91603279景津环保61.2542.6321.4518.501.1889-13.04603985恒润股份155.123.4321.39466.792.30573.00200986粤华包B30.3748.1419.23278.110.26715.15300587天铁股份5172.2918.0518.1251.680.5679-4.27002487大金重工116.3535.0917.63175.000.8692-1.97300671富满电子170.89106.9417.41184.940.666010.12603859能科股份41.4260.9017.2840.000.9065-9.49002475立讯精密58.4637.6617.1452.501.02439.53600584长电科技73.7771.1617.061287.270.767414.97002067景兴纸业56.6035.6517.0565.000.28029.86300421力星股份97.1033.0714.5755.000.2473-7.14002056横店东磁190.1723.6413.7447.500.620222.30300227光韵达114.4846.3413.3875.000.265111.41002422科伦药业726.6765.0313.37-10.440.5839-1.80300371汇中股份262.5428.4512.9315.000.7517-4.95002310东方园林134.56107.6312.55381.650.0931-11.90300687赛意信息1364.2344.6212.53171.310.829127.80603010万盛股份108.2071.4212.29122.501.064113.96600998九州通18.1829.4111.8981.001.66979.95002585双星新材64.6951.3211.49300.000.60025.17300610晨化股份80.2713.6510.4047.500.9332-4.85603305旭升股份77.130.319.8059.730.73824.42002765蓝黛科技209.6029.749.49140.220.1043-5.98002726龙大肉食13.0592.048.39294.400.9539-0.45300129泰胜风能580.7210.407.75125.000.4807-5.63002912中新赛克11.89110.437.55-23.751.2896-9.16300327中颖电子23.488.767.4311.500.75549.32300373扬杰科技59.5033.246.6472.500.822615.28002266浙富控股515.5028.886.44161.340.228510.30603733仙鹤股份70.0419.246.3563.661.0199-2.69300443金雷股份92.0433.256.26145.001.920713.07002492恒基达鑫51.8728.616.1997.500.2569-1.49002931锋龙股份62.3121.576.0935.000.5468-9.45002571德力股份64.96568.695.95-55.530.015314.36300453三鑫医疗166.3316.175.8497.500.4638-300885海昌新材37.8338.525.755.770.7875-6.86002023海特高新116.15213.075.68-87.380.0127-4.92300850新强联169.03116.744.84325.734.00942.42603727博迈科203.9517.264.31240.510.5039-2.14002870香山股份274.4173.003.90223.220.72290.75603916苏博特137.9515.463.8025.001.26456.06002262恩华药业55.851.722.7220.000.78993.42002335科华数据171.5888.302.4897.500.88648.25300595欧普康视136.8966.291.7240.000.707543.40002987京北方182.2134.450.4358.101.71927.20300729乐歌股份286.5372.310.26304.881.8359-14.91002438江苏神通28.8527.670.2233.380.4724-0.88300403汉宇集团32.6171.230.0128.000.3461-2.86(文章来源:数据宝)