券商研究机构首次关注上市公司追踪（统计日：4月21日-5月21日）
股票代码
股票名称机构名称机构评级报告类型发布时间2008报告预期EPS2008报告预期PE2009报告预期EPS2009报告预期PE2008一致预期EPS2008一致预期PE2009一致预期EPS2009一致预期PE目标价5月20日收盘价601088中国神华平安证券推荐点评报告5-181.57032.5611.93026.4871.52931.7641.87925.849--51.12600536中国软件民族证券谨慎推荐一般报告5-160.42532.8470.47829.2050.46727.4930.55323.18715.0513.96601111中国国航联合证券中性深度报告5-130.53325.4780.63821.2850.49127.9010.60922.498--13.58000768西飞国际招商证券审慎推荐深度报告5-120.47049.4260.58040.0520.46548.1170.59237.773--23.23600395盘江股份德邦证券无一般报告5-90.36074.7500.49054.9180.96028.0311.26021.357--26.91000039中集集团国泰君安谨慎增持点评报告5-9--------1.14113.1691.29411.60617.7315.93002194武汉凡谷东海证券买入一般报告5-80.78030.0381.04222.4860.68931.7960.87924.90825.5723.43000931中关村海通证券中性点评报告5-70.24054.9170.37035.6220.24049.4170.37032.054--13.18600844丹化科技中金公司推荐一般报告5-60.32095.2810.68044.8380.30292.6490.71039.408--30.49600844丹化科技平安证券强烈推荐深度报告5-60.230132.5650.83036.7350.30292.6490.71039.40843.2030.49600690青岛海尔中投证券中性一般报告5-50.62022.0480.78017.5260.67720.1780.86015.88712.4013.67600489中金黄金华泰证券推荐深度报告5-51.99034.8242.20031.5001.92134.3642.55925.79179.6069.30600499科达机电平安证券强烈推荐深度报告4-300.78430.0771.65914.2130.74629.2371.17418.590--23.58600060海信电器广发证券持有点评报告4-300.45122.0180.52019.0960.50718.0470.69413.1808.109.93601318中国平安广发证券买入点评报告4-302.15028.0092.39025.1971.92029.7132.25025.35082.6160.22000707双环科技广发证券持有点评报告4-290.83118.5921.21112.7580.93515.0331.22511.47317.0015.45600320振华港机西南证券增持点评报告4-281.60010.2001.9008.5890.88017.2311.07314.123--16.32000800一汽轿车海通证券增持点评报告4-280.68023.6180.76021.1320.56727.3300.67323.029--16.06002197证通电子平安证券强烈推荐深度报告4-270.70027.4140.99019.3840.70624.8450.98017.88324.5019.19600331宏达股份光大证券无一般报告4-271.13032.1331.63022.2761.25126.1321.54721.122--36.31600713南京医药招商证券谨慎推荐点评报告4-250.31037.9680.47025.0430.30135.2200.42824.78214.1011.77002153石基信息中投证券中性点评报告4-251.28066.4841.88045.2661.79346.8372.27336.94975.2085.10600831广电网络广发证券持有一般报告4-240.36060.0560.42051.4760.51638.9550.62132.36020.0021.62000550江铃汽车长江证券推荐一般报告4-241.07014.1681.25312.0991.01314.1181.16712.253--15.16600396金山股份招商证券审慎推荐深度报告4-230.29038.6900.58019.3450.45322.6890.76213.47910.0011.22600069银鸽投资兴业证券观望点评报告4-230.62017.1940.83012.8430.55517.2710.81911.704--10.66600845宝信软件天相投顾增持点评报告4-230.66039.3640.85030.5650.65735.9330.85127.737--25.98002104恒宝股份光大证券增持点评报告4-220.48036.0630.60028.8500.46334.1010.52030.38515.0017.31000783长江证券光大证券中性点评报告4-220.83033.9161.01027.8710.88528.6431.09323.18216.6628.15601601中国太保广发证券买入一般报告4-221.09722.4431.35518.1700.82529.0101.00323.85640.6524.62600109国金证券齐鲁证券中性点评报告4-211.11042.5501.03045.8541.63226.6051.74324.90921.5247.23600054黄山旅游广发证券买入一般报告4-210.53038.6230.63032.4920.55834.3350.67728.26925.0020.47 说明：
"首次关注"品种由于市场认知度不高往往非对称信息体现得较为明显，在知情者交易向公众化交易过渡过程中黑马频出。我们从两个角度追踪它们的动向，一是利用机构研究报告明示出具的"首次关注"为筛选逻辑，但应注意到的是某机构出具的首次关注品种可能已是其他机构早已纳入关注范畴的品种；二是从全部卖方机构的研究成果中筛选出一个周期内第一次被机构纳入研究关注范畴的品种（即首篇报告）。
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