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1、重点上市公司盈利预测与估值表1:重点跟踪上市公司盈利预测与估值资料来源：Wind,新时代证券研究所（除*外，其余公司均采用wind一致预期，股价为2020年8月21日收盘价）所属公司公司总市值收盘价EPSPEROE投资PB板块代码名称（亿元）（元）19A20E21E19A20E21E(%)评级002078.SZ*太阳纸业357.1013.780.840.951.089.6014.5112.7616.041.86强烈推荐2689.HK玖龙纸业405.418.640.820.911.068.669.498.1510.490.91未评级造纸2314.HK理文造纸204.734.710.740.760
2、.827.206.205.7413.801.09未评级600567.SH山鹰纸业149.363.250.300.330.437.829.717.609.871.25未评级600966.SH博汇纸业190.3714.240.100.761.06-60.9918.6313.402.571.35未评级000488.SZ晨鸣纸业127.935.390.330.640.7613.488.417.066.600.87未评级603833.SH*欧派家居600.30102.054.384.955.8728.0920.6217.3921.495.61推荐3006I6.SZ尚品宅配132.5666.722.692
3、.813.2628.5023.7120.4516.104.46未评级定制家具603801.SH志邦家居85.5638.311.491.621.9417.2023.6719.8017.332.84未评级002853.SZ皮阿诺41.3226.601.131.391.7817.3319.1514.9515.912.53未评级002572.SZ索菲亚218.1523.911.181.271.4219.3618.8316.7820.973.76未评级603898.SH好莱客60.8419.651.161.181.3315.0216.6414.7815.002.09未评级成品家具603816.SH*顾家
4、家居394.3465.281.982.192.6224.5529.8224.9621.945.39推荐603008.SH喜临门52.5013.550.980.981.15-19.5113.8111.8315.402.34未评级603818.SH曲美家居65.0011.150.170.340.54-55.2133.0320.685.762.73未评级603313.SH梦百合106.2430.871.181.442.0620.2421.5015.0017.843.40未评级603208.SH江山欧派151.27143.983.233.604.8418.3439.9729.7521.693.35未评
5、级建材家具002798.SZ帝欧家居132.8234.151.491.822.3018.0018.7614.8516.422.77未评级603385.SH惠达卫浴65.8617.830.891.021.2216.0317.4714.6510.071.30未评级000910.SZ大亚圣象116.2121.231.301.301.4410.3216.3314.7215.321.64未评级603180.SH金牌橱柜61.1664.713.662.953.4620.1321.9418.6822.114.30未评级002701.SZ奥瑞金127.655.430.290.300.3649.4017.851
6、4.9112.311.78未评级包装0906.HK中粮包装39.193.520.260.290.3212.3112.1411.006.140.71未评级002831.SZ裕同科技288.8332.931.191.331.6223.0324.7020.3617.393.88未评级601515.SH东风股份93.947.040.310.450.4912.0015.7514.2610.002.20未评级002228.SZ合兴包装50.884.350.230.220.25-85.7519.3517.259.251.64未评级00219I.SZ劲嘉股份157.9110.780.600.660.7819.
7、5916.2713.8013.072.49未评级消费轻工002511.SZ*中顺洁柔346.6226.430.460.590.7239.2044.8036.7116.354.34强烈推荐1044.HK恒安国际766.1564.403.293.713.9915.5717.3616.1422.593.48未评级603899.SH晨光文具606.2665.371.151.301.6145.5750.2040.6027.8511.39未评级601828.SH美凯龙348.649.901.261.201.419.818.227.0410.250.90未评级603610.SH麒盛科技73.5935.473
8、.321.992.4720.6117.7914.3620.996.13未评级603195.SH*公牛集团999.66166.443.844.345.7641.7038.3528.9052.3617.30推荐资料来源：Wind,新时代证券研究所603499.SH翔港科技2020/10/16147001985749742519857首发原股东限售股份603226.SH菲林格尔2020/10/1926821035207679921035股权激励限售股份002301.SZ齐心集团2020/10/2292226373402640578773402定向增发机构配售股份002721.SZ金一文化2020/1
9、0/264334-7083472636337683472定向增发机构配售股份603607.SH京华激光2020/10/26110321785268203817852首发原股东限售股份603610.SH麒盛科技2020/10/2969572074651862520746首发原股东限售 股份002191.SZ劲嘉股份2020/11/3188793414648712730287146487定向增发机构配售股份002084.SZ海鸥住工2020/11/107519655460540239755460定向增发机构配售股份002240.SZ威华股份2020/11/164464-47439349060667
10、4393定向增发机构配售股份224、未来重点上市公司大事提醒表6：重点上市公司大事提醒证券代码证券名称公告标题类型 内容关于召开2020年2020-08-25召开临时股东大会，股权登记日：2020-08-18现场会002511.SZ中顺洁柔度第三次临时股股东大会通知议登记日期：2020-08-19网络投票时间：2020-08-25召开地点：东大会的通知中山市西区彩虹大道136号公司五楼会议室关于召开2020年2020-08-27召开临时股东大会，股权登记日：2020-08-19网络投000488.SZ晨鸣纸业第四次临时股东股东大会通知票时间：2020.0827召开地点：山东省寿光市农圣东街21
11、99号公大会的通知司研发中心会议室关于召开2020年002084.SZ 海鸥住工 第二次临时股东 股东大会通知大会的通知2020-09-07召开临时股东大会，股权登记日：2020-08-31现场会 议登记日期：2020-09-01至2020-09-04网络投票时间：2020-09-07 召开地点：广州市番禺区沙头街禺山西路363号联邦工业城内本 公司会议室资料来源：Wind,新时代证券研究所225、上周北上资金持股情况表7：上周沪港通持股情况资料来源：Wind,新时代证券研究所注注件工口 江兴的珈沪港通持股占比()本周持股比例增减 (%)本周资金净买入/ 卖出量(万股) _U2020/08/212020/08/142020/08/7603833.SH欧派家居6.075.896.050.1810
