利润环比连增+同比暴增95匹盈利白马现身

据证券时报·数据宝统计，目前为止2021年半年度业绩预告已公布2024家，数据显示近三个季度业绩环比连续增长的公司有156家。其中宝莫股份、电广传媒、高鸿股份等公司第二季度的净利润环比增幅最大，分别高达3658.70%、2112.01%、459.94%。(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156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，90家公司半年度每股收益超过0.400元，其中吉比特、万华化学、中远海控的每股收益最高，分别为12.4378元、4.3100元、3.0118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140家。其中业绩同比增长超过100%的公司有江苏索普、云天化、双环传动等95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(%)2021.06.30净利润同比预告中值(%)2021.06.30每股收益预告中值(元)近一月涨跌幅(%)002476宝莫股份68.65211.903658.70-43.700.0128-8.73000917电广传媒12.93103.382112.01263.720.30867.77000851高鸿股份72.56113.60459.94109.060.0065-1.55300671富满电子5.1758.00313.85939.401.5400-16.29000570苏常柴A19.6782.30308.72351.430.177129.23300708聚灿光电76.26213.84254.21411.760.2316-0.27002759天际股份426.3743.94231.77567.940.5100-7.24002986宇新股份65.84505.27210.9441.060.690026.19000731四川美丰12.8354.68186.46392.660.338115.22000683远兴能源392.86175.29176.801290.600.340045.73603077和邦生物198.334.58164.551373.670.108211.85600362江西铜业0.099.08160.93316.000.89580.45603889新澳股份301.604.15142.2734.300.340027.47600010包钢股份187.32207.52126.842757.000.052744.09601958金钼股份681.489.13122.8486.430.07308.38600141兴发集团17.0735.55121.68472.011.020027.15000761本钢板材249.01581.53120.42764.000.566315.36002407多氟多1770.00166.41116.301777.670.385030.21600123兰花科创31.9574.71108.60377.870.612811.96002881美格智能874.121.92108.20232.820.257420.30600110诺德股份1484.00201.25108.10869.150.144229.96300223北京君正363.75137.0997.483022.130.763754.37300749顶固集创267.6326.5895.57482.930.207218.60600018上港集团5.8428.5489.24122.500.3686-4.17301026浩通科技31.0868.6088.64336.312.4118-17.87300073当升科技1.5124.0388.19194.360.94795.21000677恒天海龙8.23364.8586.271406.240.03598.90603318水发燃气72.6213.7384.87184.170.0754-1.27601003柳钢股份4.3137.4184.56141.800.73697.68000100TCL 科技189.191.7282.22262.580.5026-3.60002125湘潭电化207.59186.7081.54228.590.085826.98300037新宙邦5.758.0480.9318.411.0600-4.35000807云铝股份1.60105.2578.60681.000.607414.44002648卫星石化77.471.0077.29186.501.240021.57600746江苏索普298.13206.3975.8417601.721.288733.96605358立昂微30.106.6175.75174.240.521733.40002274华昌化工1267.58102.2774.906259.900.91888.15600096云天化30.46246.0769.537306.020.843620.12603225新凤鸣477.0444.8666.41561.500.9453-4.78300873海晨股份2.7124.6864.798.201.24538.71000830鲁西化工45.11181.8863.42622.231.3820-2.58000428华天酒店13.2222.1961.0537.45-0.14031.45000825太钢不锈38.40180.5258.72717.760.847031.61002386天原股份71.9320.5956.53539.980.39838.81601882海天精工35.1327.6755.6680.530.304237.97000563陕国投A13.5517.0854.037.590.1108-2.51300857协创数据36.0527.6853.369.700.34000.42000657中钨高新40.9912.9152.7386.130.187316.43603026石大胜华102.3414.7552.221485.252.88633.49600707彩虹股份16526.2528.4352.02266.890.7803-13.55600348华阳股份9.9212.6351.1761.020.482856.52002588史丹利27.2321.5751.1485.000.2209-0.17603612索通发展76.5912.8850.78344.160.632717.38002850科达利55.589.0249.74180.020.940017.82002254泰和新材34.25126.0748.79112.310.6400-7.42600782新钢股份2.5319.3747.23119.380.752733.22601339百隆东方337.5919.1746.93140.370.3700-5.51000973佛塑科技22.8717.5346.93116.430.06728.39601005重庆钢铁7.70307.3946.922122.700.3024-4.56300398飞凯材料1.1713.5546.37-9.550.330015.03002458益生股份10.52311.6846.32-19.690.28004.19002395双象股份138.0721.8445.61170.800.1864-2.12002199东晶电子33.63148.2144.89799.680.08222.07603444吉比特2.9045.1044.7362.5012.4378-18.35000887中鼎股份5.7224.5244.14378.070.475118.88300790宇瞳光学50.9217.3743.38209.260.63890.94000553安道麦A525.6816.5243.3177.000.15543.50002092中泰化学523.5723.5043.30680.620.82939.00601233桐昆股份32.1664.3943.15312.501.825110.97000725京东方A90.97102.4443.151009.500.3621-6.81300891惠云钛业42.1778.7943.1036.790.27008.89300705九典制药21.0671.5642.89102.210.4800-26.87002075沙钢股份19.693.9342.7827.300.2489-24.44000510新金路483.4176.4142.60281.460.270021.86002532天山铝业19.6719.3242.1178.130.430018.26002472双环传动169.5545.1041.906299.450.190012.88600702舍得酒业84.2611.7041.80344.602.17159.52603906龙蟠科技10.922.7941.63-5.690.300016.50600426华鲁恒升31.39210.3541.11320.351.7970-3.85300138晨光生物15.8425.6940.8823.660.3529-6.54601919中远海控122.80154.7040.053161.893.0118-6.50002206海利得118.2618.3239.2567.380.250013.26002833弘亚数控5.824.6638.4781.610.8745-4.88601918新集能源51.726.9637.911123.460.450020.23000949新乡化纤1984.44433.4437.571400.570.5865-6.66603713密尔克卫9.290.6336.46-24.711.1500-5.24000923河钢资源7.0124.1635.30280.601.6086-9.98601702华峰铝业47.525.4935.26177.000.24046.58002876三利谱174.2418.5835.20526.081.0352-13.39002859洁美科技16.9321.1135.1652.500.53972.68002145中核钛白7.48141.0234.69175.000.328329.50300623捷捷微电16.6711.7032.79100.000.3170-2.78603659璞泰来15.4132.6131.59123.841.1200-7.57300975商络电子17.8660.1130.8651.600.307113.09300919中伟股份10.8751.2429.57215.130.852513.76603606东方电缆10.381.4329.22-1.670.970016.07000990诚志股份29.011.9229.21301.900.607924.04002258利尔化学21.1612.9528.7111.260.963033.86002064华峰化学80.1658.0128.65463.870.8093-13.37600845宝信软件7.4019.1926.8836.450.598221.52000425徐工机械247.6033.3725.8689.160.49795.55603501韦尔股份33.006.2625.06136.602.6969-15.66300852四会富仕14.8016.5924.78-23.830.819239.76300327中颖电子4.4414.5924.5461.500.5365-1.68000762西藏矿业32.90404.4824.14240.210.086436.44300979华利集团3.342.8023.7866.590.9200-5.45603599广信股份1.1983.9123.6122.711.360014.35600549厦门钨业80.9625.6022.09193.030.48654.93301020密封科技1.6712.7721.2341.410.459129.25002655共达电声10.4812.4021.181352.550.15281.85300748金力永磁50.1210.4321.08145.000.32468.34600888新疆众和4.1230.9620.41137.500.240765.89600586金晶科技37.79140.5720.29462.720.548019.48002691冀凯股份35.48266.4820.00244.370.03313.69002067景兴纸业17.757.2719.95130.000.2180-3.76300529健帆生物32.6814.3118.89-23.560.7800-30.17002585双星新材23.652.2918.5741.200.522012.68603733仙鹤股份5.0125.6317.6416.530.8600-6.07603010万盛股份32.0324.9517.23315.000.9121-3.10000708中信特钢5.0614.8516.8952.060.828216.73002597金禾实业5.1513.3616.4627.540.8112-8.75605006山东玻纤164.3690.4316.30432.270.659813.38300629新劲刚122.4182.9716.27-31.090.330081.58600989宝丰能源38.8317.4516.07-4.130.510030.73603351威尔药业36.855.5015.57-47.280.4300-4.38002138顺络电子10.485.0415.11-9.200.51000.85300577开润股份250.1211.2814.5150.790.4000-9.54002738中矿资源189.0710.7814.24133.270.5424-11.42002636金安国纪395.83193.4014.10640.000.7589-17.75300643万通智控95.0130.0213.91385.990.242512.89300390天华超净33.54159.8913.91-11.300.56003.74002978安宁股份6.3899.9313.3214.591.9021-18.29002185华天科技40.9910.8212.88124.740.2190-13.43300285国瓷材料0.4917.5912.08-19.310.39006.42002455百川股份48.069.9011.40633.270.1463189.77300751迈为股份41.080.019.93-30.262.470059.56002183怡亚通104.43143.619.91255.000.10150.70603005晶方科技1.2812.419.6771.420.6555-2.82300809华辰装备99.4211.449.65868.010.423819.30603817海峡环保1.174.148.00-47.090.1521-1.24600075新疆天业25.9710.787.21540.000.639814.49003026中晶科技5.4041.056.5889.590.7267-11.73300261雅本化学20.5332.455.9915.900.10905.69600502安徽建工117.3622.465.9427.890.3500-600338西藏珠峰10.43583.034.6577.950.4567120.00000936华西股份97.534089.734.43400.310.44582.72600309万华化学86.6541.114.34143.684.3100-9.67000969安泰科技42.4085.693.96136.060.11559.66002576通达动力11.680.153.2970.000.356016.02000559万向钱潮41.2817.132.9170.000.10102.60300031宝通科技49.301.781.495.000.6231-12.61300885海昌新材3.7921.701.31104.140.31913.38003022联泓新科12.6223.780.8318.400.41006.67002078太阳纸业28.0994.070.74137.500.8474-0.89000025特力A28.3620.330.5469.990.10099.94003016欣贺股份30.1960.620.03155.230.4383-9.84

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。