【中金策略】222支MSCI纳入A股标的

资料来源：MSCI ，万得资讯，中金公司研究部高亮个股为新加入标的

2016A 2017E 601398.SH 工商银行银行推荐 5.014.3%1,358,8464890.0% 4.3%601857.SH 中国石油石油石化中性7.7-3.1%1,246,800334-78.9%449.7%601288.SH 农业银行银行推荐 3.511.9%1,020,3726330.0% 5.7%601988.SH 中国银行银行推荐 3.6 5.2%762,971523-3.6% 6.4%600519.SH 贵州茅台食品饮料推荐466.339.5%585,7651,3137.9%24.6%600028.SH 中国石化石油石化推荐 5.99.8%567,61371244.0%27.9%601628.SH 中国人寿保险推荐26.511.2%552,656343-45.9%20.0%601318.SH 中国平安保险推荐48.135.8%521,0512,33517.1%14.0%600036.SH 招商银行银行推荐21.123.8%434,8587867.4%9.3%600000.SH 浦发银行

银行

中性12.3-0.2%345,395446-9.8%-16.0%

600104.SH 上汽集团汽车及其零部件推荐29.130.7%339,405868n.a.n.a.601166.SH 兴业银行银行推荐15.9 2.2%329,894986 5.3%-0.3%600900.SH 长江电力电力推荐14.615.0%320,32029335.3%-2.0%601668.SH 中国建筑建筑装饰推荐9.37.2%278,7002,54913.3%21.8%002415.SZ 海康威视信息设备推荐29.286.7%269,391807-15.8%-16.2%000333.SZ 美的集团家用电器推荐40.949.3%265,2951,264-23.7%15.0%601766.SH 中国中车机械推荐9.9 1.7%241,818804-4.7%11.2%600016.SH 民生银行银行中性8.1-10.8%239,369735 3.1% 5.2%601328.SH 交通银行银行中性 6.1 5.5%239,038423-1.1% 3.3%601998.SH 中信银行银行中性 6.1-4.5%208,402205-3.4% 3.7%601601.SH 中国太保保险推荐31.714.1%199,163511-32.1%11.5%000858.SZ

五粮液

食品饮料推荐52.254.5%198,1491,0189.8%22.5%601800.SH 中国交建建筑装饰推荐15.4 1.6%181,377586 2.1%20.5%600030.SH 中信证券证券及其他中性16.7 3.9%164,108919-49.7%17.4%001979.SZ 招商蛇口房地产推荐20.726.5%163,93158937.5%18.6%601390.SH 中国中铁建筑装饰中性8.7-1.6%162,514636n.a.n.a.601818.SH 光大银行银行推荐 4.0 1.0%157,2513180.0% 6.6%000001.SZ 平安银行银行推荐9.10.2%156,594462-15.4% 5.3%601211.SH 国泰君安证券及其他

N/A 19.99.1%149,270517-45.2%0.8%601229.SH 上海银行银行N/A 24.4 4.8%146,449566 5.7%-1.9%600018.SH 上港集团港口航运推荐 6.220.1%142,518204 4.9%22.2%600276.SH 恒瑞医药医药生物推荐49.330.3%138,876328-0.9% 1.2%000725.SZ

京东方A

电子中性 4.142.0%137,8411,53717.4%285.9%A 股市值

（百万元）

年初至今日

均成交额

（百万元）EPS 增速

年初至今涨跌幅代码

公司名称

行业中金评级收盘价

601186.SH中国铁建建筑装饰推荐11.7-1.8%135,048837n.a.15.0% 002304.SZ洋河股份食品饮料推荐84.322.4%127,0542508.7%14.5% 601985.SH中国核电电力推荐7.810.6%121,566522 3.6%16.8% 600837.SH海通证券证券及其他中性15.0-4.8%121,382386-52.7%19.5% 601238.SH广汽集团汽车及其零部件推荐28.222.6%120,80015247.0%77.5% 601006.SH大秦铁路公路铁路物流推荐8.114.7%120,718327-43.5%58.7% 600887.SH伊利股份食品饮料推荐19.816.4%120,48698922.4%8.1% 601669.SH中国电建建筑装饰中性7.87.2%119,02666523.8%11.0% 600015.SH华夏银行银行推荐10.7-1.4%114,336296 4.0%9.0% 000166.SZ申万宏源证券及其他中性 5.6-9.1%111,916214-67.1%18.1% 600048.SH保利地产房地产推荐9.4 6.0%111,232462-4.3%13.9% 002736.SZ国信证券证券及其他N/A13.2-13.8%108,322124-67.1%22.7% 603288.SH海天味业食品饮料推荐40.039.1%108,3066912.9%18.7% 600518.SH康美药业医药生物推荐21.621.1%106,899310 6.9%25.4% 600919.SH江苏银行银行推荐9.2-2.7%106,0934077.7%7.5% 002024.SZ苏宁云商商贸零售推荐11.0-3.2%102,504331-33.3%-24.5% 601336.SH新华保险保险推荐48.911.7%102,020392-42.8%21.3% 000776.SZ广发证券证券及其他中性17.1 1.5%101,338398-43.9%14.8% 600340.SH华夏幸福房地产N/A34.145.2%100,6451,54322.7%31.3% 600010.SH包钢股份钢铁N/A 2.210.2%100,287252102.0%-100.0% 600999.SH招商证券证券及其他中性17.1 4.7%97,795194-51.7% 4.2% 601688.SH华泰证券证券及其他推荐17.8-0.4%96,789507-46.8%15.8% 601111.SH中国国航航空机场推荐9.734.2%96,234339n.a.n.a. 002594.SZ比亚迪汽车及其零部件推荐50.6 1.8%91,709257n.a.9.2% 601618.SH中国中冶建筑装饰推荐 4.9 5.4%87,656567n.a.n.a. 600690.SH青岛海尔家用电器推荐14.041.3%85,12345216.7%24.5% 600585.SH海螺水泥建材推荐21.124.4%84,35448613.4%33.2% 600011.SH华能国际电力中性7.79.8%81,270145-38.9%-41.6% 601901.SH方正证券证券及其他推荐9.929.7%81,169364-36.7%18.0% 000069.SZ华侨城A房地产推荐9.436.1%76,80526231.8%12.0% 600703.SH三安光电电子N/A18.841.9%76,674371-25.4%35.5% 000063.SZ中兴通讯信息设备推荐21.937.1%75,055739-174.0%284.9% 002450.SZ康得新#N/A N/A21.211.5%74,969571-39.7%30.9% 000895.SZ双汇发展食品饮料推荐22.312.8%73,613230 3.5%10.2% 600023.SH浙能电力电力推荐 5.4 3.8%73,580190-14.8%-32.4% 601018.SH宁波港港口航运中性 5.510.1%72,451248-15.0%15.3% 600958.SH东方证券证券及其他N/A13.9-10.6%72,015168-71.9%12.3% 600741.SH华域汽车汽车及其零部件推荐22.541.1%70,968331n.a.n.a. 600309.SH万华化学基础化工推荐25.444.2%69,471657n.a.n.a.