> 数据图表一起讨论下相关标的盈利预测总表2026-6-0相关标的盈利预测总表3投资方向股票代码股票简称股价（元）市值（亿）货币归母净利润（亿人民币）PE2024A2025A2026E2027E2028E2024A2025A2026E2027E2028E红利策略600938.SH中国海油*0883.HK中国海洋石油*601857.SH中国石油*0857.HK中国石油股份*600028.SH中国石化*0386.HK中国石油化工股份*600309.SH600989.SH资金配置低估值龙头002648.SZ600426.SH002064.SZ002001.SZ600299.SH600486.SH600389.SH002749.SZ000893.SZ002545.SZ下游需求驱动涨价002895.SZ600141.SH002539.SZ600096.SH600160.SH603379.SH605020.SH002407.SZ600346.SH002493.SZ000703.SZ000301.SZ国内反内卷驱动涨价601233.SH603225.SH600596.SH300821.SZ000683.SZ万华化学*宝丰能源*卫星化学*华鲁恒升*华峰化学*新和成*安迪苏*扬农化工江山股份国光股份亚钾国际东方铁塔川恒股份兴发集团云图控股云天化巨化股份三美股份永和股份多氟多恒力石化*荣盛石化*恒逸石化东方盛虹*桐昆股份新凤鸣*新安股份东岳硅材博源化工27.420.98.98.84.54.171.820.724.925.110.429.68.852.019.88.041.917.130.548.811.932.151.066.141.241.518.411.416.711.424.121.217.820.26.0130099915163441606954664922224715218385315179092722108544387213185586144586137640321149412981137637753572356240242224RMBHKDRMBHKDRMBHKDRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMBRMB1379137916471647503503130636139225912122410610168532083(3)7072(23)12111118122112211573157331831812511453331968121353171213158523821627183120101(0.2)91667166717211721480480170170934931851816843216162213525928923151915191871187149849818418398553486181910443191826165670331128145514551922192259159121119610660419220211255124223019598037133710312012870573552207-20765445592510-23868253672713-269610811917241414231523173812413819371811705284(160)18157272(33)483246742612117109171318131616281324161614231815391711362037232181342475632835164-2485981191399111611151311111213122711112315242113161121111836-1196971191289101511151191091110229102012191711151217101424-1096979711889131013107108992081017111713101381481319-9资料来源：Wind，东吴证券研究所。股价为2026年6月26日收盘价，标注”*“的盈利预测为东吴证券研究所预测值，其余为2026年6月26日的Wind一致预期东吴证券工业制造
