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银行	市场对银行业的预期过于悲观，银行业后期前景可能超出预期。	虽然年初以来信贷规模持续扩张，但上市银行一季度净利润难以实现同比增长。净利润同比增速下半年将逐渐回升，上调2009-10年盈利预测4%和9%。整体而言，2009年经营环境对城商行相对有利。	中信	兴业银行 业
房地	房地产销售势头在趋好，在政府大力推动下未来行业有望稳步推高。	一二线城市房地产成交量2009年将企稳回升，而其它城市将滞后半年左右。房价将滞后于成交量，四季度见底。投资策略是重点关注一线地产，同时关注具有区域优势及土地成本优势的地方优质企业。	长江	广宇发展 产业
家电	家电行业短期压力较大，然而行业龙头价值还是很明显，建议密切跟踪。	国内家电上市公司整体盈利能力不佳，但最坏的“去库存”时期可能即将过去。而家电下乡、CRT向平板过渡、产业振兴规划（电子信息和轻工业）等政策都有利于家电企业的发展。	东方	九阳股份 业