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家电	政策推动家电行业持续向好，经过短期调整，后期有继续上扬的潜力。	出口退税率上调虽然涉及家电产品不多，但上调幅度超出市场预期。比较相关上市公司的出口销售占比，美的电器最高，其次是格力，因此本次出口退税上调美的的受益程度相对高一些。	中金	青岛海尔                                                                                                                                                                                                                                                                                     公司                 格力电器
铁路	铁路建设是经济增长的主要驱动因素。龙头企业表现有超越大市的潜力。	作为施工单位，中铁、铁建的收入确认按照工程进度核算，将首先受益于铁路投资的拉动。根据铁路产业链受益传导顺序，中国南车受益将稍滞后，预计南车增长高点从2011 年开始。	银河	中铁二局                                                                                                                                                                                                                                                                                     证券                 国恒铁路
零售	零售市场复苏是行业重要的驱动因素，未来股价也将走出谷底。	对整个行业而言，乐观程度可以再度提升。有四类个股值得关注：第一、通胀预期下的投资机会，第二、从绩差股中寻找投资机会，第三、业绩持续好于预期的，第四、业绩出现拐点可能性大的公司。	联合	民生投资 业