每到岁末年初，各大券商研究所均会向客户推介来年看好的个股组合，组合名称或冠以十大金股，或冠以十大成长股等。而历史数据显示，券商推荐组合大多能够取得市场平均收益，但很难获得超额的收益率。统计显示，2010年的券商金股推荐至今，这些组合在2010年元月4日至2月11日之间的平均跌幅与大盘接近，只有部分小市值品种跑赢了大盘。

　　一、两个显著特征降低券商金股含金量

　　一般来说，券商金股组合有两个显著特征，一是白马股居多，比如说五粮液、贵州茅台、招商银行、云南白药、中国石化、大秦铁路等品种均是耳熟能详的白马股。这不仅仅体现在此类个股业绩在近年来的相对稳健表现，而且还体现在它们得到了众多行业分析师持续的跟踪。比如说贵州茅台、五粮液这两大白酒龙头股，去年四季度以来分别有38篇、53篇研究报告予以跟踪。如此就意味着公司的经营亮点、业绩成长预期数据已为市场参与各方所充分了解，在此背景下，也就意味着公司股价已反映了未来较长时间的业绩成长预期。既如此，股价一时难有突出表现也就不难理解了。

　　二是同样的公司基本面，即便拥有相差不大的业绩预测，但也有不同的个股评级。比如说中国石化，在春节前大跌21.36%，其中中金公司预测其2010年每股收益为0.87元，给予的评级是“中性”；而中信证券预测2010年每股收益是0.78元，低于中金公司预测数据一成左右，但给予的评级则是“推荐”，如此落差其实也说明了主流券商的行业分析师对大盘趋势的分歧。因为如果说券商行业分析师的业绩预测是从企业经营角度对上市公司未来业绩增长趋势进行预测，那么，评级则是对上市公司二级市场股价走势的预测。前者的落差反映出行业分析师对公司经营前况的分歧，后者则是反映出行业分析师对二级市场运行趋势的分歧。而分歧的存在也就意味着金股不仅仅要经受住宏观经济检验，而且还要经受二级市场运行趋势的检验。

　　不幸的是，在2010年元旦后至虎年春节前，A股市场出现了明显的震荡回落走势，上证指数甚至一度轻松击穿了被多头视为“马其诺”防线的3000点。而且领跌品种主要是以黄金股等为代表的资源股、有色金属股，房地产股、银行股等为代表的与房地产行业密切相关品种，前者是因为美元反弹导致国际大宗商品价格大幅回落，进而波及了A股市场的资源股；后者则是因为房地产行业调控力度的渐次加强，使得各路资金对房地产行业的发展前景产生了担忧。而数据也显示，在券商2010年金股组合中，资源股、房地产产业相关品种占了较大比例，比如说兴业证券中的银行股、地产股、资源股占了几近70%。既如此，券商金股的含金量下降也在情理之中。

　　二、四类金股成色足或可优先考虑

　　不过，目前2010年才过去不到两个月，因此，以当前市场走势来判断2010年的券商金股含金量不高似乎为时过早。但从目前相关信息来看，有两大因素可能会制约券商金股的表现：一是国际经济形势的不明朗。虎年春节前，欧元区部分国家与地区的债务危机在一定程度上强化了各路资金对全球经济的担忧。二是我国目前一直强调产业结构调整，意味着房地产行业的调控或将延续。由于券商研究所在推介金股组合时，当时的经济背景是房地产行业销售红火、家电市场销售旺盛，但目前这一背景已发生了很大的变化，这自然会影响券商金股的含金量。就如同在2007年底、2008年初券商推荐2008年券商金股时未能预测到2008年国际金融危机一样，所以在跟踪券商金股时需要与时俱进，根据经济、产业发展格局进行灵活把握。

　　循此思路，基于虎年春节后的产业结构思路，目前这么四类券商金股或有望增加含金量：一是消费类品种。此类个股的优势在于业绩相对稳定，各路机构资金的持股心态稳定，所以在2010年元月至虎年春节前，此类个股走势强于大盘，如贵州茅台、五粮液等，而医药类品种中更是出现了天士力、鑫富药业、中恒集团等逆势上扬的强势股。由此可见，在经济环境略有变化背景下，与居民生活密切相关的大消费类金股或有望反复震荡盘升。

　　二是以新能源、动漫等为代表的新兴产业股。如法拉电子等公司产品主要用应于节能照明等新兴产业，而且考虑到全球经济也在寻找突破方向，节能、新能源等产业无疑符合这样的方向，所以新增资金持续涌入这些产业中，也使得这些产业股近期成为市场强势股。故红宝丽、拓维信息、奥飞动漫等品种也可跟踪。

　　三是小市值成长股。从历史经验看，券商金股中的大市值品种往往保持着与大盘同步、同方向的运行，也就是说很难取得超额收益，即便是各路机构资金竞相认可的品种也是如此。但小市值品种则往往凭借着高成长性以及众多题材，能够轻易与市场新兴主题投资相吻合，所以小市值成长股有望成为券商金股中的佼佼者，前文提及的拓维信息就是如此。以此看，海通证券的小市值股票组合、东吴证券的十大小盘成长股、银行证券潜力股组合、中原证券的十大成长金股等，或有望跑出“黑马”。

　　四是有较多券商予以强烈推荐、推荐、买入等第一级评级的金股（因为各大券商的评级体系不同，故第一级评级的称谓也不同）。一般来说，如果某一个股有较多券商给予第一级评级的话，则容易引起各路资金关注并长时间入驻，因此，以此为标准选出的四星、五星股或许潜力较大。

券商         组合         股票         股票         1.4-2.11            十月来            一致预期        实力券商投资评级                                星级

名称         类型         代码         简称         涨跌幅             报告数                                                                                

                        EPS2009    EPS2010    中金公司    中信证券    申银万国    海通证券    国泰君安    招商证券    银河证券    国信证券        

申                十                000926    福星股份    -15.05    11    0.4738    0.7085                        买入        买入                            谨慎推荐    谨慎推荐    ★★

银                大                                                                                                                                                                    

万                金                                                                                                                                                                    

国                股                                                                                                                                                                    

                                    000538    云南白药    -6.69     15    1.1250    1.5400    审慎推荐    买入    无         增持    增持        审慎推荐    无         推荐        ★★★

                                    000937    冀中能源    -14.42    8     1.5421    2.3365    无         增持    增持        无     增持        强烈推荐    推荐        推荐        ★★★

                                    600729    重庆百货    -7.57     26    0.9359    1.3203    无                 买入        买入    增持                                            ★★★

                                    600418    江淮汽车    -8.36     18    0.2864    0.6006    审慎推荐    增持    增持        增持    谨慎增持    审慎推荐    无                     ★

                                    000527    美的电器    -14.44    27    0.8768    1.1155    审慎推荐    无     买入        买入    无         强烈推荐    谨慎推荐    推荐        ★★★

                                    000848    承德露露    -2.20     11    0.6326    0.8330    无         买入    无                 谨慎增持                                        ★★

                                    002249    大洋电机    -4.88     2     0.8500    1.0429                        增持                            中性                                ★

                                    002165    红宝丽     -2.85     15    0.6914    0.9520                增持    增持        增持    增持        审慎推荐    无         谨慎推荐    ★★

                                    000680    山推股份    -7.35     17    0.5453    0.7641    无         买入    买入        增持    增持        中性        无         谨慎推荐    ★★★

民                十                600028    中国石化    -21.36    32    0.7234    0.8457    中性        增持    增持        增持    谨慎增持    强烈推荐    推荐        推荐        ★★★

生                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    600036    招商银行    -13.80    39    0.8994    1.1453    无         无     增持        增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

                                    600030    中信证券    -14.23    46    1.3312    1.5675    推荐                无         无     增持        强烈推荐    无         推荐        ★★★

                                    600048    保利地产    -13.62    29    0.9999    1.3803    审慎推荐    买入    增持        增持    增持        审慎推荐    谨慎推荐    推荐        ★★

                                    600309    烟台万华    -8.16     33    0.7332    1.0618    审慎推荐    买入    增持        无     增持        强烈推荐    无         推荐        ★★★

                                    000887    中鼎股份    -12.99    10    0.4933    0.6033    审慎推荐    增持                                    审慎推荐    无                     ★

                                    600089    特变电工    -9.92     21    0.8877    1.1357    推荐        无     增持        无     增持        审慎推荐    无         推荐        ★★★

                                    600138    中青旅     7.96     23    0.5514    0.6083    审慎推荐    买入    买入        无     无         强烈推荐                谨慎推荐    ★★★

                                    600519    贵州茅台    2.10     38    5.1128    6.6644    推荐        买入    买入        买入    增持        强烈推荐    谨慎推荐    谨慎推荐    ★★★★

                                    600009    上海机场    4.82     20    0.3751    0.5621    审慎推荐    增持    无                 无         中性                    谨慎推荐    ★

国                十                000417    合肥百货    9.41     18    0.3988    0.4839    推荐        增持    增持        增持    谨慎增持                无                     ★★

元                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    002262    恩华药业    4.80     7     0.3351    0.4696                增持                增持                            无         无         ★

                                    601918    国投新集    -16.66    17    0.5073    0.7882    无         增持    中性        无     谨慎增持    强烈推荐                            ★★

                                    600470    六国化工    -5.27     9     0.2683    0.4450    中性        持有    中性        增持                                                    ★

                                    000630    铜陵有色    -16.52    11    0.5195    0.7219    中性        无     增持                谨慎增持    审慎推荐    推荐        中性        ★★

                                    000839    中信国安    -3.16     3     0.3902    0.3171    中性                            无     无         强烈推荐    无                     ★★

                                    002163    中航三鑫    -2.91     2     0.2913    0.5860                买入    增持                                                                ★★

                                    600166    福田汽车    -4.62     20    1.1153    1.3709    审慎推荐    增持    增持                谨慎增持    审慎推荐    无         谨慎推荐    ★

                                    000157    中联重科    -12.23    22    1.2701    1.6219    推荐        买入    买入        买入    增持        审慎推荐    无         无         ★★★★

                                    600551    时代出版    2.29     26    0.6023    0.6698    推荐        增持    增持        无     增持        审慎推荐    推荐        推荐        ★★★

东                十                600309    烟台万华    -8.16     33    0.7332    1.0618    审慎推荐    买入    增持        无     增持        强烈推荐    无         推荐        ★★★

海                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    600644    乐山电力    -8.18     0     0.3129    0.4718    无         无     无                                                                 ★

                                    600000    浦发银行    -9.45     37    1.4997    1.8065    无         增持    增持        增持    增持        审慎推荐    谨慎推荐    谨慎推荐    ★★

                                    000718    苏宁环球    -19.91    11    0.5544    0.8794                        中性                增持        审慎推荐    无         无         ★★

                                    000858    五粮液     -6.85     53    0.8327    1.2578    审慎推荐    买入    买入        买入    增持        中性        谨慎推荐    推荐        ★★★★

                                    002073    青岛软控    2.18     18    0.6065    0.8453                买入    买入                无         审慎推荐                谨慎推荐    ★★

                                    000887    中鼎股份    -12.99    10    0.4933    0.6033    审慎推荐    增持                                    审慎推荐    无                     ★

                                    600406    国电南瑞    6.03     11    0.9807    1.2774    无         无     增持        买入    谨慎增持    审慎推荐    中性        推荐        ★★

                                    600316    洪都航空    -3.33     10    0.4570    0.5195                买入    增持        增持    谨慎增持    审慎推荐    推荐        中性        ★★

                                    600594    益佰制药    23.64     14    0.5397    0.7310                                    增持    增持                                无         ★★

西                十                600036    招商银行    -13.80    39    0.8994    1.1453    无         无     增持        增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

南                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    601766    中国南车    -3.87     17    0.1450    0.2256    审慎推荐    增持    增持        无     谨慎增持    强烈推荐                谨慎推荐    ★★

                                    000933    神火股份    -22.45    20    0.8208    1.8528    无         买入    增持        无                 强烈推荐    推荐                    ★★

                                    600117    西宁特钢    -9.44     5     0.0485    0.3260                无                 无     谨慎增持    审慎推荐                            ★

                                    600325    华发股份    -18.68    8     0.9113    1.1304    审慎推荐            增持                增持        审慎推荐    无         无         ★★

                                    600030    中信证券    -14.23    46    1.3312    1.5675    推荐                无         无     增持        强烈推荐    无         推荐        ★★★

                                    600026    中海发展    -8.43     39    0.3821    0.6707    审慎推荐    增持    无         买入    无         强烈推荐    推荐                    ★★★

                                    600893    航空动力    4.00     15    0.3004    0.4452                        增持        中性    谨慎增持    强烈推荐                中性        ★★

                                    002115    三维通信    -1.28     19    0.6054    0.8451    无         买入    无         增持    中性        无         无         推荐        ★★

                                    002019    鑫富药业    34.19     5     0.1870    0.3714                                                                                            ★

国                十                600307    酒钢宏兴    -19.45    6     0.1841    0.7422    审慎推荐    无                         无         审慎推荐    推荐        无         ★★

盛                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    600426    华鲁恒升    -14.56    20    0.8665    1.1279    推荐        增持    增持        增持    增持        审慎推荐    谨慎推荐                ★★

                                    600563    法拉电子    2.13     10    0.5324    0.6716                增持    增持        买入    无         中性                                ★★

                                    000680    山推股份    -7.35     17    0.5453    0.7641    无         买入    买入        增持    增持        中性        无         谨慎推荐    ★★★

                                    000792    盐湖钾肥    -4.18     20    1.6022    2.6921    推荐        买入    增持        增持    增持        审慎推荐    无         谨慎推荐    ★★★

                                    000983    西山煤电    -17.07    30    1.0567    1.8053    无         买入    增持        无     增持        强烈推荐    推荐        无         ★★★

                                    600030    中信证券    -14.23    46    1.3312    1.5675    推荐                无         无     增持        强烈推荐    无         推荐        ★★★

                                    600036    招商银行    -13.80    39    0.8994    1.1453    无         无     增持        增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

                                    600048    保利地产    -13.62    29    0.9999    1.3803    审慎推荐    买入    增持        增持    增持        审慎推荐    谨慎推荐    推荐        ★★★

                                    600741    华域汽车    -21.76    11    0.5471    0.7048    审慎推荐    买入    无                             审慎推荐    推荐                    ★★

上                十                601318    中国平安    -9.42     50    1.4315    1.6764    推荐        买入    无         买入    谨慎增持    审慎推荐    无         推荐        ★★★

海                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    000933    神火股份    -22.45    20    0.8208    1.8528    无         买入    增持        无                 强烈推荐    推荐                    ★★★

                                    002064    华峰氨纶    9.07     8     0.3051    0.8566                增持    增持        增持    中性        审慎推荐                推荐        ★★

                                    600089    特变电工    -9.92     21    0.8877    1.1357    推荐        无     增持        无     增持        审慎推荐    无         推荐        ★★★

                                    002253    川大智胜    15.79     7     0.5787    1.0014                增持    增持                无         强烈推荐    推荐        谨慎推荐    ★★

                                    000425    徐工机械    -1.91     30    1.9418    2.2969    无         买入    买入        买入    增持        强烈推荐    推荐        谨慎推荐    ★★★★

                                    000501    鄂武商A     -9.56     21    0.4707    0.5586    无         买入    增持        买入    增持        审慎推荐                            ★★★

                                    600276    恒瑞医药    -10.67    27    1.0725    1.3109    推荐        增持    买入        增持    增持        无         推荐        推荐        ★★★★

                                    601006    大秦铁路    -8.06     37    0.4851    0.6087    无         买入    无                 无         强烈推荐    推荐        谨慎推荐    ★★★

                                    002261    拓维信息    -0.48     21    0.8223    1.0551    审慎推荐    无     中性                无         无         推荐        推荐        ★★

广                十                600660    福耀玻璃    -17.34    25    0.5364    0.7978    审慎推荐    买入    增持                谨慎增持    强烈推荐    推荐        推荐        ★★★

发                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    000800    一汽轿车    -19.18    22    0.8489    1.0712    审慎推荐    买入    增持        增持    谨慎增持    强烈推荐    无         无         ★★

                                    600858    银座股份    -1.46     18    0.6321    1.0285    无         买入    买入        增持    谨慎增持    审慎推荐                推荐        ★★★

                                    600252    中恒集团    13.27     7     0.4972    1.1667                                    增持                                        推荐        ★★

                                    000418    小天鹅A     -3.08     16    0.3403    0.5459    无                 增持        增持    无         审慎推荐    谨慎推荐    推荐        ★★

                                    000683    远兴能源    -12.43    3     1.6700    1.0900                                                                                            ★

                                    000060    中金岭南    -16.77    11    0.4046    1.0962    中性        增持    增持        买入    谨慎增持    强烈推荐                谨慎推荐    ★★

                                    600089    特变电工    -9.92     21    0.8877    1.1357    推荐        无     增持        无     增持        审慎推荐    无         推荐        ★★★

                                    002254    烟台氨纶    0.36     8     0.6626    1.2860                        增持        增持    谨慎增持                            推荐        ★★

                                    600036    招商银行    -13.80    39    0.8994    1.1453    无         无     增持        增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

兴                十                601939    建设银行    -9.37     27    0.4577    0.5610    无         无     中性        增持    谨慎推荐    审慎推荐    谨慎推荐    无         ★

业                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    600036    招商银行    -13.80    39    0.8994    1.1453    无         无     增持        增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

                                    601318    中国平安    -9.42     50    1.4315    1.6764    推荐        买入    无         买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                    000898    鞍钢股份    -24.31    25    0.1707    0.7948    推荐        买入    增持        增持    谨慎增持    审慎推荐    谨慎推荐    推荐        ★★★

                                    600307    酒钢宏兴    -19.45    6     0.1841    0.7422    审慎推荐    无                         无         审慎推荐    推荐        无         ★★

                                    600585    海螺水泥    -18.77    28    2.0318    2.7525    推荐        买入    无         买入    增持        强烈推荐    推荐        谨慎推荐    ★★★★

                                    600309    烟台万华    -8.16     33    0.7332    1.0618    审慎推荐    买入    增持        无     增持        强烈推荐    无         推荐        ★★★

                                    600406    国电南瑞    6.03     11    0.9807    1.2774    无         无     增持        买入    谨慎增持    审慎推荐    中性        推荐        ★★

                                    000961    中南建设    -18.31    2     0.7630    1.2693                                            增持                    无                     ★★

                                    600664    哈药股份    -5.58     8     0.7762    0.8946                        增持                                        推荐        谨慎推荐    ★★

光                十                601166    兴业银行    -16.62    56    2.5839    3.0618    无         增持    增持        买入    增持        强烈推荐    推荐        谨慎推荐    ★★★

大                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    600030    中信证券    -14.23    46    1.3312    1.5675    推荐                无         无     增持        强烈推荐    无         推荐        ★★★

                                    601318    中国平安    -9.42     50    1.4315    1.6764    推荐        买入    无         买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                    000538    云南白药    -6.69     15    1.1250    1.5400    审慎推荐    买入    无         增持    增持        审慎推荐    无         推荐        ★★★

                                    600594    益佰制药    23.64     14    0.5397    0.7310                                    增持    增持                                无         ★★

                                    600060    海信电器    -1.28     19    0.7884    1.0753    推荐        增持    增持                无         强烈推荐    谨慎推荐    推荐        ★★★

                                    000009    中国宝安    -3.64     1     0.4571    0.6543                                            增持                                            ★★

                                    000858    五粮液     -6.85     53    0.8327    1.2578    审慎推荐    买入    买入        买入    增持        中性        谨慎推荐    推荐        ★★★★

                                    000024    招商地产    -14.76    20    1.0082    1.3992    推荐        买入    无         增持    无         强烈推荐    谨慎推荐    无         ★★★

                                    600880    博瑞传播    4.27     21    0.7256    0.9308    推荐        买入    买入        增持    增持        买入        谨慎推荐    推荐        ★★★★

渤                十                000937    冀中能源    -14.42    8     1.5421    2.3365    无         增持    增持        无     增持        强烈推荐    推荐        推荐        ★★★

海                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    002221    东华能源    -11.74    5     0.1650    0.4503                增持                                                                        ★

                                    002115    三维通信    -1.28     19    0.6054    0.8451    无         买入    无         增持    中性        无         无         推荐        ★★

                                    600555    九龙山     -10.88    5     0.1597    0.3469                        无                                                                 ★

                                    002142    宁波银行    -13.21    44    0.5655    0.7399    无         增持    增持        增持    无         审慎推荐    推荐        中性        ★★

                                    600779    水井坊     -6.15     13    0.6097    0.7493    审慎推荐    增持    增持        增持    谨慎增持                            谨慎推荐    ★

                                    002182    云海金属    -12.94    11    0.1171    0.4011                        无         买入    谨慎增持                推荐        中性        ★★

                                    600858    银座股份    -1.46     18    0.6321    1.0285    无         买入    买入        增持    谨慎增持    审慎推荐                推荐        ★★★

                                    002204    华锐铸钢    -13.22    5     0.7735    1.0729                买入                        谨慎增持                            无         ★★

                                    601318    中国平安    -9.42     50    1.4315    1.6764    推荐        买入    无         买入    谨慎增持    审慎推荐    无         推荐        ★★★

华                十                601766    中国南车    -3.87     17    0.1450    0.2256    审慎推荐    增持    增持        无     谨慎增持    强烈推荐                谨慎推荐    ★★

泰                大                                                                                                                                                                    

联                金                                                                                                                                                                    

合                股                                                                                                                                                                    

                                    600060    海信电器    -1.28     19    0.7884    1.0753    推荐        增持    增持                无         强烈推荐    谨慎推荐    推荐        ★★★

                                    000625    长安汽车    -15.68    21    0.5151    0.7606    审慎推荐    增持    增持                谨慎增持    审慎推荐                中性        ★

                                    600026    中海发展    -8.43     39    0.3821    0.6707    审慎推荐    增持    无         买入    无         强烈推荐    推荐                    ★★★

                                    600019    宝钢股份    -18.94    44    0.3311    0.5997    推荐        买入    买入        无     增持        审慎推荐    推荐        推荐        ★★★★

                                    000568    泸州老窖    -10.89    34    1.1542    1.4203    推荐        买入    无         增持    增持        强烈推荐    无         无         ★★★

                                    600737    中粮屯河    -15.40    8     0.3681    0.4359    中性        增持    谨慎增持    中性                中性        推荐        谨慎推荐    ★★

                                    601699    潞安环能    -20.49    19    2.0548    2.5145    无         买入    增持        无     增持        强烈推荐    推荐        推荐        ★★★★

                                    600309    烟台万华    -8.16     33    0.7332    1.0618    审慎推荐    买入    增持        无     增持        强烈推荐    无         推荐        ★★★

                                    600426    华鲁恒升    -14.56    20    0.8665    1.1279    推荐        增持    增持        增持    增持        审慎推荐    谨慎推荐                ★★

民                十                000400    许继电气    8.77     12    0.3442    0.8419    无         无                 增持                            中性        谨慎推荐    ★

族                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    601318    中国平安    -9.42     50    1.4315    1.6764    推荐        买入    无         买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                    601899    紫金矿业    -12.45    25    0.2768    0.3975    审慎推荐    增持    增持        买入    谨慎增持    强烈推荐    谨慎推荐    谨慎推荐    ★★

                                    000625    长安汽车    -15.68    21    0.5151    0.7606    审慎推荐    增持    增持                谨慎增持    审慎推荐                中性        ★

                                    002294    信立泰     12.50     9     1.7445    2.5053                增持    无         无     谨慎增持    审慎推荐    推荐        无         ★★

                                    600048    保利地产    -13.62    29    0.9999    1.3803    审慎推荐    买入    增持        增持    增持        审慎推荐    谨慎推荐    推荐        ★★★

                                    601398    工商银行    -10.66    33    0.3780    0.4567    审慎推荐    买入    增持        增持    增持        强烈推荐    谨慎推荐    推荐        ★★★

                                    000983    西山煤电    -17.07    30    1.0567    1.8053    无         买入    增持        无     增持        强烈推荐    推荐        无         ★★★

                                    600655    豫园商城    -0.81     9     0.6396    0.9410    无                 无         增持    无                     推荐                    ★★

                                    600009    上海机场    4.82     20    0.3751    0.5621    审慎推荐    增持    无                 无         中性                    谨慎推荐    ★

浙                十                600036    招商银行    -13.80    39    0.8994    1.1453    无         无     增持        增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

商                大                                                                                                                                                                    

证                金                                                                                                                                                                    

券                股                                                                                                                                                                    

                                    600439    瑞贝卡     -1.46     19    0.2363    0.4346    无         持有    增持        买入    无                     无         谨慎推荐    ★★

                                    002211    宏达新材    -11.66    6     0.2000    0.5200                                    中性    中性                                            ★

                                    000983    西山煤电    -17.07    30    1.0567    1.8053    无         买入    增持        无     增持        强烈推荐    推荐        无         ★★★

                                    600026    中海发展    -8.43     39    0.3821    0.6707    审慎推荐    增持    无         买入    无         强烈推荐    推荐                    ★★★

                                    601601    中国太保    -3.98     51    0.7474    0.8381    推荐        增持    无         买入    增持        中性        推荐        谨慎推荐    ★★★

                                    600693    东百集团    -12.96    22    0.3240    0.4203    无         无     增持        增持    无         审慎推荐                谨慎推荐    ★

                                    600060    海信电器    -1.28     19    0.7884    1.0753    推荐        增持    增持                无         强烈推荐    谨慎推荐    推荐        ★★★

                                    000581    威孚高科    -6.63     24    0.6571    0.8736    中性        增持    中性        买入    谨慎增持    无                     谨慎推荐    ★

                                    000423    东阿阿胶    9.10     13    0.5892    0.7859    审慎推荐    买入    买入                谨慎增持    强烈推荐    无         谨慎推荐    ★★★

高                十                601398    工商银行    -10.66    33    0.3780    0.4567    审慎推荐    买入    增持        增持    增持        强烈推荐    谨慎推荐    推荐        ★★★

盛                大                                                                                                                                                                    

高                金                                                                                                                                                                    

华                股                                                                                                                                                                    

                                    601318    中国平安    -9.42     50    1.4315    1.6764    推荐        买入    无         买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                    000002    万科A     -14.15    40    0.4948    0.6644    推荐        买入    买入        增持    增持        审慎推荐    推荐        谨慎推荐    ★★★★

                                    600030    中信证券    -14.23    46    1.3312    1.5675    推荐                无         无     增持        强烈推荐    无         推荐        ★★★

                                    601186    中国铁建    -5.80     19    0.4616    0.6479    中性        买入    增持        买入    增持                    谨慎推荐    推荐        ★★★

                                    000898    鞍钢股份    -24.31    25    0.1707    0.7948    推荐        买入    增持        增持    谨慎增持    审慎推荐    谨慎推荐    推荐        ★★★

                                    600600    青岛啤酒    -8.16     24    0.9797    1.2433    中性        无     无         增持    增持        无         推荐        谨慎推荐    ★★

                                    000869    张裕A     -5.41     31    2.1077    2.6565    审慎推荐    买入    买入                增持        无         推荐        推荐        ★★★★

                                    002001    新和成     -7.65     14    3.1417    4.1057                买入    增持                谨慎增持    审慎推荐                无         ★★

                                    600535    天士力     24.29     21    0.6890    0.8735    审慎推荐    增持    增持        增持    谨慎增持    强烈推荐    谨慎推荐    推荐        ★★

券商         组合         股票         股票         1.4-2.11            十月来            一致预期        实力券商投资评级                                星级

名称         类型         代码         简称         涨跌幅             报告数                                                                                

                        EPS2009    EPS2010    中金公司    中信证券    申银万国    海通证券    国泰君安    招商证券    银河证券    国信证券        

国                        十                            600000    浦发银行    -9.45     37    1.4997     1.8065    无         增持    增持    增持    增持        审慎推荐    谨慎推荐    谨慎推荐    ★★

联                        大                                                                                                                                                                            

证                        金                                                                                                                                                                            

券                        股                                                                                                                                                                            

                                                        601318    中国平安    -9.42     50    1.4315     1.6764    推荐        买入    无     买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                                        000063    中兴通讯    -4.61     42    1.3658     1.8200    推荐        买入    买入    买入    无         强烈推荐    无         推荐        ★★★★

                                                        600050    中国联通    -10.29    59    0.1851     0.1931    审慎推荐    买入    无     增持    谨慎增持    强烈推荐    谨慎推荐    推荐        ★★★

                                                        600631    百联股份    -3.22     13    0.3848     0.4938    无         买入    无     中性    谨慎增持                无                     ★★

                                                        600316    洪都航空    -3.33     10    0.4570     0.5195                买入    增持    增持    谨慎增持    审慎推荐    推荐        中性        ★★

                                                        600976    武汉健民    -4.88     3     0.3218     0.4341                                                                                        ★

                                                        000983    西山煤电    -17.07    30    1.0567     1.8053    无         买入    增持    无     增持        强烈推荐    推荐        无         ★★★

                                                        600315    上海家化    -2.13     5     0.7408     1.0142                        无     增持                            无                     ★

                                                        000860    顺鑫农业    -8.72     15    0.3662     0.6502                增持    增持    增持    谨慎增持                推荐                    ★★

                         十                            002115    三维通信    -1.28     19    0.6054     0.8451    无         买入    无     增持    中性        无         无         推荐        ★★

                         大                                                                                                                                                                            

                         成                                                                                                                                                                            

                         长                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        600499    科达机电    1.79     4     0.3967     0.6148    审慎推荐            买入    增持    中性                                无         ★★

                                                        600666    西南药业    -2.91     3     0.2500     0.3267                                                                            无         ★

                                                        002091    江苏国泰    -1.93     6     0.6100     0.7680                                增持    无                                             ★

                                                        002261    拓维信息    -0.48     21    0.8223     1.0551    审慎推荐    无     中性            无         无         推荐        推荐        ★★

                                                        002292    奥飞动漫    -0.21     14    0.6568     0.8907    中性        增持    无     无     无         审慎推荐                谨慎推荐    ★

                                                        600666    西南药业    -2.91     3     0.2500     0.3267                                                                            无         ★

                                                        600352    浙江龙盛    3.42     19    0.5062     0.6856                增持    增持    买入    无         强烈推荐    推荐                    ★★★

                                                        600893    航空动力    4.00     15    0.3004     0.4452                        增持    中性    谨慎增持    强烈推荐                中性        ★★

                                                        600225    ST松江     -10.65    2     0.2800     0.7500                                        无         审慎推荐                            ★

中                        十                            600036    招商银行    -13.80    39    0.8994     1.1453    无         无     增持    增持    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

原                        大                                                                                                                                                                            

证                        价                                                                                                                                                                            

券                        值                                                                                                                                                                            

                         型                                                                                                                                                                            

                         金                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        601601    中国太保    -3.98     51    0.7474     0.8381    推荐        增持    无     买入    增持        中性        推荐        谨慎推荐    ★★★

                                                        600030    中信证券    -14.23    46    1.3312     1.5675    推荐                无     无     增持        强烈推荐    无         推荐        ★★★

                                                        000402    金融街     -12.86    13    0.5518     0.6675    推荐        无     中性    无     增持        审慎推荐    谨慎推荐    无         ★★

                                                        000951    中国重汽    -0.22     16    1.0930     1.6805    推荐        增持    增持    买入    增持        审慎推荐    推荐        谨慎推荐    ★★★

                                                        000425    徐工机械    -1.91     30    1.9418     2.2969    无         买入    买入    买入    增持        强烈推荐    推荐        谨慎推荐    ★★★★

                                                        000983    西山煤电    -17.07    30    1.0567     1.8053    无         买入    增持    无     增持        强烈推荐    推荐        无         ★★★

                                                        000898    鞍钢股份    -24.31    25    0.1707     0.7948    推荐        买入    增持    增持    谨慎增持    审慎推荐    谨慎推荐    推荐        ★★★

                                                        000063    中兴通讯    -4.61     42    1.3658     1.8200    推荐        买入    买入    买入    无         强烈推荐    无         推荐        ★★★★

                                                        600009    上海机场    4.82     20    0.3751     0.5621    审慎推荐    增持    无             无         中性                    谨慎推荐    ★

                         十                            601169    北京银行    -18.67    35    0.9557     1.2368    无         买入    增持    买入    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★★

                         大                                                                                                                                                                            

                         成                                                                                                                                                                            

                         长                                                                                                                                                                            

                         型                                                                                                                                                                            

                         金                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        600240    华业地产    -3.19     8     0.3500     0.4557                        增持            增持        审慎推荐                谨慎推荐    ★★

                                                        000999    三九医药    16.23     13    0.6697     0.8542                买入    增持    增持    谨慎增持    审慎推荐    推荐        无         ★★

                                                        600143    金发科技    -11.64    13    0.2412     0.4829                        增持    增持    谨慎增持    审慎推荐    无         推荐        ★★

                                                        600596    新安股份    -13.54    12    1.1690     2.3390    审慎推荐    买入    无     买入    谨慎增持    强烈推荐    无         推荐        ★★★

                                                        600718    东软集团    8.67     17    0.6734     0.8368    推荐        增持    买入    买入    无         审慎推荐    谨慎推荐    谨慎推荐    ★★★

                                                        600312    平高电气    8.18     8     0.2564     0.4380    审慎推荐    买入            增持    谨慎增持    审慎推荐    中性        推荐        ★★

                                                        600170    上海建工    -9.96     2     0.6467     0.6933                        增持            谨慎增持                                        ★

                                                        600754    锦江股份    12.77     17    0.4858     0.5689    中性        无     无     买入    无         无                     推荐        ★★

                                                        600628    新世界     11.06     9     0.3483     0.4455    无                 增持    中性    增持                    谨慎推荐                ★★

海                        小                            002202    金风科技    4.78     19    1.1075     1.4427    推荐        买入    增持    增持    无         审慎推荐    推荐        谨慎推荐    ★★★

通                        市                                                                                                                                                                            

证                        值                                                                                                                                                                            

券                        股                                                                                                                                                                            

                         票                                                                                                                                                                            

                         组                                                                                                                                                                            

                         合                                                                                                                                                                            

                                                        600475    华光股份    -6.74     8     0.5700     0.8500    审慎推荐                    无                             无                     ★

                                                        000059    辽通化工    -0.69     7     0.2100     0.6345                无     无     增持                审慎推荐    无                     ★

                                                        002242    九阳股份    -9.99     14    1.3546     1.6509    无         买入    增持    买入    无         强烈推荐    谨慎推荐    谨慎推荐    ★★

                                                        000612    焦作万方    -13.89    15    0.4991     1.2467    审慎推荐    增持    增持    买入    谨慎增持    审慎推荐    推荐        谨慎推荐    ★★

                                                        601899    紫金矿业    -12.45    25    0.2768     0.3975    审慎推荐    增持    增持    买入    谨慎增持    强烈推荐    谨慎推荐    谨慎推荐    ★★

                                                        601005    重庆钢铁    -4.79     5     0.0377     0.2322                无     无     增持    无         无                                 ★

                                                        000301    东方市场    -11.00    5     0.1473     0.2582    审慎推荐            增持    买入                                                    ★★

                                                        600460    士兰微     10.91     14    0.1721     0.2689                        增持    买入    增持        审慎推荐                            ★★

                                                        600754    锦江股份    12.77     17    0.4858     0.5689    中性        无     无     买入    无         无                     推荐        ★★

                         大                            601601    中国太保    -3.98     51    0.7474     0.8381    推荐        增持    无     买入    增持        中性        推荐        谨慎推荐    ★★★

                         市                                                                                                                                                                            

                         值                                                                                                                                                                            

                         股                                                                                                                                                                            

                         票                                                                                                                                                                            

                         组                                                                                                                                                                            

                         合                                                                                                                                                                            

                                                        600030    中信证券    -14.23    46    1.3312     1.5675    推荐                无     无     增持        强烈推荐    无         推荐        ★★★

                                                        002024    苏宁电器    -12.03    36    0.6148     0.8033    中性        无     买入    无     谨慎增持    强烈推荐                推荐        ★★★

                                                        600016    民生银行    -8.60     40    0.5243     0.6003    推荐        增持    增持    买入    增持        强烈推荐    谨慎推荐    推荐        ★★★★

                                                        600348    国阳新能    -21.63    20    1.8628     2.3159    无         买入    增持    无     增持        强烈推荐    推荐        推荐        ★★★★

                                                        600019    宝钢股份    -18.94    44    0.3311     0.5997    推荐        买入    买入    无     增持        审慎推荐    推荐        推荐        ★★★★

                                                        600031    三一重工    -15.76    22    1.3548     1.8849    推荐        买入    买入    买入    增持        强烈推荐    谨慎推荐    无         ★★★★

                                                        000401    冀东水泥    -18.19    29    0.8018     1.1433    审慎推荐    买入    增持    无     无         审慎推荐    推荐        推荐        ★★★

                                                        000858    五粮液     -6.85     53    0.8327     1.2578    审慎推荐    买入    买入    买入    增持        中性        谨慎推荐    推荐        ★★★★

                                                        601766    中国南车    -3.87     17    0.1450     0.2256    审慎推荐    增持    增持    无     谨慎增持    强烈推荐                谨慎推荐    ★★

                                                        601668    中国建筑    -9.32     22    0.1771     0.2472    推荐        买入    买入    买入    增持        强烈推荐    谨慎推荐    推荐        ★★★★★

湘                        十                            600028    中国石化    -21.36    32    0.7234     0.8457    中性        增持    增持    增持    谨慎增持    强烈推荐    推荐        推荐        ★★★

财                        大                                                                                                                                                                            

证                        价                                                                                                                                                                            

券                        值                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        601318    中国平安    -9.42     50    1.4315     1.6764    推荐        买入    无     买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                                        601166    兴业银行    -16.62    56    2.5839     3.0618    无         增持    增持    买入    增持        强烈推荐    推荐        谨慎推荐    ★★★

                                                        600837    海通证券    -9.38     44    0.5761     0.6613    审慎推荐    无     增持            增持        强烈推荐    谨慎增持    推荐        ★★★

                                                        600005    武钢股份    -17.15    18    0.1934     0.5352    推荐        买入    增持    增持    增持        审慎推荐    无         推荐        ★★★

                                                        601699    潞安环能    -20.49    19    2.0548     2.5145    无         买入    增持    无     增持        强烈推荐    推荐        推荐        ★★★★

                                                        600026    中海发展    -8.43     39    0.3821     0.6707    审慎推荐    增持    无     买入    无         强烈推荐    推荐                    ★★★

                                                        600009    上海机场    4.82     20    0.3751     0.5621    审慎推荐    增持    无             无         中性                    谨慎推荐    ★

                                                        600690    青岛海尔    -16.50    36    0.8743     1.1569    推荐        无     无     增持    增持        强烈推荐    谨慎推荐    推荐        ★★★

                                                        000060    中金岭南    -16.77    11    0.4046     1.0962    中性        增持    增持    买入    谨慎增持    强烈推荐                谨慎推荐    ★★

                         十                            600416    湘电股份    -11.04    10    0.5485     0.8845    无         增持    增持                        强烈推荐                            ★★

                         大                                                                                                                                                                            

                         潜                                                                                                                                                                            

                         力                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        000012    南玻A     -9.49     21    0.6598     0.8851    无         买入    增持            谨慎增持    审慎推荐    谨慎推荐    中性        ★★

                                                        002123    荣信股份    1.01     15    0.8605     1.2505    无         增持    增持            无         审慎推荐    无         推荐        ★★

                                                        600655    豫园商城    -0.81     9     0.6396     0.9410    无                 无     增持    无                     推荐                    ★★

                                                        600498    烽火通信    3.82     20    0.6507     0.8659    审慎推荐    买入    买入            谨慎增持    强烈推荐    推荐        谨慎推荐    ★★★

                                                        000728    国元证券    -14.50    21    0.5529     0.7081    无         无     增持    增持    谨慎增持    无                     中性        ★

                                                        000837    秦川发展    -15.23    16    0.2734     0.3747    审慎推荐    增持            增持    谨慎增持                            谨慎推荐    ★

                                                        002252    上海莱士    -6.96     15    0.7698     0.9637                增持    无             谨慎增持    审慎推荐    谨慎推荐    无         ★

                                                        000789    江西水泥    21.98     3     0.1667     0.4275                买入            买入    谨慎增持                            谨慎推荐    ★★

                                                        601958    金钼股份    -9.81     19    0.1956     0.5741    审慎推荐    增持    增持                        审慎推荐    推荐                    ★★

第                        十                            600585    海螺水泥    -18.77    28    2.0318     2.7525    推荐        买入    无     买入    增持        强烈推荐    推荐        谨慎推荐    ★★★★

一                        大                                                                                                                                                                            

创                        稳                                                                                                                                                                            

业                        健                                                                                                                                                                            

证                        组                                                                                                                                                                            

券                        合                                                                                                                                                                            

                                                        600375    星马汽车    -1.54     8     0.5036     0.8529                                                    审慎推荐                            ★

                                                        000937    冀中能源    -14.42    8     1.5421     2.3365    无         增持    增持    无     增持        强烈推荐    推荐        推荐        ★★★

                                                        000858    五粮液     -6.85     53    0.8327     1.2578    审慎推荐    买入    买入    买入    增持        中性        谨慎推荐    推荐        ★★★★

                                                        000625    长安汽车    -15.68    21    0.5151     0.7606    审慎推荐    增持    增持            谨慎增持    审慎推荐                中性        ★

                                                        600547    山东黄金    -15.38    14    1.2500     1.9409    审慎推荐    增持    中性            谨慎增持    审慎推荐    推荐        推荐        ★★

                                                        601168    西部矿业    -13.27    6     0.1674     0.4804    中性                中性    中性    谨慎增持    审慎推荐    推荐                    ★★

                                                        601318    中国平安    -9.42     50    1.4315     1.6764    推荐        买入    无     买入    谨慎增持    审慎推荐    无         推荐        ★★★

                                                        000024    招商地产    -14.76    20    1.0082     1.3992    推荐        买入    无     增持    无         强烈推荐    谨慎推荐    无         ★★★

                                                        600048    保利地产    -13.62    29    0.9999     1.3803    审慎推荐    买入    增持    增持    增持        审慎推荐    谨慎推荐    推荐        ★★★

                         八                            600576    万好万家    -2.90     3     0.2817     0.4767                        无                                                             ★

                         大                                                                                                                                                                            

                         进                                                                                                                                                                            

                         取                                                                                                                                                                            

                         组                                                                                                                                                                            

                         合                                                                                                                                                                            

                                                        000878    云南铜业    -17.15    8     0.3030     0.8566                增持    增持    增持                审慎推荐    谨慎推荐    谨慎推荐    ★

                                                        000026    飞亚达A     -7.35     4     0.2925     0.3863    审慎推荐            增持                                                无         ★

                                                        600239    云南城投    -16.11    1     0.4322     2.6778                                                                            无         ★

                                                        600325    华发股份    -18.68    8     0.9113     1.1304    审慎推荐            增持            增持        审慎推荐    无         无         ★★

                                                        600088    中视传媒    21.18     4     0.3948     0.4026    中性        增持    中性    无     无         中性                    谨慎推荐    ★

                                                        002122    天马股份    -8.66     3     0.9786     1.1945    无         增持    增持    增持                审慎推荐    无         推荐        ★★

                                                        600983    合肥三洋    -3.21     15    0.6557     0.8880    无         增持    无     增持    无         审慎推荐    谨慎推荐    推荐        ★★

东                        十                            601628    中国人寿    -13.44    52    0.9768     1.1987    审慎推荐    增持    无     增持    中性        审慎推荐    推荐        推荐        ★★

吴                        大                                                                                                                                                                            

证                        大                                                                                                                                                                            

券                        盘                                                                                                                                                                            

                         价                                                                                                                                                                            

                         值                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        601169    北京银行    -18.67    35    0.9557     1.2368    无         买入    增持    买入    谨慎推荐    强烈推荐    推荐        谨慎推荐    ★★

                                                        600739    辽宁成大    -0.68     8     1.4781     1.7545    无                 增持    买入    增持        强烈推荐    无         推荐        ★★★

                                                        601808    中海油服    -5.35     9     0.7927     0.8617    审慎推荐    买入    增持            中性        强烈推荐    无                     ★★

                                                        000933    神火股份    -22.45    20    0.8208     1.8528    无         买入    增持    无                 强烈推荐    推荐                    ★★★

                                                        600009    上海机场    4.82     20    0.3751     0.5621    审慎推荐    增持    无             无         中性                    谨慎推荐    ★

                                                        600117    西宁特钢    -9.44     5     0.0485     0.3260                无             无     谨慎增持    审慎推荐                            ★

                                                        601588    北辰实业    -11.13    0     0.1600     0.2300                                        中性                    无                     ★

                                                        601866    中海集运    3.24     15    -0.5287    0.0213    推荐        持有    增持    中性    无         中性        中性                    ★

                                                        600456    宝钛股份    -4.05     8     0.1053     0.3690                持有    中性    增持                中性                    谨慎推荐    ★

                         十                            000962    东方钽业    -8.20     1     0.1700     0.2800                                                                                        ★

                         大                                                                                                                                                                            

                         中                                                                                                                                                                            

                         盘                                                                                                                                                                            

                         潜                                                                                                                                                                            

                         力                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        600339    天利高新    1.03     2     0.0436     0.3696                无     无                                                             ★

                                                        000751    *ST锌业     -12.72    1     0.0450     0.1150                                增持                                                    ★

                                                        600628    新世界     11.06     9     0.3483     0.4455    无                 增持    中性    增持                    谨慎推荐                ★★

                                                        600978    宜华木业    -4.63     10    0.2851     0.4075                增持    增持    买入    无         审慎推荐    无                     ★★

                                                        000970    中科三环    10.10     3     0.1600     0.2267                                        无                                             ★

                                                        000993    闽东电力    8.22     1     0.3100     0.3400                                                                                        ★

                                                        000860    顺鑫农业    -8.72     15    0.3662     0.6502                增持    增持    增持    谨慎增持                推荐                    ★★

                                                        600665    天地源     -5.41     1     0.2880     0.4420                                                                            谨慎推荐    ★

                                                        600277    亿利能源    18.24     1     0.2050     0.6700                                买入                                                    ★★

                         十                            002253    川大智胜    15.79     7     0.5787     1.0014                增持    增持            无         强烈推荐    推荐        谨慎推荐    ★★

                         大                                                                                                                                                                            

                         小                                                                                                                                                                            

                         盘                                                                                                                                                                            

                         成                                                                                                                                                                            

                         长                                                                                                                                                                            

                         股                                                                                                                                                                            

                                                        002019    鑫富药业    34.19     5     0.1870     0.3714                                                                                        ★

                                                        600405    动力源     -0.31     0     0.1800     0.2709                                                    无                                 ★

                                                        600560    金自天正    6.23     0     0.4500     0.4000                                                                中性                    ★

                                                        002213    特尔佳     -6.17     2     0.3700     0.4200                                                                                        ★

                                                        002271    东方雨虹    17.45     2     0.9248     1.4713                        增持                                                            ★

                                                        600532    华阳科技    -0.68     0     0.0800     0.0300                                                                                        ★

                                                        000938    紫光股份    0.07     0     0.1668     0.2780                                                                                        ★

                                                        002238    天威视讯    15.89     18    0.2922     0.3851    审慎推荐    买入    增持    增持    谨慎增持    强烈推荐    谨慎推荐    推荐        ★★★

                                                        002012    凯恩股份    -18.04    5     0.2886     0.4143                买入                                                        无         ★★

银                        潜                            601857    中国石油    -6.87     22    0.5862     0.7960    中性        增持    无     增持    谨慎增持    审慎推荐    推荐        推荐        ★★

河                        力                                                                                                                                                                            

证                        股                                                                                                                                                                            

券                        组                                                                                                                                                                            

                         合                                                                                                                                                                            

                                                        601398    工商银行    -10.66    33    0.3780     0.4567    审慎推荐    买入    增持    增持    增持        强烈推荐    谨慎推荐    推荐        ★★★

                                                        601939    建设银行    -9.37     27    0.4577     0.5610    无         无     中性    增持    谨慎推荐    审慎推荐    谨慎推荐    无         ★

                                                        601088    中国神华    -16.20    22    1.6348     1.9057    无         买入    中性    无     谨慎增持    强烈推荐    推荐        无         ★★★

                                                        601006    大秦铁路    -8.06     37    0.4851     0.6087    无         买入    无             无         强烈推荐    推荐        谨慎推荐    ★★★

                                                        600030    中信证券    -14.23    46    1.3312     1.5675    推荐                无     无     增持        强烈推荐    无         推荐        ★★★

                                                        601390    中国中铁    -9.37     24    0.3179     0.4143    中性        买入    增持    买入    增持        无         推荐        推荐        ★★★★

                                                        000002    万科A     -14.15    40    0.4948     0.6644    推荐        买入    买入    增持    增持        审慎推荐    推荐        谨慎推荐    ★★★★

                                                        601111    中国国航    11.64     34    0.3772     0.3803    审慎推荐    无     无     增持    增持        强烈推荐    无         无         ★★

                                                        601766    中国南车    -3.87     17    0.1450     0.2256    审慎推荐    增持    增持    无     谨慎增持    强烈推荐                谨慎推荐    ★★

                                                        600585    海螺水泥    -18.77    28    2.0318     2.7525    推荐        买入    无     买入    增持        强烈推荐    推荐        谨慎推荐    ★★★★

                                                        600795    国电电力    -8.94     32    0.3024     0.3766    审慎推荐    买入    买入            增持        强烈推荐    谨慎推荐    谨慎推荐    ★★★

                                                        000063    中兴通讯    -4.61     42    1.3658     1.8200    推荐        买入    买入    买入    无         强烈推荐    无         推荐        ★★★★

                                                        600600    青岛啤酒    -8.16     24    0.9797     1.2433    中性        无     无     增持    增持        无         推荐        谨慎推荐    ★★

                                                        000651    格力电器    -16.34    28    1.4332     1.7562    无         无     买入    买入    无         强烈推荐    谨慎推荐    推荐        ★★★

                                                        002202    金凤科技    4.78     19    1.1075     1.4427    推荐        买入    增持    增持    无         审慎推荐    推荐        谨慎推荐    ★★★

                                                        600276    恒瑞医药    -10.67    27    1.0725     1.3109    推荐        增持    买入    增持    增持        无         推荐        推荐        ★★★★

                                                        600690    青岛海尔    -16.50    36    0.8743     1.1569    推荐        无     无     增持    增持        强烈推荐    谨慎推荐    推荐        ★★★

                                                        600062    双鹤药业    9.94     11    0.8174     1.0260                买入    买入            谨慎增持                推荐        无         ★★★

                                                        000401    冀东水泥    -18.19    29    0.8018     1.1433    审慎推荐    买入    增持    无     无         审慎推荐    推荐        推荐        ★★★

                                                        600588    用友软件    0.43     21    0.8820     0.6835    推荐        增持    增持    增持    增持        审慎推荐    谨慎推荐    谨慎推荐    ★★

                                                        600033    福建高速    9.24     9     0.4038     0.4193                增持    中性    增持    无                     中性                    ★

                                                        600859    王府井     -8.38     18    0.9928     1.2835    无         持有    增持            无         审慎推荐    无                     ★

                                                        600517    置信电气    -12.33    12    0.5134     0.7060    推荐        买入                    谨慎增持    强烈推荐    推荐        无         ★★★

                                                        600118    中国卫星    23.29     10    0.5893     0.7644                        买入            谨慎增持    强烈推荐    无                     ★★

                                                        002252    上海莱士    -6.96     15    0.7698     0.9637                增持    无             谨慎增持    审慎推荐    谨慎推荐    无         ★

                                                        000826    合加资源    5.83     13    0.3662     0.5737    推荐        买入    买入            无         审慎推荐    推荐        谨慎推荐    ★★★

                                                        002238    天威视讯    15.89     18    0.2922     0.3851    审慎推荐    买入    增持    增持    谨慎增持    强烈推荐    谨慎推荐    推荐        ★★★

                                                        002216    三全食品    11.86     6     0.4740     0.6509    推荐        增持    中性            谨慎增持                无         中性        ★★

                                                        002003    伟星股份    3.37     11    0.8591     1.0351                增持    增持    买入    增持        强烈推荐    无         推荐        ★★★

　　中金公司个股评级体系——

　　推荐：相对强于市场表现20％以上；

　　谨慎推荐：相对强于市场表现5％-20％；

　　中性：相对市场表现在－5％-＋5％之间波动；

　　回避：相对弱于市场表现5％以下。

　　中信证券个股评级体系——

　　买入：相对中标300指数涨幅20％以上；

　　增持：相对中标300指数涨幅介于5％-20％；

　　持有：相对中标300指数涨幅－10％-＋5％之间；

　　卖出：相对中标300指数跌幅10％以下。

　　海通证券个股评级体系——

　　买入：相对大盘涨幅在15%以上；

　　增持：相对大盘涨幅介于5%与15%之间；

　　中性：相对大盘涨幅介于-5%与5%之间；

　　减持：相对大盘涨幅介于-5%与-15%之间；

　　卖出：未来6个月内相对大盘涨幅低于-15%。

　　申银万国个股评级体系——

　　买入：相对强于市场表现20％以上；

　　增持：相对强于市场表现5％-20％；

　　中性：相对市场表现在－5％-＋5％之间波动；

　　减持：相对弱于市场表现5％以下。

　　国泰君安个股评级体系——

　　增持：相对沪深300涨幅15%以上；

　　谨慎增持：相对沪深300涨幅于5%-15%之间；

　　中性：相对沪深300指数涨幅介于-5%-5%；

　　减持：相对沪深300指数下跌5%以上。

　　招商证券个股评级体系——

　　强烈推荐：股价涨幅超基准指数20%以上；

　　审慎推荐：股价涨幅超基准指数5-20%之间；

　　中性：股价变动幅度相对基准指数介于±5%之间；

　　回避：股价表现弱于基准指数5%以上。

　　银河证券个股评级体系——

　　推荐：股价超越所覆盖股票平均回报20%及以上；

　　谨慎推荐：股价超越所覆盖股票平均回报10%-20%；

　　中性：股价与所覆盖股票平均回报相当；

　　回避：股价低于所覆盖股票平均回报10%及以上。

　　国信证券个股评级体系——

　　推荐：股价表现优于市场指数20%以上；

　　谨慎推荐：股价表现优于市场指数10%-20%之间；

　　中性：股价表现介于市场指数±10%之间；

　　回避：股价表现弱于市场指数10%以上。

　　金股评星标准——

　　一类评级0家：★；

　　一类评级1-2家：★★；

　　一类评级3-4家：★★★；

　　一类评级5-6家：★★★★；

　　一类评级7-8家：★★★★★。