□今日投资

　　根据今日投资《在线分析师》(www.investoday.com.cn)对国内70多家券商研究所1800多名分析师的投资评级数据进行的统计，本周投资评级上调居前的30只个股中，所属行业主要集中在少数几个行业，金属与采矿、机械制造、运输基础设施、化工品各有3只个股入选，房地产、电力、电力设备行业各有2只入选。其他个股无明显的行业特征。

　　“十五”期间中国制造业进入快速发展阶段，2005年中国煤炭和钢铁产量居世界第 一位，船舶产量居世界第三、汽车产量居世界第四、机床产量居世界第三。据有关国际机构评价，中国已经成为世界第四大机械制造国。

　　2007年我国固定资产投资增长将放缓，但投资增长惯性将使2007年投资减速有限，主要原因在于在建规模过大。截止到2006年9月底，施工项目计划总投资18.82万亿元，同比增长23.6%；新开工项目计划总投资4.86万亿元，同比增长7.5%。在建规模中需要结转到2007年继续施工的投资规模巨大。从钢材产量指数趋势分析，预计2007年钢材的供给仍然较为充分，钢材价格进一步上升的动力有限。综合评估铁矿石价格和钢材的需求，2007年总体上钢材价格将趋于平稳，这将有利于下游机械行业的发展。

　　中原证券分析师张仲杰建议给予行业“增持”评级。从行业地位、技术集成创新能力、国家政策三个方面综合考虑，看好太原重工、沈阳机床、天地科技；而西飞国际、沪东重机、时代新材、晋西车轴受益于飞机、船舶、铁路事业大发展，市场前景广阔；凤凰光学将“折射”中国光学产业的发展，值得关注。

　　在工程机械子行业中，随着国内需求的增长和出口的逐渐加强，工程机械行业已经进入一个中长期的上升周期，行业增长的确定性逐渐提高，市场对行业短期波动的担忧会逐渐弱化，行业整体估值水平将逐步上升，在业绩增长和估值提升的双重效应作用下，工程机械股票仍将表现强劲。

　　国信证券分析师余爱斌认为由于工程机械行业特性，市场份额向优势企业集中是必然趋势，优势企业在行业的大发展中获益最大。中国具有培育工程机械巨头的市场基础，而国内的优势企业如三一重工、柳工、中联重科等也具备成为行业龙头的潜力。给予三一重工（600031）目标价为26.6-29.6元，评级“推荐”。

　　投资评级上调的股票

股票         股票         所属行业         收盘价（元）    评级系数(当前)    评级系数 (上周)    评级变动（排序）    分析师                今日投资个股安全诊断                                

代码         简称                                                                                                     综合                                                                        

                                                                                                                     评级                                                                        

                                                                                                                                             基本面                 技术面    机构            安全星级

                                                                                                                                                                             认同度            

600839        四川长虹     家庭耐用消费品    3.87            2.60             3.00             0.40                观望                 58                     79        73             ★★★★

000680        山推股份     机械制造         6.28            1.71             2.00             0.29                买入                 95                     80        71             ★★★★

600888        新疆众和     金属与采矿        17.50         1.40             1.67             0.27                买入                 97                     27        62             ★★★★

600004        白云机场     运输基础设施     7.51            2.54             2.80             0.26                观望                 71                     70        88             ★★★★

600069        银鸽投资     林业与纸制品     3.77            2.00             2.25             0.25                买入                 80                     12        89             ★★★

600115        S东航         航空             3.73            3.00             3.25             0.25                观望                 38                     95        87             ★★★

600718        东软股份     软件             16.30         1.75             2.00             0.25                买入                 70                     89        63             ★★★★

600720        祁连山        建筑原材料        2.68            1.75             2.00             0.25                买入                 58                     65        85             ★★★★

000912        泸天化        化工品            7.64            2.29             2.50             0.21                观望                 46                     27        57             ★★

600486        扬农化工     化工品            8.87            1.80             2.00             0.20                买入                 63                     17        62             ★★

600268        国电南自     电力设备         8.82            1.63             1.80             0.17                买入                 73                     26        85             ★★★

600377        宁沪高速     运输基础设施     4.95            2.83             3.00             0.17                观望                 90                     62        66             ★★★★

600027        华电国际     电力             2.84            2.00             2.17             0.17                买入                 55                     78        98             ★★★★

600825        新华传媒     媒体             11.82         2.60             2.75             0.15                观望                 5                     32        50             ★

600487        亨通光电     通讯设备         10.41         1.46             1.60             0.14                买入                 75                     77        89             ★★★★

600418        江淮汽车     汽车制造         4.47            2.50             2.64             0.14                观望                 39                     53        70             ★★★

600035        S楚高速     运输基础设施     5.46            1.86             2.00             0.14                买入                 89                     70        66             ★★★★★

600048        保利地产     房地产            35.82         2.00             2.14             0.14                买入                 100                     83        65             ★★★★

000822        山东海化     化工品            4.55            1.86             2.00             0.14                买入                 76                     69        68             ★★★★

000690        宝新能源     电力             11.00         1.67             1.80             0.13                买入                 99                     80        66             ★★★★★

000917        电广传媒     媒体             6.88            2.67             2.80             0.13                观望                 32                     10        72             ★★

600460        士兰微        电子设备与仪器    9.21            2.67             2.80             0.13                观望                 77                     60        65             ★★★★

600685        广船国际     机械制造         14.18         1.67             1.80             0.13                买入                 98                     95        70             ★★★★★

000069        华侨城Ａ     餐饮住宿与娱乐    19.45         1.55             1.67             0.12                买入                 93                     97        83             ★★★★★

000157        中联重科     机械制造         16.50         1.55             1.67             0.12                买入                 98                     99        64             ★★★★★

600030        中信证券     证券经纪         19.80         1.45             1.56             0.11                买入                 98                     99        82             ★★★★★

600219        南山铝业     金属与采矿        8.33            1.22             1.33             0.11                买入                 83                     89        80             ★★★★★

000402        金融街        房地产            14.55         1.84             1.94             0.10                买入                 42                     99        83             ★★★★

600312        平高电气     电力设备         12.93         1.46             1.56             0.10                买入                 93                     75        90             ★★★★★

600547        山东黄金     金属与采矿        30.26         1.55             1.64             0.09                买入                 65                     60        73             ★★★★

600631        百联股份     零售             7.88            2.00             2.09             0.09                买入                 80                     80        82             ★★★★★

600795        国电电力     电力             5.90            1.91             2.00             0.09                买入                 64                     75        79             ★★★★

600012        皖通高速     运输基础设施     5.42            2.00             2.09             0.09                买入                 75                     69        90             ★★★★

000927        一汽夏利     汽车制造         4.66            2.13             2.21             0.08                观望                 84                     66        58             ★★★★

600797        浙大网新     通讯设备         4.65            1.67             1.75             0.08                买入                 86                     79        87             ★★★★★

600360        华微电子     半导体            14.03         1.75             1.83             0.08                买入                 91                     73        79             ★★★★

600529        山东药玻     容器与包装        7.78            1.75             1.83             0.08                买入                 85                     95        74             ★★★★

600308        华泰股份     林业与纸制品     8.93            1.43             1.50             0.07                买入                 94                     93        89             ★★★★★

600467        好当家        食品生产与加工    6.72            2.33             2.40             0.07                观望                 92                     66        45             ★★★★

600161        天坛生物     生物技术         17.49         1.73             1.80             0.07                买入                 84                     91        78             ★★★★★

600831        广电网络     媒体             16.63         1.56             1.63             0.07                买入                 93                     98        81             ★★★★★

000539        粤电力Ａ     电力             5.26            1.85             1.92             0.07                买入                 66                     99        95             ★★★★★

000024        招商地产     房地产            21.00         1.75             1.82             0.07                买入                 62                     99        69             ★★★★

600008        首创股份     多种公用事业     4.93            2.43             2.50             0.07                观望                 63                     87        69             ★★★★

000039        中集集团     机械制造         16.95         1.85             1.92             0.07                买入                 77                     96        90             ★★★★★

600026        中海发展     水运             9.37            2.00             2.06             0.06                买入                 81                     95        75             ★★★★★

600236        桂冠电力     电力             5.11            1.69             1.75             0.06                买入                 76                     78        75             ★★★★★

600383        金地集团     房地产            14.34         1.58             1.64             0.06                买入                 68                     94        73             ★★★★

600428        中远航运     水运             9.70            1.86             1.92             0.06                买入                 71                     99        73             ★★★★★

600886        国投电力     电力             7.05            2.00             2.06             0.06                买入                 72                     86        69             ★★★★★

600511        国药股份     食品药品销售     16.01         1.62             1.67             0.05                买入                 91                     53        90             ★★★★

600406        S南瑞         电力设备         22.6            1.70             1.75             0.05                买入                 53                     9         77             ★★

600832        东方明珠     其它综合类        10.90         2.45             2.50             0.05                观望                 69                     87        75             ★★★★

600875        东方电机     电力设备         22.79         1.73             1.78             0.05                买入                 99                     98        83             ★★★★★

600266        北京城建     房地产            9.45            2.20             2.25             0.05                观望                 17                     90        62             ★★★

600138        中青旅        餐饮住宿与娱乐    10.10         1.55             1.60             0.05                买入                 90                     91        66             ★★★★★

600016        民生银行     银行             7.96            2.05             2.10             0.05                买入                 89                     94        77             ★★★★★

000900        现代投资     运输基础设施     8.96            1.88             1.93             0.05                买入                 73                     75        89             ★★★★

600011        华能国际     电力             5.79            2.00             2.05             0.05                买入                 58                     79        78             ★★★★

000002        万科Ａ        房地产            11.63         1.71             1.75             0.04                买入                 98                     90        67             ★★★★

000528        柳工         机械制造         13.74         1.54             1.58             0.04                买入                 98                     99        72             ★★★★★

600900        长江电力     电力             8.06            1.71             1.74             0.03                买入                 59                     93        91             ★★★★★

600588        用友软件     软件             27.10         2.17             2.20             0.03                观望                 91                     92        60             ★★★★★

600761        安徽合力     机械制造         17.76         1.60             1.63             0.03                买入                 89                     98        95             ★★★★★

600296        S兰铝         金属与采矿        9.50            1.75             1.78             0.03                买入                 89                     39        82             ★★★★

600688        S上石化     化工品            5.79            3.11             3.13             0.02                适度减持             32                     47        75             ★★

600642        申能股份     电力             6.42            2.29             2.31             0.02                观望                 59                     89        75             ★★★

000970        中科三环     金属与采矿        8.36            2.20             2.22             0.02                观望                 63                     3         83             ★★

000983        西山煤电     煤炭             7.46            2.15             2.17             0.02                观望                 48                     73        75             ★★★

600018        上港集团     /                 5.99            2.69             2.71             0.02                观望                 61                     89        65             ★★★★

600017        日照港        运输基础设施     7.68            2.57             2.58             0.01                观望                 82                     31        53             ★★

000888        峨眉山Ａ     餐饮住宿与娱乐    8.23            2.10             2.11             0.01                观望                 83                     82        72             ★★★★★

000027        深能源Ａ     电力             7.74            2.08             2.09             0.01                买入                 64                     80        95             ★★★★

000088        盐田港        公路与铁路运输    9.09            2.12             2.13             0.01                观望                 75                     86        91             ★★★★

600269        赣粤高速     运输基础设施     8.59            1.55             1.56             0.01                买入                 95                     96        98             ★★★★★