• 1:头版
  • 2:要闻
  • 3:焦点
  • 4:金融·证券
  • 5:金融·证券
  • 6:观点·评论
  • 7:时事国内
  • 8:时事海外
  • 9:信息披露
  • 10:信息披露
  • 11:信息披露
  • 12:信息披露
  • 13:信息披露
  • 14:信息披露
  • 15:信息披露
  • 16:信息披露
  • A1:市场
  • A2:基金
  • A3:货币债券
  • A4:期货
  • A5:策略·数据
  • A6:行业·个股
  • A7:热点·博客
  • A8:理财
  • B1:公 司
  • B2:上市公司
  • B3:上市公司
  • B4:产业·公司
  • B5:产业·公司
  • B6:产业调查
  • B7:信息披露
  • B8:上证研究院·宏观新视野
  • C1:披 露
  • C3:信息披露
  • C4:信息披露
  • C5:信息披露
  • C6:信息披露
  • C7:信息披露
  • C8:信息披露
  • C9:信息披露
  • C10:信息披露
  • C11:信息披露
  • C12:信息披露
  •  
      2008 年 7 月 17 日
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    A5版:策略·数据
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      | A5版:策略·数据
    强制产业调整下的新产业估值溢价
    商务部建议放慢人民币升值步伐
    大幅或全面上调出口退税率可能性不大
    中小板中期业绩捷报频传
    强势个股机构最新评级(7月16日)
    热门板块机构调研深度透析(7月16日)
    从低估行业中寻找个股的投资机会
    更多新闻请登陆中国证券网〉〉〉
     
     
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    热门板块机构调研深度透析(7月16日)
    2008年07月17日      来源:上海证券报      作者:
      热门板块机构调研深度透析(7月16日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                             /                                

                                                                                                                                                                                                                                                             世纪                            

                                                                                                                                                                                                                                                             证券                        

                                     

                             

    电信电信板块周三表现强劲,中创信测等多只个股位列涨幅榜前十。随着电信重组展开、3G试商用的开始以及3G牌照可能于重组完毕后发放,整个电信产业都迎来了业绩释放的高峰期。其中,具有技术、市场优势的各子行业龙头,业绩增长情况值得投资者进一步跟踪。强于                     中创信测

                                                                                                                                                                                                                                                             大势                         中兴通讯

    医药医药股逆市活跃,华兰生物等个股走势强劲。节能减排可保持原料药行业景气度继续维持,新医改逐渐实施将带动医药产品需求释放,同时医药分离也将给医药流通企业带来新机会。因此,未来两年中,整个医药行业将维持较高的景气度。 看好                     华兰生物

                                                                                                                                                                                                                                                             /                            通化东宝

                                                                                                                                                                                                                                                             东方                         上实医药

                                                                                                                                                                                                                                                             证券

    农业农业板块是今年的热门板块之一,昨日该板块再度成为反弹先锋。农产品价格上涨趋势难改,国际粮价未来两年仍高位运行。但农业产业链环节分散,越是上游企业越将从通胀中受益。关注估值较低、未来增长明确的农业股是投资农业行业的主要标的。强于                     新中基

                                                                                                                                                                                                                                                             大势                         登海种业

                                                                                                                                                                                                                                                             /                            敦煌种业

                                                                                                                                                                                                                                                             中信                         国投中鲁

                                                                                                                                                                                                                                                             证券