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机械	周一机械行业表现依然活跃，徐工科技、江钻股份等涨幅居前。	就各子行业发展情况来看，工程机械无疑是最具国际竞争力的行业；机床行业竞争日趋激烈，低端混战、高端失守局面没有根本改观；船舶制造业周期性压力显现，但龙头公司估值已具备吸引力。	东方	江钻股份 行业
农业	昨日，獐子岛、好当家等水产企业带动农业股表现活跃。	农产品价格上涨趋势难改，国际粮价未来两年仍将高位运行。但农业产业链环节分散，农产品价格上涨并不意味所有农业公司业绩都会增长，加工型公司成本将上升，而越是上游企业越将受益通胀。	海通	獐子岛
房地	受胡锦涛主席确保地产平稳健康发展的消息刺激，地产股周一几乎全线飘红。	旺盛需求和供给相对不足仍是保证地产价格不会大幅调整的主要原因，但宏观调控对房地产企业的压力仍不容忽视。预计2008、2009年将是地产企业业绩释放高峰，而后行业成长性将大大降低。	天相	绿景地产 产业

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