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板块

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钢铁	钢铁业周一早盘整体拉升，一度成为市场领涨者。	随着下半年需求旺季到来，钢价有望重回高位，国际钢铁价格依旧维持高位对国内钢价也形成了有力支撑。目前国内钢企平均PE8.1倍，PB1.4倍都低于全球平均水平，显示钢铁板块估值已经较低。	中信	武钢股份新钢股份
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上海	在李荣融讲话刺激下，央企整合预期强烈的上海本地股再度成为市场主角。	市场越低迷、上市公司市值越小，其收购或整合成本就越低，更有利于大股东整合。上海将首先在金融产业、房地产业、商贸产业、文化传媒、航空和医药产业六大行业中展开重组计划。	联合	同济科技申通地铁