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纺织业	纺织板块近期表现持续活跃，昨日再度逆市上涨。	三季度是纺织企业交货高峰期，整个纺织业业绩有望得到释放。但2008年行业整体盈利下降已成定局，调高出口退税仅在短期内对行业有正面刺激。长期看，行业发展有赖于海外需求提升和产业升级。	安信	德棉股份                                                                                                                                                                                                                                                                                  证券                         雅戈尔
水泥	水泥股昨早盘在巢东股份带领下有所发力，受益政策放松无疑是其最大看点。	房地产投资大幅减速造成水泥需求下降，再加上煤炭等原材料成本上扬，使得水泥业景气度出现见顶回落态势。不过财政政策放松预期有望推动政府投资加速增长，这对水泥行业未来发展是一大支持。	国泰	巢东股份 业
医药	医药板块再度活跃。	从子行业来看，原料药的高景气度仍有望维持2-3年，而新医改的实施将给处方药市场带来高速发展机会。传统OTC市场面临激烈竞争，但仍可保持平稳增长。医药流通企业也有望从医药分离等制度性改革中受益。	中银	中西药业 业