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                                                                                                                                                                                                                                                                                                                            中性                        

农业	三农问题的改革有望取得突破性进展，昨日农业板块呈现大幅走高态势。	刚刚闭幕的十七届三中全会确立了未来城乡一体化的农村发展格局，以及未来工补农的农业发展战略。但短期来看，农业中下游子行业依然面临来自上游的成本压力和下游需求减少的压力。	中信	高鸿股份
房地	在国家出台实质性扶持政策影响下，房地产股近期表现强劲。	目前房地产行业政策正处于不断放松过程中，这有望带动地产板块的反弹。不过政策放松短期内难以改变行业周期向下，建议投资者以波段操作为主。	兴业	中体产业 产业
银行	银行业盈利前景并不悲观，同时考虑到估值水平已经回落至低位缘故，昨日整体表现颇为不俗。	本轮全球经济下行周期的上半场趋于结束，在中性假设下，预期2009年银行业整体仍能取得略超过10％的温和增长，但刺激性政策的实施对盈利会有较为显著影响。此外，目前银行板块的估值水平已回落至相对较低的区间。	广发	浦发银行 业