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                                                                                                                                                                                                                                                                                                                                           证券                         祁连山

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                                                                                                                                                                                                                                                                                                                 同步                            

                                                                                                                                                                                                                                                                                                                 大市                        

                                                                                                                                                                                                                                                                                                                                                                                       证券                         兴业银行

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                                                                                                                                                                                                                                                                                                        万国                         亚泰集团

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                                                                                                                                                                                                                                                                                                                 中性                        

水泥	昨日在市场回暖背景下，行业出现大幅拉高走势。	水泥行业第三季度盈利同比下降主要原因是成本压力所致，然而本轮水泥行业的景气度回调持续时间很大程度上取决于宏观面和房地产行业。此外，在行业景气度较差的时候，产业资本整合也将明显加速。	安信	海螺水泥 业
银行	近期银行股表现强势，昨日更是收出一根大阳线。	由于预计经济调整周期会有所拉长，银行在资产质量和营业收入增长上受到的冲击会更大，因此将行业整体净利润增速从之前的27%和23%调低至17%和15%。	中投	交通银行 业
房地	经过一年多的调整，行业估值处于谷底，近期明显有走稳迹象，昨日一举走强。	中央对房地产行业的态度已经发生了根本性变化，未来政策方向将立足于保障性住房建设和支持居民购房。从目前情况看，房地产行业短期投资机会来自于政策因素，政策预期不断强化将成为重要动力，建议以波段操作为主。	申银	中粮地产 产业