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水泥	经过短期调整后，该行业再度出现大幅上涨态势。	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，基建投入大幅增长将有效刺激水泥产品的需求，从而带动水泥企业盈利底部回升。目前水泥股估值都处历史底部，长期投资价值显现。	国金	冀东水泥 业
工程	在昨日市场普遍上涨背景下，行业龙头个股走势良好。	铁道部和国务院相继抛出基建大单，工程机械行业有望迎来“暖冬”。由于钢铁价格已经率先下滑，工程机械行业成本压力大幅缓解，未来行业有望继续保持20%以上的增速。	银河	柳工 机械                                                                                                                                                                                                                                                                                 证券                         山推股份
煤炭	在市场出现反弹情况下，昨天该板块出现急速上涨的表现。	在大盘回落和原油价格雪崩的共同作用下，煤炭股成为重灾区。有研究员指出，市场对其最糟糕的情况已经有所预期，2008-2009年煤炭公司的业绩很可能超过此前预期。	天相	安泰集团 业