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农业	政策累积效应可以期待，在周二逆势上涨基础上，昨日继续走高。	十七届三中全会把解决“三农问题”上升到全局高度，未来中央财政主导的强农惠农政策有望逐步得到落实，涉农行业主题投资机会依然可以期待，部分子行业景气度将维持在高位。	中信	登海种业                                                                                                                                                                                                                                                                                          证券                         丰乐种业
工程	在政策面积极推动下，工程机械行业近期表现靓丽，昨日走势依然良好。	我国工程机械行业反弹可能性较大，今年销售增速将保持在30%左右。理由是：四季度属于销售旺季；出口依然将保持高速增长；奥运会后华北地区工矿企业开工复产；信贷紧缩政策有可能进一步松绑。	申银	柳工 机械                                                                                                                                                                                                                                                                                     万国                         徐工科技
电力	前期电力设备业一直受到成本困扰，昨日在政策驱动下板块整体强势冲高。	从产业周期角度，结合电力需求和各子行业的情况，未来五年电源投资高位回落难以避免，应谨慎对待综合类的电源设备企业。电网设备的投资规模仍将持续，电网设备企业还有2-3年的增长预期。	安信	天威保变 设备                                                                                                                                                                                                                                                                                     证券                         置信电气 业