名称                             机构        

板块

市场表现

调研结论

评级/

关注个股

                                                                                                                                                                                                                                                                                    证券                         招商地产

                                                                                                                                                                                                                                                                                             /                                

                                                                                                                                                                                                                                                                                             中性                        

                                                                                                                                                                                                                                                                                                          国际                         鱼跃医疗

                                                                                                                                                                                                                                                                                             /                                

                                                                                                                                                                                                                                                                                             增持                        

                                                                                                                                                                                                                                                                                                                          /                            

                                                                                                                                                                                                                                                                                             同步                            

                                                                                                                                                                                                                                                                                             大市                        

房地	房地产股近期表现靓丽，在昨日市场震荡背景下表现依然良好。	政策虽然渐好，但在市场调整时期企业保持财务的稳健性仍然是硬道理。目前地产板块中的一、二线股估值自9月18日反弹后再一次接近或正处于历史底部，其估值水平与2005年上半年指数处于1000多点时期相当。	东北	深深房A 产业
医药	在上周五上涨基础上，昨日继续走高。	医药工业增加值9月份单月增长14.6％，较8月进一步下滑1.1个百分点。但和其它主要消费品制造业比较，仍显示出较高的景气，特别是各子行业龙头公司大多表现出超越行业平均的增长和盈利水平。	中银	丽珠集团 行业
电力	近期行业内上市公司的股价表现明显超越大市。	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；专注于新能源设备的企业后期将会有良好的发展机会；此外，电网设备企业还有2-3年的增长预期。	申银	许继电器 设备                                                                                                                                                                                                                                                                                         万国                         科陆电子 行业