名称                             机构        

板块

市场表现

调研结论

评级/

关注个股

                                                                                                                                                                                                                                                                                                                 证券                         山东药玻

                                                                                                                                                                                                                                                                                                 /                                

                                                                                                                                                                                                                                                                                                 增持                        

                                                                                                                                                                                                                                                                                                                  证券                         同力水泥

                                                                                                                                                                                                                                                                                                 /                                

                                                                                                                                                                                                                                                                                                 中性                        

                                                                                                                                                                                                                                                                                            证券                         宝新能源

                                                                                                                                                                                                                                                                                                 /                            

                                                                                                                                                                                                                                                                                                 领先                            

                                                                                                                                                                                                                                                                                                 大市                        

医药	医药行业近期表现持续超越市场水平，昨日继续走出了连续攀高态势。	远远好于整体工业盈利增长的利润增速为医药行业构筑了良好的基本面，明年1月份新医改方案正式公布等暖风频吹，医药行业2009年盈利增长更为确定，预期净利润增长将达到20%-25%。	海通	鱼跃医疗 业
水泥	后期刺激政策的出台，将成为水泥行业表现的催化剂因素之一。	虽然财政政策对总体经济的作用仍待观察，水泥行业拐点出现的时间仍存在不确定因素，但相比其它行业，水泥板块已经看到了曙光，这将使得水泥板块在2009年赢得相对收益的确定性更高。	凯基	冀东水泥 业
电力	在煤炭价格持续下行情况下，昨日电力行业个股再度走出了大幅上扬走势。	虽然宏观经济下行给2009年电力行业造成了不小的压力，但预计2009年用电增速仍可达3.41%。在成本方面，煤价下跌趋势尚未结束。经过近期这一轮的上涨，电力行业2009年上半年业绩恢复性上涨预期已经有所体现。	安信	赣能股份 业