名称                             机构        

板块

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调研结论

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                                                                                                                                                                                                                                                                                                                                         证券                         露天煤业

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   证券                         天威视讯

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                               君安                         珠江控股

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煤炭	煤炭行业近期股价表现反复，在昨日市场走高推动下板块整体表现良好。	国内煤价、煤炭公司的盈利状况最终还是要靠供求关系，在可以预见的供给水平下，目前的需求预测比较悲观，这是制约煤炭股长期走势的根本因素。另外，目前国际煤价对应2007年11月价格、国内中转地煤价对应2008年1月价格，以此看，煤炭上市公司盈利仍然可观。	安信	西山煤电 业
传媒	传媒行业具有不错的防御性特征，昨日表现良好。	传媒类上市公司去年三季度盈利保持稳定，有线网络和出版发行行业受益于较强的防御特征，去年四季度收入将稳步增长。	海通	电广传媒 业
房地	政策暖风频吹，近期房地产行业整体表现不错。	国家出台了一系列房地产政策后，研究员判断接下来的政策将会比较缓和，未来应关注实际成交量变化，可以逢低增持优质品种。	国泰	渝开发 产业