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    A5版:策略·数据
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      | A5版:策略·数据
    又到数据公布期 期待“一米阳光”——十七家实力机构本周投资策略精选
    信心指数大幅度下降经济进入收缩期
    地方政府不许越权出台刺激房市政策
    再谈“去库存化”和出口依存度
    强势个股机构最新评级(1月12日)
    热门板块机构调研深度透析(1月12日)
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    热门板块机构调研深度透析(1月12日)
    2009年01月13日      来源:上海证券报      作者:
      热门板块机构调研深度透析(1月12日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                证券                         武汉中商

                                                                                                                                                                                                                                                                                         /                                

                                                                                                                                                                                                                                                                                         增持                        

                                                                                                                                                                                                                                                                                    证券                         ST石岘

                                                                                                                                                                                                                                                                                         /                                

                                                                                                                                                                                                                                                                                         谨慎                            

                                                                                                                                                                                                                                                                                         推荐                        

    业                                                                                                                                                                                                                                                                                /                                

                                                                                                                                                                                                                                                                                         中性                        

    零售              伴随着国家刺激消费政策的不断推出,行业整体表现较为抗跌。        从假日销售和去年12月的销售增长情况看,百货要好于超市,但超市的冲击是短期的。安信对百货公司一季度和2009年的销售情况持比较谨慎的态度。中长期看,依然看好超市业态。海通                     华联股份

    造纸              行业龙头公司股价已经对负面因素有反映,行业投资价值正在显现。     2008年12月份有可能是厂商净利润的低谷。而随着原料存货的消化,厂商正在进入低成本区域,加上产品价格的企稳反弹,未来毛利率将进入反弹阶段,但新的均衡水平仍将低于失衡前的水平。银河                     民丰特纸

    有色                 在政策面的积极推动下,有色金属行业在昨日市场震荡背景下表现强劲。     从当前需求看,因受电池更新影响,在众多金属品种中,铅的需求最为乐观,铝因为受房地产、汽车影响需求最为悲观。从当前的金属价格看,成本支撑作用越来越明显,尤其是超跌的锌、镍和铝。招商                     包钢稀土

    金属                                                                                                                                                                                                                                                                                 证券                         西藏矿业