名称                             机构        

板块

市场表现

调研结论

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                                                                                                                                                                                                                                                                                                                                       万国                 华泰股份

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                                                                                                                                                                                                                                                                                         证券                 华夏银行

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                                                                                                                                                                                                                                                                                                                                           君安                 宜华地产

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造纸	受到产品价格上涨的提振，造纸板块近日表现不错。	造纸行业去库存化已经初见成效，未来投资可遵循三条主线：其一，前期跌幅大，且盈利能力在复苏的公司；其二，有安全边际的公司；其三，优质纸种占比高的公司。	申银	银鸽投资 业
银行	在市场需求复苏推动下，银行股近期表现不错，后市仍有望继续走高。	当流动性放松、信贷规模大幅扩张时期，银行股是有活跃基础的。考虑到行业2008年可能隐藏部分利润，股份银行拨备覆盖率达到150%-200%，部分上市银行2009年净利润仍然有望同比正增长，同时行业整体估值较低。	联合	深发展A 业
房地	房地产板块近期震荡明显，昨日有上佳表现。	由于开发商的预期在趋于悲观，未来降价动力将会增强，这也将导致成交量回升的时间快于预期。建议关注项目储备集中在深圳、北京等一线城市、2009年有降价意愿的公司。	国泰	华侨城A 产业