名称                             机构        

板块

市场表现

调研结论

评级/

关注个股

                                                                                                                                                                                                                                                                                             万国                         渝开发

                                                                                                                                                                                                                                                                                                    /                                

                                                                                                                                                                                                                                                                                                    中性                        

                                                                                                                                                                                                                                                                                                             证券                         TCL集团

                                                                                                                                                                                                                                                                                                    /                                

                                                                                                                                                                                                                                                                                                    中性                        

                                                                                                                                                                                                                                                                                                                           证券                         银鸽投资

                                                                                                                                                                                                                                                                                                    /                            

                                                                                                                                                                                                                                                                                                    谨慎                            

                                                                                                                                                                                                                                                                                                    推荐                        

煤炭	在市场风险偏好加大情况下， 煤炭行业个股近期表现不错。	看好煤炭股主要有以下四点，其一，会计准则变更增厚了企业净利润和净资产。其二，煤炭市场价格止跌企稳并有所反弹。其三，前期跌幅过大，在市场反弹过程中弹性较好。其四，国际煤炭价格和原油期货价格止跌企稳。	申银	国际实业 业
家电	家电行业1月份销售情况有所回升，在此基础上后市仍有望继续走高。	现在市场对家电行业的担忧气氛浓厚，而忽略了公司本身技术、管理、品牌和渠道能力，以及行业始终在向更高的整合度发展的趋势。考虑到经济负面影响已经在股价中得到反映，未来下行风险不大。	国信	格力电器 业
造纸	在昨日市场上行背景下，行业继续有上佳表现。	虽然从行业整体来看，造纸业2009年难有大的机会，但却存在纸品价格反弹带来的交易性机会，特别是白卡纸和铜版纸生产企业。轻工产业振兴计划以及新环保标准的实施是未来比较明确的利好。	银河	合兴包装 业