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房地	虑到前期调整后估值处于低位，在昨日市场上行格局下行业表现强劲。	因房价调整率先到位，深圳和广州的房地产市场出现回暖迹象。国泰君安孙建平认为，就目前情况来看，广深区域楼市进入“L”型底部基本可以确定，房价下跌空间有限，成交量有望出现波段式反弹。	申银	招商地产 产业
煤炭	在集团整体上市预期下，煤炭行业未来有望呈现稳步走高态势。	今年煤炭行业总体处于景气底部调整，分煤种来看，动力煤供应过剩，焦煤、喷吹煤、无烟煤供给宽松。动力煤预计全年价格难有大起色，焦煤和喷吹煤价格取决于钢铁行业，无烟煤波动可能较小。	中投	西山煤电 业
保险	虽然经营困境依旧，但行业景气持续趋好，未来将继续呈现上行态势。	2009年可以超配保险行业，虽然当前市场担心低利率水平会对行业造成负面冲击，但是从实际情况看，这种担心明显是过度的，特别是对于寿险子行业而言，更是如此。	联合	中国平安 业