• 1:头版
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  • A2:基金
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  • A4:期货
  • A5:策略·数据
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  • A8:理财
  • B1:公 司
  • B2:上市公司
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  • C1:披 露
  • C3:信息披露
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  • C10:信息披露
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  • C13:信息披露
  • C14:信息披露
  • C15:信息披露
  • C16:信息披露
  • C17:信息披露
  • C18:信息披露
  • C19:信息披露
  • C20:信息披露
  • C21:信息披露
  • C22:信息披露
  • C23:信息披露
  • C24:信息披露
  • C25:信息披露
  • C26:信息披露
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  • C28:信息披露
  • C29:信息披露
  • C30:信息披露
  • C31:信息披露
  • C32:信息披露
  • C33:信息披露
  • C34:信息披露
  • C35:信息披露
  • C36:信息披露
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  • C44:信息披露
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  • C48:信息披露
  • C49:信息披露
  • C50:信息披露
  • C51:信息披露
  • C52:信息披露
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      | A5版:策略·数据
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    强势个股机构最新评级(3月9日)
    热门板块机构调研深度透析(3月9日)
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    热门板块机构调研深度透析(3月9日)
    2009年03月10日      来源:上海证券报      作者:
      热门板块机构调研深度透析(3月9日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                                                                                                                                                   证券                         出版传媒

                                                                                                                                                                                                                                                                                                                         /                                

                                                                                                                                                                                                                                                                                                                         谨慎                            

                                                                                                                                                                                                                                                                                                                         推荐                        

                                                                                                                                                                                                                                                                                                                 证券                         红太阳

                                                                                                                                                                                                                                                                                                                         /                                

                                                                                                                                                                                                                                                                                                                         看好                        

                                                                                                                                                                                                                                                                                                                                                                          建投                         伊立浦

                                                                                                                                                                                                                                                                                                                         /                                

                                                                                                                                                                                                                                                                                                                         中性                        

    传媒         传媒行业经营前景向好,将推动股价持续超越大市。     传媒行业2009年以来的市场表现超越大盘,3月份继续看好。建议选择具有业绩支撑、同时拥有主题投资机会的标的。银河                     天威视讯

    农药         农药价格走高成为了近期板块上涨的催化剂因素,未来有望稳步走高。     目前国内农药的施用旺季随着天气转暖而到来,农药流通企业的采购从现在起已经开始,但是目前国内农药生产和流通环节的库存偏低。此外,如果今年不发生重大的自然灾害,虫害将高于往年,预计国内市场对杀虫剂的需求将增长30%左右。长江                     新安股份

    家电         小家电面临景气压力,但龙企价值在显现,未来将继续上行。      家电上市公司整体盈利能力不佳,但最坏的“去库存”时期可能即将过去。而家电下乡、CRT向平板过渡、产业振兴规划(电子信息和轻工业)都有利于家电企业的发展。中信                     九阳股份