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                                                                                                                                                                                                                                                                                        公司                 中国太保

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                                                                                                                                                                                                                                                                                                                         公司                 鄂武商A

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                                                                                                                                                                                                                                                                                                                                     证券                 中国远洋

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保险	保险业已经接近于底部区域，后期将继续走出良好的表现。	一季度以来，国内保险业保费增速好于预期，保险业基本面较2008年有所改善。后期利好政策将陆续出台：个人税收递延型养老保险、提高企业手续费及佣金支出税前扣除比例，保险资金投资渠道增加等。4月份建议继续超配。	中金	中国人寿 业
零售	节假日将近，未来有望继续走出上扬行情。	五一节日效应将使商业零售行业有交易性机会。受经济危机和CPI影响，加上去年同期高基数因素，一季度将是零售业的最差时刻。后期随着经济转暖、季节转换，零售业景气情况有望逐渐好转。	中金	步步高 业
航运	BDI指数上行驱动行业走高，经过前期调整后市将继续向好。	由于预期航运公司一季度业绩会出现大幅下滑且低于市场预期，同时基于二季度BDI上涨、集运市场价量有所回升的判断，多数航运公司二季度业绩将好于一季度的预期。	招商	中海发展 业