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煤炭	经过了一段时间的调整后，煤炭业昨日再度发力，股价处于涨幅前列。	煤炭是最具备业绩基础的大宗商品，煤炭板块也是估值提升最具业绩保障的板块。而通胀预期则进一步提升了煤炭股的投资价值。按照子行业形势，投资顺序为无烟煤—炼焦煤—动力煤。	中金	靖远煤电 业
钢铁	在钢价反弹预期和估值处于谷底情况下，钢铁行业未来仍有表现机会。	钢铁行业产能过剩矛盾将是制约行业长期发展的问题。目前钢价已处阶段底部，二季度钢价有望筑底反弹，钢企盈利能力有望得到改善。目前行业估值处于历史相对低点，尤其是大钢厂估值优势明显。	国元	本钢板材 业
家电	受二季度经营数据趋好驱动，家电业表现强劲，后市有望持续走高。	房地产销售回暖将拉动家电行业的销售，加上家电下乡等政策刺激以及家电出口环比回暖，二季度家电行业有望销量环比大幅增加。因此，建议予以重点跟踪。从具体子行业来看，白色家电可超配，	申银	格力电器 业