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      | A5版:策略·数据
    强势震荡中等待向上突破契机
    多数钢企盈利将徘徊于盈亏平衡点上
    通用汽车极大可能破产是最后的利空?
    重温大萧条后美股表现可超配金融地产
    强势个股机构最新评级(5月18日)
    热门板块机构调研深度透析(5月18日)
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    热门板块机构调研深度透析(5月18日)
    2009年05月19日      来源:上海证券报      作者:
      热门板块机构调研深度透析(5月18日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                         证券                         闽东电力

                                                                                                                                                                                                                                                                            /                                

                                                                                                                                                                                                                                                                            中性                        

                                                                                                                                                                                                                                                                                           君安                         酒鬼酒

                                                                                                                                                                                                                                                                            /                                

                                                                                                                                                                                                                                                                            增持                        

                                                                                                                                                                                                                                                                            谨慎                            

                                                                                                                                                                                                                                                                            推荐                        

    电力          电力行业基本面向好成为行业走高的推动力,未来依然有持续走高潜力。     国内电价体制改革或在2009年面临重大突破,三季度末销售电价有望上调2分钱。因此看好电力行业,建议关注拥有电网资源的上市公司。银河                     长江电力

    食品          估值优势使得行业防御性价值显现,行业后期有继续上攻潜力。     年初以来,食品饮料行业跑输大市,在行业景气复苏预期的市场背景下,未来食品饮料行业有望走出估值修复的补涨行情,建议后期逐步提高配置比重。国泰                     古井贡酒

    饮料

    农业      政策成为行业表现的催化剂。经过盘中短暂调整后,农业股昨日再度发力。     国务院发布稳定农业发展促进农民增收政策后,此次的一系列举措有助于落实中央一号文件精神,有助于促进农民工就业、夯实扩大农村消费基础,因此继续维持行业强于大市的评级,国信                     冠农股份

                                                                                                                                                                                                                                                                            证券                         顺鑫农业

                                                                                                                                                                                                                                                                            /