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煤炭	政府刺激政策驱动煤炭行业向好，未来依然有持续走高潜力。	4月份小煤矿复产或推动煤价出现最后一跌，之后煤价将伴随需求企稳逐步稳定。预计3-6个月煤炭超额收益将达到30%，因此，二季度建议超配煤炭行业。	联合	平庄能源 业
家电	政策下家电产品销售情况火爆，在市场持续向好作用下，行业后期有继续上攻潜力。	以旧贴新政策是前期政策的延续和细化。家电需求始终是刺激内需的重点，政策鼓励为家电行业短期和中长期成长提供了安全边际。无论从更新周期，或是从平板替代CRT的技术趋势看，目前彩电处于更新高峰期，受益最明显。	中金	美菱电器 业
工程	市场销售状况良好再度成为板块表现的催化剂，经过短暂调整后该板块昨日再度发力。	工程机械行业二季度销量同比数据将明显好于一季度，随着去年年报和一季报压力的释放，以及4、5月份销售情况的明确，市场将逐渐树立对工程机械企业2009年业绩的信心，工程机械上市公司估值水平将逐渐提升。	东方	精工科技 机械