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板块

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房地	房地产市场持续火爆，在经营形势向好驱动下房地产板块有继续走高潜力。	居民购房优惠富有弹性，部分城市改善型需求释放明显，预计2009年商品房成交量将同比增长30%以上。房价上涨速度有可能提升，进而刺激开发投资和土地购置的积极性。同时开发商盈利状况将季度环比改善，房地产行业景气度将显著提升	申银	荣盛发展 产
银行	银行业基本面情况明显强于预期，后续有持续走高的潜力。	银行基本面正逐渐好转，银行体系流动性依然充裕，预计息差二季度见底。建议重点关注股份制银行，若经济全面复苏，股份制银行受益弹性将更大。	招商	浦发银行
航运	BDI指数上扬推动行业走高，经过调整后行业后期有继续上涨的潜力。	BDI指数连续上涨的原因在于铁矿石进口大幅增长，但钢铁行业的低迷并不支持后续上涨，集装箱4月提价效果并不明显，2009-2010年运价将继续在低位运行，航运市场大环境尚未出现根本性的变化。	上海	中海发展 业