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汽车	基本面转强是行业上行的驱动因素，调整后未来仍有继续上扬的潜力。	展望下半年，从行业趋势出发可把握三条投资主线：1）关注质变式增长主线。2）乘用车行业高增长——关注业绩超预期高增长主线。3）低谷中的出口有望出现向上拐点——关注出口回暖主线。	华泰	一汽轿车 业
医药	“独家基本药物”将成为“重磅炸弹”，龙企表现有超越大市的潜力。	独家=专利保护，基本药物意味着需求。巨大需求可以弥补降价影响，并且大胆假设独家基本药物销售费用率下降。原有的市场认识将受到巨大挑战，企业成长和估值得到双重提高。	光大	海王生物                                                                                                                                                                                                                                                                          证券                 太龙医药
房地	房地产消费市场率先回升，行业基本面逐渐向好，股价也将走出谷底。	在实体经济尚未明显好转、外需仍显疲软的情况下，国内房地产市场的复苏还将延续，因此维持对行业推荐的投资评级，建议重点关注万科A（000002）和建发股份（600153）。	中金	万科A 产