名称                             机构        

板块

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                                                                                                                                                                                                                                                                             君安                 金枫酒业

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                                                                                                                                                                                                                                                                                                                                       公司                 中联重科

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食品	市场火爆成为食品饮料业重要的亮点，该板块后期有继续上扬的潜力。	在本轮经济复苏过程中，除具有良好消费基础和持续增长动力的白酒行业龙头企业外，还有两大热点应予以积极关注：一、未来高温天气可能触发啤酒消费行情。其二、肉制品加工企业补贴预期。	国泰	五粮液 饮料
工程	市场复苏驱动了行业基本面改善，有望继续走高。	房地产开工率有望上升，混凝土机械可能受益，有较大机会，机床业仍可能下滑，船舶业估值较低，存在国际航运市场短期反弹带来的交易机会。	中金	三一重工 机械
电子	行业拐点隐现推动了股价上行，伴随着基本面逐渐向好后市将继续向上。	电子产业复苏在即，而目前股价调整充分，未来估值水平有上调空间，因此上调行业评级至强于大市。上市公司层面，维持对歌尔声学的买入评级，同时提高长城开发、生益科技和大族激光的评级至买入	渤海	长城开发                                                                                                                                                                                                                                                                                      证券                 平高电气