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汽车	供需形势向好驱动行业连续上行，后期有继续上扬的潜力。	下半年中高排量车型比重将逐渐提高，从5、6月份排量轿车销量看，在需求仍向好前提下，产品结构上移。判断下半年轿车行业盈利能力将好于上半年，相应部分主流公司下半年盈利环比上升将非常明显。	国海	长安汽车                                                                                                                                                                                                                                                                      证券                             一汽富维
银行	中报预期推动了银行股有望继续上行。	上市银行二季度开始进入盈利环比增长的黄金期，上调2009-2010年利润增速为12%和16%，未来行业投资机会源自2010年估值提升，维持行业强于大市投资评级。	东方	兴业银行                                                                                                                                                                                                                                                                      证券                             深发展A
电力	资产整合和补涨潜力成为电力行业上行的催化剂。	电力补涨行情仍在延续，在低碳主题下水电投资价值将日益显现，而且水电电价上调预期也更为明确，看好长江电力、国电电力和国投电力。	兴业	郴电国际                                                                                                                                                                                                                                                                      证券                             涪陵电力