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医药	基本药物目录推出成为医药行业向好的推进剂。	企业产品进入基本药物目录后在基层销量将上升，盈利能力会因为成本因素而下降，全国大型医药流通企业有望成为行业龙头；中药部分，拥有独家品种，对收入和毛利贡献较大的企业受益程度会更大一些。	海通	千金药业                                                                                                                                                                                                                                                                     证券                 人福科技
电气	未来电网投资结构将有所分化。	整体电气设备行业呈现出企稳迹象，两网投资结构有所改变，未来将侧重于特高压和配网端的投资。后期最先出现的机会将会在特高压和智能电网带来的二次设备需求。	联合	东方电气 设备
石化	估值重回低位和政策因素提振了板块表现。	虽然近期原油价格表现一般，然而中国石化的中期业绩超预期是可以期待的。8月份炼油业务亏损不会改变未来此项业务的稳定性，随着业绩公布临近，两家公司都有表现机会。	中金	中国石化                                                                                                                                                                                                                                                                     公司                 中国石油