| <B><SPAN style="FONT-SIZE: 10.5pt; COLOR: red; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>最佳分析师推</FONT> </B><B><SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: red; FONT-FAMILY: Arial">09 </B><B><SPAN style="FONT-SIZE: 10.5pt; COLOR: red; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>年必涨股</FONT> </B><B><SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: red; FONT-FAMILY: Arial">( </B><B><SPAN style="FONT-SIZE: 10.5pt; COLOR: red; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>名单</FONT> </B><B><SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: red; FONT-FAMILY: Arial">) </B><SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>食品类</B>：张裕</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial">A <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>，青岛啤酒，燕京啤酒、贵州茅台</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">600519 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>）、泸州老窖</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>农业类</B>：敦煌种业、登海种业</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>钢铁</B>：国金证券周涛</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 防御性为主，大型钢企为主，三大钢。关注建筑钢材为主，特别是西北的企业。</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>批发零售业</B>：海通证券路颖</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 小商品城</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">600415 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>），欧亚集团</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">600697 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>），苏宁电器</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">002024 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>），步步高</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>传播与文化</B>：中金公司</FONT> <SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>金宇</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 该行业价值与主题投资并重，分析人本人较关注结构化问题</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 天威视讯，歌华有线，时代出版，博瑞传播</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">600880 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>），科大创新</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">600551 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>）</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>通信行业</B>：<?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" /><st1:PersonName ProductID="国泰" w:st="on">国泰</st1:PersonName>君安</FONT> <SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>张文洁</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 中兴通讯，国脉科技</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial">( <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>市场估值较高</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial">) <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>，中天科技</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">600522 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>）</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>电子行业</B>：<st1:PersonName ProductID="国泰" w:st="on">国泰</st1:PersonName>君安</FONT> <SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>魏兴耘</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 歌尔声学</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial">( <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>有估值风险</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial">) <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>，大族激光，大地科技，远望谷</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>（</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; COLOR: blue; FONT-FAMILY: Arial">002161 <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>）</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> 计算机：航天信息，远望谷，科大讯飞</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体> <B>计算机</B>：联合证券</FONT> <SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: Arial"> <SPAN style="FONT-SIZE: 10.5pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial"><FONT face=宋体>卢山</FONT> <SPAN lang=EN-US style="FONT-SIZE: 10.5pt; F |
