| 本周热点概念股点评: 电子与通信板块：工业与信息化部近期发布了相关《意见》，2009年目标是：年内基本实现已通电地区"村村通电话，乡乡能上网"，全国通电话行政村和自然村的比重分别达到99.8%和93%以上，实现99%以上乡镇能上网、96%的乡镇通宽带。提出在乡村信息站点建设中，积极采用"手机下乡"和"电脑下乡"产品、TD等3G产品、宽带接入（如ADSL）+机顶盒、农村信息机等终端。同时根据财政部《电信普遍服务资金使用管理暂行办法》，利用"村通工程"财政专项资金对农村通信设施和综合信息服务平台进行运营成本补贴。二级市场建议投资者可适当关注拓维信息（002261）、同洲电子（002052）。 纺织行业："纺织工业调整和振兴规划"本周出台，按照规划要求：到2011年，要淘汰75亿米高能耗、高水耗、技术水平低的印染能力，淘汰230万吨化纤落后产能，加速淘汰棉纺、毛纺落后产能。同时推进高新技术纤维产业化和应用，加快产业用纺织品的开发应用，继续提高纺织品服装出口退税率，鼓励企业实施兼并重组。二级市场建议投资者关注具有环保优势的企业霞客环保（002015）和具有品牌优势的山东如意（002193）。 水泥行业：从一季度国民经济运行情况数据来看，一季度，全社会固定资产投资28,129亿元，同比增长28.8%。随着新增投资项目工程的逐步开工，对水泥的需求预期也将明显大幅提升，水泥销售旺季即将到来。二级市场水泥股已经历了一段时间的盘整，后市可适当关注海螺水泥（600585）以及冀东水泥（000401）等水泥龙头。 <TABLE style="FONT-SIZE: 9pt" cellSpacing=0 borderColorDark=#ffffff cellPadding=2 width="100%" borderColorLight=#000000 border=1> <TBODY> <TR> <TD style="FONT-SIZE: 9pt">板块名称</TD> <TD style="FONT-SIZE: 9pt">涨幅%</TD> <TD style="FONT-SIZE: 9pt">权涨幅%</TD> <TD style="FONT-SIZE: 9pt">成交量</TD> <TD style="FONT-SIZE: 9pt">总金额</TD> <TD style="FONT-SIZE: 9pt">换手率%</TD> <TD style="FONT-SIZE: 9pt">市盈(动)</TD> <TD style="FONT-SIZE: 9pt">领涨股票</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">家电行业</TD> <TD style="FONT-SIZE: 9pt">4.066</TD> <TD style="FONT-SIZE: 9pt">5.983</TD> <TD style="FONT-SIZE: 9pt">1919.28万</TD> <TD style="FONT-SIZE: 9pt">174.30亿</TD> <TD style="FONT-SIZE: 9pt">14.394</TD> <TD style="FONT-SIZE: 9pt">32.766</TD> <TD style="FONT-SIZE: 9pt">S*ST长岭</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">数字家电</TD> <TD style="FONT-SIZE: 9pt">3.038</TD> <TD style="FONT-SIZE: 9pt">4.832</TD> <TD style="FONT-SIZE: 9pt">2808.31万</TD> <TD style="FONT-SIZE: 9pt">199.24亿</TD> <TD style="FONT-SIZE: 9pt">22.577</TD> <TD style="FONT-SIZE: 9pt">38.532</TD> <TD style="FONT-SIZE: 9pt">美的电器</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">酿酒行业</TD> <TD style="FONT-SIZE: 9pt">2.388</TD> <TD style="FONT-SIZE: 9pt">3.338</TD> <TD style="FONT-SIZE: 9pt">1484.19万</TD> <TD style="FONT-SIZE: 9pt">225.94亿</TD> <TD style="FONT-SIZE: 9pt">15.782</TD> <TD style="FONT-SIZE: 9pt">23.468</TD> <TD style="FONT-SIZE: 9pt">ST新天</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">医疗器械</TD> <TD style="FONT-SIZE: 9pt">1.698</TD> <TD style="FONT-SIZE: 9pt">0.179</TD> <TD style="FONT-SIZE: 9pt">110.09万</TD> <TD style="FONT-SIZE: 9pt">14.58亿</TD> <TD style="FONT-SIZE: 9pt">21.756</TD> <TD style="FONT-SIZE: 9pt">60.678</TD> <TD style="FONT-SIZE: 9pt">新华医疗</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">酒店旅游</TD> <TD style="FONT-SIZE: 9pt">1.193</TD> <TD style="FONT-SIZE: 9pt">0.534</TD> <TD style="FONT-SIZE: 9pt">1127.89万</TD> <TD style="FONT-SIZE: 9pt">109.28亿</TD> <TD style="FONT-SIZE: 9pt">20.185</TD> <TD style="FONT-SIZE: 9pt">50.567</TD> <TD style="FONT-SIZE: 9pt">S ST张股</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">世博概念</TD> <TD style="FONT-SIZE: 9pt">0.908</TD> <TD style="FONT-SIZE: 9pt">-0.289</TD> <TD style="FONT-SIZE: 9pt">2368.95万</TD> <TD style="FONT-SIZE: 9pt">282.83亿</TD> <TD style="FONT-SIZE: 9pt">6.768</TD> <TD style="FONT-SIZE: 9pt">24.259</TD> <TD style="FONT-SIZE: 9pt">上实发展</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">化纤行业</TD> <TD style="FONT-SIZE: 9pt">0.618</TD> <TD style="FONT-SIZE: 9pt">2.14</TD> <TD style="FONT-SIZE: 9pt">1534.72万</TD> <TD style="FONT-SIZE: 9pt">90.21亿</TD> <TD style="FONT-SIZE: 9pt">26.858</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">S仪化</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">陶瓷行业</TD> <TD style="FONT-SIZE: 9pt">0.585</TD> <TD style="FONT-SIZE: 9pt">-0.705</TD> <TD style="FONT-SIZE: 9pt">267.97万</TD> <TD style="FONT-SIZE: 9pt">15.66亿</TD> <TD style="FONT-SIZE: 9pt">34.746</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">高淳陶瓷</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">自行车</TD> <TD style="FONT-SIZE: 9pt">0.147</TD> <TD style="FONT-SIZE: 9pt">-0.413</TD> <TD style="FONT-SIZE: 9pt">119.46万</TD> <TD style="FONT-SIZE: 9pt">10.01亿</TD> <TD style="FONT-SIZE: 9pt">18.007</TD> <TD style="FONT-SIZE: 9pt">65.767</TD> <TD style="FONT-SIZE: 9pt">信隆实业</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">电器行业</TD> <TD style="FONT-SIZE: 9pt">0.12</TD> <TD style="FONT-SIZE: 9pt">1.122</TD> <TD style="FONT-SIZE: 9pt">1842.42万</TD> <TD style="FONT-SIZE: 9pt">170.16亿</TD> <TD style="FONT-SIZE: 9pt">17.226</TD> <TD style="FONT-SIZE: 9pt">35.592</TD> <TD style="FONT-SIZE: 9pt">德豪润达</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">印刷包装</TD> <TD style="FONT-SIZE: 9pt">0.098</TD> <TD style="FONT-SIZE: 9pt">-2.727</TD> <TD style="FONT-SIZE: 9pt">474.62万</TD> <TD style="FONT-SIZE: 9pt">38.65亿</TD> <TD style="FONT-SIZE: 9pt">17.455</TD> <TD style="FONT-SIZE: 9pt">55.844</TD> <TD style="FONT-SIZE: 9pt">永新股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">ST板块</TD> <TD style="FONT-SIZE: 9pt">-0.052</TD> <TD style="FONT-SIZE: 9pt">0.665</TD> <TD style="FONT-SIZE: 9pt">5419.44万</TD> <TD style="FONT-SIZE: 9pt">298.83亿</TD> <TD style="FONT-SIZE: 9pt">18.581</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">ST新天</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">汽车制造</TD> <TD style="FONT-SIZE: 9pt">-0.057</TD> <TD style="FONT-SIZE: 9pt">0.652</TD> <TD style="FONT-SIZE: 9pt">3687.91万</TD> <TD style="FONT-SIZE: 9pt">274.89亿</TD> <TD style="FONT-SIZE: 9pt">17.701</TD> <TD style="FONT-SIZE: 9pt">32.678</TD> <TD style="FONT-SIZE: 9pt">亚星客车</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">家具行业</TD> <TD style="FONT-SIZE: 9pt">-0.135</TD> <TD style="FONT-SIZE: 9pt">0.519</TD> <TD style="FONT-SIZE: 9pt">439.65万</TD> <TD style="FONT-SIZE: 9pt">28.16亿</TD> <TD style="FONT-SIZE: 9pt">25.252</TD> <TD style="FONT-SIZE: 9pt">35.094</TD> <TD style="FONT-SIZE: 9pt">大亚科技</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">摩托车</TD> <TD style="FONT-SIZE: 9pt">-0.159</TD> <TD style="FONT-SIZE: 9pt">-2.12</TD> <TD style="FONT-SIZE: 9pt">378.47万</TD> <TD style="FONT-SIZE: 9pt">21.11亿</TD> <TD style="FONT-SIZE: 9pt">13.564</TD> <TD style="FONT-SIZE: 9pt">67.811</TD> <TD style="FONT-SIZE: 9pt">建 摩Ｂ</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">塑料制品</TD> <TD style="FONT-SIZE: 9pt">-0.296</TD> <TD style="FONT-SIZE: 9pt">1.699</TD> <TD style="FONT-SIZE: 9pt">1326.59万</TD> <TD style="FONT-SIZE: 9pt">104.25亿</TD> <TD style="FONT-SIZE: 9pt">32.096</TD> <TD style="FONT-SIZE: 9pt">15.716</TD> <TD style="FONT-SIZE: 9pt">大元股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">服装鞋类</TD> <TD style="FONT-SIZE: 9pt">-0.445</TD> <TD style="FONT-SIZE: 9pt">-0.269</TD> <TD style="FONT-SIZE: 9pt">1151.66万</TD> <TD style="FONT-SIZE: 9pt">103.85亿</TD> <TD style="FONT-SIZE: 9pt">19.742</TD> <TD style="FONT-SIZE: 9pt">26.866</TD> <TD style="FONT-SIZE: 9pt">大杨创世</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">电力行业</TD> <TD style="FONT-SIZE: 9pt">-0.502</TD> <TD style="FONT-SIZE: 9pt">0.897</TD> <TD style="FONT-SIZE: 9pt">4876.50万</TD> <TD style="FONT-SIZE: 9pt">328.01亿</TD> <TD style="FONT-SIZE: 9pt">9.909</TD> <TD style="FONT-SIZE: 9pt">167.3</TD> <TD style="FONT-SIZE: 9pt">大连热电</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">纺织行业</TD> <TD style="FONT-SIZE: 9pt">-0.573</TD> <TD style="FONT-SIZE: 9pt">-1.481</TD> <TD style="FONT-SIZE: 9pt">2597.83万</TD> <TD style="FONT-SIZE: 9pt">161.53亿</TD> <TD style="FONT-SIZE: 9pt">22.972</TD> <TD style="FONT-SIZE: 9pt">68.394</TD> <TD style="FONT-SIZE: 9pt">申达股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">三板证券</TD> <TD style="FONT-SIZE: 9pt">-0.714</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">19.29万</TD> <TD style="FONT-SIZE: 9pt">2123.47万</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">哈 慈 3</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">交通运输</TD> <TD style="FONT-SIZE: 9pt">-0.806</TD> <TD style="FONT-SIZE: 9pt">-2.18</TD> <TD style="FONT-SIZE: 9pt">7893.17万</TD> <TD style="FONT-SIZE: 9pt">602.78亿</TD> <TD style="FONT-SIZE: 9pt">14.957</TD> <TD style="FONT-SIZE: 9pt">77.295</TD> <TD style="FONT-SIZE: 9pt">S*ST天海</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">供水供气</TD> <TD style="FONT-SIZE: 9pt">-0.847</TD> <TD style="FONT-SIZE: 9pt">-1.773</TD> <TD style="FONT-SIZE: 9pt">911.06万</TD> <TD style="FONT-SIZE: 9pt">81.39亿</TD> <TD style="FONT-SIZE: 9pt">14.055</TD> <TD style="FONT-SIZE: 9pt">41.572</TD> <TD style="FONT-SIZE: 9pt">富龙热电</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">上海本地</TD> <TD style="FONT-SIZE: 9pt">-1.175</TD> <TD style="FONT-SIZE: 9pt">-1.328</TD> <TD style="FONT-SIZE: 9pt">1.09亿</TD> <TD style="FONT-SIZE: 9pt">1063.16亿</TD> <TD style="FONT-SIZE: 9pt">11.356</TD> <TD style="FONT-SIZE: 9pt">39.076</TD> <TD style="FONT-SIZE: 9pt">申达股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">节能环保</TD> <TD style="FONT-SIZE: 9pt">-1.299</TD> <TD style="FONT-SIZE: 9pt">0.065</TD> <TD style="FONT-SIZE: 9pt">1937.01万</TD> <TD style="FONT-SIZE: 9pt">177.04亿</TD> <TD style="FONT-SIZE: 9pt">20.564</TD> <TD style="FONT-SIZE: 9pt">23.845</TD> <TD style="FONT-SIZE: 9pt">中炬高新</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">石油行业</TD> <TD style="FONT-SIZE: 9pt">-1.333</TD> <TD style="FONT-SIZE: 9pt">-0.096</TD> <TD style="FONT-SIZE: 9pt">1214.19万</TD> <TD style="FONT-SIZE: 9pt">124.87亿</TD> <TD style="FONT-SIZE: 9pt">6.159</TD> <TD style="FONT-SIZE: 9pt">20.951</TD> <TD style="FONT-SIZE: 9pt">准油股份</TD></TR></TBODY></TABLE> |
