| 本周热点概念股点评: 造纸行业：造纸行业自去年四季度触底回升以来，目前行业去库存化基本结束。行业3和4月产量分别达到745.82和756.66万吨，单月同比均实现正增长，随着下游需求的回暖，行业供需水平有望得到一定的平衡，价格有望得到提升，企业盈利能力也将逐步恢复。目前行业毛利率和ROE基本可以判定触底回升，上市公司业绩环比有望向好。目前行业估值低于市场平均水平，建议投资者适当关注盈利提升明显的太阳纸业（002078）、博汇纸业(600966)。 煤炭板块：本周2009煤电重点合同谈判在僵持半年之久后出现一丝曙光。山东省内各主要煤矿与五大发电集团签订了省内重点电煤合同，价格在２００８年合同价格的基础上上涨４％。预计其他地方最终谈判价格不会低于4%的涨幅。另一方面，国际原油价格在本周一路逼近70美元，能源价格的快速回升一定程度上也对后市煤价的走势产生积极影响。建议关注中国最大煤炭企业中国神华（601088）以及炼焦煤生产龙头西山煤电（000983）。 地产板块：节前国务院公布了相关通知，将保障性住房和普通商品住房项目的最低资本金比例降为20％，这个可以被看做是房地产行业的重大利好。房地产依靠其庞大的产业链，对国民经济的带动作用之大，不得不让管理层保持对其的高度重视，通过降低贷款利率、放宽二套房贷政策和调低项目资本金等一系列政策予以扶持。可以说房地产最艰难的时期已经过去，逐步走上了融冰之旅。建议投资者可以关注一季度基金大举增仓的中粮地产（000031）。 <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">陶瓷行业</TD> <TD style="FONT-SIZE: 9pt">12.745</TD> <TD style="FONT-SIZE: 9pt">10.254</TD> <TD style="FONT-SIZE: 9pt">225.84万</TD> <TD style="FONT-SIZE: 9pt">17.22亿</TD> <TD style="FONT-SIZE: 9pt">29.282</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">有色金属</TD> <TD style="FONT-SIZE: 9pt">10.612</TD> <TD style="FONT-SIZE: 9pt">12.713</TD> <TD style="FONT-SIZE: 9pt">8121.69万</TD> <TD style="FONT-SIZE: 9pt">1251.99亿</TD> <TD style="FONT-SIZE: 9pt">30.651</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">海亮股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">资源板块</TD> <TD style="FONT-SIZE: 9pt">8.774</TD> <TD style="FONT-SIZE: 9pt">8.096</TD> <TD style="FONT-SIZE: 9pt">4585.79万</TD> <TD style="FONT-SIZE: 9pt">940.55亿</TD> <TD style="FONT-SIZE: 9pt">25.427</TD> <TD style="FONT-SIZE: 9pt">63.987</TD> <TD style="FONT-SIZE: 9pt">DR中金黄</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">西藏板块</TD> <TD style="FONT-SIZE: 9pt">8.161</TD> <TD style="FONT-SIZE: 9pt">8.918</TD> <TD style="FONT-SIZE: 9pt">432.65万</TD> <TD style="FONT-SIZE: 9pt">48.44亿</TD> <TD style="FONT-SIZE: 9pt">34.526</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">ST珠峰</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">钢铁行业</TD> <TD style="FONT-SIZE: 9pt">7.982</TD> <TD style="FONT-SIZE: 9pt">8.549</TD> <TD style="FONT-SIZE: 9pt">7987.89万</TD> <TD style="FONT-SIZE: 9pt">536.23亿</TD> <TD style="FONT-SIZE: 9pt">14.855</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">鞍钢股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">金融行业</TD> <TD style="FONT-SIZE: 9pt">7.4</TD> <TD style="FONT-SIZE: 9pt">8.944</TD> <TD style="FONT-SIZE: 9pt">1.21亿</TD> <TD style="FONT-SIZE: 9pt">1562.70亿</TD> <TD style="FONT-SIZE: 9pt">9.965</TD> <TD style="FONT-SIZE: 9pt">14.274</TD> <TD style="FONT-SIZE: 9pt">浦发银行</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">上证50</TD> <TD style="FONT-SIZE: 9pt">7.334</TD> <TD style="FONT-SIZE: 9pt">7.185</TD> <TD style="FONT-SIZE: 9pt">2.69亿</TD> <TD style="FONT-SIZE: 9pt">2958.67亿</TD> <TD style="FONT-SIZE: 9pt">10.805</TD> <TD style="FONT-SIZE: 9pt">19.802</TD> <TD style="FONT-SIZE: 9pt">紫金矿业</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">船舶制造</TD> <TD style="FONT-SIZE: 9pt">7.159</TD> <TD style="FONT-SIZE: 9pt">7.245</TD> <TD style="FONT-SIZE: 9pt">79.77万</TD> <TD style="FONT-SIZE: 9pt">34.06亿</TD> <TD style="FONT-SIZE: 9pt">13.298</TD> <TD style="FONT-SIZE: 9pt">18.168</TD> <TD style="FONT-SIZE: 9pt">广船国际</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">房地产业</TD> <TD style="FONT-SIZE: 9pt">7.097</TD> <TD style="FONT-SIZE: 9pt">8.175</TD> <TD style="FONT-SIZE: 9pt">7845.09万</TD> <TD style="FONT-SIZE: 9pt">807.72亿</TD> <TD style="FONT-SIZE: 9pt">15.157</TD> <TD style="FONT-SIZE: 9pt">61.43</TD> <TD style="FONT-SIZE: 9pt">泛海建设</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">煤炭行业</TD> <TD style="FONT-SIZE: 9pt">6.973</TD> <TD style="FONT-SIZE: 9pt">7.078</TD> <TD style="FONT-SIZE: 9pt">3016.22万</TD> <TD style="FONT-SIZE: 9pt">594.78亿</TD> <TD style="FONT-SIZE: 9pt">21.585</TD> <TD style="FONT-SIZE: 9pt">19.642</TD> <TD style="FONT-SIZE: 9pt">恒源煤电</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">深圳本地</TD> <TD style="FONT-SIZE: 9pt">5.014</TD> <TD style="FONT-SIZE: 9pt">8.332</TD> <TD style="FONT-SIZE: 9pt">6000.28万</TD> <TD style="FONT-SIZE: 9pt">2302.06亿</TD> <TD style="FONT-SIZE: 9pt">11.671</TD> <TD style="FONT-SIZE: 9pt">31.606</TD> <TD style="FONT-SIZE: 9pt">特 力Ａ</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">沪深300</TD> <TD style="FONT-SIZE: 9pt">4.735</TD> <TD style="FONT-SIZE: 9pt">5.719</TD> <TD style="FONT-SIZE: 9pt">5.68亿</TD> <TD style="FONT-SIZE: 9pt">6798.25亿</TD> <TD style="FONT-SIZE: 9pt">11.918</TD> <TD style="FONT-SIZE: 9pt">23.651</TD> <TD style="FONT-SIZE: 9pt">DR中金黄</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">上证红利</TD> <TD style="FONT-SIZE: 9pt">4.698</TD> <TD style="FONT-SIZE: 9pt">4.606</TD> <TD style="FONT-SIZE: 9pt">1.08亿</TD> <TD style="FONT-SIZE: 9pt">949.24亿</TD> <TD style="FONT-SIZE: 9pt">11.695</TD> <TD style="FONT-SIZE: 9pt">31.27</TD> <TD style="FONT-SIZE: 9pt">酒钢宏兴</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">天津板块</TD> <TD style="FONT-SIZE: 9pt">4.614</TD> <TD style="FONT-SIZE: 9pt">3.857</TD> <TD style="FONT-SIZE: 9pt">3070.44万</TD> <TD style="FONT-SIZE: 9pt">377.97亿</TD> <TD style="FONT-SIZE: 9pt">17.476</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">DR中金黄</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">酿酒行业</TD> <TD style="FONT-SIZE: 9pt">4.568</TD> <TD style="FONT-SIZE: 9pt">6.326</TD> <TD style="FONT-SIZE: 9pt">1256.00万</TD> <TD style="FONT-SIZE: 9pt">207.74亿</TD> <TD style="FONT-SIZE: 9pt">12.454</TD> <TD style="FONT-SIZE: 9pt">23.42</TD> <TD style="FONT-SIZE: 9pt">兰州黄河</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">含H股</TD> <TD style="FONT-SIZE: 9pt">4.416</TD> <TD style="FONT-SIZE: 9pt">6.362</TD> <TD style="FONT-SIZE: 9pt">2.05亿</TD> <TD style="FONT-SIZE: 9pt">1901.07亿</TD> <TD style="FONT-SIZE: 9pt">12.155</TD> <TD style="FONT-SIZE: 9pt">20.235</TD> <TD style="FONT-SIZE: 9pt">鞍钢股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">循环经济</TD> <TD style="FONT-SIZE: 9pt">4.047</TD> <TD style="FONT-SIZE: 9pt">4.823</TD> <TD style="FONT-SIZE: 9pt">5598.33万</TD> <TD style="FONT-SIZE: 9pt">601.68亿</TD> <TD style="FONT-SIZE: 9pt">15.193</TD> <TD style="FONT-SIZE: 9pt">136.912</TD> <TD style="FONT-SIZE: 9pt">鞍钢股份</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">股期概念</TD> <TD style="FONT-SIZE: 9pt">4.025</TD> <TD style="FONT-SIZE: 9pt">4.727</TD> <TD style="FONT-SIZE: 9pt">3371.24万</TD> <TD style="FONT-SIZE: 9pt">578.56亿</TD> <TD style="FONT-SIZE: 9pt">16.702</TD> <TD style="FONT-SIZE: 9pt">42.309</TD> <TD style="FONT-SIZE: 9pt">东北证券</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">摩托车</TD> <TD style="FONT-SIZE: 9pt">3.965</TD> <TD style="FONT-SIZE: 9pt">2.907</TD> <TD style="FONT-SIZE: 9pt">305.43万</TD> <TD style="FONT-SIZE: 9pt">19.86亿</TD> <TD style="FONT-SIZE: 9pt">12.002</TD> <TD style="FONT-SIZE: 9pt">69.16</TD> <TD style="FONT-SIZE: 9pt">ST 宇 航</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">农林牧渔</TD> <TD style="FONT-SIZE: 9pt">3.687</TD> <TD style="FONT-SIZE: 9pt">3.969</TD> <TD style="FONT-SIZE: 9pt">2216.07万</TD> <TD style="FONT-SIZE: 9pt">196.88亿</TD> <TD style="FONT-SIZE: 9pt">18.018</TD> <TD style="FONT-SIZE: 9pt">60.068</TD> <TD style="FONT-SIZE: 9pt">*ST亚华</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">重庆板块</TD> <TD style="FONT-SIZE: 9pt">3.538</TD> <TD style="FONT-SIZE: 9pt">2.893</TD> <TD style="FONT-SIZE: 9pt">1289.03万</TD> <TD style="FONT-SIZE: 9pt">114.41亿</TD> <TD style="FONT-SIZE: 9pt">19.662</TD> <TD style="FONT-SIZE: 9pt">52.057</TD> <TD style="FONT-SIZE: 9pt">四维控股</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">参股金融</TD> <TD style="FONT-SIZE: 9pt">3.393</TD> <TD style="FONT-SIZE: 9pt">4.437</TD> <TD style="FONT-SIZE: 9pt">8201.65万</TD> <TD style="FONT-SIZE: 9pt">1133.91亿</TD> <TD style="FONT-SIZE: 9pt">14.321</TD> <TD style="FONT-SIZE: 9pt">37.826</TD> <TD style="FONT-SIZE: 9pt">中卫国脉</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">ST板块</TD> <TD style="FONT-SIZE: 9pt">3.297</TD> <TD style="FONT-SIZE: 9pt">2.544</TD> <TD style="FONT-SIZE: 9pt">4656.58万</TD> <TD style="FONT-SIZE: 9pt">258.42亿</TD> <TD style="FONT-SIZE: 9pt">13.712</TD> <TD style="FONT-SIZE: 9pt">0</TD> <TD style="FONT-SIZE: 9pt">ST 科 健</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">含B股</TD> <TD style="FONT-SIZE: 9pt">3.224</TD> <TD style="FONT-SIZE: 9pt">4.229</TD> <TD style="FONT-SIZE: 9pt">5023.55万</TD> <TD style="FONT-SIZE: 9pt">484.77亿</TD> <TD style="FONT-SIZE: 9pt">12.048</TD> <TD style="FONT-SIZE: 9pt">66.026</TD> <TD style="FONT-SIZE: 9pt">特 力Ａ</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">建筑建材</TD> <TD style="FONT-SIZE: 9pt">3.181</TD> <TD style="FONT-SIZE: 9pt">3.625</TD> <TD style="FONT-SIZE: 9pt">3356.33万</TD> <TD style="FONT-SIZE: 9pt">300.74亿</TD> <TD style="FONT-SIZE: 9pt">17.467</TD> <TD style="FONT-SIZE: 9pt">37.406</TD> <TD style="FONT-SIZE: 9pt">世纪光华</TD></TR></TBODY></TABLE> |
