国信证券-金色阳光机构晨会视线-100701.pdfVIP

国信证券经纪事业部 主办 2010年 7月1 日 星期四 金色阳光 机构晨会视线 本期内容提要： 周三两市继周二大跌之后，呈现低开震荡走势，市场弱势格局还将持续，招商证券建 议关注中期业绩大幅预增个股机会。第一批节能车型补贴目录公布；智能电网技术标 准体系和智能电网关键设备研制规划公布，新能源受关注；卫生部下发治理医药购销 领域商业贿赂通知，短期内对医药行业产生重大影响。中兴商业近期跌幅较大；安泰 科技业绩预增约 51%。 目录CONTENTS 宏观及策略 把握经济主动权，推进结构调整（方正证券）Hot ·················································· 3 市场动态：经济二次探底担忧加剧，弱势格局持续（海通证券）·························· 3 市场综述：急速回落后新一轮震荡整理或将展开（招商证券）Hot ······················· 4 国内市场：缩量下行，大盘表现阴跌特征（银河证券） ········································· 4 市场研判：即便出现反抽 也应观望为主（方正证券） ··········································· 4 每日观察（7 月 1 日）（平安证券）··········································································· 5 公司动态点评及最新研究 中兴商业（000715 ）：近期跌幅较大点评（海通证券）Hot····································· 6 银座股份（600858 ）：公告点评（海通证券）··························································· 6 广州友谊（000987 ）：调研点评（海通证券）··························································· 7 广百股份（002187 ）：跟踪报告（海通证券）··························································· 8 安泰科技（000969 ）：公司业绩预增约 51%公告（方正证券）Hot························· 8 机构晨会视线 东方锆业（002167 ）：公司项目投产公告（方正证券） ··········································· 9 赣粤高速（600269 ）：关于收到财政支持款的公告（方正证券）···························· 9 智光电气（002169 ）：关于公布拟非公开发行股票预案的公告（方正证券） ······ 10 上海佳豪（300008 ）：上海佳豪游艇发展有限公司注册成立（方正证券） ·········· 10 国电电力（600795)：公布关于控股子公司机组投产公告（金元证券）··············· 11 行业动态点评及最新研究 汽车行业：节能车型补贴第一批点评（申银万国）Hot········································· 11 通信行业：工信部发布 1-5 月通信业运行情况（方正证券） ································ 11 电力设备：国网智能电网技术标准体系及关键设备研制规划发布（方正证券）· 12 医药行业：卫生部将进一步打击医药购销领域商业贿赂（方正证券）Hot ········· 13