2010年10大值得期待行业.docVIP

2010年10大值得期待行业 　★汽车山西证券：今年汽车行业整体的景气程度依然处在高位。预计今年汽车行业毛利率仍将保持14%以上的水平，净利润全年增长有望达到15%。 　　个股点睛：上海汽车(26.13,0.00,0.00%)、长安汽车(14.03,0.00,0.00%)、一汽轿车(26.02,0.00,0.00%)、重卡龙头，中国重汽(27.38,0.00,0.00%) ★通信日信证券：今年3G用户将迎来爆发性增长，预计到今年年底，中国3G用户将达到8000万人，渗透率达10%；2012年我国3G用户数将达到3.36亿人，渗透率为35%。 个股点睛：烽火通信(26.72,0.00,0.00%)、三维通信(25.80,0.00,0.00%)、中兴通讯(44.87,0.00,0.00%)、拓维信息(40.00,0.00,0.00%)、神州泰跃 ★医药日信证券：医改政策促使中国医药(27.85,0.00,0.00%)行业开始新的旅程，行业集中度不断提升。个股点睛：广济药业(14.39,0.00,0.00%)、鑫富药业(16.29,0.00,0.00%)、双鹭药业(44.40,0.00,0.00%)、通化东宝(13.19,0.00,0.00%) ★低碳概念股国都证券：发展低碳经济已成为我国调整产业结构与经济发展模式的重要途径与战略。整体来看，今年低碳板块有望更为精彩纷呈。 个股点睛：天威保变(31.58,0.00,0.00%)、东方电气(45.09,0.00,0.00%)、安泰科技(26.52,0.00,0.00%)、中炬高新(10.44,0.00,0.00%)、精功科技 ★商业零售安信证券：随着今年CPI反弹和经济增长回升将使整体消费有更高的增长平台。 个股点睛：合肥百货(14.67,0.00,0.00%)、重庆百货(40.15,0.00,0.00%)、王府井(36.89,0.00,0.00%)、武汉中百(13.15,0.00,0.00%)、苏宁电器(20.78,0.00,0.00%) ★水上运输国金证券(24.15,0.00,0.00%)：预计今年集运运价涨幅将超出市场预期，企业盈利水平将大幅上升。个股点睛：中海集运(4.63,0.00,0.00%)、中国远洋(13.90,0.00,0.00%) ★农业招商证券(29.39,0.00,0.00%)：全球粮食供求趋紧及流动性泛滥共筑国际农产品(13.88,0.00,0.00%)上涨基石。个股点睛：登海种业(34.89,0.00,0.00%)、敦煌种业(18.15,0.00,0.00%)、民和股份(16.78,0.00,0.00%)、中粮屯河(16.75,0.00,0.00%) ★钢铁招商证券：今年国内钢铁供求平衡或略紧。在行业供求关系缓和的背景下，预计今年钢价将上涨20%。　个股点睛：宝钢股份(9.66,0.00,0.00%)、太钢不锈(9.54,0.00,0.00%)、鞍钢股份(16.00,0.00,0.00%)、凌钢股份(13.02,0.00,0.00%)、西宁特钢(10.49,0.00,0.00%) ★银行招商证券：今年银行业盈利增长基本确定。 个股点睛：招商银行(18.05,0.00,0.00%)、工商银行(5.44,0.00,0.00%)、民生银行(7.91,0.00,0.00%)、深发展A(24.37,0.00,0.00%)、兴业银行(40.31,0.00,0.00%) ★物联网概念国联证券：对于物联网投资机会的把握，应该着眼当前，布局中长期。 个股点睛：新大陆(14.96,0.00,0.00%)、东信和平(18.38,0.00,0.00%)、华工科技(14.81,0.00,0.00%)、长电科技(8.75,0.00,0.00%)、远望谷(21.85,0.00,0.00%)、同方股份(18.73,0.00,0.00%) 　在下游行业快速恢复和出口复苏推动下，2010年钢铁行业国内供求状况将由供大于求向供求平衡转变。同时，国际需求的恢复将推高上游铁矿石等资源价格。在需求和成本双轮驱动下，钢价将呈现上涨趋势，进而推动钢铁上市公司盈利能力上升。另外，兼并重组也将成为推升行业景气度的重要驱动力。 　　2010年行业供需形势将好转 　　随着经济全面复苏，2010年钢铁业主要下游行业将继续快速恢复，预计用钢需求将维持高位。具体来看，建筑钢材需求将在房地产新开工和基建投资的带动下继续保持旺盛；汽车与家电等耐用消费品在国家政策逐步由投资向消费转型后仍将有较好的表现，冷轧用钢供需面较好；随着机械与造船等行业触底回升，中厚板材生产有望走出谷底。国泰君安预计，2010年我国粗钢消费量约为5.9亿吨，同比增长10%。在细分产品方面，2010年热轧板供给过剩压力依然较大，而长材类、中厚板及冷轧产