大同证券同赢投资晨报(阳泉营业部)

第1页投资晨报2010年5月28日星期五【内容摘要】■盘面分析1、两市股指探底震荡走高；2、个股大面积涨停；3、成交量有效放大；■财经信息1、国务院四大措施规范地方融资平台；2、水泥业兼并重组有望提速龙头企业将获益；3、民航局：1-4月航空业盈利93.9亿元。■操作策略市场继续反弹，建议逢高减仓。■股票池无股票调入、调出■公告提示编辑：同赢阳泉投顾团队联系电话：（0353）4222811邮件：yangf@dtsbc.com.cn地址：阳泉桃北中路18号邮编：045000【国内市场昨日行情】指数名称收盘涨跌上证综指2665.92+30.13深证成指10543.33+181.64中小板指5442.06+97.52沪深3002859.98+46.03香港恒生19431+237【国际市场昨日行情】指数名称收盘涨跌道琼斯10258.99+284.54纳斯达克2277.68+81.80标准普尔1103.06+35.14日经指数9639.7+117【大宗商品】商品名称收盘涨跌NYMEX原油74.78+3.27COMEX黄金1212.8+2.6 第2页※盘面分析周四沪深股指低开高走，在完全回补了本周一的向上跳空缺口后放量扬升，近九成个股普涨的局面表明市场活跃度迅速提升。我们认为，目前政策面紧缩预期有所缓和，资金进场回补迹象较为明显，市场短期调整基本到位，并有望就此展开一波筑底反弹行情。※财经信息★国务院四大措施规范地方融资平台点评：国务院总理温家宝26日主持召开国务院常务会议，部署加强地方政府融资平台公司管理和严厉打击囤积居奇、哄抬农产品价格等违法行为。为有效防范财政金融风险，保持经济持续健康发展和社会稳定，必须加强对融资平台公司的管理，这或许是银根收紧的另一个信号，降低金融风险，才能有利于经济的长远发展。★水泥业兼并重组有望提速龙头企业将获益点评：水泥业已经被纳入工信部牵头制定的“推进企业兼并重组文件”(以下简称“重组文件”)之中。加之工信部已下达2010年水泥业淘汰落后产能目标任务(9155万吨)，水泥业的整合步伐将进一步加快，大企业也将因此获益，这不但意味着未来水泥业兼并重组将有大动作，而且预示着大企业将获益。★民航局：1-4月航空业盈利93.9亿元点评：国家民用航空局政策法规司副司长沙洪江27日在2010中国临空经济国际高峰论坛上指出，我国航空业保持快速发展态势，去年全行业利润达122亿，机场利润总额达30亿，航空业复苏及增长势头明显，利好航空板块及机场股。 第3页※操作策略周四A股市场出现先抑后扬格局，上证指数在盘中一度击穿2600点支撑，但此后由于“中字头”大盘次新股活跃，大盘随之企稳，午后又由于受到有色金属股、新能源电池概念股强劲走势的牵引，大盘迅速逞强，在日K线图上留下一根下影线较长的阳K线。短线市场氛围趋于乐观，机会开始显现。操作策略：昨日缺口回补，多方隐患落地，地产新政影响有限，预计反弹行情仍将延续。建议低仓位参与反弹，套牢较重者逢高减磅。※公告提示〖沪市〗ST华龙(7.94,0.00,0.00%)、广晟有色、*ST博通停牌一小时。包钢股份(3.50,0.00,0.00%)、皖通高速(5.93,0.00,0.00%)、皖维高新(9.01,0.00,0.00%)、新疆天业(13.21,0.00,0.00%)、*ST明科、浙江东日(6.32,0.00,0.00%)、新华光(21.07,0.00,0.00%)、华资实业(6.87,0.00,0.00%)、金 宇 集 团(10.00,0.00,0.00%)、*ST天 龙(7.14,0.00,0.00%)、国 电 南 自(21.65,0.00,0.00%)、南 海 发 展(14.12,0.00,0.00%)、山 东 高 速(5.11,0.00,0.00%)、浙 江 龙 盛(11.15,0.00,0.00%)、小 商 品 城(19.15,0.00,0.00%)、湘 邮 科 技(13.04,0.00,0.00%)、贵 州 茅 台(131.94,0.00,0.00%)、三佳科技(13.60,0.00,0.00%)、*ST联华、*ST联华B(0.586,0.00,0.00%)、金山开发(7.71,0.00,0.00%)、金山B股、珠江实业(8.97,0.00,0.00%)、欧亚集团(24.66,0.00,0.00%)、三安光电、祁连山(12.77,0.00,0.00%)、华电能源(3.89,0.00,0.00%)、华电B股(0.295,0.00,0.00%)、重庆百货(41.96,0.00,0.00%)、兰州民百(9.31,0.00,0.00%)、SST天海、ST天海B、南京熊猫(8.39,0.00,0.00%)、浙大网新(6.95,0.00,0.00%)、新华传媒(11.21,0.00,0.00%)、第一医药(10.88,0.00,0.00%)、上海机电(10.10,0.00,0.00%)、机 电B股(0.827,0.00,0.00%)、上 工 申 贝(9.13,0.00,0.00%)、上 工B股(0.414,0.00,0.00%)、南 京 化 纤(8.36,0.00,0.00%)、中 海 油 服(12.56,0.00,0.00%)、阳 晨B股(0.662,0.00,0.00%)、*ST汇丽B、东贝B股停牌一天。〖深市〗*ST科健(6.08,0.00,0.00%)、宝石A(9.24,0.00,0.00%)、宝石B(3.640,0.00,0.00%)、通程控股(9.41,0.00,0.00%)、东 阿 阿 胶(35.76,0.00,0.00%)、*ST珠 江(4.80,0.00,0.00%)、*ST珠 江B(2.790,0.00,0.00%)、东 方 宾 馆(9.39,0.00,0.00%)、云 南 白 药(65.88,0.00,0.00%)、沙 隆 达A(9.25,0.00,0.00%)、沙隆达B(3.500,0.00,0.00%)、万向钱潮(11.53,0.00,0.00%)、友利控股、格力电器(20.82,0.00,0.00%)、双 环 科 技(6.99,0.00,0.00%)、紫 光 股 份(14.84,0.00,0.00%)、*ST国 农(9.08,0.00,0.00%)、*ST中冠A(7.43,0.00,0.00%)、*ST中冠B、凯恩股份(13.02,0.00,0.00%)、黔源电力(18.62,0.00,0.00%)、精华制药(33.59,0.00,0.00%)停牌一天。 第4页免责声明：1.此报告所载资料的来源及观点皆为公开信息，但大同证券不能保证其准确性和完整性，因此大同证券不对因使用此报告的所载资料而引致的损失负任何责任。2.此报告仅做参考，并不能依靠此报告以取代独立判断。3.本报告仅反映研究员的不同设想，见解及分析方法，并不代表大同证券。4.大同证券可发出其他与本报告所载内容不一致及有不同结论的报告。版权声明：本报告版权为大同证券经纪有限责任公司所有，未经大同证券经纪有限责任公司书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用需注明出处为大同证券，且不得对本报告进行有悖原意的引用、删节和修改。