光大证券研究所

免责声明请参阅封底¾信息速递【三月重点行业及金股推荐】z本期我们最看好的三个行业为：证券、建材、有色；次看好的三个行业为：家电、航空、医药。z金股推荐：海通证券、广发证券、南玻A、江西水泥、中金岭南、云铝股份、格力电器、中国国航、上海医药、东华科技。【2009年上市公司主要财务数据摘要】【要闻点评】z财政部副部长：刺激政策将会“软着陆”z加快体育产业发展意见有望本周出台z首批6家融资融券试点券商名单出炉z消息人士称收入分配改革方案未退回下半年公布z印度央行意外加息“跟风忧虑症”搅动欧美股市【光大视点】z食品饮料：五粮液年报-业绩符合预期，放量值得期待z宏观周报：印度率先启动加息应对通胀z策略周报：加息预期和资金价格双双下降支持指数反弹z化工周报：3月份推荐湖北宜化、东华科技、上海家化、浙江龙盛z钢铁周报：预计库存保持持续下滑，钢价涨幅逐渐放缓；继续推荐酒钢宏兴、凌钢股份和创兴置业z银行周报：货币回笼节奏加快【最新上市公司公告速递】【美股及海外市场资讯】z美股收盘走低道指结束连涨走势z港股收高，追随美股涨势；地产类股上扬¾大数据资讯z最新外汇行情z指数概览z大宗商品价格光大证券研究所2010年3月22日星期一早间速递CHINAEVERBRIGHTSECURITIES责任编辑：范敏执业证书编号：S0930209110229Tel：[phone]Email：[e-mail]免责声明请参阅封底¾信息速递—三月金股推荐行业证券代码公司名称联系人电话邮箱推荐理由600837海通证券证券000776广发证券肖超虎[e-mail]制度创新，估值合理000012南玻A业绩高增长；估值便宜；政策刺激建材000789江西水泥陈浩武[e-mail]建材下乡受益大，业绩增长快000060中金岭南有色000807云铝股份价格上涨，估值合理家电000651格力电器何伟[e-mail]业绩增长确定，估值便宜航空601111中国国航行业向好，人民币升值主题医药600849上海医药姚杰[e-mail]行业向好，看好医药商业，在子行业估值最低化工002140东华科技程磊[e-mail]业绩将爆发式增长—光大证券A股市场恐慌指数（EVX）303234363840422009113020091207200912142009122120091230201001072010011420100121201001282010020420100211201002252010030420100311EVX上证综指2010年3月19日，光大证券A股市场恐慌指数（EVX）为30.34，较前一交易日下降35bp，再次与上证指数的上涨21.66点相适应。星期四EVX的上升虽然与市场小幅下跌相适应，但是市场并没有按照我们模型预测的那样延续弱势，而是有了比较明显的反弹，表明短期内市场没有明显的趋势，行情依然处于窄幅波动的胶着状态。在这种市况之下，操作难度不断加大，盈利空间也相对有限，我们建议的投资策略则依旧是轻仓观望。联系人:刘道明电话:[phone]免责声明请参阅封底-3-早间速递基本每股收益（元）净资产（元）净资产收益率（%每股经营性现金流量（元）净利润（万元）代码简称2009200820092008200920082009200820092008分配转增预案600008首创股份0.20340.11862.22752.13239.375.470.37590.15874474526085每10股派1.2元（含税）600037歌华有线0.31130.31024.224.067.557.950.690.653300832885不分配不转增600152维科精华0.07770.01522.9292.84452.690.532.8564-0.16852279447不分配不转增600222太龙药业0.0950.0731.8031.70795.414.370.06760.057230152317每10股转2送1股派0.12元（含税）600257大湖股份0.046-0.31071.21.153.91-23.60.020.161966-13270不分配不转增600271航天信息0.660.613.773.3718.2918.970.990.716104955913每10股派2.1元（含税）600282南钢股份0.08210.07222.632.593.152.840.3640.2941383412161每10股派0.4元（含税）600325华发股份0.830.886.235.5114.2217.362.220.536797465126每10股派1元（含税）600371万向德农0.260.22.172.1112.149.721.010.1740183025每10股送1股派2元（含税）600376首开股份0.95090.70488.124.5614.3115.521.31.349317057072每10股派1元（含税）600390金瑞科技-0.95540.25993.424.39-24.416.240.430.65-152914160不分配不转增600461洪城水业0.14980.14783.5363.4664.34.310.5710.67420982070每10股派1元（含税）600548深高速0.2480.2313.753.217.357.290.3580.4345402250319每10股派1.2元（含税）600614鼎立股份0.130.081.24911.882210.714.280.2294-0.272471614114不分配不转增600615丰华股份0.030.481.891.861.4234.240.656-1.0485019059不分配不转增600641万业企业0.36750.45943.24165.817411.5513.650.99260.9532962637036不分配不转增600657信达地产0.420.493.432.9213.3523.050.99-0.656464750820不分配不转增—（2010-03-21、2010-03-22）上市公司2009年主要财务指标免责声明请参阅封底-4-早间速递600658电子城0.740.322.322.5625.9713.550.27-1.173171713246不分配不转增600662强生控股0.160.141.91.888.37.920.380.461304211619每10股派0.8元（含税）600666西南药业0.210.192.041.8110.9411.030.310.5640703719不分配不转增600714ST金瑞0.13-0.141.22.0211.51-11.60.2610.05133630-3821不分配不转增600723西单商场0.0737-0.07462.64372.572.83-2.860.32-2.313021-3055不分配不转增600734实达集团0.32760.36990.37160.0441157.6198934.3280.36160.34961151613003不分配不转增600817*ST宏盛-3.002-21.857-24.18-21.18---0.1-0.04-38649-281356不分配不转增600882大成股份0.05-0.471.981.912.63-21.090.240.881088-9975不分配不转增600895张江高科0.460.383.743.3512.914.78-0.44-0.147069152828每10股派3元（含税）601801皖新传媒0.350.322.432.1415.1315.840.060.512764725228每10股派0.7元（含税）900949东电B股0.24140.01354.73053.71335.71770.28731.07530.0819485202705每10股派1元（含税）000014沙河股份0.39770.2162.30431.936517.1511.772.1213-0.473180234357每10股派0.3元(含税)000607华立药业-0.170.011.0061.1763-15.580.830.1630.2846-8289472不分配不转增000631顺发恒业0.270.41.253.5423.8944.140.970.342861041580不分配不转增000705浙江震元0.1420.09773.993.863.622.530.20920.253717791224每10股派0.7元（含税）000816江淮动力0.170.11.51.3811.956.910.060.23144398323每10股派0.2元（含税）000851高鸿股份0.06260.0432.951.953.022.20.01-0.1816651116不分配不转增000912泸天化0.190.514.234.154.5312.532.95-0.091110029864每10股派1元（含税）000936华西村0.210.172.852.77.456.550.1370.98390907649每10股派0.5元(含税)000938紫光股份0.1550.1493.893.594.153.961.9810.64531993061每10股派1元（含税）000996中国中期0.02490.04091.751.711.442.510.60.26573942不分配不转增免责声明请参阅封底-5-早间速递002002*ST琼花0.0576-0.77430.94150.8846.31-60.920.07240.1017961-12923不分配不转增002009天奇股份0.010.241.91.90.513.310.07-0.372095236不分配不转增002028思源电气2.160.796.517.8238.0517.680.960.699501834640每10股派2元（含税）002080中材科技0.7230.6275.364.6814.3613.850.260.47108399409不分配不转增002094青岛金王0.060.092.022.142.914.260.420.0213121975不分配不转增002214大立科技0.450.43.73.3412.9312.830.15-0.445303914每10股派1元（含税）002230科大讯飞0.50.473.634.9514.4717.590.410.5780276987每10股派2元（含税）002261拓维信息0.780.825.486.6915.124.10.81.4287197836每10股转3股派1元(含税)002278神开股份0.50.685.832.0712.7136.040.240.4377679162每10股转2股派1.5元（含税）600293三峡新材0.0632-0.21292.021.953.18-10.30.4190.1852176-7334不分配不转增600377宁沪高速0.3990.3083.333.1712.5510.030.360.55201097155401每10股派3.1元（含税）600511国药股份0.47330.40482.181.7424.5325.460.530.452266019383每10股派1元（含税）000509SST华塑-0.1741-0.57-0.110.06--144.19-0.0005-0.004-4352-14365不分配不转增300046台基股份1.03310.86294.13.2928.8529.361.89-0.0545663706每10股转2股派4元（含税）(注)注：台基股份（300046）的分配方案以上