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1、國信證券經(jīng)紀事業(yè)部主辦2010年7月16日星期五金色陽光機構(gòu)晨會視線本期內(nèi)容提要：上半年國內(nèi)生產(chǎn)總值同比增長11.1%；靚麗數(shù)據(jù)難擋市場情緒轉(zhuǎn)淡，招商證券建議關注農(nóng)行H股表現(xiàn)對于A股銀行板塊可能帶來的積極影響，并繼續(xù)關注中期業(yè)績大幅預增個股機會；大鋼廠陸續(xù)下調(diào)8月份產(chǎn)品出廠價；LEDTV成大陸2011年決戰(zhàn)點；中國重工發(fā)布定向增發(fā)收購資產(chǎn)公告，方正證券給予公司買入評級；中國人壽公布上半年保費收入情況。目錄CONTENTS宏觀及策略?2010年上半年經(jīng)濟數(shù)據(jù)點評（平安證券）Hot················································
2、·········3?1-6月城鎮(zhèn)固定資產(chǎn)投資增長25.5%（海通證券）···················································4?靚麗數(shù)據(jù)難擋市場情緒轉(zhuǎn)淡（招商證券）·································································4公司動態(tài)點評及最新研究?天音控股(000829)：2010年中報預增點評（安信證券）··········································4?京能熱電(600578)：2010年中期業(yè)績預增點評（安信證
3、券）··································5?農(nóng)業(yè)銀行(601288)：大象起舞（安信證券）Hot·······················································6?酒鬼酒（000799）：業(yè)績預增點評（方正證券）·······················································6?東方航空（600115）：半年度業(yè)績預增（方正證券）Hot·········································6?外運發(fā)展（600270）：上半
4、年業(yè)績預增2100%（方正證券）···································7?常林股份（600710）：上半年凈利潤同比增800%以上（方正證券）······················8?焦點科技（002315）：參與江蘇潤和增發(fā)擴股及公布半年報（方正證券）Hot······8機構(gòu)晨會視線?中國重工(601989)：定向發(fā)行股份收購資產(chǎn)公告點評（方正證券）Hot·················9?青島海爾（600690）：預增公告點評（國金證券）··············································
5、·····9?天虹商場（002419）：超募資金用于新開8個門店（海通證券）····························9?中國人壽(601628)：2010年上半年保費收入點評（申銀萬國）Hot·····················10?通程控股（000419）：中報點評（申銀萬國）Hot··················································11?博云新材（002297）：與霍尼韋爾成立合資公司（招商證券）······························12?一汽富維（600742）：預告中期業(yè)績
6、同比增長100-150%（金元證券）················13行業(yè)動態(tài)點評及最新研究?鋼鐵行業(yè)：大鋼廠陸續(xù)下調(diào)2010年8月份產(chǎn)品出廠價（安信證券）Hot···········13?通信行業(yè)：發(fā)布《第26次中國互聯(lián)網(wǎng)絡發(fā)展狀況統(tǒng)計報告》（方正證券）········14?電子行業(yè)：LEDTV成大陸2011年決戰(zhàn)點（金元證券）·······································15?有色金屬：開展省級稀土等礦產(chǎn)勘查專項規(guī)劃編制工作點評（安信證券）Hot··15-2-機構(gòu)晨會視線宏觀及策略◎2010年上半年經(jīng)濟數(shù)據(jù)點評（平安證券）事件：國家統(tǒng)
7、計局公布2010年上半年經(jīng)濟運行數(shù)據(jù)，初步測算，上半年國內(nèi)生產(chǎn)總值172840億元，按可比價格計算，同比增長11.1%。分產(chǎn)業(yè)看，第一產(chǎn)業(yè)增加值13367億元，增長3.6%；第二產(chǎn)業(yè)增加值85830億元，增長13.2%；第三產(chǎn)業(yè)增加值73643億元，增長9.6%。點評：1.工業(yè)增加值增幅回落，GDP增速呈下行趨勢。上半年工業(yè)增加值同比增速由一季度的19.6%回落至17.6%，從PMI數(shù)據(jù)看，今年的工業(yè)生產(chǎn)環(huán)境處于正常狀態(tài)，因此，工業(yè)增加值增幅的回落在一定程度是去年二季度較一季度同比基數(shù)墊高所至，相應的上半年GDP同比增長11.
