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1、国信证券经纪事业部主办2010年7月16日星期五金色阳光机构晨会视线本期内容提要:上半年国内生产总值同比增长11.1%;靓丽数据难挡市场情绪转淡,招商证券建议关注农行H股表现对于A股银行板块可能带来的积极影响,并继续关注中期业绩大幅预增个股机会;大钢厂陆续下调8月份产品出厂价;LEDTV成大陆2011年决战点;中国重工发布定向增发收购资产公告,方正证券给予公司买入评级;中国人寿公布上半年保费收入情况。目录CONTENTS宏观及策略©2010年上半年经济数据点评(平安证券)Hot················································
2、·········3©1-6月城镇固定资产投资增长25.5%(海通证券)···················································4©靓丽数据难挡市场情绪转淡(招商证券)·································································4公司动态点评及最新研究©天音控股(000829):2010年中报预增点评(安信证券)··········································4©京能热电(600578):2010年中期业绩预增点评(安信证
3、券)··································5©农业银行(601288):大象起舞(安信证券)Hot·······················································6©酒鬼酒(000799):业绩预增点评(方正证券)·······················································6©东方航空(600115):半年度业绩预增(方正证券)Hot·········································6©外运发展(600270):上半
4、年业绩预增2100%(方正证券)···································7©常林股份(600710):上半年净利润同比增800%以上(方正证券)······················8©焦点科技(002315):参与江苏润和增发扩股及公布半年报(方正证券)Hot······8机构晨会视线©中国重工(601989):定向发行股份收购资产公告点评(方正证券)Hot·················9©青岛海尔(600690):预增公告点评(国金证券)··············································
5、·····9©天虹商场(002419):超募资金用于新开8个门店(海通证券)····························9©中国人寿(601628):2010年上半年保费收入点评(申银万国)Hot·····················10©通程控股(000419):中报点评(申银万国)Hot··················································11©博云新材(002297):与霍尼韦尔成立合资公司(招商证券)······························12©一汽富维(600742):预告中期业绩
6、同比增长100-150%(金元证券)················13行业动态点评及最新研究©钢铁行业:大钢厂陆续下调2010年8月份产品出厂价(安信证券)Hot···········13©通信行业:发布《第26次中国互联网络发展状况统计报告》(方正证券)········14©电子行业:LEDTV成大陆2011年决战点(金元证券)·······································15©有色金属:开展省级稀土等矿产勘查专项规划编制工作点评(安信证券)Hot··15-2-机构晨会视线宏观及策略◎2010年上半年经济数据点评(平安证券)事件:国家统
7、计局公布2010年上半年经济运行数据,初步测算,上半年国内生产总值172840亿元,按可比价格计算,同比增长11.1%。分产业看,第一产业增加值13367亿元,增长3.6%;第二产业增加值85830亿元,增长13.2%;第三产业增加值73643亿元,增长9.6%。点评:1.工业增加值增幅回落,GDP增速呈下行趋势。上半年工业增加值同比增速由一季度的19.6%回落至17.6%,从PMI数据看,今年的工业生产环境处于正常状态,因此,工业增加值增幅的回落在一定程度是去年二季度较一季度同比基数垫高所至,相应的上半年GDP同比增长11.
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