金色阳光机构晨会视线股票研究报告

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1、国信证券经纪事业部主办2009年12月01日星期二金色阳光机构晨会视线目录CONTENTS宏观及策略u从财政角度看经济：更敏感的经济，更多变的政策···················································3u统计局总经济师姚景源：目前中国没有通货膨胀······················································3公司动态点评及最新研究u神火股份（000933）：铝煤业务趋势性向好，量价齐升助推业绩增长远超同业·····4u华新水泥（600801）：非公开增发项目调整，践行上下游一体化·

2、····························4u中大股份（600704）：转让大地期货估值略低、并关注对浙江东方的影响·············5u天宝股份（002220）：推荐点评····················································································6u紫金矿业(（601899）：收购项目将提高公司的投资价值···········································6u紫金矿业（601899）：要约收购IndophilResources

3、NL点评·····································7u紫金矿业（601899）：要约收购IndophilResources股权············································7u紫金矿业（601899）：关于要约收购IndophilResourcesNL股权的公告·················8u紫金矿业（601899）：资源扩张提升公司价值····························································9u龙元建设（600491）：大单公告，

4、已完成全年目标·····················································9u宁沪高速（600377）：车流量快速增长，估值偏低···················································10u三花股份（002050）：公告参股以色列太阳能研发公司，意在长远·······················11u顺鑫农业（000860）：公司点评··········································································

5、········11u陆家嘴（600663）：获得集团资产优先收购权··························································12u广电电子（600602）：广电双星股东过户仪电集团重组进展经营或将迎来黎明···12机构晨会视线u中银绒业（000982）：向控股股东购买资产暨关联交易公告点评···························13u张裕Ａ（000869）：厚积薄发，领跑行业································································

6、··14u新华光（600184）：资产整合带动业绩持续增长······················································24行业动态点评及最新研究u新能源行业：后哥本哈根时代依然投资低碳····························································15u医药行业：09版医保目录尘埃落定，多家企业受益················································16u医药行业：《国家基本医疗保险、工伤保险和生育保险药品目录》点评······

7、·········17u医药行业：新版医保目录推出点评············································································17u医疗保健：医保目录如期推出，部分上市公司将受益·············································17u白酒行业：估值修复后更应关注提价能力································································1