A股机构研究报告-110225.pdf

国信证券经纪事业部 主办 1 2011 年 2 月 25 日 星期五 金色阳光 机构报告速递 目 录 CONTENTS 投资策略 中国 A 股策略：茉莉花风暴（瑞银证券）································································· 1 新三板扩容利好高新区概念股（国信证券）Hot ·················································· 1 公司必威体育精装版研究 上海医药（601607）：维持买入评级（中信证券）·············································· 2 合康变频（300048）：维持买入评级（中信证券）Hot······································· 3 江淮汽车（600418）：维持增持投资评级（中信证券）······································ 4 宇通客车（600066）：维持买入评级（中信证券）Hot······································· 4 中国化学（601117）：维持买入的投资评级（中信证券）·································· 5 万科 A（000002）：维持推荐投资评级（中金公司）Hot···································· 6 金地集团（600383）：重申推荐投资评级（中金公司）Hot ······························· 7 银轮股份（002126 ）：维持推荐投资评（中金公司） ············································ 7 三聚环保（300072 ）：维持审慎推荐投资评级（招商证券）································· 8 罗莱家纺（002293 ）：维持强烈推荐评级（招商证券） ········································ 9 苏宁电器（002024 ）：维持强烈推荐-A评级（招商证券）Hot······························ 9 盐田港（000088 ）：首次给予增持评级（申银万国）Hot·····································10 新疆众和（600888 ）：给予增持评级（申银万国） ···············································10 恒星科技（002132 ）：首次给予推荐评级（平安证券）Hot·································11 水晶光电（002273 ）：维持推荐投资评级（华泰证券）Hot·································11 机构报告速递 金色阳光机构报告速递 重庆水务（601158 ）：给予推荐评级（华泰证券） ···············································12 拓邦股份（002139 ）：维持增持评级（华泰联合证券） ·······································12 焦点科技（002315 ）：维持长期买入评级（海通证券） ···