瑞银：投资主题全集---很详细的分析，公司也很多

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经济增长的顾虑并没有消失
通胀回升、资金成本中枢上升，可能是明年市场的主要风险。此外，改革可
能并不会立竿见影的改变中国经济增速下行的趋势。尽管应该不会出现经济
“硬着陆”，但经济增长水平可能只能徘徊在7%-8%。我们认为：改革初
期，部分垄断行业利润可能受损；中国的制造业和原材料行业，负债率会持
续上升；去杠杆的过程还没有开始；而产能过剩的局面至少还需要2年才能
改善。

 我们最看好的主题
我们最看好的投资主题包括：国企改革——股权激励、管理层持股可能在更
大层面上展开，土地流转改革——生产要素价值的重估影响重大，自贸区建
设——我们预期未来将形成多个自由贸易区构成的“网络”。


A 股策略 17
— 中国A股策略........................................................................................................18
汽车 24
— 比亚迪 A (SZ002594) ...........................................................................................25
— 中国汽研 (SS601965)...........................................................................................26
— 长安汽车 (SZ000625) ...........................................................................................27
— 一汽轿车 (SZ000800) ...........................................................................................28
— 福田汽车 (SS600166)...........................................................................................29
— 福耀玻璃 (SS600660)...........................................................................................30
— 长城汽车 A (SS601633)........................................................................................31
— 广汽集团 A (SS601238)........................................................................................32
— 江淮汽车 (SS600418)...........................................................................................33
— 江铃汽车 (SZ000550) ...........................................................................................34
— 悦达投资 (SS600805)...........................................................................................35
— 中国重汽 (SZ000951) ...........................................................................................36
— 庞大集团 (SS601258)...........................................................................................37
— 上汽集团 (SS600104)...........................................................................................38
— 潍柴动力 A (SZ000338)........................................................................................39
— 威孚高科 (SZ000581) ...........................................................................................40
— 宇通客车 (SS600066)...........................................................................................41
银行 42
— 农业银行 A (SS601288)........................................................................................43
— 北京银行 (SS601169)...........................................................................................44
— 南京银行 (SS601009)...........................................................................................45
— 宁波银行 (SZ002142) ...........................................................................................46
— 交通银行 A (SS601328)........................................................................................47
— 中国银行 A (SS601988)........................................................................................48
— 建设银行 A (SS601939)........................................................................................49
— 中信银行 A (SS601998)........................................................................................50
— 招商银行 A (SS600036)........................................................................................51
— 华夏银行 (SS600015)...........................................................................................52
— 工商银行 A (SS601398)........................................................................................53
— 兴业银行 (SS601166)...........................................................................................54
— 平安银行 (SZ000001) ...........................................................................................55
— 浦发银行 (SS600000)...........................................................................................56
建筑建材 57
— 海螺水泥 A (SS600585)........................................................................................58
— 中国化学 (SS601117)...........................................................................................59
— 南玻 A (SZ000012) ...............................................................................................60
— 金螳螂 (SZ002081)...............................................................................................61
— 广田股份 (SZ002482) ...........................................................................................62
侯 延琨
研究主管
S1460513020001
yankun.hou@ubssecurities.com
+86-213-866 8887
孙蔚, PhD, CFA
产品经理
S1460512010001
angela.sun@ubssecurities.com
+86-213-866 8878
2013/11/26 22:56
中国投资主题全集 2013年11月26日
UBS 3
— 洪涛股份 (SZ002325) ...........................................................................................63
— 华新水泥 A (SS600801)........................................................................................64
— 江西水泥 (SZ000789) ...........................................................................................65
— 冀东水泥 (SZ000401) ...........................................................................................66
— 东方园林 (SZ002310) ...........................................................................................67
— 东方雨虹 (SZ002271) ...........................................................................................68
— 普邦园林 (SZ002663) ...........................................................................................69
— 铁汉生态 (SZ300197) ...........................................................................................70
— 亚厦股份 (SZ002375) ...........................................................................................71
可选消费 72
— 通产丽星 (SZ002243) ...........................................................................................73
— 步步高 (SZ002251)...............................................................................................74
— 中国国旅 (SS601888)...........................................................................................75
— 中青旅 (SS600138)...............................................................................................76
— 峨眉山 A (SZ000888) ...........................................................................................77
— 飞亚达 (SZ000026)...............................................................................................78
— 富安娜 (SZ002327)...............................................................................................79
— 格力电器 (SZ000651) ...........................................................................................80
— 青岛海尔 (SS600690)...........................................................................................81
— 海宁皮城 (SZ002344) ...........................................................................................82
— 海印股份 (SZ000861) ...........................................................................................83
— 海信电器 (SS600060)...........................................................................................84
— 黄山旅游 A (SS600054)........................................................................................85
— 九牧王 (SS601566)...............................................................................................86
— 丽江旅游 (SZ002033) ...........................................................................................87
— 罗莱家纺 (SZ002293) ...........................................................................................88
— 梦洁家纺 (SZ002397) ...........................................................................................89
— 美的集团 (SZ000333) ...........................................................................................90
— 永新股份 (SZ002014) ...........................................................................................91
— 天虹商场 (SZ002419) ...........................................................................................92
— 七匹狼 (SZ002029)...............................................................................................93
— 锦江股份 (SS600754)...........................................................................................94
— 美邦服饰 (SZ002269) ...........................................................................................95
— 兆驰股份 (SZ002429) ...........................................................................................96
— 宋城股份 (SZ300144) ...........................................................................................97
— 苏宁云商 (SZ002024) ...........................................................................................98
— 索菲亚 (SZ002572)...............................................................................................99
— TCL集团 (SZ000100)..........................................................................................100
— 探路者 (SZ300005).............................................................................................101
— 王府井 (SS600859).............................................................................................102
— 星辉车模 (SZ300043) .........................................................................................103
— 豫园商城 (SS600655).........................................................................................104
主要消费 105
— 古井贡酒 (SZ000596) .........................................................................................106
— 贝因美 (SZ002570).............................................................................................107
— 承德露露 (SZ000848) .........................................................................................108
— 晨鸣纸业 A (SZ000488)......................................................................................109
2013/11/26 22:56
中国投资主题全集 2013年11月26日
UBS 4
— 好想你 (SZ002582).............................................................................................110
— 好当家 (SS600467).............................................................................................111
— 红旗连锁 (SZ002697) .........................................................................................112
— 华泰股份 (SS600308).........................................................................................113
— 酒鬼酒 (SZ000799).............................................................................................114
— 贵州茅台 (SS600519).........................................................................................115
— 泸州老窖 (SZ000568) .........................................................................................116
— 洽洽食品 (SZ002557) .........................................................................................117
— 瑞贝卡 (SS600439).............................................................................................118
— 上海家化 (SS600315).........................................................................................119
— 山西汾酒 (SS600809).........................................................................................120
— 太阳纸业 (SZ002078) .........................................................................................121
— 天宝股份 (SZ002220) .........................................................................................122
— 青岛啤酒 A (SS600600)......................................................................................123
— 沱牌舍得 (SS600702).........................................................................................124
— 五粮液 (SZ000858).............................................................................................125
— 天康生物 (SZ002100) .........................................................................................126
— 洋河股份 (SZ002304) .........................................................................................127
— 燕京啤酒 (SZ000729) .........................................................................................128
— 伊利股份 (SS600887).........................................................................................129
— 永辉超市 (SS601933).........................................................................................130
— 隆平高科 (SZ000998) .........................................................................................131
— 獐子岛 (SZ002069).............................................................................................132


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关键词：Securities 土地流转改革 中国A股策略 Angela Angel 比亚迪 中国经济 自由贸易区 土地流转 原材料

医药生物 133
— 嘉事堂 (SZ002462).............................................................................................134
— 东阿阿胶 (SZ000423) .........................................................................................135
— 尔康制药 (SZ300267) .........................................................................................136
— 信邦制药 (SZ002390) .........................................................................................137
— 恒瑞医药 (SS600276).........................................................................................138
— 和佳股份 (SZ300273) .........................................................................................139
— 华海药业 (SS600521).........................................................................................140
— 人福医药 (SS600079).........................................................................................141
— 江中药业 (SS600750).........................................................................................142
— 金陵药业 (SZ000919) .........................................................................................143
— 康缘药业 (SS600557).........................................................................................144
— 科华生物 (SZ002022) .........................................................................................145
— 恩华药业 (SZ002262) .........................................................................................146
— 瑞康医药 (SZ002589) .........................................................................................147
— 信立泰 (SZ002294).............................................................................................148
— 上海医药 A (SS601607)......................................................................................149
— 新华医疗 (SS600587).........................................................................................150
— 天药股份 (SS600488).........................................................................................151
— 东富龙 (SZ300171).............................................................................................152
— 通策医疗 (SS600763).........................................................................................153
— 益佰制药 (SS600594).........................................................................................154
— 以岭药业 (SZ002603) .........................................................................................155
— 鱼跃医疗 (SZ002223) .........................................................................................156
2013/11/26 22:56
中国投资主题全集 2013年11月26日
UBS 5
— 新和成 (SZ002001).............................................................................................157
— 众生药业 (SZ002317) .........................................................................................158
机械设备 159
— 安徽合力 (SS600761).........................................................................................160
— 康力电梯 (SZ002367) .........................................................................................161
— 富瑞特装 (SZ300228) .........................................................................................162
— 杭氧股份 (SZ002430) .........................................................................................163
— 惠博普 (SZ002554).............................................................................................164
— 恒立油缸 (SS601100).........................................................................................165
— 豪迈科技 (SZ002595) .........................................................................................166
— 杰瑞股份 (SZ002353) .........................................................................................167
— 科达机电 (SS600499).........................................................................................168
— 柳工 (SZ000528) ................................................................................................169
— 国电南瑞 (SS600406).........................................................................................170
— 荣信股份 (SZ002123) .........................................................................................171
— 三一重工 (SS600031).........................................................................................172
— 陕鼓动力 (SS601369).........................................................................................173
— 四方股份 (SS601126).........................................................................................174
— 徐工机械 (SZ000425) .........................................................................................175
— 郑煤机 A (SS601717) .........................................................................................176
— 中联重科 A (SZ000157)......................................................................................177
保险 178
— 中国太保 A (SS601601)......................................................................................179
— 中国平安 A (SS601318)......................................................................................180
金属&煤炭 181
— 鞍钢股份 A (SZ000898)......................................................................................182
— 宝钛股份 (SS600456).........................................................................................183
— 宝钢股份 (SS600019).........................................................................................184
— 包钢稀土 (SS600111).........................................................................................185
— 八一钢铁 (SS600581).........................................................................................186
— 中国铝业 A (SS601600)......................................................................................187
— 中煤能源 A (SS601898)......................................................................................188
— 大冶特钢 (SZ000708) .........................................................................................189
— 鄂尔多斯 (SS600295).........................................................................................190
— 焦作万方 (SZ000612) .........................................................................................191
— 冀中能源 (SZ000937) .........................................................................................192
— 马钢股份 A (SS600808)......................................................................................193
— 山东黄金 (SS600547).........................................................................................194
— 南山铝业 (SS600219).........................................................................................195
— 兰花科创 (SS600123).........................................................................................196
— 潞安环能 (SS601699).........................................................................................197
— 西山煤电 (SZ000983) .........................................................................................198
— 格林美 (SZ002340).............................................................................................199
— 兖州煤业 A (SS600188)......................................................................................200
— 锡业股份 (SZ000960) .........................................................................................201
— 中科三环 (SZ000970) .........................................................................................202
— 中金黄金 (SS600489).........................................................................................203
2013/11/26 22:56
中国投资主题全集 2013年11月26日

UBS 6
— 中金岭南 (SZ000060) .........................................................................................204
— 紫金矿业 A (SS601899)......................................................................................205
石油化工 206
— 海油工程 (SS600583).........................................................................................207
— 中海油服 A (SS601808)......................................................................................208
— 中国石油 A (SS601857)......................................................................................209
— 中国石化 A (SS600028)......................................................................................210
— 泰和新材 (SZ002254) .........................................................................................211
— 万华化学 (SS600309).........................................................................................212
房地产 213
— 首开股份 (SS600376).........................................................................................214
— 滨江集团 (SZ002244) .........................................................................................215
— 招商地产 (SZ000024) .........................................................................................216
— 万科 A (SZ000002) .............................................................................................217
— 中粮地产 (SZ000031) .........................................................................................218
— 金融街 (SZ000402).............................................................................................219
— 金地集团 (SS600383).........................................................................................220
— 金科股份 (SZ000656) .........................................................................................221
— 保利地产 (SS600048).........................................................................................222
— 荣盛发展 (SZ002146) .........................................................................................223
— 新湖中宝 (SS600208).........................................................................................224
科技 225
— 广电运通 (SZ002152) .........................................................................................226
— 汉得信息 (SZ300170) .........................................................................................227
— 恒生电子 (SS600570).........................................................................................228
— 四维图新 (SZ002405) .........................................................................................229
— 人民网 (SS603000).............................................................................................230
— 新北洋 (SZ002376).............................................................................................231
— 长信科技 (SZ300088) .........................................................................................232
— 远光软件 (SZ002063) .........................................................................................233
— 用友软件 (SS600588).........................................................................................234
电信 235
— 中国联通 A (SS600050)......................................................................................236
— 中兴通讯 A (SZ000063)......................................................................................237
交通运输 238
— 中国国航 A (SS601111)......................................................................................239
— 皖通高速 A (SS600012)......................................................................................240
— 白云机场 (SS600004).........................................................................................241
— 中国北车 (SS601299).........................................................................................242
— 中国远洋 A (SS601919)......................................................................................243
— 东方航空 A (SS600115)......................................................................................244
— 中海发展 A (SS600026)......................................................................................245
— 南方航空 A (SS600029)......................................................................................246
— 深赤湾 A (SZ000022) .........................................................................................247
— 中远航运 (SS600428).........................................................................................248
— 铁龙物流 (SS600125).........................................................................................249
2013/11/26 22:56
中国投资主题全集 2013年11月26日
UBS 7
— 中海集运 A (SS601866)......................................................................................250
— 中国南车 A (SS601766)......................................................................................251
— 大秦铁路 (SS601006).........................................................................................252
— 广深铁路 A (SS601333)......................................................................................253
— 宁沪高速 A (SS600377)......................................................................................254
— 上海机场 (SS600009).........................................................................................255
— 深圳机场 (SZ000089) .........................................................................................256
— 外运发展 (SS600270).........................................................................................257
— 上港集团 (SS600018).........................................................................................258
— 厦门空港 (SS600897).........................................................................................259
— 时代新材 (SS600458).........................................................................................260
公用及环保事业 261
— 长江电力 (SS600900).........................................................................................262
— 大唐发电 A (SS601991)......................................................................................263
— 迪森股份 (SZ300335) .........................................................................................264
— 龙净环保 (SS600388).........................................................................................265
— 国电电力 (SS600795).........................................................................................266
— 粤电力 A (SZ000539) .........................................................................................267
— 广州发展 (SS600098).........................................................................................268
— 华电国际 A (SS600027)......................................................................................269
— 华能国际 A (SS600011)......................................................................................270
— 凯美特气 (SZ002549) .........................................................................................271
— 碧水源 (SZ300070).............................................................................................272
— 深圳能源 (SZ000027) .........................................................................................273
— 深圳燃气 (SS601139).........................................................................................274
— 桑德环境 (SZ000826) .........................................................................................275
— 津膜科技 (SZ300334) .........................................................................................276

留下来

牛穿风 发表于 2013-12-2 22:35
UBS 6
— 中金岭南 (SZ000060) ...................................................................... ...

take a look