节能照明入国庆60周年7大投资机会

　　新中国成立60周年大庆将成为证券市场下半年最为重要的“事件性投资”机会。

　　众多行业有望受益于新中国成立60周年大庆，庆典包括阅兵、烟花燃放、花卉布置、景观照明等多项庆祝活动与形式，其安全防卫工作也将会成为重中之重。同时，新中国成立60周年大庆与十一长假在时间上互相重叠，也将会带动餐饮旅游、商业零售、食品饮料等行业阶段性收入增长。

　　军工行业

　　最近军工板块的集体上涨大家已经看得见。建议关注：北方创业(12.01,0.00,0.00%)、西仪股份(8.43,0.00,0.00%)、中兵光电(23.29,0.00,0.00%)、哈飞股份(17.95,0.00,0.00%)、成飞集成(15.82,0.00,0.00%)、洪都航空(29.02,0.00,0.00%)、西飞国际(16.80,0.00,0.00%)、四创电子(38.64,0.00,0.00%)等。

　　花卉景观

　　“国庆60周年”期间，北京市将会布置120个“花岛”，栽植和摆放3000万盆鲜花。全国各大中城市也将会在不同程度上进行花卉景观布置。绿大地(23.85,0.00,0.00%)作为绿化行业唯一上市公司，建议关注。

　　烟花燃放

　　焰火燃放已经确定被列为北京城的主要庆典活动之一。作为A股市场唯一从事烟花制造燃放的上市公司，熊猫烟花(22.70,0.00,0.00%)因获得“新中国成立60周年国庆庆典焰火燃放权”而在近期遭到市场爆炒，后市不宜盲目参与。

　　照明节能

　　中南海景观照明系统将进行彻底的改造。目前，中南海三期景观照明工程已全面展开。建议关注与之关联度较高的部分上市公司。其中，电子元器件行业建议关注三安光电、浙江阳光(12.65,0.00,0.00%)、士兰微(5.88,0.00,0.00%)、华微电子(5.44,0.00,0.00%)、联创光电(6.96,0.00,0.00%)；家电行业建议关注同方股份(14.86,0.00,0.00%)。

　　安全防范

　　“国庆60周年”安保工作全面启动。目前，A股侧重于安防业务的公司主要有大华股份(43.89,0.00,0.00%)、大立科技(18.84,0.00,0.00%)、鹏博士(9.01,0.00,0.00%)等，建议关注。

　　广告传媒

　　作为举国盛事，国庆期间中央电视台收视率有望大幅高出平常。作为央视目前唯一的上市公司和稀缺资源(CCTV-10)经营者的中视传媒(13.97,0.00,0.00%)，具有交易性机会，建议关注。

　　零售旅游食品

　　今年十一黄金周加上新中国成立60周年的叠加效应，旅游、餐饮、商业零售市场火爆的可能性相当高。建议旅游重点关注锦江股份(22.79,0.00,0.00%)、中青旅(12.78,0.00,0.00%)、华侨城、黄山旅游(15.99,0.00,0.00%)。商业零售行业重点关注王府井(30.31,0.00,0.00%)、西单商场(10.08,0.00,0.00%)、新世界(12.29,0.00,0.00%)、百联股份(14.11,0.00,0.00%)。食品饮料行业重点关注贵州茅台(159.19,0.00,0.00%)、泸州老窖(28.44,0.00,0.00%)、山西汾酒(31.22,0.00,0.00%)。

　　风险提示

　　历史经验表明，在纯粹“事件”因素推动下股票价格的波动更多受制于市场情绪和参与资金的影响，很有可能最终沦为简单的“博傻”游戏。

(编辑：夹心)