代码   名称     收盘价 7月以来 涨跌幅（%）    每股收益 （今年一季）    市盈率 （上年年报）    Wind行业 （一级行业）    

    600325 华发股份 9.71   40.52                0.1609                 22.64                金融                   

    600227 赤天化   9.58   35.31                0.25                   15.42                材料                   

    600361 华联综超 10.6   31.03                0.13                   27.37                日常消费               

    600869 三普药业 4.94   29.66                0.0247                 33.91                医疗保健               

    000002 万科A   4.02   28.03                0.111                  15.62                金融                   

    002025 航天电器 22.66  27.59                0.19                   52.59                工业                   

    600456 宝钛股份 10.98  26.06                0.15                   32.29                材料                   

    600360 华微电子 14.16  25.95                0.16                   38.28                信息技术               

    600410 华胜天成 17.38  16.96                0.2242                 25.86                信息技术               

    600686 金龙汽车 8.18   16.19                0.11                   16.35                可选消费               

    600627 上电股份 9.68   16.14                0.14                   37.04                工业                   

    600036 招商银行 6.85   13.04                0.154                  22.38                金融                   

    600628 新世界   8      11.73                0.08                   29.43                可选消费               

    600824 益民百货 8.71   11.10                0.085                  26.70                可选消费               

    600809 山西汾酒 7.19   10.91                0.115                  34.99                日常消费               

    000987 广州友谊 6.1    10.71                0.13                   27.92                可选消费               

    600662 强生控股 4.57   10.30                0.09                   22.93                工业                   

    600592 龙溪股份 8.48   10.13                0.1035                 25.18                工业                   

    点评：由于管理层护市态度坚决、股改前景乐观，投资者信心得以重聚，市场活跃度已大幅提升。统计表明，近两日共有20只股票创出250日股价新高。从华发股份等房地产股、华联综超等商业零售股，以及山西汾酒等白酒股的上榜，我们可以发现，人民币升值背景下的资源价值重估，继续成为机构挖掘投资机会的方向。与此同时，像招商银行、华胜天成这样的行业龙头股也强势不减。总体来看，虽然部分周期类的汽车股、钢铁股近期也有较佳表现，但市场的投资热点仍然集聚于防御题材，特别是在投资回落、出口受阻的现实环境下，消费领域的潜力股有望继续被挖掘出来。