经济基本面改善叠加行业估值优势
“煤飞色舞”再现 顺周期行情有望延续
jinyiduanshijian，meitan、yousegangtiedengshunzhouqixingyebiaoxiantuchu，yinfashichangguanzhu。yeneirenshizhichu，xingyeguzhiyoushiyijijingjifusuguochengzhongyejidegaishan，shizhichengshunzhouqixingqingdezhuyaoyinsu。wangqiankan，bansuijingjifusujincheng，zheileixingyerengjiangchixushouyi。dancongzhongzhangqilaikan，xinxingchanyeyejigengzhanyoudequshihaiyuanweijieshu。
资源股助推沪指重返3400点
BBIN真人 11yue23ri，agudanbianshangxing，huzhishigejinsangeyuezhonghui3400dian。shangzhengzhishushoupanshangzhang1.09%，bao3414.49dian；shenzhengchengzhizhang0.74%，bao13955.28dian，panzhongzhanshang14000dian；chuangyebanzhizhang0.72%，bao2686.36dian，panzhongzhanshang2700dian。liangshichengjiaoejiejinwanyiyuan，beixiangzijinhejijingmairuchao100yiyuan。xingyebankuaifangmian，ziyuanguquanmianbaofa，yousejinshu、meitanxingyeduozhigeguzhangting。
windtongjishujuxianshi，anzhaoshenwanerjixingyefenlei（xiatong），jiezhi11yue23ride10gejiaoyirizhong，caijue、yousejinshu、gangtie、huagongheyinxingzhishufenbieshangzhangle9.31%、7.82%、6.22%、5.23%he4.76%，weijusuoyouxingyezhangfuqianwu。xiangbizhixia，qianqijileilejiaodazhangfuhuoguzhijiaogaodexingye，baokuodianzi、jisuanjiheshengwuyiyao，zefenbieleijixiadiele6.15%、4.86%he4.69%，weijuxingyediefuqianlie。zhenggeshichangdefenggebiaoxianchujiaoweixianzhudipianxiangyushunzhouqibankuai。
yeneirenshizhichu，xuqiudezengzhangdiejiaguzhiyoushi，shijinqizhouqileixingyebiaoxianqiangshidezhuyaoyuanyin。chuancaizhengquanyanjiusuosuozhang、shouxijingjixuejiachenlidui《jingjicankaobao》jizhebiaoshi，leisimeitan、gangtiedengdiguzhi、shunzhouqibankuai，yejiyouliangtongshijinnianyilaizhangfujiaoxiao，jinqidazongshangpinjiagepubianchuxianshangzhang，duilirunxingchengtizhenzuoyong。tongshilinjinniandi，zijinfengxianpianhaojiangdi，diguzhibankuaiyouwangshouyi。yimeitanweili，zheileidiguzhibankuaijinnianyilaizhangfujiaoxiao，tongshisanjiduyilaiyejimingxiangaishan，jinqishougongnuanbukucunyingxiang，zhengtixuqiuliangjiaoda。
windtongjishujuxianshi，congguzhishuipinglaikan，muqianshangzhengaguheshenzhengagudeshiyinglvfenbiewei17.10beihe47.37bei（zhengtifajisuan），erzhouqileixingyezhong，meitanxingyeshiyinglvwei11.85bei，shiyouhuagongxingyeshiyinglvwei16.19bei，gangtiexingyewei14.77bei，yunshushebeixingyewei18.19bei，hangyunxingyewei14.29bei，zhengtiguzhishuipingxiangduijiaodi。xiangbizhixia，bandaotishiyinglvdadao104.61bei，tongxinshebeizedadaole210.77bei。
qianhaikaiyuanjijinshouxijingjixuejiayangdelongzeduijizhebiaoshi，linjinniandi，yixietouzizhekaishibuju2021nianshichangxingqing，yejiyouliangdelanchouguwuyishizijinpeizhidezhongdian。jinnianqian10geyueshichangzhuyaoguanzhudeshixiaofeibankuai，sijiduyixieqitadediguzhibankuai、zhouqixingbankuaiyeshoudaozijinguanzhu，chuxianlejiaohaodebiaoxian。yixiepianhaodiguzhidetouzizhekenenghuipeizhidiguzhibankuai，boyifandanjihui，pianhaozhangqiyejizengzhanghepinpaijiazhidetouzizhejiangxuanzexiaofeigulaijinxingpeizhi，zheidoujianghuituigaoshichangdezhongxinshixiantupo。
业绩改善主导行业轮动
chuleguzhiyinsuwai，erjiduyilaizhongguojingjidechixufusuyijizaicijichushangxingyeyejidegaishan，shituidongjinqishunzhouqixingyezouqiangdezhongyaoyinsu。guojiatongjijushujuxianshi，10yueguominjingjiyunxingyanxuwendinghuifutaishi，quanguoguimoyishanggongyezengjiazhitongbizengzhang6.9%，quanguobbinzhenrenyeshengchanzhishutongbizengzhang7.4%，shehuixiaofeipinlingshouzongeda38576yiyuan，tongbizengzhang4.3%；1zhi10yue，quanguogudingzichantouzi（buhannonghu）tongbizengzhang1.8%，bi1zhi9yuejiakuai1.0gebaifendian。
zhongjingongsiyanjiuzhichu，yejizengzhangzhudaoaguxingyelundong。jinnianyilai，gaoyingshouzengzhanghegaojinglirunzengzhangdegegudafupaoyingshichang，duiyingdaoxingyeweidu，xinjingjibankuaizaiyijiduheerjidudeyejizengsudafulingxianyulaojingjibankuai，yeshidexinjingjibankuaidegegubiaoxianyouyi，danzaisanjidulaojingjibankuaidedanjilirunzengsuchuxianfanchao，shiyoushihua、qiche、gangkouhangyundengxingyeyejizengzhangkaoqian，zheiyeshizhouqigujinqibiaoxianqiangshidezhuyaoyuanyinzhiyi。wanghoukan，xinjingjixiaohuaguzhiyalihourengyoupeizhijiazhi，erlaojingjibankuaizezaijingjifusujinchengzhongjixushouyi。
BBIN真人 windtongjishujuxianshi，zaimeitanxingye，shouyiyumeijiaxiufu，xingyeshangshigongsidisanjidushixianjinglirun261yiyuan，huanbizengzhang16.9%；zaigangtiexingye，shoudaomaoligaishanyijichanxiaoguimokuozhangdeyingxiang，15jiapugangqiyesanjidushixianguimujingliruntongbizengzhang60%，huanbizengzhang29%；zaihuagongxingye，shoudaoxiayouxuqiufusudetizhen，quanxingyesanjidushouruhuanbizengzhang4.06%，guimujinglirunhuanbizengzhang54.56%；zaiyousexingye，disanjiduxingyeshangshigongsizhengtiguimujingliwei137.22yiyuan，tongbizengzhang45.08%，huanbizengzhang43.62%。chenlizhichu，zongtilaikan，gangtie、youse、meitanjinniandeyinglizhuangkuanghaishifeichangbucuode，sijiduxingqingyinggaiyouyidingdechixuxing。
tianfengzhengquantongyangzhichu，congjinniandisanjidukaishi，chuangyebanyejiyoushibuzai，shichangfenggecong7yuekaishigengjiapianxiangyichuantongjingjiweidaibiaodehushen300，xiangqiankan，hushen300daomingnianyijidukenengchuxianmingxiandejieduanxingzhanyou，zheishizhichengshunzhouqifenggehainengjixulingxianyigejiduzuoyoushijiandezhongyaoyinsu。dancongzhongzhangqikan，xinxingchanyeyejigengzhanyoudequshihaiyuanweijieshu。（jizhe wulihua）
责任编辑: 孙远进 校对: 海洋
