In" today's investment" strong industry rankings, liquor, film and video, furniture and decoration ranked" top three", liquor continues in the strong industry rankings ranked" top", shows that the recent stock market performance continued in two is in a relatively strong. In addition, wine, oil processing and distribution, broadcast and cable television, precious metals, health products, medical equipment, clothing and accessories ranking in the top ten. Among them, precious metals, medical equipment, clothing and accessories the week ranked seventh, ninth, tenth, last week's top ten new arrivals.

Medical equipment for nearly three months of continuous" soaring", ranking last week ranked ninth, is also the first to enter the" today's investment" strong industry top ten. Looking into the market, the people's livelihood securities that, medical equipment demand for the better and the price pressure. First of all, equipment bidding policy relatively loose. Our country is only more than 5000000 yuan of equipment bidding, 5000000 yuan of above device is divided into a and B class, a health ministry unified invite public bidding, B for provincial tender. China's production of medical devices is 5000000 yuan of the following equipment, these products are not unified invite public bidding, price pressure smaller. Second, the reform of pricing and embodiment of lowering labor value. At present the government by NDRC pricing and bidding to reduce drug prices, drug face greater downward pressure on prices; labor value through various physical diagnosis, chemical diagnosis, diagnostic imaging and various treatment operations to achieve, so from the reform train of thought to see medical devices depreciate pressure. Around third, new rural cooperative medical system, the urban residents medical insurance coverage of the diagnosis and treatment project in breadth and employee medical insurance is essentially the same. With the new rural cooperative medical system, the urban residents medical insurance plans to increase the proportion of patients with definite diagnosis, to require higher and higher, experience with the medication will reduce gradually, various types of medical equipment demand strong. Optimistic about the domestic medical equipment industry, focus recommended medical diving.

Last week the railway transportation ranked twenty-eighth, increase of 27 over the previous week. The first half of 2011, three major railway shares the growth performance is good, the Datong-Qinhuangdao railway, the Guangzhou-Shenzhen railway, logistics net profit attributable to the parent company respectively year-on-year growth of 33.2%, 32.3% and 15.5%. The three major railway company performance growth condition each are not identical. Ping An Securities that, Daqin Railway performance growth mainly due to the increased business volume and Shuohuang line investment income, wherein, Shuohuang line investment gains accounted for 80% of the profit growth. The broad deep railroad growth mainly originates from the freight rate improvement and cost control. Logistics growth depends on the volume of rapid growth and extension of logistics service development. In addition, in the current railway industry, lack of funds, poor management of debt of adverse circumstances, the railway management department faces two big tasks: to reform management system, the devolution of autonomy to operate, improve the benefit of railway operation. Make full use of the existing listed companies as a financing platform, access to development of railway construction fund. Reform to the rail plate to bring two major favorable : one is to obtain operating autonomy, two epitaxial growth. In the transfer of industry, transport demand growth and the railway system reform, railroad industry plate will outperform index, continue to maintain the railway industry" strongly recommended" rating. Given the Daqin Railway" strongly recommended" rating, giving the Guangshen railway, logistics" recommended" rating.

Aerospace and defense nearly a month ranking continued to fall, from one month before ranking fourth dropped to thirty-eighth last week. Looking afternoon, that CITIC Securities, long-term recommendations concern three value investment in the main line. One is in accordance with our military equipment development direction ( Navy, air force ), at the upper end of the military equipment field with the core competitiveness of the company, such as aviation, China shipbuilding industry, aviation power; two is consistent with a combination of military and civilian development route, in satellite applications, general aviation, aircraft manufacturing, international outsourcing and other fields with strong ( the potential competitive companies, such as Chinese ) satellite, Hongdu Aviation, Hafei shares; three with the military industry group of asset securitization propulsion is expected to get the group of high-quality assets, such as shares of Hafei company, air power, aerospace technology, northern venture etc.. In addition, short-term concern space plate main body of investment opportunities. With the manned space engineering Tiangong-1 and Shenzhou eight launch and docking approaches, space will become astronautics war industry tectonic plate hot, suggested that pays attention to the space section of the theme of investment opportunities, recommend aerospace related listed companies such as China satellite, aerospace electronics, aerospace power and space science and technology.