关键词：家电；新能效；标准

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本期关注：广东药品交易新规欲启动药交所模式；《2012年药品流通行业运行统计分析报告》发布。投资建议：关注 1.化学药中盈利状况好转、创新能力较强的公司：如哈药股份、健康元、恒瑞医药、人福医药、信立泰、恩华药业、海思科等；2.原料药板块中华海药业、辅料
龙头尔康制药；3.中药板块中具有独家品种或品牌价值优势的企业如天士力、华润三九等；4.生物制品板块中有创新能力及有一定业绩支撑的公司如长春高新、通化东宝、双鹭药业和沃森生物；5.医疗器械板块中受益于鼓励民营资本办医政策的通策医疗、迪安诊断和GMP升级改造的新华医疗；6.医药流通板块中全国及区域性龙头如上海医药、国药股份和瑞康医药等。

关键词：药品流通；统计分析；估值溢价

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本期关注：国家卫计委“三定”方案落地；《2012年我国卫生和计划生育事业发展统计公报》发布。投资建议：关注 1.化学药中盈利状况好转、创新能力较强的公司：如哈药股份、健康元、恒瑞医药、人福医药、恩华药业、海思科等；2.原料药板块中华海药业、辅料龙头尔康制药；3.中药板块中具有独家品种或品牌价值优势的企业如天士力、华润三九等；4.生物制品板块中有创新能力及有一定业绩支撑的公司如长春高新、通化东宝、双鹭药业和沃森生物；5.医疗器械板块中受益于鼓励民营资本办医政策的通策医疗、迪安诊断和GMP升级改造的新华医疗；6.医药流通板块中全国及区域性龙头如上海医药、国药股份和瑞康医药等。

关键词：医药指数；医改；投资建议

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A picture archiving and communication system (PACS) is an electronic network that connects image systems such as X-ray, ultrasound, and digital radiography to computer process units in order to display diagnostic medical images. It is a medical imaging technology designed to provide a complete solution for image management in a radiology department. PACS can store, transmit, retrieve, manage, and distribute images from various medical imaging modalities such as magnetic resonance, positron emission tomography (PET), computed tomography (CT), ultrasound, mammography, and digital radiography. The clinical areas where PACS is applied are cardiology, radiology, oncology, and gastroenterology. PACS is an important module that accelerates hospital productivity and resolves many problems associated with film. Moreover, PACS can easily integrate with radiology and cardiology information systems, as well as hospital information systems to increase the productivity of hospitals.The PACS market in China is in its infancy stage, but it is one of the fastest-growing healthcare IT markets. PACS was introduced in China approximately 10 years ago. The use of PACS in China is concentrated largely at big hospitals. About 90 percent of big hospitals are using PACS, while only 10 percent of community hospitals are digital. Moreover, about 90 percent of installed systems are modality PACS and the rest are departmental PACS and enterprise PACS. The growth rate of the market is reducing every year. The market is expected to post a CAGR of 19.5 percent during the period 2012–2016.

关键词：图片存档和通信系统（PACS）；电子网络连接；医疗成像技术

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2013年研究和配置房地产行业必读品。明确认为地产板块已是底部，这是今年首次转乐观和推荐。预计未来地产板块，尤其是主流地产公司，将逐渐走稳并震荡走高。

关键词：一手房销量；库存水平；安全边际

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A gas analyzer is an instrument that analyzes a mixture of gases to measure the physical and physiochemical properties of the gas mixture. It is also used to detect the gas composites and monitor the level of each gas in the gas mixture. Gas analyzers can be categorized into two types: online and offline gas analyzers. Online gas analyzers provide faster and cheaper analysis and outputs than offline gas analyzers. Online gas analyzers are widely used for environment monitoring applications to monitor the greenhouse gases and other pollutants from manufacturing plants.China is one of the key leading countries in the Global Online Gas Analyzer market. The market is growing faster in China than in many developed and developing countries because of the emergence of various process manufacturing industries in China. The Online Gas Analyzer market in China is expected to grow at a CAGR of 12.81 percent during the period 2012–2016.

关键词：气体分析仪；在线气体分析仪；离线气体分析仪

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关键词：药品；GMP认证；无菌药品

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关键词：纺织服装；加工制造；品牌服饰；家纺；男装

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板块当前超跌机会明显：5月底以来受到短期流动性紧缩的影响和指数破位的恐慌性杀跌，地产板块发生了大幅度的回调。近一月，申万一级房地产指数下跌18.3%，相对上证指数下跌3.4%，期间板块最大下跌幅度达到28.1%，行业龙头万科达到了33.5%。目前，地产板块的PE为12.8倍，位于历史绝对低位，超跌后的修复性行情一触即发。

关键词：流动性；新政；软着路；价稳量；改革红利；投资策略

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电网投资和电源投资规模或将超出市场预期：国家电网和南方电网近几年财务状况良好，具备大规模投资的资金保障，且智能电网、特高压等领域的投资或将导致电网投资超出年初规划；煤炭价格下跌，发电企业盈利能力明显改善，具备继续扩充装机规模的动力，叠加核电重启等因素，电源投资也将保持稳定或小幅增长。

关键词：电网；电源；发电企业；用电量；投资策略

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