本报讯 近三个交易日以来，沪深两市“日见新低”的格局令个股哀鸿一片，期间有81只个股先后创出了历史新低。不过，“东边日出西边雨，道是无晴却有晴”，本周以来也有19只个股逆势创出了历史新高。

Report from our correspondent nearly three since trading day，Shanghai and shenzhen two cities“Became more and more low”The pattern of the individual stocks to the hong a tablet，There are 81 only during the individual stocks has created a new low history。but，“Sunrise east west rain，Tao is no clear but fine”，Since this week also has 19 only stocks contrarian trading at record highs。

　　记者观察到，在市场如此颓势中，一些常看作“非主流”的板块与个股悄然揭竿而起舞动上涨大旗。如3D打印概念周三盘中风起云涌，8只个股站上涨停板，苏大维格(300331,股吧)、银邦股份(300337,股吧)创出了上市以来的新高。而且，进入8月份以来频频上演类似昨日的结构行情。

Reporter observed，In the market so malaise，Some often as“non-mainstream”Plate and stocks quietly rise up and dancing a rise。Such as 3 d printing plate blustery concept on Wednesday，Only 8 stocks website harden board，SuDaWei lattice(300331,guba)、Silver nations share(300337,guba)Building a record high since listing。and，Enter August frequently since yesterday on the structure of the similar prices。

　传统行业走势疲弱 Traditional industry trend of the weak

　　据Wind统计显示，在81只创出历史新低的个股中，沪市主板个股数量最多，达到34只，上市以来一路下跌的中石油首当其冲，重庆钢铁、中国交建(601800,股吧)、吉林高速(601518,股吧)、广深铁路等也多为大家耳熟能详的老股票；中小板个股有31只入围，华昌化工(002274,股吧)、天虹商场(002419,股吧)、舜天船舶(002608,股吧)等个股也为人所熟知，另有16只个股来自于创业板。

According to the Wind statistics show，In 81 only makes the low of history in the stocks，Shanghai motherboard stocks the largest number，Reached 34 only，Since listing all the way down in the oil，Chongqing iron and steel、China built into the(601800,guba)、Jilin high speed(601518,guba)、Guangzhou railway and so familiar to the old stock；Small and medium-sized plate stocks 31 at only，Huachang chemical(002274,guba)、Rainbow department(002419,guba)、Sainty ship(002608,guba)Individual stocks also such as well known，Another 16 only stocks from the gem。

　　“股价创新低，行情低迷是一方面，但更多的还是由于自身原因所致，以钢铁为首的传统行业的景气度下降，业绩大幅下滑等等，传统行业、周期性行业当前都面临这些问题，因此它们也属于‘重灾区’。”国联证券策略分析师王杰对《大众证券报》表示，自2008年后，全球经济始终处在反复的状态之下，现在更是处于一个明显的下行周期，在国内经济转型的重要阶段，传统行业的传统发展道路自然需要加以改变。这些上市已久却创历史新低的股票多为传统行业，尤其是钢铁产能严重过剩，行业景气度下滑加上经济增速减缓，反映到二级市场上，股价表现自然江河日下。然而与之形成鲜明对比的则是一些新兴行业的科技类上市公司，随着现代化的发展，重工业会逐步为高科技产业腾出空间。

“Share price low innovation，Market downturn is on one hand，But more because of its own reason or caused by，In iron and steel industry headed by traditional boom of decline，A sharp slowdown in performance, etc，Traditional industry、Cyclical industry current face these problems，So they also belong to‘Worst-hit areas’。”The nl securities strategy analyst wangjie to《Public stock certificate report》said，Since 2008，The global economy has always been in the state of repeatedly under，Now also in an obvious descending cycle，In the domestic economic transformation of the important stage，Traditional industry of traditional development road natural need to be changed。These listed already a long time but historically low stock more for traditional industry，Especially the iron and steel production capacity surplus seriously，The boom of industry and economic growth slowed down，Reflected in the secondary market，Share price performance natural go from bad to worse。However in stark contrast is some emerging industry tech listed companies，Along with the development of modernization，Heavy industry will gradually make room for high-tech industry。

　　观察发现，在创业板、中小板总共47只历史新低的个股中，有28只个股的上市时间不足两年，占比接近六成。其中有16只个股是在今年3月份之后才刚刚登陆A股。对此，东吴证券(601555,股吧)资深策略研究员包卫军表示，自2009年IPO重启以来，新股的“三高”问题日趋严重，特别是2010年之后，过度的上市包装让很多虚有其表的公司股价被打回原形。创业板、中小板相比主板而言，更加强调高成长，那些行业概念新颖，高成长始终如一的公司，一定会强者恒强。

Observation found that，In the gem、Small and medium-sized plate a total of 47 history the low of the stocks，Have 28 only stocks listed time less than two years，Accounts for more than close to sixty percent。There are 16 only stocks is in March this year after just landing a-share。this，Soochow securities(601555,guba)Senior strategy researchers BaoWeiJun said，Since 2009 since the IPO to restart，Shares in the“Three tenors”More and more serious problem，Especially after 2010，Excessive listed packaging let many trumpery company's stock knocked back to the original shape。gem、Small and medium-sized plate as compared to the main board，More emphasis on high growth，The novel concept of industry，High growth consistent company，Will the strong constant strong。

　新兴产业引领结构行情 Emerging industry leading structure market

　　《大众证券报》进一步统计发现，在19只逆势创出历史新高的个股中，主板股票仅有*ST东碳一只，其余18只个股均来自于中小板、创业板。其中安洁科技(002635,股吧)从年初以来一路“慢牛”至今，累计涨幅高达89%，掌趣科技(300315,股吧)在8月份以来也已累计上涨41.83%。此外，苏大维格、永清环保(300187,股吧)、吉艾科技(300309,股吧)等个股也都表现的颇为强势，在萎靡不振的市场中格外显眼。

《Public stock certificate report》Further statistical found，In the 19th only contrarian a record in the stocks，Main board stock only * ST east carbon a，The rest were only 18 individual stocks from small and medium-sized plate、gem。The AnJie science and technology(002635,guba)All the way from since the beginning“Slow cattle”So far，Accumulated rise as high as 89%，Palm interesting science and technology(300315,guba)Since in August also has risen 41.83%。In addition，SuDaWei lattice、YongQing environmental protection(300187,guba)、JiYi science and technology(300309,guba)Individual stocks such as also the performance quite strong，In the flagging market particularly conspicuous。

　　A股即将走完8月行情，仅从行业指数的涨幅来看，一些“非主流”的概念指数在萎靡的市场中崭露头角。苹果概念成为了今年以来最为彪悍的板块，据Wind统计数据显示，苹果概念指数今年绝对上涨涨幅达到27.33%，位列所有板块首位。就在大盘连创新低的8月份，安洁科技、哥尔声学、掌趣科技等一批个股仍在接连创新高。

A shares the end August quotation，Only from the industry index to rise，some“non-mainstream”The concept of index in the sag market come to the fore。Apple concept became since this year the most of the han plate，According to the statistical data shows that Wind，Apple concept index this year to a 27.33% rise in absolute，In all the plates。In the market even innovation low in August，AnJie science and technology、Goldstein, acoustic、Palm interesting science and technology as well as a number of stocks are still in high for innovation。

　　记者还观察到，苹果股概念的姊妹篇的触摸屏概念几乎同时上演了疯狂，触摸屏概念指数今年以来的涨幅也达到17.15%，位列所有概念板块的第五名，欧菲光(002456,股吧)、长信科技(300088,股吧)、超声电子(000823,股吧)、金龙机电(300032,股吧)今年来的涨幅均超过50%。

Reporters also observed，Apple shares a companion of the concept of the touch screen almost at the same time concept on a crazy，Touch screen concept index since this year have also jumped by 17.15%，All of the plates in the concept of the fifth，The fe light(002456,guba)、Long letter technology(300088,guba)、Ultrasonic electronic(000823,guba)、Jinlong mechanical and electrical(300032,guba)To this year rose by more than 50%。

　　智能交通概念也是不得不提的一个概念，今年以来智能交通板块逆势逞强，年内涨幅已经将近10%。板块龙头易化录在年报除权之后，一口气上涨了77%，成为了两市耀眼的明星。同属于一个板块的机器人(300024,股吧)、海康威视(002415,股吧)、键桥通讯(002316,股吧)则紧随其后。

Intelligent transportation concept is also must carry a concept，Since this year intelligent transportation plate contrarian strengthened themselves，Years go up had nearly 10%。Plate leading facilitation recorded in the annals after eliminating advantageous position，Breath rose 77%，Become the two city star。Belong to one and the same plate robots(300024,guba)、Kang wei depending on the sea(002415,guba)、Key bridge communication(002316,guba)Is followed by。

两维度精选科技股 Two dimension selected technology stocks

　　市场当前仍处于下降通道中，寻底仍在继续，量能不济足可见市场资金面依然捉襟见肘。以科技股牵头的“非主流”板块虽然频频耍牛疯，未来持续性引发市场的关注。若是行情可以持续，作为普通投资者怎样去更好地把握。

The current market is still in the decline in the channel，At the bottom of the search continues，Quantity can full of visible market financing area still rebuilding。By the science and technology shares of the lead“non-mainstream”Plate although frequently play mad cow，The future sustainable cause market attention。If the market can continue，As an ordinary investors how to grasp。

　　“产业结构调整时一个大环境，以科技股为例的非主流板块将还会像雨后春笋般的在市场中涌现。”湘财证券宏观策略主管徐广福昨日向《大众证券报》表示，市场跌到这个份上，不少传统行业中的个股持续下跌，这也正反映了经济转型的大背景，而一些看起来不着边际的新概念个股，即使业绩不佳，但是依然得到市场的追捧，这种状态还会持续。

“Industrial structure adjustment when a big environment，Technology stocks, for example in the non-mainstream plate will emerge as the emerging in the market。”XiangCai securities macro strategy to the competent XuGuangFu yesterday《Public stock certificate report》said，The market fell to the sake，Many of the traditional industry stocks continued to drop，It also reflects on the background of the economic transformation，And some looks no marginal new concept stocks，Even poor performance，But still get market chase after hold in both hands，This state is likely to continue。

　　方正资深投资顾问潘益兵建议从两个方面厘清投资脉络，首先是国家政策层面力挺的七大战略新兴产业，如节能环保、高端装备制造中隐藏着众多的投资机会。其次就是一些突如其来的概念机会，这就需要投资者认真积累与提早关注了，如智能电视未来的产业前景就非常有想象力。

Founder senior investment advisers PanYiBing Suggestions from two aspects to clarify the investment context，The first is national policy level force's seven big strategic emerging industry，Such as energy conservation and environmental protection、High-end equipment manufacturing hidden in many investment opportunities。Second is the concept of some sudden opportunity，This needs investors serious accumulation and the early attention，Such as intelligent television future industry the prospect is very imaginative。

　　海通证券(600837,股吧)高级策略分析师吴一萍表示，七大战略新兴产业的机会需要从细节挖掘，节能环保中未来最有看点的是高效节能领域，新一代技术领域具有持续性的机会，生物产业中着重关注生物育种与生物制造，新能源、新材料以及新能源汽车都有机会。具体说，云计算和物联网、宽带中国、信息惠民、高性能医学诊断和治疗设备、生物育种、智能制造装备、航空装备最有亮点。

Haitong securities(600837,guba)Senior strategy analyst wu a ping said，Seven big strategic emerging industry opportunities need details from mining，Energy conservation and environmental protection in the future most attraction is high efficiency and energy saving fields，A new generation of technology has continuous opportunity，Biological industry focus on biological breeding and biological manufacturing，New energy、The new material and new energy cars are all have a chance。Specific said，Cloud computing and physical networking、Broadband China、Information we、High-performance medical diagnosis and treatment equipment、Biological breeding、Intelligent manufacturing equipment、Aviation equipment most window。

　　“科技股概念变化非常迅速，游资也是找的很辛苦。”浙江某私募人士昨日对记者表示，去年正因为诺贝尔物理学奖颁给了石墨烯材料研究者，引发了A股石墨烯概念的兴起；苹果产品在全世界的热销，则引爆触摸屏概念股几年来的大行情，同样一篇关于3D打印科技文报道则是造成了8只沾边的A股涨停。这些小众的科技股随时都有可能成为一段时间的牛股，而一般的投资者更应当具备更宽广的眼光，追逐产业的前沿领域，这样才能捕捉到机会。” 记者 徐海峰惠晨晨

“Technology stocks concept change very quickly，Hot money is also looking for very hard。”Zhejiang a private persons yesterday told reporters，Last year because of the Nobel Prize for physics awarded to the graphene material researchers，Triggered A share graphene the rise of the concept；Apple products in the world of sell like hot cakes，The touch screen stocks detonated in the past few years the big market，The same article about 3 d printing technology text report is caused only 8 during A share harden。These little all the science and technology shares at any time are likely to be a period of time of the winners，And the general investors more shall have a broader vision，Chase industry in the forefront of the field，In order to capture the opportunity。” Reporter xu haifeng got HuiChenChen