地震后重建板块四川省汶川发生7.8级的大地震,人民的生命和财产遭受重大损失。当灾情过后,将进行一系列的灾后重建,而在这些灾后重建当中,将会有一系列的板块或上市公司将有订单机会,如水泥、钢铁、医药等重建概念板块。尽管这些板块开始出现普涨,但长期来看,成长性依然是最重要的。同时,也有分析人士指出,由于灾后重建获得超预期收益的可能性并不大。这样的特殊时期,国家对于重要的物资很有可能会采取特殊的管制方式,如采取非市场化的手段以成本加成法进行大规模集中采购、征用,这还有可能影响到相关企业的日常生产销售。因此投资者对于一些题材性质的品种,要保持清醒和适当的谨慎。“ Reconstruction after the earthquake A magnitude 7.8 earthquake hit Wenchuan in Sichuan Province, where people’s lives and property suffered heavy losses. After the disaster, a series of post-disaster reconstruction will take place. During these post-disaster reconstruction, there will be a series of orders or listed companies that will have orders such as cement, steel, medicine and other reconstruction concept plates. Although these sectors are beginning to rise broadly, in the long run, growth remains the most important. In the meantime, some analysts also pointed out that due to post-disaster reconstruction is not likely to get over-expected earnings. Such a special period, the state is likely to take special materials for control, such as the use of non-market means to cost-plus large-scale centralized procurement, acquisition, which may also affect the day-to-day business-related Production and sales. Therefore, investors should keep sober and proper cautious about some breeds of thematic nature. ”