目录上篇：2003年度证券行业分析提要..........................................................................................1I2003年度我国证券行业整体运行综述...................................................................................1II2003年度我国证券行业总体评价...........................................................................................2下篇：2003年度证券行业分析说明..........................................................................................3I2003年我国证券市场回顾...........................................................................................................3一、总体情况..................................................................................................................................3二、股票发行与交易情况..........................................................................................................4三、国债市场情况.........................................................................................................................5四、证券市场热点情况分析.....................................................................................................7（一）庄股跳水络绎不绝......................................................................................................7（二）券商洗牌加速................................................................................................................8（三）保险资金入市难保险.................................................................................................9（四）社保基金入市战战兢兢..........................................................................................10（五）QFII下单毫不手软...................................................................................................11（六）价值投资理念大行其道..........................................................................................12（七）B股市场融资重新“开闸”..................................................................................14（八）《证券投资基金法》问世......................................................................................15II2004年证券市场展望.................................................................................................................17一、统一指数及指数期货的推出..........................................................................................17二、集合理财法规有望正式出台..........................................................................................18三、保荐人制度将取代通道制...............................................................................................19四、东北地区业务收入略有下降固定资产投资迅速增长..........................................20III我国证券公司发展问题分析..................................................................................................21一、证券公司发展的有利因素...............................................................................................21（一）证券业的巨大发展空间..........................................................................................21（二）我国证券公司状况....................................................................................................23二、加强和改善行政监管工作...............................................................................................25（一）...
