早盤覆盤:港A兩市集體回暖,券商迎來暴漲成領頭羊
今日,A股三大指數低開低走,卻在盤中迎來反轉。截止午間收盤,滬指半日漲0.94%,報3033.33點;深成指漲1.09%,報10345.27點;創業板漲1.16%,報1788.16點。兩市成交額近3600億元,1992股上漲;北上資金淨流入近36億元。

盤面上,行業板塊普遍上漲,券商板塊暴漲,方正證券、國投資本漲停,中信證券漲超7%;造紙板塊大漲,博彙紙業、民豐特紙漲停;建材、化纖、運輸服務、多元金融、保險等板塊漲幅靠前。白酒股集體上漲,古井貢酒漲停、今世緣漲逾9%、貴州茅台漲超2%。
港股方面,恆指小幅高開高走。截止午間收盤,恆指上漲0.63%,報28403.75點。國指上漲0.62%,報11264.43點。主板半日成交384.28億港元。

A股市場,券商板塊領漲大市。其中,方正證券、國投資本強勢漲停,中信證券、東興證券大漲超過7%,華西證券、海通證券漲超5%,中信建投、東方財富、招商證券大漲超過4%。

12月28日,第十三屆全國人大常委會第十五次會議審議通過了修訂後的《中華人民共和國證券法》,將於2020年3月1日起施行。本次證券法修訂始於2015年,歷經四次審議,系統總結了多年來我國證券市場改革發展、監管執法、風險防控的實踐經驗,在深入分析證券市場運行規律和發展階段性特點的基礎上,作出了一系列新的制度改革完善。
今日,白酒板塊同樣喜人。其中,貢井貢酒強勢漲停,今世緣大漲9.24%,順鑫農業、口子窖均大漲超過5%,滬州老窖大漲5.08%,迎駕貢酒、金種子酒均上漲超過3%。

造紙印刷迎來集體上漲。其中,民豐特紙、博彙紙業強勢漲停,冠豪高新上漲6.88%,凱恩股份、山鷹紙業均大漲超過5%。
其中,博彙紙業稱,受環保成本增加及生產運營成本居高不下,公司定於12月26日起,山東公司生產的“銅版卡紙、白卡紙”系列產品價格統一上調200元/噸;江蘇公司生產的“白卡紙”系列產品上調200元/噸。除了博彙紙業,晨鳴紙業12月25日在深交所互動平台上回復投資者提問時稱,受生產運營成本上漲影響,公司擬定自12月25日起,白卡、銅版卡紙產品價格均上調200元/噸。
前期上漲勢頭很猛的無線耳機領跌大市。其中,漫步者重創9.58%,奮達科技、佳禾智能、共達電聲、國光電器均重挫超過6%。

科創板方面,表現分化。其中,今日上市的N龍軟暴漲125.57%,奧福環保、嘉元科技漲超5%。另外,華特氣體下挫7.73%,聚辰股份下挫5.93%,安恆信息、芯源微均下挫超過4%。

板塊資金流向方面,整體淨入規模強於淨流出規模。今日主力資金流向最大的前三甲為券商指數、酒類指數、紡織服裝指數,主力淨流入額分別為47.17億元、15.55億元和8.05億元,汽車零部件、家用電器、半導體板塊主力淨流出靠前,分別淨流出4.72億元、3.55億元、3.24億元。

個股資金流方面,中信證券主力淨流入11.76億元。欣龍控股、東方財富分別淨流入6.26億元和5.32億元;漫步者、耐威科技、南大光電流出暫靠前,分別為3.75億元、3.55億元和2.52億元。

港股行業板塊方面,內地物業管理股、中資券商、雄安概念、建材水泥、航空漲幅靠前,夜店、林業木材、特斯拉概念等板塊跌幅靠前。

個股方面,九龍倉置業上漲3.6%為最佳恆指成份股;申洲國際、吉利汽車、創科實業、碧桂園等上漲;中國生物製藥、蒙牛乳業、石藥集團等小幅下跌。
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