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A股收評:三大股指均收跌,題材板塊多數走弱,疫苗、豬肉股領跌
格隆匯 09-16 15:42

9月16日,A股三大指數均走弱收跌,截至收盤,滬指報3283.92點,跌0.36%,深證成指報13011.28點,收跌1.01%,創業板報2554.80點,收跌1.55%。北向資金淨流入7.42億。

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圖片來源:wind

兩市成交量繼續縮量,不足7000億,值得一提的是創業板綜指縮量,次新股卡倍億連續4日漲停。軍工、豬肉、食品、疫苗等板塊跌幅居前,兩市個股跌多漲少,漲停僅30餘家,市場賺錢效應較差。

具體來看:

創業板次新股繼續炒作,卡倍億連續4日漲停,大葉股份、迦南智能、歐陸通、藍盾光電漲停,其餘個股紛紛大漲。

國家發改委新聞發言人表示,下一步,我們將深入貫徹落實新《證券法》要求,深入推進企業債券註冊制改革,加強信息披露和事中事後監管,推動企業債券更好服務實體經濟

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圖片來源:同花順

汽車整車延續強勢,長城汽車、ST海馬、長安汽車、比亞迪漲幅均超4%,宇通客車、長安B、廣汽集團等個股紛紛跟漲。

惠譽評級預計,2020年中國汽車經銷商盈利能力和槓桿率的惡化將是暫時的,業務復甦將持續到2021年。

image.png圖片來源:富途

儲能概念走強,龍頭股陽光電源再度大漲超6%,國軒高科、比亞迪等個股紛紛跟漲。

華安證券:“十四五”規劃中2030年非化石能源佔比,預期未來新能源裝機將有較大增長,導致光伏和風電板塊均有一定程度上的上漲。長期來看新能源發電佔比提升的確定性極高,短期風電光伏企業的業績均保持高增長。在業績和政策的雙驅動下,板塊熱度有望持續,行業有望迎來二次上漲。

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圖片來源:富途

生物疫苗繼續調整,長春高新、康華生物、東寶生物跌幅超5%,復星醫藥、賽升藥業、未名醫藥跌幅超4%。

中金報告指出:新冠疫苗年內落地是大概率事件。保守估計2020年4季度出現疫苗宣佈臨牀試驗成功的概率超95%,偏樂觀估計11月和12月單月出現疫苗宣佈臨牀試驗成功的概率皆超98%。

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圖片來源:富途

豬肉股再度重挫,權重股牧原股份大跌4.14%,天康生物、湘佳生物、上海梅林等個股紛紛跟跌。

國家發改委:菜價有望短時間回落,確保兩節期間豬肉價格平穩

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圖片來源:富途

資金流向方面,房地產、銀行、電工電網均淨流入超6個億;製藥、酒類、軟件、生物科技等行業淨流出超10個億。

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圖片來源:wind

科創板方面,光雲科技、固德威、龍騰光電漲幅居前,均超9%;瑞晟智能、綠的諧波、安恆信息、傳音控股、新光光電等個股跌超4%。

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圖片來源:wind

北向資金方面,全天淨流入7.42億元,滬股通淨流入22.28億元,深股通淨流出14.86億元。

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圖片來源:東方財富

中原證券指出:近日兩市持續縮量,後市再度面臨突破方向的選擇,建議投資者密切關注政策面,資金面以及外部因素的變化情況,謹慎關注低估值藍籌股的投資機會。

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