A股收評:大市走弱滬指收跌0.56%,註冊制次新股逆勢大漲
今日大盤低開後持續震盪下行,截至收市,主要指數均收跌,滬指跌0.56%報3340.78點,深成指跌0.78%報13691.04點,創業板指跌0.74%報2764.24點。兩市總成交額為8277億元。

數據來源:Wind
整體上來看,市場做多意願不強,賺錢效應較差。兩市個股跌多漲少,2812只個股下跌,其中11股跌停;1085只個股上漲,其中38股漲停。
盤面上看,註冊制次新股逆勢大漲,穩健醫療等兩股漲停;風電概念大漲,金風科技等多股漲停;特高壓、染料、口罩防護等概念活躍。深圳本地股午後跳水,鹽田港跌停;豬肉、消費電子、無線耳機、IP變現等概念大跌靠前。
具體來看:
受特區40年慶祝大會不及預期影響,深圳本地股午後大幅跳水、領跌大市。深振業A、鹽田港跌停,深物業A、深賽格、沙河股份等紛紛下跌。

數據來源:同花順
景點旅遊板塊繼續下挫,騰邦國際跌超8%,眾信旅遊、ST*海創、中青旅等跟跌。

數據來源:同花順
消費電子板塊跌幅居前,海能實業跌超10%,錢江摩托逼近跌停,創世紀、飛亞達、環旭電子等跟跌。

數據來源:同花順
此前連續4個交易日大漲的汽車板塊今日走弱,小康股份、一汽解放、眾泰跌超5%,力帆、長城、江淮等跟跌。

數據來源:同花順
註冊制次新股持續走強,尾盤有所回落。松原股份、穩健醫療漲停,華業香料、愛美客漲超13%,康泰醫學、海昌新材、迦南智能等跟漲。

數據來源:同花順
紡織製造板塊領漲,延江股份漲超11%,百隆東方漲停,聚傑微纖、金春股份、眾望布藝等跟漲。

數據來源:同花順
消息面上,9月份以來,印度多家大型出口型紡織企業因疫情無法保證正常交貨,而歐美零售商為了確保感恩節、聖誕節銷售季節供貨不受衝擊,也將多個本來在印度生產的訂單轉移到我國生產。
風電板塊漲幅居前,泰勝風能、雙一科技、太金重工等7股漲停,金雷股份漲超17%,神力股份、永福股份、日月股份等跟漲。

數據來源:同花順
消息面上,2020年北京國際風能大會上,《風能北京宣言》發佈。宣言指出,為達到與碳中和目標實現起步銜接的目的,在“十四五”規劃中,須為風電設定與碳中和國家戰略相適應的發展空間:保證年均新增裝機5000萬千瓦以上。2025年後,中國風電年均新增裝機容量應不低於6000萬千瓦,到2030年至少達到8億千瓦,到2060年至少達到30億千瓦。
資金流向方面,發電設備、電工電網、鋼鐵淨流入居前;電子元器件、半導體、券商淨流出居前。


數據來源:Wind
北向資金今日合計淨流出15.55億元,其中滬股通淨流入2.05億元,深股通淨流出17.6億元。

數據來源:Wind
西南證券認為,對於A股而言,外部的流動性環境將長期寬鬆,同時伴隨着內部的經濟復甦,各類產業催化劑將不斷湧現。建議繼續關注前期回調比較充分的醫藥、高科技板塊,重視蘋果產業鏈、新能源汽車產業鏈的表現機會。
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