《沪深两市》上证半日升0.6% 深成创板升1.3%至2.2% 农业、光伏概念股走高
中央经济工作会议强调,明年要?实做好「六稳」,努力保持经济运行在合理区间,宏观政策要保持连续性、稳定性、可持续性,继续实施积极财政政策和稳健货币政策,保持对经济恢复的必要支持力度,政策操作上要更加精准有效,不急转弯。明年重点立法工作包括修改反垄断法、制定期货法等。
人行今日(21日)进行1,100亿元人民币(下同)逆回购操作。人汇回落,上证深成开市个别发展,其後双双向好,升幅逐步扩大。创板更升逾2%。
上证半日升19点或0.6%,收报3,414点;深成升185点或1.3%,收报14,039点;沪深300指数升27点或0.6%,收报5,027点;创业板指数升61点或2.2%,收报2,842点,成交1,030亿元。两市成交分别为2,376亿元及2,870亿元。
中资金融股分化,国寿(601628.SH)升0.4%、平安(601318.SH)、建行(601939.SH)则跌0.9%。
粮食安全保障法已列入明年年度立法工作计划,农业股早市造好,丰乐种业(000713.SZ)、隆平高科(000998.SZ)、农发种业(600313.SH)涨停。荃银高科(300087.SZ)涨14.5%。神农科技(300189.SZ)扬9.3%。
光伏股走高,豫能控股(001896.SZ)、嘉泽新能(601619.SH)涨停。阳光电源(300274.SZ)、晶澳科技(002459.SZ)、福斯特(603806.SH)升5.9%至8.6%。
白酒股走个别,皇台酒业(000995.SZ)、青海春天(600381.SH)、山西汾酒(600809.SH)跌0.9%至2.6%。青青稞酒(002646.SZ)、老白乾酒(600559.SH)则分别升3.9%及1.3%。
宁德时代(300750.SZ)扬6.2%,中午收报307.99元,市值达7,174.55亿元人民币,创历史新高。
隆基股份(601012.SH)涨停。公司持股5%以上股东李春安与高瓴资本签署股份转让协议,李春安拟向高瓴资本转让其持有的6%公司股份。
中央经济工作会议敲定明年八大工作重点,其中包括:
一是强化国家战略科技力量。
二是增强产业链供应链自主可控能力。
三是坚持扩大内需这个战略基点。
四是全面推进改革开放。
五是解决好种子和耕地问题。
六是强化反垄断和防止资本无序扩张。
七是解决好大城市住房突出问题。
八是做好碳达峰、碳中和工作。
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