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A股收評:2020收官日三大指數集體漲超1.5%,北向資金年內累計買入近2000億元
格隆匯 12-31 15:51

2020年收官日,A股三大指數集體漲超1.5%。滬指在金融、軍工等板塊推動下突破年內高點3465.73點,創2018年2月份以來新高,全天收漲1.72%報3473點,本年度累計上漲13.87%;深成指漲1.89%報14470.68點,創5年新高,年度累計上漲38.73%;創業板指午後跳水後再度走強,收漲2.27%報2966.26點,續創2015年7月份以來新高,年度累計漲64.96%。兩市成交額合計9618億元,北向資金30.78億元。

數據來源:Wind

整體看,市場情緒高漲,賺錢效應好,兩市個股漲多跌少。3142只個股上漲,其中68股漲停;800只個股跌,其中8股跌停。

盤面上看,券商板塊全天領漲,銀行股跟隨走高;受益於新冠疫苗進展,影視、旅遊、民航等後疫情板塊午後活躍;國防軍工板塊午後大漲,白酒概念高位震盪,貴州茅台股價逼近2000元;國產軟件、操作系統、遠程辦公、區塊鏈等概念表現強勢。煤炭股、電力股、港口股表現低迷,尾盤多隻人氣股炸板,寧波海運、朗姿股份走出天地板。

具體來看:

證券板塊全天領漲大市,中金公司、東方財富均漲7%,中原證券、湘財股份、中銀證券等7股漲停,浙商證券、國聯證券、中泰證券等跟漲。

數據來源:同花順

國防軍工板塊集體大漲,航發動力、中船防務、航發動力等6股漲停,江航裝備、盟升電子、中天火箭等跟漲。近日“十四五規劃”及“2035年遠景目標”報吿出爐,罕見地定調國防領域,並首次提出2027年實現建軍百年目標,預計未來我國將進入國防裝備升級期。

數據來源:同花順

元旦假期前夕,旅遊板塊午後進一步走強,中國中免漲超7%,西域旅遊,中視傳媒、騰邦國際等紛紛上漲。消息面上,國藥中國生物新冠疫苗三期實驗數據公佈,保護率為79.34%,已獲得國家藥監局批准附條件上市。此外,國家衞健委今日午間表示,疫苗將免費為全民提供。

數據來源:同花順

同樣受此影響的還有機場航運和影視股,上海機場午後急速拉昇一度漲超5%,華夏航空漲5.42%,中國國航、白雲航空、南方航空等跟漲;萬達電影午後強勢拉昇5%,橫店影視、金逸影視迅速漲停。

數據來源:同花順

白酒股強勢延續,貴州茅台、五糧液再創新高,大豪科技、水井坊、青海春天、巨力索具先後封板,口子窖、皇台酒業、山西汾酒等跟漲。有市場消息稱,復星集團以45.3億元拍下捨得酒業70%的股權,ST捨得上演天地板。

數據來源:同花順

煤炭股領跌,大有能源臨近跌停,ST安泰跌5%,陝西黑貓、恆源煤電、山煤國際等跟跌。昨日,中電聯公吿表示,因近期煤炭市場價格異常波動,電煤市場現貨價格定價體系混亂, CCTD、CECI、CCI指數暫停發佈。

數據來源:同花順

電力股跌幅居前,晉控電力跌超6%,閩東電力、豫能控股、寧波熱電等跟跌。

數據來源:同花順

此前大漲的港口航運板塊高開低走,寧波海運跌超8%,連雲港、長航鳳凰、秦港股份等跟跌。

數據來源:同花順

資金流入方面,除煤炭、燃氣股淨流出,其餘板塊均為淨流入。券商股流入64億元,航天軍工、軟件、電工電網淨流入居前。

數據來源:Wind

北向資金今日合計淨流入30.78億元,其中滬股通淨流入15.65億元,深股通淨流入15.13億元。今年年初至今,北向資金累計淨買入1993億元,持續增加,但增速有所放緩。

數據來源:Wind

招商證券認為,2021年中國信貸週期將會進入下行週期,利率將會上行至高位,構成偏緊的金融環境;經濟、通脹和企業盈利加速上行至二季度出現拐點;股票市場進入後政策紅利期,股票市場供求關係存在不確定性。A股整體呈現前高後低的局面,預期回報率將會明顯低於2020年。

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