熱點掃描 | 週期股漲幅居前,燃氣股走弱
uSMART盈立智投4月22日消息,截至發稿,港股三大指數維持窄幅震盪,恆生指數漲0.46%,報28746.50,成交額705.34億,國企指數漲0.39%,恆生科技指數漲0.84%,港股通淨流入22.64億。
恆生科技指數成分股方面,截至10:44,百度集團、微盟集團、ASM太平洋均漲超2%,昨日多家大行稱ASM太平洋季績遠勝預期。閱文集團、美團、快手、騰訊、網易、同程藝龍、舜宇、小米、京東均漲超1%,快手錶示 2021 年電商 GMV 目標 8000 億元;ARK基金時隔數月首次買入騰訊。新東方在線跌超3%,瑞聲、聯想均跌超2%。
鋼鐵板塊快速拉昇,截至10:44,馬鞍山鋼鐵股份、重慶鋼鐵股份均漲超7%,鞍鋼股份漲超6%,中國東方集團漲超5%,鐵貨漲超4%,中國罕王漲超2%,西王特鋼漲超1%。消息面上,新版鋼鐵行業產能置換實施辦法將出臺;此外,此外,工信部近日發文表示,嚴禁鋼鐵、水泥、平板玻璃新增產能,嚴管嚴控電解鋁新增產能。
航運港口板塊走強,截至10:44,太平洋航運漲超12%,金輝集團漲超10%,中遠海控漲超8%,東方海外國際漲超8%,中國外運、海豐國際漲超4%,中遠海能、中遠海發漲超1%。消息面上,波羅的海乾散貨運價指數週三大漲,創2010年10月以來新高,並錄得2月17日以來最大單日漲幅;據悉,在這一輪全球集裝箱新船訂單的爆發中,我國造船企業拿到了近一半的訂單。
鋁業、銅業板塊均走高,截至10:44,榮陽實業漲超6%,俄鋁漲超4%,中國鋁業、中國宏橋均漲超2%,中國有色礦業漲超5%,江西銅業漲超4%,五礦資源漲近2%。
汽車板塊繼續回吐此前漲幅,長城汽車跌超9%,一季度淨利潤低於預期,多家大行降其目標價。吉利汽車跌超3%,東風集團股份跌超2%,廣汽跌超1%;五菱汽車漲超7%,旗下發布自主研發「菱擎」混動系統。恆大汽車漲超2%,昨日該股收跌12.97%。
燃氣板塊走低,截至10:44,中國燃氣跌超12%,公司擬先舊後新配售3.92億股,配售價爲每股29.75港元。崑崙能源跌超2%,此前遭匯豐研究予“減持”評級。中油潔能控股跌超2%,新奧能源、中油燃氣跌超1%,華潤燃氣漲超1%。
個股方面,截至10:44,中國人壽漲超1%,公司預計一季報淨利潤同比增長約55%至75%。恆達科技控股暴漲超272%,最高曾漲超350%,該公司此前獲香港航天科技集團收購1.91億股及折讓45.95%提現金要約。新特能源漲超10%,此前中信證券發研報稱光伏板塊需求迴轉,重點推薦新特能源。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.