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《沪深两市》上证半日跌0.2% 深成创板跌1.8%至3.2% 白酒、医美、新冠疫苗概念股受压
阿思达克 05-06 11:30
A股今早「五一」假期後复市。人民银行公开市场今日(6日)进行100亿元人民币(下同)7天期逆回购操作,中标利率持平於2.2%。人民币兑美元中间价下调。国家发改委表示,即日起无限期暂停中澳战略经济对话机制下一切活动,加上欧盟暂停中欧投资协定批准程序,於国际贸易纠纷升温下,上证深成创板低开後走势向下,上证偏软,深成、创板跌幅扩大,创板一度跌逾4%。

上证半日反覆跌7点或0.2%,收报3,439点;深成一度跌至14,088,半日跌262点或1.8%,收报14,176点;沪深300指数跌66点或1.3%,收报5,057点;创业板指数挫99点或3.2%,收报2,992点,成交1,057.5亿元。沪深两市成交分别为2,709亿元及3,181亿元。

中资金融股走个别,工行(601398.SH)、建行(601939.SH)无升跌。中国平安(601318.SH)低开低走跌2.7%。

方正集团与中国平安、珠海华发等签署重整投资协议,方正集团旗下A股上市公司开市大涨,方正证券(601901.SH)、中国高科(600730.SH)、北大医药(000788.SZ)升4.9%至5.7%。三股开市一度涨停。

波罗的海乾散货运指数升3.5%创近十一年高,刺激航运股逆市上升,中远海控(601919.SH)、宁波海运(600798.SH)、中远海发(601866.SH)升3.4%至8.4%。船舶股亦见造好,中国船舶(600150.SH)、江龙船艇(300589.SZ)、亚星锚链(601890.SH)、中船科技(600072.SH)、中国重工(601989.SH)升2%至8.8%。

钢铁股走高,重庆钢铁(601005.SH)、八一钢铁(600581.SH)、太钢不锈(000825.SZ)涨停。鞍钢股份(000898.SZ)、安阳钢铁(600569.SH)分别扬6.8%、9.5%。

景点及旅游股受压,桂林旅游(000978.SZ)、黄山旅游(600054.SH)、西安旅游(000610.SZ)、张家界(000430.SZ)、九华旅游(603199.SH)、丽江股份(002033.SZ)挫7%至9.9%。

部分白酒概念股走弱,古井贡酒(000596.SZ)挫9.9%。老白干酒(600559.SH)、泸州老窖(000568.SZ)、洋河股份(002304.SZ)跌3.9%至6.8%。贵州茅台(600519.SH)亦跌2%。

部分医美概念股升转跌,鲁商发展(600223.SH)、爱美客(300896.SZ)、贝泰妮(300957.SZ)、华东医药(000963.SZ)挫6.3%至9.4%。

据《路透》报道,美国总统拜登屈服於美国民主党议员及其他百多个国家的压力,转(车太)支持放弃新冠病毒疫苗知识产权专利,消息导致美国疫苗股受压。内地新冠疫苗概念股亦低开低走,康希诺(688185.SH)、智飞生物(300122.SZ)、沃森生物(300142.SZ)分别跌15.5%、13%、12.8%。复星医药(600196.SH)跌停。

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