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《沪深两市》上证深成半日升0.2%至0.3% 券商股支撑大市 钢铁有色股齐跌
阿思达克 05-24 11:30
人民银行公开市场今日(24日)进行100亿元人民币(下同)7天期逆回购操作,今日有100亿元逆回购到期;中标利率持平於2.2%。人汇先跌後回稳。上证深成今早开市未见方向,随後因有资金吸纳,各指数普遍向上,其中以创板表现最好。

上证半日升5点或0.2%,收报3,492点;深成升40点或0.3%,收报14,457点;沪深300指数3点或0.07%,收报5,137点;创业板指数升19点或0.6%,收报3,132点,成交1,032亿元。沪深两市成交分别为2,347亿元及3,103亿元。

中资金融股窄幅走个别,工行(601398.SH)、建行(601939.SH)分别升0.4%及跌0.3%。券商股反弹走强,支撑大市。中国银河(601881.SH)涨停。中金公司(601995.SH)、光大证券(601788.SH)、中信建投(601066.SH)升3.6%至7.9%。

汽车股集体下跌,北汽蓝谷(600733.SH)、江淮汽车(600418.SH)、小康股份(601127.SH)跌4.2%至8.4%。长安汽车(000625.SZ)挫6.3%,控股股东及一致行动人拟减持不超3%公司股份。广汽集团(601238.SH)跌4.7%,拟遭董事、高管减持股份。比亚迪(002594.SZ)亦跌1.1%。

钢铁、有色股走弱,江西铜业(600362.SH)、中国铝业(601600.SH)、重庆钢铁(601005.SH)、鞍钢股份(000898.SZ)、海南矿业(601969.SH)、八一钢铁(600581.SH)跌2.7%至3.8%。发改委等五部门联合约谈提醒大宗商品重点企业,加强大宗商品期货和现货市场联动监管。

造纸股上扬,宜宾纸业(600793.SH)、美利云(000815.SZ)、岳阳林纸(600963.SH)均涨停。内地纸价大涨纸厂停产,废纸回收价暴涨令龙头企业纷纷出海。

白酒股显着反弹,伊力特(600197.SH)、大豪科技(603025.SH)涨停。苏盐井神(603299.SH)、洋河股份(002304.SZ)分别升4.6%及5.1%。

半导体、软件股走强,半导体股触底反弹,清溢光电(688138.SH)、北京君正(300223.SZ)分别涨10.5%、11.7%。易联众(300096.SZ)、润和软件(300339.SZ)、天阳科技(300872.SZ)、万兴科技(300624.SZ)分别涨17%、16.1%、10.2%、9.8%。内地首四月软件业利润总额按年增20.5%,惟增速较首季回落。

疫苗股续跌,康希诺(688185.SH)、康泰生物(300601.SZ)、复星医药(600196.SH)、西藏药业(600211.SH)跌2.4%至6.1%。

内地5月中旬生猪价格旬比跌8%,拖累牧原股份(002714.SZ)挫9.7%。

宁德时代(300750.SZ)升2.9%,憧憬7月左右发布钠离子电池。

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