《滬深兩市》上證全日反覆跌0.3% 深成創板微升 內房、白酒股造好 煤電股走弱
內地疫情反覆,昨日(21日)新增確診病例43例,本土病例佔28例。人行今日(22日)開展1,000億元人民幣(下同)逆回購操作,單日淨投放900億元。人匯走勢回軟,人民幣兌美元中間價下調142點。上證平開深成微微高開後走勢各異,上證反覆偏軟,仍受制3,600關,深成、創板微升。
上證全日跌12點或0.3%,收報3,582點;深成指升47點或0.3%,收報14,492點;滬深300指數升31點或0.6%,報4,959點;創業板指數升5點或0.2%,收報3,284點,成交1,989億元。上證深成全日成交分別爲4,554億元及5,598億元。
中資金融股偏軟,工行(601398.SH)、建行(601939.SH)各跌0.2%。
中銀保監統計信息與風險監測部負責人劉忠瑞表示,在貸款首付比和利率上支持首套房購房者,樓市政策擬稍稍鬆綁後,刺激一衆內房股走高,新城控股(601155.SH)、金科股份(000656.SZ)分別揚6.3%及5.9%。保利發展(600048.SH)、萬科A(000002.SZ)分別升1.9%及2.9%。
發改委組織開展煤炭生產、流通成本和價格調查,拖累煤炭股、電力股下挫,冀中能源(000937.SZ)、遠興能源(000683.SZ)、晉控煤業(601001.SH)、山西焦化(600740.SH)、平煤股份(601666.SH)、山煤國際(600546.SH)、山西焦煤(000983.SZ)跌5.7%至9.3%。上海電力(600021.SH)、大唐發電(601991.SH)、華電國際(600027.SH)跌3.8%至6.1%。
鋼鐵板塊持續下跌,首鋼股份(000959.SZ)、太鋼不鏽(000825.SZ)、新鋼股份(600782.SH)、包鋼股份(600010.SH)跌5.9%至7.7%。
白酒股午後造好,貴州茅臺(600519.SH)升3.1%。金種子酒(600199.SH)、今世緣(603369.SH)、五糧液(000858.SZ)升1.8%至3.6%。
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