《滬深兩市》上證失守3,500點 汽車、光伏股走低 煤炭、內房股反彈
內地昨日(2日)新增確診病例109例,全國本土病例佔93例,北京本土病例佔9例。人行今日開展500億元人民幣(下同)逆回購操作,單日淨回籠1,500億元。人民幣兌美元中間價下調70點。上證深成低開後反覆向下,上證暫失守3,500點水平。A股各指數午後跌幅收窄,惟上證最終未能企穩3,500點收市。滬深兩市成交額連續第九個交易日突破萬億元。
上證高/低位分別爲3,512/3,480點,全日跌7點或0.2%,收報3,498點;深成指跌9點或0.07%,收報14,367點;滬深300指數跌18點或0.4%,報4,821點;創業板指數跌12點或0.4%,收報3,327點,成交2,172億元。上證深成全日成交分別爲4,491億元及5,511億元。
中資金融股偏軟,工行(601398.SH)、建行(601939.SH)分別跌0.2%及0.7%。
內房股反彈,津濱發展(000897.SZ)漲停。金地集團(600383.SH)、保利發展(600048.SH)、陽光股份(000608.SZ)升4.3%-5.8%。
焦煤期貨主力合約漲幅擴大,刺激煤炭股顯着反彈,兗煤(600188.SH)、山西焦煤(000983.SZ)漲停。
平煤股份(601666.SH)揚8.5%。發改委開展全國煤電機組改造升級,表示「十四五」期間改造規模不低於3.5億千瓦。
汽車股午後走弱,長汽(601633.SH)、江淮汽車(600418.SH)、比亞迪(002594.SZ)跌3.5%-5.4%。寧德時代(300750.SZ)跌2.7%。
核電股尾市走高,尚緯股份(603333.SH)漲停。東方電氣(600875.SH)、中國核建(601611.SH)、寶色股份(300402.SZ)揚6.3%-7.3%。
半導體股逆市造好,華亞智能(003043.SZ)、博傑股份(002975.SZ)漲停。光庫科技(300620.SZ)漲11%。
鹽湖提鋰股走低,兆新股份(002256.SZ)、贛鋒鋰業(002460.SZ)各跌逾半成。
光伏股走低,隆基股份(601012.SH)、金辰股份(603396.SH)、晶澳科技(002459.SZ)挫6.2%-9.8%。(ta/s) ~
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