《滬深兩市》上證全日升0.8% 風電股掀漲停潮 食品股上揚
內地昨日(3日)新增確診病例104例,本土病例佔87例。人民銀行今日(4日)淨投放1,500億元人民幣(下同),中標利率持平。人民幣兌美元中間價上調136點。上證開市已升穿3,500點關,三大指數齊高開後升幅擴大,最終收市升0.8至1.3%。滬深兩市成交額連續第十個交易日突破萬億元。
上證全日升28點或0.81%,收報3,526點,成交4,688億元;深成指漲187點或1.3%,報14,555點,成交6,099億元;創業板指數升35點或1.06%,報3,362點,成交2,407億元。
中資金融股個別發展,工行(601398.SH)升0.2%,建行(601939.SH)跌0.3%。
風電股掀漲停潮,雙一科技(300690.SZ)、寧波東力(002164.SZ)、大金重工(002487.SZ)及振江股份(603507.SH)等多股漲停。根據全球風能理事會預測,今年內中國海上風電裝機總量很可能將超過英國,成爲全球海上風電裝機容量最大的國家。
內地材料成本上漲,據報多家食品龍頭宣佈加價,食品加工板塊上揚,天味食品(603317.SH)、鹽津鋪子(002847.SZ)及加加食品(002650.SZ)升停板。
發改委指山西、內蒙古及陝西三地已開展嚴厲打擊利用違規存煤場所囤積居奇、哄擡煤價等非法牟利行爲,煤炭股受壓,蘭花科創(600123.SH)及潞安環能(601699.SH)挫逾5%,神火股份(000933.SZ)、昊華能源(601101.SH)及山西焦煤(000983.SZ)跌3至3.9%,而中煤能源(601898.SH)跌2.6%,兗州煤業(600188.SH)跌1.6%。
比亞迪(002594.SZ)10月新能源汽車銷量按年增長249%至81,040輛,股價升7.3%。此外,上海市發改委等多部門出臺《關於支持本市燃料電池汽車產業發展若幹政策》,車股穩升,中通客車(000957.SZ)升停板,廣汽集團(601238.SH)及長安汽車(000625.SZ)分別升5.3及4.7%。
騰訊數字生態大會召開,將推出網絡安全數碼藏品,網絡安全概念股炒上,熙菱信息(300588.SH)漲超過12%,科藍軟件(300663.SZ)、南天信息(000948.SZ)及中國軟件(600536.SH)升3.03至3.6%。元宇宙概念股升幅顯着,佳創視訊(300264.SZ)、中青寶(300052.SZ)及天下秀(600556.SH)升停板。
隆基股份(601012.SH)升1.7%,公司澄清對美國市場的發貨仍在正常進行,美國海關暫扣令暫未對經營造成重大不利影響。
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