《滬深兩市》上證深成全日跌0.4% 煤電股走低 內房、生物醫藥、芯片股造高
內地昨日(9日)新增本土病例39例,新增本土無症狀感染者25例。人行今日(9日)開展1,000億元人民幣(下同)逆回購操作,單日淨投放500億元。人民幣兌美元中間價下調45點。上月CPI按年升1.5%,PPI按年升13.5%,均高於市場預期。內地監管消息不斷,上證深成低開後跌幅顯着擴大,各指數普遍跌逾1%,創板更一度跌2%。A股午後於低於有支持,各指數跌幅顯着收窄。滬深兩市成交額連續第14個交易日突破萬億元。
上證低見3,448點後有資金支持,全日跌14點或0.4%,收報3,492點;深成指跌56點或0.4%,收報14,515點;滬深300指數跌25點或0.5%,報4,821點;創業板指數跌10點或0.3%,收報3,399點,成交2,693億元。上證深成全日成交分別爲4,431億元及6,371億元。
中資金融股偏弱,工行(601398.SH)、建行(601939.SH)分別跌0.4%及0.3%。
《證券時報》報道,房企迎利好信號,發債融資有望回暖,帶動內房股午後造好,萬科A(000002.SZ)、金地集團(600383.SH)、金科股份(000656.SZ)、保利發展(600048.SH)升4.2%-7.6%。
發改委、工信部發布關於推動原料藥產業高質量發展實施方案提出,大力發展特色原料藥和創新原料藥,鼓勵優勢企業做大做強,培育一批有國際競爭力的領軍企業。另外,科技部公示mRNA加強針獲批IIIb期臨牀,刺激生物醫藥及醫療器械股走強,沃森生物(300142.SZ)漲13%,恆瑞醫藥(600276.SH)揚7.9%、未名醫藥(002581.SZ)升1.6%。楚天科技(300358.SZ)、三諾生物(300298.SZ)分別升5.8%及5.4%。
煤炭、電力股持續走弱,晉控煤業(601001.SH)、平煤股份(601666.SH)、山西焦煤(000983.SZ)跌1.8%-4%。上海電力(600021.SH)、大唐發電(601991.SH)、華電國際(600027.SH)跌0.4%-1.9%。
光伏股下跌,捷佳偉創(300724.SZ)挫11.2%。晶科科技(601778.SH)、金開新能(600821.SH)分別跌2.6%及6.3%。
新能源汽車股下跌,長汽(601633.SH)、比亞迪(002594.SZ)、長安汽車(000625.SZ)跌1.6%-3.3%。寧德時代(300750.SZ)跌2.3%。
鋰電池概念股回吐,億緯鋰能(300014.SZ)跌0.9%。贛鋒鋰業(002460.SZ)、天齊鋰業(002466.SZ)分別挫6.2%及5.8%。
半導體芯片股持續造好,芯源微(688037.SH)、國民技術(300077.SZ)、至純科技(603690.SH)、中微公司(688012.SH)升4.6%-8.9%。科翔股份(300903.SZ)漲11.3%。中芯國際(688981.SH)升1.5%。(ta/k) ~
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