《滬深兩市》上證半日微跌 深成創板倒升0.3%至0.9% 航空、旅遊股走弱 菸草股走強
受新冠變異毒株Omicron影響,上週五(26日),美股三大指數收跌逾2%,標普500指數跌2.27%,創今年2月以來最大單日跌幅;英法德等歐洲主要股指跌幅約3.6%-4.8%。
國家統計局公佈首十個月全國規模以上工業企業利潤按年增長42.2%。內地昨日(28日)新增本土病例21例,內蒙古佔20例。人行今日(29日)開展1,000億元人民幣(下同)逆回購操作,單日淨投放零500億元。人民幣兌美元中間價上調64點。上證深成低開後收復失地,深成、創板倒升。
上證半日微跌1點,收報3,562點;深成指升40點或0.3%,收報14,817點;滬深300指數跌7點或0.2%,報4,852點;創業板指數升32點或0.9%,收報3,501點,成交1,990億元。上證深成半日成交分別爲3,070億元及4,394億元。
中資金融股偏軟,工行(601398.SH)、建行(601939.SH)分別跌0.4%及0.5%。
國際油價從上週五跌勢中反彈半成,上期所燃油主力合約挫逾7%,中石油(601857.SH)、中石化(600028.SH)分別跌0.4%及0.7%。
煤電股走勢各異,電力股低開高走,華能(600011.SH)、華電(600027.SH)、上海電力(600021.SH)倒升2%至4%。中煤(601898.SH)、兗煤(600188.SH)、山西焦煤(000983.SZ)、山西焦化(600740.SH)跌0.2%至2.9%。
內地風電併網裝機突破3億千瓦,風電股造好,銳新科技(300828.SZ)漲停。華伍股份(300095.SZ)、桂冠電力(600236.SH)、臥龍電驅(600580.SH)升5.4%至11.5%。
菸草股掀漲停潮,陝西金葉(000812.SZ)、中科信息(300678.SZ)、東風股份(601515.SH)漲停。華寶股份(300741.SZ)揚9%。國務院對《中華人民共和國菸草專賣法實施條例》作出修改,增加第六十五條爲,電子煙等新型菸草製品參照本條例捲菸的有關規定執行。
憂慮新冠變異毒株Omicron影響,航空及旅遊股下跌,衆信旅遊(002707.SZ)、中青旅(600138.SH)、峨嵋山A(000888.SZ)、凱撒旅遊(000796.SZ)跌1.8%至4.6%。南航(600029.SH)、國航(601111.SH)、東航(600115.SH)跌2.1%至4.2%。
比亞迪(002594.SZ)低開高走升2.5%。寧德時代(300750.SZ)破頂高見684.5元,股價半日升3.3%,造679.36元。
中國能建(601868.SH)漲9.9%,公司擬設立氫能業務及數字科技子公司,聯合體中標142.24億元項目。
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