《滬深兩市》上證深成全日微跌 水泥鋼鐵股逆市造好 菸草股反彈
內地昨日(1日)新增本土病例53例,均在內蒙古。人行今日(2日)開展100億元人民幣(下同)逆回購操作,單日淨回籠900億元。人民幣兌美元中間價下調26點。上證,深成、創板低開後反覆偏軟。滬深兩市成交額連續第30個交易日突破萬億元。
上證全日微跌3點,收報3,573點;深成指跌28點或0.2%,收報14,765點;滬深300指數升12點或0.3%,收報4,856點;創業板指數跌6點或0.2%,收報3,466點,成交2,912億元。上證深成全日成交分別爲4,684億元及6,849億元。
中資金融股靠穩,工行(601398.SH)、建行(601939.SH)各升0.2%。
券商股輪流升,東方證券(600958.SH)、興業證券(601377.SH)、廣發證券(000776.SZ)升2%-5.7%。
中石油(601857.SH)與中石化(600028.SH)簽署戰略合作框架協議,股價分別升0.6%及1.5%。
水泥股、鋼鐵股逆市造好,上峯水泥(000672.SZ)漲停。華新水泥(600801.SH)、海螺水泥(600585.SH)分別揚7.5%及5%。首鋼股份(000959.SZ)漲停。寶鋼(600019.SH)、重鋼(601005.SH)、包鋼(600010.SH)升2.4%-3.3%。中國水泥協會執行會長孔祥忠表示,相較三季度,四季度行業業績或將有所好轉。數據顯示,截至11月21日,今年地方債合計發行6.75萬億元,創歷史新高。考慮到尚有數千億元新增專項債額度未發行,今年地方債發行規模將超過7萬億元。
汽車股造好,小康股份(601127.SH)升4.3%。廣汽(601238.SH)、比亞迪(002594.SZ)、長汽(601633.SH)升1%-1.4%。寧德時代(300750.SZ)高見689.2元再破頂,全日升2.4%,造688元。
元宇宙概念股受壓,金運激光(300220.SZ)、中文在線(300364.SZ)、恆信東方(300081.SZ)、絲路視覺(300556.SZ)、中青寶(300052.SZ)挫7.4%-12.2%。
電子煙零售要取得國家菸草專賣行政主管部門零售許可證,帶動電子煙概念股反彈,順灝股份(002565.SZ)揚6.8%。陝西金葉(000812.SZ)、恆豐紙業(600356.SH)漲停。(ta/u) ~
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