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《滬深兩市》上證失守3,600點近低收 創板全日跌2% 鋰電概念股受壓
國務院總理李克強表示,內地繼續實施穩健貨幣政策兼適時降準。內地昨日(5日)新增本土病例38例。人行今日(6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上調36點。上證深成個別發展後早市表現雙雙偏好,創板偏弱。A股各指數午後走疲,上證深成倒跌,上證失守3,600點關,創板跌幅逾2%。滬深兩市成交額連續第32個交易日突破萬億元。 上證高低見3,626/3,586,全日倒跌18點或0.5%,近低收報3,589點;深成指倒跌139點或0.9%,收報14,752點;滬深300指數倒跌8點或0.2%,收報4,892點;創業板指數低見3,403,跌72點或2%,近低收報3,405點,成交2,604億元。上證深成全日成交分別爲5,282億元及6,754億元。 憧憬短期或降準,中資金融股工行(601398.SH)、建行(601939.SH)分別升0.4%及0.7%。銀行股午後升幅顯着收窄,瑞豐銀行(601528.SH)、齊魯銀行(601665.SH)、平安銀行(000001.SZ)升1.4%至3.1%。 部分中資券商股逆市走高,中信證券(600030.SH)、廣發證券(000776.SZ)分別升4.6%及2.2%。券商行業近期有多項利好政策出臺,包括開展證券公司賬戶管理功能優化試點、放開險資參與證券出借業務、規範收益互換業務等。 據報內地11月房產貸款投放繼續「雙升」,官媒指恆大(03333.HK)個別事件不影響房產市場正常融資,部分房地產股走強,新黃浦(600638.SH)漲停。招商蛇口(001979.SZ)、保利發展(600048.SH)、金科股份(000656.SZ)、萬科(000002.SZ)升1.1%至2.2%。 煤炭、電力股逆市走強,遠興能源(000683.SZ)、廣匯能源(600256.SH)、晉控煤業(601001.SH)、電投能源(002128.SZ)升2.1%至6.4%。華能國際(600011.SH)升1.5%。華電(600027.SH)漲停。 傳內地批準成立新國有稀土巨頭,新公司擬將被命名爲中國稀土集團,最快將於本月在資源豐富的江西省成立。該公司是通過合併多間國有企業的稀土資產成立,包括有中國五礦集團、中國鋁業及贛州稀土集團。中國鋁業(601600.SH)漲停。稀土股造好,德宏股份(603701.SH)漲停。五礦稀土(000831.SZ)、焦作萬方(000612.SZ)分別升2.4%及3%。 鋰電池概念股午後顯着受壓,億緯鋰能(300014.SZ)、贛鋒鋰業(002460.SZ)、天齊鋰業(002466.SZ)跌2.2%至4.3%。海外最大中國股票基金大舉減持寧德時代(300750.SZ),股價低開低走跌4.3%。比亞迪(002594.SZ)亦跌1.7%。
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