《滬深兩市》上證3,600點得而復失 創板全日反覆跌1% 鋰電概念股續跌
人民銀行決定下週三(15日)下調金融機構存款準備金率0.5個百分點,並釋放長期資金約1.2萬億元人民幣(下同)。中共中央政治局表示,將繼續實施積極的財政政策和穩健的貨幣政策,促進房地產業健康發展和良性循環。
內地昨日(6日)新增本土病例60例。人行今日(7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36點。上證深成高開。內地11月進出口數據均勝預期,惟A股表現疲弱,上證微升,3,600點得而復失,深成、創板倒跌收市。滬深兩市成交額連續第33個交易日突破萬億元。
上證高低見3,614/3,572,全日微升5點或0.2%,收報3,595點;深成指倒跌55點或0.4%,收報14,697點;滬深300指數升29點或0.6%,收報4,922點;創業板指數低見3,338,跌37點或1.1%,收報3,368點,成交2,562億元。上證深成全日成交分別爲5,241億元及6,756億元。
中資金融股表現向好,工行(601398.SH)、建行(601939.SH)各升0.7%。
憧憬疫情緩和後恢復需求,機場航空股上升,國航(601111.SH)、南航(600029.SH)、白雲機場(600004.SH)各升半成。
中國鋼鐵工業協會副會長駱鐵軍表示,要理性看待鋼鐵、煤炭供需基本面的變化,遏制過度解讀和炒作。煤炭股反覆向好,中煤(601898.SH)、山西焦煤(000983.SZ)、山西焦化(600740.SH)升1.4%至2.4%。兗煤(600188.SH)反覆靠穩升0.2%。
電力股持續走強,華能國際(600011.SH)、華電(600027.SH)分別揚6%及7.9%。
汽車、鋰電池概念股高開低走,比亞迪(002594.SZ)、長汽(601633.SH)分別跌2.3%及1.4%。億緯鋰能(300014.SH)、贛鋒鋰業(002460.SZ)、天齊鋰業(002466.SZ)跌3.1%至6.5%。寧德時代(300750.SZ)再跌4.3%。
電子煙概念股續跌,順灝股份(002565.SZ)、恆豐紙業(600356.SH)各跌3.6%。陝西金葉(000812.SZ)跌停。
中遠海控(601919.SH)建議回購AH股,A股今早開市升5.5%,其後升幅收窄,股價全日升1.9%。
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