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《滬深兩市》上證全日近低收 深成創板跌0.7%-0.9% 煤電股逆市升 藥明康德跌停
中國人民銀行表示,明年將保持流動性合理充裕,增強人民幣匯率彈性,穩妥實施好房地產金融審慎管理制度。中國銀保監會表示,將持續完善穩地價、穩房價、穩預期的房地產長效機制,穩妥處置大型實體企業債務風險。 內地昨日(14日)新增本土確診病例50例,浙江及廣東分別佔45例及2例。人行下調存準金率及上調外匯存準金率均自今日(15日)起生效,同時開展100億元人民幣(下同)逆回購操作,單日零投放零回籠。同時進行5,000億元一年期MLF操作,操作利率維持在2.95%不變。今日有9,500億元MLF到期。人民幣兌美元中間價今下調41點。 11月工業增加值略勝預期,零售固投遜預期,發電量增速放緩,上證深成低開後反覆走個別,午後各指數走弱全線下跌。滬深兩市成交額連續第39個交易日突破1萬億元。 上證午後低見3,645,全日跌13點或0.4%,近低收報3,647點;深成指跌110點或0.7%,收報15,026點;滬深300指數跌43點或0.9%,收報5,005點;創業板指數午後顯着下跌,低見3,462,全日跌30點或0.9%,近低收報3,464點,成交2,824億元。上證深成全日成交分別爲4,811億元及6,549.5億元。 中資金融股無方向,工行(601398.SH)跌0.2%。建行(601939.SH)平收。 內地首十一個月商品房銷售增8.5%,部份內房股反彈,南國置業(002305.SZ)、大龍地產(600159.SH)漲停。萬科(000002.SZ)、金科(000656.SZ)、保利發展(600048.SH)升0.6%-2%。世茂股份(600823.SH)表示,未發生影響公司償債能力和債券還本付息不利事項,股價則微跌0.6%。 大基建股造好,中材國際(600970.SH)、重慶建工(600939.SH)漲停。 11月產煤量按年增4.6%增速比上月加快0.6個百分點,煤炭概念股造好,兗礦能源(600188.SH)漲停。電投能源(002128.SZ)揚6.9%。陝西煤業(601225.SH)、平煤股份(601666.SH)、晉控煤業(601001.SH)升0.4%-1.7%。 電力股逆市持續造好,金山股份(600396.SH)、晉控電力(000767.SH)、華電國際(600027.SH) 漲停。華能國際(600011.SH)、上海電力(600021.SH)分別揚7.1%及8%。 白酒股普遍偏弱,貴州茅臺(600519.SH)跌0.7%。五糧液(000858.SZ)、老白乾酒(600559.SH)、洋河股份(002304.SZ)跌2.1%-2.6%。 中汽協料內地明年汽車銷量按年增5.4%,新能源汽車銷量料達500萬輛,汽車股偏軟,廣汽(601238.SH)、長汽(601633.SH)分別跌1%及1.5%。 生物製藥股藥明康德(603259.SH)近收市跌停。(ta/s) ~
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