《滬深兩市》上證深成全日升0.6%-1.2% 創板反彈2.6% 煤炭股走弱 寧德時代升逾4%
內地昨日(24日)新增本土確診病例82例。人民銀行今日(25日)進行3,000億元人民幣(下同)7天期逆回購操作,單日淨投放2,900億元。俄烏開戰負面消息暫時消化,人民幣兌美元中間價今下調66點。上證深成高開後走勢一度向好,惟升幅有限,創板則顯着走強,升幅維持約2%。
上證全日21點或0.6%,收報3,451點;深成指升160點或1.2%,收報13,412點;創業板指數升71點或2.6%,收報2,855點,成交2,364億元。上證深成全日成交連續三日破逾萬億元創,分別爲4,417億元及5,771億元。
中資金融股偏軟,工行(601398.SH)、建行(601939.SH)分別跌0.6%及0.8%。
國際油價反覆上升,惟石油相關股個別發展,中石油(601857.HK)回吐3%。洲際油氣(600759.SH)及中曼石油(603619.SH)分別跌3.2%及4.9%。貝肯能源(002828.SZ)則升3.8%。
避險情緒降溫,黃金相關股隨之回吐,山東黃金(600547.SH)及湖南黃金(002155.SZ)分別跌3%及3.4%。
發改委公佈重點地區煤炭出礦環節價格合理區,於5月起執行,動力煤及焦煤價格隨之急跌,拖累煤炭股午後走低,晉控煤業(601001.SH)、平煤股份(601666.SH)、陝西煤業(601225.SH)、山西焦煤(000983.SZ)、兗礦能源(600188.SH)跌1.5%-7.2%。
電力股午後走高,金山股份(600396.SH)及華能國際(600011.SH)漲停。
光伏及半導體股造好,上機數控(603185.SH)擬投資118億元建高純工業硅及高純晶硅項目,股價揚7.9%。隆基股份(601012.SH)股價升2%
比亞迪(002594.SZ)及寧德時代(300750.SZ)分別升1.3%及4.2%。(ta/k) ~
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