上證深成創板全日反覆跌1%-1.6% 煤電股逆市升 寧德時代跌逾4%
內地昨日(3日)新增本土確診病例61例。人民銀行今日(4日)進行100億元人民幣(下同)7天期逆回購操作,單日淨回籠2,900億元。俄烏交戰持續,雙方繼續進行談判,人民幣兌美元中間價今下調272點。全國政協十三屆五次會議今午開幕,上證低開後偏軟,深成、創板一度回升,惟早市尾段再有沽壓,地緣政局及俄烏戰況極不明朗,拖累各指數午後跌幅擴大。
上證全日跌33點或1%,收報3,447點;深成指跌181點或1.4%,收報13,020點;創業板指數跌43點或1.6%,收報2,748點,成交2,312億元。上證深成全日成交分別爲4,307億元及5,756億元。
中資金融股偏軟,工行(601398.SH)及建行(601939.SH)分別跌0.4%及0.5%。
上日紐油跌2.6%,石油相關股回吐,中石油(601857.HK)跌2%。洲際油氣(600759.SH)及中曼石油(603619.SH)分別挫7.1%及8%。黃金股持續走弱,西部黃金(601069.SH)及湖南黃金(002155.SZ)分別跌6.3%及3.7%。港口航運股錦州港(600190.SH)則連續六日漲停。
內地擬加快推動用戶側全面參與電力現貨市場交易,煤電股逆市上升,雲煤能源(600792.SH)揚6.6%。中煤(601898.SH)去年純利按年增174.2%,股價升1.7%。上海電力(600021.SH)、華能國際(600011.SH)、銀星能源(000862.SZ)升2.7%-5.3%。此外,馬鋼(600808.SH)逆市升2.9%。
汽配股走弱,中鼎股份(000887.SZ)、常熟汽飾(603035.SH)及中捷精工(301072.SZ)挫7%-11.1%。
比亞迪(002594.SZ)上月銷量按年增335%,惟股價低開低走跌4.7%。寧德時代(300750.SZ)指磷酸鐵鋰廠商下調3月排產計劃消息不屬實,惟股價低開低走跌4.1%。(ta/u) ~
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