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A股收評:創業板指漲超4%,地產股掀漲停潮,北向資金狂買127億

3月30日,A股三大股指高開高走開啟大反攻,滬指漲近2%站穩3200點,深成指漲逾3%重返12000點上方。截至收盤,滬指漲1.96%報3266.60點,深成指漲3.10%報12263.80點,創業板指漲4.02%報2696.83點。市場風險偏好急劇上升,賺錢效應凸顯,個股上漲數超3700只,成交量放大,成交額9580億,北上資金淨買入127億。

盤面上,行業板塊普遍上漲,地產股暴漲,天保基建等近三十股漲停,物業管理、家居、建材板塊跟隨大漲;金融股集體上漲,其中又以券商板塊漲幅最大,東方財富漲7%;新能源賽道股大漲,國電南瑞、寧德時代漲6%;基建、新能源車、消費電子等概念大漲靠前。農業、煤炭、化肥、油氣開採等板塊跌幅居前。

具體來看

房地產板塊爆發,天保基建、天房發展、中交地產、泰禾集團等近30股漲停。

物業管理板塊跟隨房地產板塊大漲,特發服務、招商積餘等多股漲停,萬科A、上實發展漲超8%,深物業A漲7.22%。

券商板塊領漲大金融板塊,紅塔證券、中銀證券漲停,東方財富、廣發證券漲超7%,中金公司、中信證券漲超4%。

水泥股普漲,四川金頂直線封板,華新水泥漲7.7%,福建水泥、上峯水泥漲超6%,寧波富達漲5.88%,青松建化、萬年青漲超4%。

進入三月旺季,全國多地水泥廠家再發“漲價函”,山西、河南、江西、江蘇、湖北等地水泥價格上調。從3月10日開始,湖北黃岡、鄂州等地的水泥廠家通知,上調水泥價格20-30元/噸。

煤炭板塊表現低迷,山煤國際跌6.78%,山西焦煤、晉控煤業、兗礦能源跌超5%,陝西煤業、昊華能源跌超4%,蘭花科創、盤江股份、中煤能源紛紛下跌。

化肥股普跌,華融化學跌7.83%,富邦股份跌5.37%,魯北化工、司爾特跌超3%。

農業股大幅走低,萬辰生物領跌,神農科技、華綠生物跌超5%,蘇墾農發、敦煌種業跌超4%,荃銀高科、隆平高科、登海種業、北大荒紛紛下跌。

北向資金方面,北上資金淨流入169.32億元,其中滬股通淨流入83.03億元,深股通淨流入86.29億元。

展望後市,海通證券表示,操作策略上,考慮到當前市場仍然處於震盪磨底修復階段,反轉仍需等待,二次探底補缺後的A股隨着更多穩增長政策出台和見效,資金或迴流股市,悲觀情緒也有望得到修復,指數重回升勢可期。目前宏觀經濟增長壓力依然較大,短期全國疫情又在持續,對市場情緒有所影響。在技術調整過程中,建議仍要控制好總體倉位適時低吸,保持成長和價值的均衡配置。

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