《滬深兩市》上證全日靠穩平收 創板跌1.2% 地產股走高 芯片及鋰電概念股走弱
內地疫情仍然嚴峻,昨日(5日)新增本土確診病例1,383宗,新增本土無症狀感染者19,089宗。人民銀行今日(6日)進行100億元人民幣(下同)7天期逆回購操作,單日淨回籠4,400億元。人民幣兌美元中間價今下調290點。3月財新中國服務業PMI降至42遠遜預期,為兩年來新低。上證深成創板低開後走勢偏弱,上證低位有支持一度倒升,創板走勢則較差跌逾1%。
上證反覆靠穩全日近平收,近高收報3,283點;深成指跌55點或0.4%,收報12,172點;創業板指數跌1.2%或33點,收報2,633點,成交1,775億元。上證深成全日成交分別為4,336億元及5,325億元。
中資金融股偏好,工行(601398.SH)及建行(601939.SH)各升0.8%。
多隻地產股漲停,中交地產(000736.SZ)、光明地產(600708.SH)、中華企業(600675.SH)漲停。吳向東辭任華夏幸福(600340.SH)董事長、首席執行官及總裁等職務。該股漲停。招商蛇口(001979.SZ)升5.1%,公司與長城資產及佳兆業(01638.HK)簽戰略合作協議。萬科A(000002.SZ)升2.7%。
基建股造好,北新路橋(002307.SZ)漲停。中國建築(601668.SH)、新疆交建(002941.SZ)、中交建(601800.SH)及中鐵建(601186.SH)升5%-8.4%。
俄烏局勢再度升溫,國際油價隨之上升,帶動石油股走高,中石油(601857.HK)升2.6%。洲際油氣(600759.SH)及中曼石油(603619.SH)分別升2.2%及7%。
芯片股走弱,斯達半導(603290.SH)漲停。隆基股份(601012.SH)新電池技術預計在第四季度量產,惟股價跌5.5%。寧德時代(300750.SZ)德國工廠獲得電芯生產許可,惟股價開市跌2%。贛鋒鋰業(002460.SZ)先升後跌1.3%,公司參與Mt Marion項目擴建,計劃年內將鋰精礦產能擴張至每年達90萬噸。
比亞迪(002594.SZ)升2.5%。比亞迪澄清漲價傳聞屬不實消息。(ta/k) ~
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