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A股午評:科創50指數漲2.7%,汽車產業鏈股現漲停潮,金融股領跌

兩市主要指數漲跌不一,滬指受金融權重影響跌0.78%報3186點,深成指跌0.2%,創業板指漲0.17%,科創50指數漲2.7%。兩市2310股上漲,2240股下跌,成交額5000億。

板塊走勢分化,發改委研究煤炭領域哄抬價格違法行為認定標準,煤炭板塊重挫,新集能源等股跌停;機構普遍認為週末全面降準25BP低於基本預期,金融、地產股大跌靠前,東方證券跌停,招商銀行跌6.6%;白酒、鋼鐵、石油等板塊跌幅靠前。農業股大漲,雞肉概念股暴漲,豬肉、水產品、種業等概念漲幅靠前;科技股表現強勁,芯片、5G等概念大漲;吉林率先實現汽車產業復工復產及上海有序推動企業復工,汽車產業鏈股現漲停潮;特高壓、光伏、智能電網等新能源電力股活躍,隆基漲4%。

汽車產業鏈股批量漲停。消息面上,上海經信委發佈《上海市工業企業復工復產疫情防控指引(第一版)》。此前,受到上海疫情影響,汽車、機械、電氣設備等行業較大沖擊,隨着復工復產的推進,這些產業的壓力有望得到緩解。另外,吉林省工信廳副廳長宋曉輝介紹,汽車產業是吉林省重要支柱產業,率先實現復工復產意義重大。

預製菜概念活躍,福成股份等多股漲停。由農業農村部農業貿易促進中心、農業農村部農產品質量安全中心、中國綠色食品發展中心共同指導,十餘省級農業農村主管部門及市級政府支持、數家國家級科研和經濟研究機構擔當研究院專家委員會的首個全國公益性預製菜行業自律組織——中國預製菜產業聯盟正式成立。

煤炭板塊重挫,新集能源跌停。國家發展改革委價格司召開專題會議,研究明確煤炭領域哄抬價格違法行為認定標準,煤炭、電力行業重點企業及有關行業協會參加會議。 會議指出,煤炭是重要基礎能源,做好煤炭保供穩價工作意義重大。在現有法律法規框架下,研究明確煤炭領域哄抬價格違法行為的具體認定標準,有利於引導煤炭經營者合法經營,維護煤炭市場正常秩序。

金融股大跌,東方證券跌停。消息面上,央行下調金融機構存款準備金率0.25個百分點,共釋放長期資金約5300億元。機構普遍認為週末全面降準25BP低於基本預期。其中,中金認為,這次降準的幅度比較“剋制”,是央行歷史上第一次調降25bp的幅度。

國盛證券認為,隨着外圍地緣政治形勢的影響逐步降低,降準預期的落地,短期市場或繼續維持震盪整理的節奏。目前A股市場缺少的是人氣及信心,等待政策面的進一步覆蓋,變盤節點或在本月下旬,操作上,關注復產復工預期下的汽車產業鏈、集成電路、裝備製造等題材的低吸機會,“內循環”需求下的投資和消費環節同樣值得關注,其中大型國企具備一定的優勢。

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