港股午評:恆指漲1%,煤炭股大漲,科技股普漲
港股三大指數高位盤整,恆指午間收漲1.2%報20190點,成交額567.1億港元,國指漲1.3%,恆生科技指數漲0.6%。科技股多數上漲,阿里巴巴、百度、嗶哩嗶哩漲3%,京東、金山軟件漲2%。

行業板塊多數上漲,煤炭板塊漲幅居前,中煤能源、中國神華受業績大增刺激,股價漲幅均在6%以上;化肥板塊亦大漲,中國心連心化肥漲6%;中央財經委會議定調加強基建,鋼鐵、重型機械等板塊繼續走強,中國建築國際漲5%;中藥、消費電子、物流等板塊漲幅靠前。

物流板塊大漲,圓通速遞國際漲5%。國常會要求加強對貨運經營者幫扶,5月1日至年底,對符合件的快遞收派收入免徵增值税。督促收費站、服務區應開盡開,疏通機場、港口集疏運,要打通物流微循環,推動因疫情關停的快遞等網點恢復運營。

煤炭板塊大漲,中煤能源漲7%。中煤能源一季度淨利達67.93億元 ,同比增長93.1%;中國神華一季度淨利達197.96億元,同比增長66.9%;伊泰煤炭一季度淨利潤32.84億元,同比增長215.86%。

化肥板塊漲幅靠前,心連心化肥漲6%。俄總統普京指示將俄羅斯出口化肥的限制延長至8月31日,並考慮進一步延長限制的可能性。

機械、鋼鐵等基建板塊繼續走強。中央財經委員會第十一次會議強調,全面加強基礎設施建設構建現代化基礎設施體系,為全面建設社會主義現代化國家打下堅實基礎。中信證券研報指,中央財經委會議定調之後,預計自上而下的政策變化將推動基建項目和融資更加順暢,全年的基建投資增速有望再上一個台階。

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