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《滬深兩市》上證半日靠穩企3,000點之上 內房、基建及光伏造好 寧德時代低開高走
內地首四月按美元計外貿進出口按年增10.1%,貿易順差2,129.3億美元。4月按美元計出口按年增3.9%勝預期。內地疫情持續緩和,昨日(9日)新增本土確診病例349例,新增本土無症狀感染者3,077例。人行今日(10日)進行100億元7天期逆回購操作,單日淨投放100億元。人匯持續走弱,人民幣兌美元中間價今再下調235點。上證深成創板低開高走,各指數倒升,其中上證企穩3,000點水平之上,創板一度倒升2%表現較強。 上證半日反覆升5點或0.2%,收報3,009點;深成指升41點或0.4%,收報10,807點;創業板指數收報2,259點,半日升31點或1.4%,成交1,011億元。上證深成半日成交分別爲2,379億元及2,938億元。 中資金融股偏軟,限制上證升幅。工行(601398.SH)及建行(601939.SH)分別跌0.6%及0.2%。平安銀行(000001.SZ)跌1.7%。 部份地產及基建股有支持,中交地產(000736.SH)及信達地產(600657.SH)漲停。萬科(000002.SZ)則跌1.9%,其與廣州市政府合作拓展文旅等產業。龍建股份(600853.SH)及宏潤建設(002062.SZ)漲停。 煤炭股走弱,平煤股份(601666.SH)及上海能源(600508.SH)分別挫9.3%及3%。電力股走強,湖南發展(000723.SZ)及甘肅電投(000791.SZ)漲停。 風電及光伏股造好,中信博(688408.SH)及雙良節能(600481.SH)分別漲17.5%及8.8%。天順風能(002531.SZ)及愛旭股份(600732.SH)漲停。 比亞迪(002594.SZ)低開3.7%後反覆向上一度倒升,股價半日跌1%。據報長沙比亞迪部份產線停產整頓,比亞迪指報道工廠氣體排放情況屬惡意捏造,稱已報警並追究法律責任。 寧德時代(300750.SZ)低開高走倒升2.7%%。公司透露,計劃於今季內正式發佈麒麟電池,並正致力推進鈉離子電池在明年實現產業化。(ta/a) ~
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