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A股午評:滬指跌0.5%,農業股逆勢大漲,消費股領跌
格隆匯 05-16 11:48

兩市高開低走,滬指午間收跌0.51%報3068點,深成指跌0.53%,創業板指跌0.73%。兩市1980股上漲,2450股下跌,成交額5250億,北上資金淨賣出58.19億。

行業板塊多數下跌,大消費成下跌主力,醫療、醫藥、釀酒、食品飲料等板塊跌幅靠前,汽車整車及產業鏈股回落,上汽集團、廣汽集團跌超3%;金融股普跌。農業股逆勢大漲,其中又以種業概念漲勢最為猛烈,登海種業等多股漲停,化肥股跟隨大漲;央行降首套房貸利率,地產股高開低走,但仍有榮安地產等多股漲停;煤化工、磷化工、預製菜、雲遊戲等概念活躍。

農業板塊大漲,其中又以種業概念漲幅最大。消息面上,農業農村部、財政部發布關於做好2022年農業生產發展等項目實施工作的通知。加強耕地保護、種業振興、農機裝備支撐保障。此外,印度外貿總局13日發佈公吿,對印度小麥出口實施臨時禁令,立即生效。

煤炭股集體上漲,盤江股份漲停。中泰證券表示,整體而言,煤炭供需格局依舊緊張,行業景氣度仍將維持高位。煤企一季報業績增速普遍較快,二季度業績環比改善有望延續超預期表現;上市公司高比例分紅創出上市以來新高,提振市場情緒,繼續看好後市行情。

地產板塊高開低走,但仍有榮安地產等股漲停。中國央行、銀保監會聯合發佈通知稱,對於貸款購買普通自住房的居民家庭,首套住房商業性個人住房貸款利率下限調整為不低於相應期限貸款市場報價利率(LPR)減20個基點,二套住房商業性個人住房貸款利率政策下限按現行規定執行。若不考慮當前各地區差異化的加點要求,此次下調意味着後續各地首套房貸利率最多可低至4.4%。

東莞證券指,上週五指數震盪上漲, 兩市量能有所縮小,滬指最終收漲0.96%。預計短線大盤仍將延續震盪反彈走勢, 關注板塊輪動和量能變化。從技術面來看, 滬指實現5連陽, 整體走勢較強, 且市場量能充足, 預計短線大盤仍將延續震盪反彈走勢, 關注板塊輪動和量能變化, 操作上建議關注金融、建築建材、食品飲料、電氣設備、醫藥、TMT等行業。

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