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A股收評:滬指重返3100點,兩市近4000股上漲,港口股領漲

5月25日,A股兩市主要指數上漲,滬指早盤紅盤整理,午後在電力、基建、汽車等板塊帶動下震盪走高,全天收漲1.19%報3107點,深成指漲0.7%,創業板指張0.32%。兩市3995股上漲,617股下跌,成交量萎縮,成交額7600億元,北上資金淨買入34億元。

盤面上,題材概念整體表現活躍,券商指隨着上海解封政策的啟動將出現一波貨物搶運潮,港口航運股漲勢凌厲,北部灣港等多股漲停;中辦、國辦近日印發關於推進實施國家文化數字化戰略意見,傳媒娛樂股集體大漲;汽車、新能源電力股午後走強,億利潔能等十餘隻光伏股漲停,中通客車錄得九連板,長城汽車漲約8%;豬肉、充電樁、區塊鏈、元宇宙等概念大漲靠前。

港口航運板塊漲幅居前。連雲港、盛航股份、北部灣港、錦州港漲停。日照港逼近漲停,南京港漲超8%,廣州港漲超7%,廈門港務、招商南油漲超6%。

中信建投指出,隨着上海解封政策的啟動,將出現一波貨物搶運潮,或將成為集運現貨市場的轉折點,預計最快5月底、6月初可以看到貨量提振。疊加逐步進入三季度傳統旺季,美線運價有望創歷史新高。天風證券研報認為,2022年初,滾裝船日租金和造價都創歷史新高,行業進入繁榮期。

汽車整車板塊繼續走強。漢馬科技、中通客車漲停,金龍汽車漲超9%,長城汽車漲超8%,福田汽車、江淮汽車漲超6%,安凱客車漲超5%。

消息面上,國常會近日提出階段性減徵部分乘用車購置税600億元及其他多項利好汽車行業恢復和發展的政策。 國信證券香港表示,從需求端來看,今年國內疫情對於宏觀經濟產生了不利影響,也對居民購車意願及購買力形成一定抑制。而本次乘用車購置税減徵政策出台,有望明顯提振乘用車消費潛力。

綠電板塊午後集體拉昇。明星電力、雲南能投、億利潔能、安徽建工、內蒙華電、僑銀股份、銀星能源漲停,甘肅電投漲超9%。

充電樁板塊多股漲停,英威騰、明星電力、億利潔能、英維克、江蘇華晨、數源科技、能科科技、廣匯汽車漲停。

消息面上,2022年,武漢市將新增機動車停車泊位10萬個、新建充電樁4萬個(建成2萬個,具備安裝條件2萬個)、建成充換電站120座;四川省近日印發《關於推動城鄉建設綠色發展的實施方案》提出,加快新能源汽車充換電站(樁)、加氣站、加氫站、分佈式能源站等設施建設,推動居民小區充電樁建設,形成適度超前、快充為主、慢充為輔的城市公共充電網絡。

特高壓板塊跟隨走強。永福股份漲超11%,大連電瓷、通達電力、奧特迅、中國西電漲停,平高電氣漲超9%,四方股份、許繼電氣漲超8%。

傳媒板塊表現強勢。藍色光標漲超11%,視覺中國、金逸影視、姚記科技、天地在線、龍版傳媒、風語築漲停,浙數文化漲超9%。

消息面上,中辦、國辦近日印發《關於推進實施國家文化數字化戰略的意見》稱,要加快文化產業數字化佈局,在文化數據採集、加工、交易、分發、呈現等領域培育一批新型文化企業,支持符合科創屬性的數字化文化企業在科創板上市融資。

北向資金方面,北上資金淨流入70.16億元,其中滬股通淨流入36.87億元,深股通淨流入33.29億元。

展望後市,中金公司策略團隊認為,市場在政策、估值和資金情緒等方面都具備偏底部的一些特徵,市場已經具備中線價值;市場環境依然有一定挑戰,後續更多上升空間則需要更多積極的基本面催化劑。尤其是盈利預期的環比改善可能較為重要,在國內“穩增長”加碼和海外增長下行的背景下,未來重點關注國內基本面的疫後修復力度,重點包括房地產、消費需求等。

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