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《滬深兩市》上證半日反覆偏軟 券商及地產股走低 比亞迪造高
內地昨日(14日)新增本土確診病例64例,新增本土無症狀感染者368例。人行今日(15日)進行30億元人民幣(下同)7天期逆回購操作,以及進行等額1,000億元MLF操作,利率不變。人民幣兌美元中間價今下調238點。內地次季GDP增長放緩至0.4%遜預期。A股三大指數集體低開後表現一致靠穩,惟券商地產股受壓下上證偏軟。 上證半日反覆跌7點或0.2%,報3,273點;深成指升24點或0.2%,報12,627點;創業板指數平收報2,819點。上證、深成及創板半日成交分別爲2,820億元、3,978.5億元及1,227億元。 近期多地爛尾樓業主集體「停貸」風波引起廣泛關注。中銀保監會迴應「停貸」事件指,將引導金融機構市場化參與風險處置,各大銀行迴應指涉及規模較小,總體風險可控。中資金融股,工行(601398.SH)平收。建行(601939.SH)跌0.7%。 券商及地產股走低,中原證券(601375.SH)及國盛金控(002670.SZ)各跌約半成。信達地產(600657.SH)跌停。南山控股(002314.SZ)、陽光城(000671.SZ)及中交地產(000736.SZ)挫7.7%-9.2%。 比亞迪(002594.SZ)高開高走揚7.2%,料上半年盈利按年增最多206.8%。長汽(601633.SH)高開高走升4.8%,料上半年盈利按年增50.2%至67.2%。 寧德時代(300750.SZ)跌1%。贛鋒鋰業(002460.SZ)低開高走升1.5%,料中期純利最少增逾四倍。天齊鋰業(002466.SZ)升0.9%。 兗礦能源(600188.SH)料上半年盈利按年增近兩倍,股價逆市揚7.6%。
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