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A股午評:三大指數漲超1%,週期板塊大漲,儲能概念股批量漲停
格隆匯 07-18 11:49

兩市主要指數上漲,滬指午間收漲1.49%報3276點,深成指漲1.1%,創業板指漲1.8%。兩市4076股上漲,610股下跌,市場情緒及賺錢效應好轉,成交額6500億,北上資金淨買入43.2億。

題材概念多點開花,煤炭、電力、地產、石油等週期類板塊大漲靠前;儲能概念現漲停潮,湘潭電化、祥鑫科技等多股再創新高;環保股全線大漲,中國天盈等十餘股漲停;金融股全線上漲,其中又以券商板塊漲幅最大,東方財富漲4.6%;基建、汽車方向個股表現亦活躍,浙江世寶等多股漲停。

環保股大漲,中國天盈等十餘股漲停。德邦證券指,“十四五”國家對環境質量和工業綠色低碳發展提出更多要求,節能環保以及資源循環利用有望維持高景氣度,建議積極把握節能環保及再生資源板塊的投資機遇。

煤炭、電力板塊大漲,兗礦能源漲5.7%。近日,高温天氣在江南、華南地區快速蔓延,大範圍的高温帶來高負荷的用煤用電需求,沿海八省電廠庫存消耗加快,存煤可用天數降至不足13天。尤其江浙地區存煤可用天數偏低,迎峯度夏壓力較大。

券商股集體上漲,東方財富漲4.6%。正值科創板三週年之際,做市商機制呼之欲出。近期,上交所發佈科創板股票做市交易業務規則及配套業務指南,對科創板做市交易業務作出更加具體細化的交易和監管安排。目前至少有14家上市券商公吿稱擬申請科創板股票做市交易業務試點資格。

平安策略指出,在複雜性上升的環境下,短期A股市場整體仍將維持震盪,結構分化進一步加劇,成長仍是重要的配置方向,建議逢低佈局。短期來看可關注中報業績確定性強的板塊,中期來看建議仍關注新能源、新能源汽車、工業機器人、汽車芯片等需求景氣強勁的中下游製造業板塊。

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