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A股收評:三大指數放量下跌,創業板指跌3.64%,糧食超4400股飄綠

8月24日,A股兩市單邊下跌,滬指跌破半年線向3200點靠近,全天收跌1.86%報3215點,深成指跌2.88%,創業板指跌3.6%。兩市4421股下跌,424股上漲,市場情緒降至冰點,成交量明顯放大,成交額1.1萬億元,北上資金淨賣出66.15億元。

題材概念乏善可陳,芯片、軍工、汽車、新能源等概念賽道股集體重挫,億緯鋰能跌8%、韋爾股份跌近7%再創調整新低、寧德時代跌約6%。種業概念股逆勢大漲,豐樂種業漲8%;保險股全天強勢,中國人壽漲5%,券商板塊衝高回落。

汽車產業鏈板塊全線下挫,其中一體化壓鑄板塊全天領跌。伊之密跌逾11%,立中集團跌逾9%,銘利達跌逾8%,永茂泰、合力科技跌逾7%。

半導體板塊重挫居前。東微半導、神工股份跌逾11%,創耀科技、博敏電子跌逾10%,賽微微電、興森科技跌逾9%

消息面上,世界半導體貿易統計組織在最新報吿中,將今年的芯片銷量增速預期從此前的16.3%下調至13.9%,並且預計2023年芯片銷量僅增長4.6%,為2019年以來的最低增速。

消費電子板塊承壓下行。天準科技跌逾10%,安泰科技、國光電器、宇環數控、博敏電子跌停,科森科技、智立方、華興源創、藍特光學跌逾8%。

消息面上,華為內部論壇昨日下午上線了一篇關於《整個公司的經營方針要從追求規模轉向追求利潤和現金流》的文章,華為創始人任正非在文內提到,全球經濟將面臨着衰退、消費能力下降的情況,華為應改變思路和經營方針,從追求規模轉向追求利潤和現金流,保證渡過未來三年的危機。“把活下來作為最主要綱領,邊緣業務全線收縮和關閉,把寒氣傳遞給每個人。”

寧德時代放量大跌帶動概念股下行。寧德時代今日高開低走收跌5.91%,成交額超160億元。永福股份跌逾10%,國光電器、祥鑫科技、鼎盛新材、閩發鋁業跌停,銀輪股份、長鷹信質、迴天新材跌逾9%。

種植板塊逆市飄紅,豐樂種業盤中一度漲停,午後開板收漲8%,新農開發漲超4%,農發種業、隆平高科、大北農、荃銀高科等跟漲

8月23日,農業農村部、水利部、應急管理部、中國氣象局四部門聯合印發緊急通知,要求有關地區毫不放鬆抓好防災減災各項工作,全力以赴打贏抗高温熱害乾旱奪秋糧豐收保衞戰。

此外,轉基因種子行業是重塑種業行業格局和盈利模式的具有顛覆性的創新,種子公司大北農最近披露了8月18日的特定對象調研的機構名單,包括HHLR(高瓴、紅杉資本、挪威央行、貝萊德基金等近百個買方機構。

保險板塊全天強勢,中國人壽漲近5%,仁東控股漲超3%,天茂集團、中國平安漲超2%。

消息面上,中國平安昨晚公佈半年報,上半年實現歸屬於母公司股東的淨利潤602.73億元,同比增長3.9%,年化營運ROE達20.4%。管理層認為公司股價與價值出現了脱鈎,平安的股價被低估。“我們將繼續保持穩健經營、穩健業績,壽險改革持續深化,改革效益逐步顯現,並持續回報股東,相信在不久的未來市場會認同平安的價值。”

券商股衝高回落,國元證券收漲5%,華西證券漲超1%。

消息面上,國元證券2022年半年度實現營業收入為24.46億元,同比增長7.49%;第二季度扣非淨利潤同比增長787.41%。

個股異動方面,東旭藍天一字板漲停,公司擁有光伏組件生產、電站開放、施工建設、智能運維等完整光伏發電體系。

北向資金方面,北上資金淨流出50.26億元,其中,滬股通淨流出24.97億元,深股通淨流,25.29億元.

展望後市,海通證券指出根據歷史規律,業績較差的公司通常中報較晚披露,8月底9月初業績下修時市場會有所調整。22年中報即將進入密集披露期,借鑑20年,A股盈利預測還有下修空間,對市場或有擾動。7月初來的調整進入後期,再次上漲契機或是保交樓措施落地,新能源、數字經濟等中期仍佔優。行業層面,繼續看好新能源等高景氣成長。成長中還可關注數字經濟。

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