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《滬深兩市》上證半日跌1.2%穿3,200點關 汽車及航運股走弱 比亞迪挫逾7%
中共二十大10月16日召開。內地昨日(30日)新增本土確診病例349例,新增本土無症狀感染者1,326例。人行今日(31日)開展20億元人民幣(下同)7天期逆回購操作,單日零投放零回籠,利率持平於2%。人民幣兌美元中間價今下調104點,創自2020年9月以來新低。8月製造業PMI回升至49.4勝預期,A股三大指數低開低走,上證跌穿3,200點關。 上證半日跌37點或1.2%,報3,189點;深成指跌208點或1.7%,報11,762點;創業板指數跌55點或2.1%,收報2,556點。上證、深成及創板半日成交分別為2,612億元、3,658億元及1,180億元。 中資金融股工行(601398.SH)上半年純利按年增4.9%符預期,地產行業風險可控,資產質素平穩,股價平收。中行(601988.SH)上半年純利按年增6.3%,股價平收。建行(601939.SH)上半年純利按年增5.4%符預期,股價升0.4%。 其他銀保及券商股各公布中期績後走勢向好,中國銀河(601881.SH)、國壽(601628.SH)及中信建投(601066.SH)升2.8%至6.2%。 內房股萬科(000002.SZ)高開高走升4.7%,其中期純利按年增10.6%。 航運股普遍走弱,中遠海能(600026.SH)、中遠海特(600428.SH)及招商輪船(601872.SH)挫6.1%-8.3%。中遠海控(601919.SH)則升1.2%,其半年盈利按年增74.4%。 汽車及鋰電概念股受壓,長汽(601633.SH)上半年純利按年增58.7%,股價低開低走跌5.3%。比亞迪(002594.SZ)及寧德時代(300750.SZ)分別挫7.1%及2.6%。 贛鋒鋰業(002460.SZ)中期純利按年增4.1倍,股價低開低走挫6.3%。天齊鋰業(002466.SZ)中期轉賺102億元,股價低開低走跌4.6%。
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