A股午評：三大指數齊跌，軍工股逆勢走強
兩市消費衝高後回落，滬指午間收跌0.31%報3107點，深成指跌0.57%，創業板指跌0.29%。兩市1969股上漲，2758股下跌，成交額4030億，北上資金淨賣出37億。
盤面上，行業板塊多數下跌，釩電池概念表現突出，龍頭釩鈦股份臨近午間收盤打開漲停；軍工股強勁，四川九洲等多股漲停，航發動力漲4%；石油、煤炭、有色等資源板塊漲幅靠前，信息安全、國資雲、光熱發電、核電等概念活躍。地產板塊大跌，招商蛇口跌4.7%；旅遊、倉儲物流、家電、醫藥等板塊跌幅靠前，片仔癀跌7%。
釩電池概念大漲，釩鈦股份臨近收盤打開漲停，午間收漲8%。安信證券指，未來全釩液流電池有望成為一類重要的儲能裝機形式，若按照10%/30%的裝機比例測算，則2025/2030年國內全釩液流電池儲能裝機空間或超10/90GWh。
大飛機概念強勁，四川九洲等股漲停。銀河證券表示，中國民用航空局將為C919頒發為適航證，這意味着該機型將可以開始向運營商交付。從市場意向需求來看，據中國商飛官網，C919已獲得國內外28家客户，累計815架飛機的訂單，市場前景向好。到2040年，中國的機隊規模將達到9957架，佔全球客機機隊比例22%，成為全球最大的單一航空市場。未來隨着大飛機逐步投入商業運營以及國產化率的提升，產業鏈涉及相關企業將顯著受益。
核電概念活躍，科華數據漲9%。國金證券最新研報表示，今年1~9月國內核電已核准10台機組，對應裝機1232.8萬千瓦，超此前年核准6~8台預期。短期看，核准超預期與當前“電量電力雙缺”的缺電背景相關，對以核電、火電為代表的可靠電源需求凸顯。
東莞證券指，從技術面來看，滬指昨日震盪中暫守住3100點整數關口，但技術面仍處於弱勢，特別是創業板表現疲弱，拖累市場人氣。短期關注美聯儲議息會議結果，不過市場已經提前有所消化，短期或有震盪，但隨着拋壓壓力逐步釋放，預計市場迎來震盪反彈機會，關注量能變化、北向資金流向和板塊輪動，操作上建議擇機低吸，關注金融、農林牧漁、食品飲料、電力設備、化工、TMT等行業。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
