A股收評:滬指開年4連陽,光伏等賽道板塊全天強勢
滬深兩市延續近期升勢,滬指受制於200日線,整體呈衝高回落之勢,滬深300、創業板指創逾一個月新高。截止收盤,滬指漲0.08%報3157點,為連續5個交易日上漲,深成指漲0.32%,創業板指漲0.95%。兩市約3000股下跌,1870股上漲,成交額8380億,北上資金淨流入85.35億。

全天來看,市場風險偏好相對前面幾個交易日明顯下降,個股普遍下跌,旅遊、傳媒娛樂、廣吿包裝板塊大跌,三特索道跌停;地產、物流、造紙等板塊跌幅靠前。新能源賽道股繼續回暖,多家太陽能電池板製造商臨時推出提產計劃,光伏概念股現漲停潮,福萊特、福斯特等十餘股漲停,通威漲5%;儲能、鋰電池、稀土、汽配股活躍,橫店東磁、永興材料漲8%;家居、化工、建材等板塊漲幅靠前,顧家家居漲6%。
具體來看:
光伏股掀漲停潮,鹿山新材、鈞達股份、愛旭股份等多股漲停,海優新材、明冠新材、東方日升、固德威等多股漲超10%。

消息面上,受近兩日硅片價格企穩以及組件企業對於2月訂單需求情況的看好,市場信心出現恢復,多家組件企業開始臨時上調1月組件排產企劃,其中某陝西龍頭企業於1月5日下午召開提產會議,除此之外一線組件企業JK以及JA也紛紛放出提產計劃。
特斯拉大降價,概念股發力拉昇。文燦股份漲停,橫店東磁、英力股份漲超8%,正泰電器、旭升集團漲超7%,拓普集團、金晶科技、新泉股份等漲超6%。

特斯拉中國今早宣佈對國產Model 3後驅版、高性能版,及Model Y後驅版、長續航版、高性能版等五款車型進行降價。最新消息顯示,特斯拉將Model 3和Model Y在日本的價格下調約10%。
供銷社概念股漲幅居前,浙農股份漲7.43%,天禾股份漲近4%,中農聯合漲2.89%,中再資環、天鵝股份、中農立華等跟漲。

稀土概念活躍,橫店東磁漲8.87%,龍磁科技漲7.46%,金力永磁、中科三環漲超4%,大地熊、立中集團漲超3%。

近期國內稀土價格不斷回升。中國稀土行業協會1月5日發佈的數據顯示,當天稀土價格指數為298.9,環比上月同期上漲7%。
景點及旅遊板塊普跌,三特索道跌停,峨眉山A、長白山跌超7%,大連聖亞跌6.46%,張家界跌5.24%,西藏旅遊、桂林旅遊、九華旅遊跌超4%。

教育板塊持續走低,博瑞傳播逼近跌停,國脈科技、全通教育、昂立教育跌超5%,學大教育、豆神教育、凱文教育、中公教育等跟跌。

北向資金方面,北上資金淨流入85.35億元,其中滬股通淨流入56.25億元,深股通淨流入29.10億元。

展望後市,東方證券表示,自去年11月以來,北向資金淨流入A股1090億元,是市場反彈的主要推手之一,預計這一趨勢短期仍會繼續延續。從技術形態看,滬指雖然突破半年線,但兩市成交量仍略有不足,顯示上行空間有限,熱點板塊輪動加快,投資者注意迴避績差個股與近期漲幅巨大個股。
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