明日前瞻:航空數據、青海新政和農業板塊
盤面簡析
今日A股三大指數午後集體拉昇,創業板指大升超3%,收升個股2639只,滬深兩市成交額10724億,較上個交易日放量718億,北上資金流入92億,兩市共40股升停,16股炸板,封板率為71%。板塊方面,機器人概念股掀升停潮,鋰電、光伏、汽車產業鏈賽道股全線反彈,教育、養殖業、半導體芯片股陷入調整。

整體上看,今天市場情緒高升,AI下面的一些細分板塊有所分化,資金再出現高低切換,注意關注資金流向和高位股的波動風險。
明日關注方向
1、航空股公佈5月數據
今天幾大航空企業發佈5月份數據,中國國航5月客運運力投入同比上升329.1%,旅客週轉量同比上升410.5%;中國東航5月客運運力投入同比上升465.07%,旅客週轉量同比上升551.08%;南航5月客運運力投入同比上升181.36%;旅客週轉量同比上升248.04%;春秋航空5月份旅客週轉量同比增長239.78%。
疊加端午假期旅遊出現激增,以及二季度國際油價下行,航空股的業績有望回暖,建議關注明天表現。
2、青海新政
青海省工信廳印發《青海省工業領域碳達峯實施方案》。方案提出,方案提出,強化鹽湖資源綜合利用,建設世界級鉀產業基地,建設世界級鎂產業基地。提高鋰資源生產工藝水平,釋放鋰資源產能,打造世界級鋰電新能源與輕金屬材料產業基地,推進數據中心集約化、高密化,穩步提高數據中心單體規模、單機架功率,鼓勵應用高密度集成等高效IT設備、液冷等高效製冷系統,因地制宜採用自然冷源等製冷方式。推動存量“老舊”數據中心升級改造,新建大型、超大型數據中心全部達到綠色數據中心要求,綠色低碳等級達到4A級以上,電能利用效率(PUE)達到1.2以下。
政策涉及鉀/鎂/鋰資源的開發指示,以及數據中心升級改造帶來的計算機硬件利好,建議關注上述青海地區所在的相關概念股。
3、農業建設規劃
《全國現代設施農業建設規劃(2023—2030年)》近日印發,明確建設以節能宜機為主的現代設施種植業、以高效集約為主的現代設施畜牧業、以生態健康養殖為主的現代設施漁業、以倉儲保鮮和烘乾為主的現代物流設施等4方面重點任務。要引導撬動金融社會資本加大投入,補上農業農村基礎設施短板,形成有效投資實農村內需基礎。
關注農業概念,尤其漁業、畜牧養殖、農業農機服務、農村物流冷鏈概念。
4、其他利好公吿(截至18:00)
博邁科:公司與OFS簽訂1.519億美元重大合同
中國國航:5月客運運力投入(按可用座位公里計)同比上升329.1%
上汽集團:今年有望成為歐洲新能源車市場亞軍 銷售毛利更高
中國中冶:6月15日晚間公吿,1-5月新籤合同額5398.1億元,較上年同期增長8.1%。
長江電力:擬投資不超過95.7億元建設甘肅張掖抽水蓄能電站項目
新宙邦:子公司擬不超12億元投建高端氟精細化學品項目
應流股份:董事長兼總經理、實控人擬增持公司不超2%股份
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