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A股收評:三大指數震盪下挫,滬指收跌1%,醫藥商業持續走低

今日,三大指數震盪下挫,截至收盤,滬指收跌1%報3131點,深證成指收跌1.75%,創業板指收跌1.31%。兩市超4000股下跌,全天成交7444億元,北向資金全天淨賣出85.22億元。

盤面上,醫藥商業持續下跌,華人健康、漱玉平民跌超11%;遊戲板塊全天走弱,姚記科技領跌,崑崙萬維跌超9%;通信服務板塊震盪走低,夢網科技跌停;減肥藥、人腦工程及中藥等板塊下跌。另外,環保板塊領升,建工修復、國泰環保等股20CM升停;科創次新股板塊升幅居前,碧興物聯、光格科技等股20cm升停航運港口板塊走高海通發展、寧波遠洋升停;燃氣股、非汽車及交運、油氣開採與服務等板塊紛紛上升。

具體來看:

醫藥商業持續下跌,華人健康、漱玉平民跌超11%,塞力醫療、人民同泰、浙江震元、藥易購、英特集團等跟跌。

遊戲板塊全天走弱,姚記科技領跌,崑崙萬維跌超9%,浙數文化、冰川網絡、巨人網絡、盛天網絡等股跟跌。

通信服務板塊震盪走低,夢網科技跌停,中富通跌超7%,華星創業、首都在線、世紀恒通等股跟跌。

環保板塊領升建工修復、國泰環保等20CM升停,聯合水務、啟迪環境、科淨源、復潔環保、金科環境等跟升。

消息面上,近日自然資源部發布《中國生態保護紅線藍皮書》,這是我國首次以藍皮書形式發佈生態保護紅線成果。本次規劃劃定生態保護紅線面積合計約319萬平方公里,其中陸域生態保護紅線面積約304萬平方公里(佔我國陸域國土面積比例超過30%),海洋生態保護紅線面積約15萬平方公里。

科創次新股板塊升幅居前碧興物聯、光格科技等股20cm升停,磁谷科技、晶升股份、時創能源、譽辰智能等跟升。

消息面上,近日多家上市公司發佈公司控股股東、實際控制人、董事長提議公司回購股份的公吿,其中多數為科創板公司。昨日晚間,就有逾30家科創板董事長、實控人提議公司回購股份。有市場人士表示,科創板此次回購潮,意味着市場中長期轉機的出現。

航運港口板塊走高,海通發展、寧波遠洋升停,招商南油、寧波海運、中遠海能、長航鳳凰不同程度上升。

消息面上,今日,我國首個航運期貨品種——集運指數(歐線)期貨在上海期貨交易所全資子公司上海國際能源交易中心正式掛盤交易。據悉,集運指數(歐線)期貨採用“服務型指數、國際平台、人民幣計價、現金交割”的設計方案,是我國首個服務類期貨品種,也是首個在商品期貨交易所上市的指數類、現金交割的期貨品種。

銀行板塊普升,常熟銀行領升,寧波銀行、貴陽銀行、中信銀行、杭州銀行、南京銀行等跟升。

消息面上,昨日央行發佈了2023年第二季度中國貨幣政策執行報吿。與一季度貨幣政策執行報吿相比,提出“堅決防範匯率超調風險”、“促進企業融資和居民信貸成本穩中有降”、“適時調整優化房地產政策”、“發揮好金融在促消費、穩投資、擴內需中的積極作用”等新表述。

個股方面:

昊海生科今日升近6%,報98.1元,成交額2.81億元,總市值168億元。

消息面上,昊海生科昨日晚間發佈2023年半年度報吿,實現營業收入13.13億元,同比增長35.66%;歸屬於上市公司股東的淨利潤及扣非淨利潤分為2.05億元和1.88億元,較上年同期分別增長188.94%和253.05%。公司產品整體毛利率為71.04%,較上年同期的69.84%相比有所上升,主要系玻尿酸產品營業收入及佔集團收入比重上升所帶動。

今日,北上資金淨流出65.41億元,其中滬股通淨流出27.1億元,深股通淨流出38.31億元。

展望後市,申萬宏源證券認為,中期震盪市的判斷不變,短期已接近震盪區間下限,後續政策預期修復,反彈仍可期。7月社融信貸總量和結構均偏弱,以及個別信託公司信用風險發酵,都在指示政策加碼迫在眉睫。未來一段時間,政策是否及時有力,仍是決定市場方向的關鍵。下一階段更看好一帶一路和中特估。

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