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A股收評:三大指數均收跌,汽車整車、6G概念領跌,輔助生殖、海南自貿區逆勢走高

今日,A股主要指數午後震盪回升收窄跌幅,滬指一度翻紅;截至收盤,滬指收跌0.09%報3018點,深證成指跌0.65%,創業板指跌0.48%。兩市超3000股下跌,全天成交9183億元,北上資金淨賣出47.53億元。

盤面上,海南自貿港板塊全天走高,海南瑞澤升停;輔助生殖全天強勢,共同藥業等多股升停;房地產服務板塊活躍,雲南城投升停;遊戲板塊走強,富春股份升超10%;煤炭行業、寵物經濟及在線旅遊等板塊升幅居前。

另一方面,6G概念下挫,天銀機電跌超17%;汽車整車板塊持續走低,江淮汽車跌停;麒麟電池、刀片電池及BC電池板塊普跌,紫江企業跌超8%;汽車零部件、液冷概念、華為汽車及光伏等跌幅居前。

 具體來看

海南自貿板塊逆勢拉昇,海南瑞澤升停,普利製藥升超14%,海汽集團、康芝藥業、海南高速、羅牛山、海南海藥等跟升。

消息面上,10月30日,山東自貿試驗區與海南自由貿易港聯動合作簽約活動在海口舉行,現場簽署10個合作項目,涵蓋區港合作、片區合作、機構合作、企業合作等“1+N”多層次合作類型,涉及海洋產業、醫療康養、國際貿易、離岸金融等領域。

輔助生殖概念股異動拉昇,共同藥業20CM升停,江蘇吳中、奧鋭特、悦心健康升停,奧泰生物升超13%,達嘉維康、中源協和、賽升藥業、麥迪科技等跟升。

消息面上,11月1日起,廣西將“取卵術”等部分治療性輔助生殖類醫療服務項目,納入基本醫療保險和工傷保險基金支付範圍。

醫美概念及美容護理板塊拉昇上升,諾邦股份、江蘇吳中、賽隆藥業、悦心健康升停,潔雅股份升超8%,丸美股份、福瑞達、錦波股份升超6%。

方正證券研報指出,從行業整體增長來看,終端美容護理消費整體呈現弱復甦的趨勢,疊加大促吸量背景下美粧Q3整體表現平淡,此背景下市場情緒持續回落,當前處於估值低谷;從行業增長節奏來看,大促虹吸效應加劇,成為化粧品行業增長的重要節點,美粧全年放量節奏整體趨於集中。

互聯網電商板塊尾盤拉昇,跨境通升停,三態股份升超6%,賽維時代、若羽臣、聯絡互動、凱淳股份、焦點科技等跟升。

10月20日在長沙開幕的第二屆湖南(長沙)跨境電商交易會有900多家企業及機構參展,是上一次的2倍多。近5年,湖南跨境電商進出口額增長超14倍。2022年跨境電商進出口額412.3億元,同比增長51.5%,總量居全國第8位。與此同時,雙十一的開啟,互聯網電商迎來過“春節”行情。

汽車股延續昨日跌勢,江淮汽車跌超8%,江鈴汽車、安凱客車、中國重汽、一汽解放、比亞迪、長城汽車等跟跌。

消息面上,安森美昨晚股價大跌21.8%,因安森美行政總裁週一表示,第4季財季展望不及預期,主要是受到北美某家汽車OEM廠商影響,市場有投資者懷疑安森美所指是特斯拉。另外,日本松下(Panasonic)亦披露,削減電動車電池產量預測,而松下電動車電池主要供應予特斯拉。特斯拉隔夜美股市場收跌4.79%報197.36美元,股價創今年5月底以來新低。

6G概念下挫,震有科技跌超7&,光迅科技、中貝通信、國纜檢測跌超5%,通宇通訊、中天科技、華力創通等跟跌。

石油天然氣板塊走弱,新天然氣、龍洲股份跌停,大眾公用、皖天然氣、廣州發展、通源石油等跟跌。

個股方面

天銀機電跌超16%,報18.89元每股,最新市值80.29億元。

新天然氣跌停,報27.61元,總市值117億元。

新天然氣披露2023年第三季度報吿,前三季度公司實現營收25.4億元,同比增長6.5%;歸母淨利潤6.77億元,同比下降6.62%;扣非淨利潤6.68億元,同比下降9.05%;基本每股收益1.6元。

 今日,北上資金淨賣出47.53億元,其中滬股通淨買入14.64億元,深股通淨賣出32.89億元。

國融證券認為,國內經濟延續慢復甦,海外加息接近尾聲的大方向沒有改變。市場積極的信號逐漸積累,監管層政策不斷推進,經濟數據也不斷向好,量變最終將引發質變,市場底已逐漸清晰。配置上,建議整體均衡配置:順週期板塊;TMT板塊的AI+以及華為產業鏈方向;超跌的大消費、新能源、醫藥板塊;中字頭高股息板塊。

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