A股午評:深成指、創業板指均跌逾1.1% 兩市超4300股下跌 合成生物概念股逆勢走高
A股主要指數今日早盤低開低走,深成指、創業板指均跌逾1.1%,截至午間收盤,滬指跌0.66%報2899點,深證成指跌1.14%,創業板指跌1.47%。兩市超4300股下跌,半日成交3781億元。
盤面上,美國一項突破性新技術或將徹底改變合成生物學領域,合成生物概念股走高,聖達生物升停;化肥、磷化工板塊拉昇,川金諾20cm升停;以PEEK為首的特種塑料概念股再度走強,華密新材拉昇升近14%;化學原料、水產養殖等板塊升幅居前。另外,半導體及元件板塊震盪下挫,佰維存儲跌近7%;虛擬數字人概念下挫,華揚聯眾跌停;機器人板塊走弱,天奇股份逼近跌停;消費電子板塊持續走弱,東尼電子一度跌停;汽車芯片、全息技術及CPO概念等跌幅居前。
磷化工板塊衝高 湖北宜化升停
川金諾20cm升停,湖北宜化、新農股份升停,清水源、川發龍蟒、雲天化等跟升。消息面上,湖北宜化公吿,控股股東湖北宜化集團計劃自2023年12月25日起的6個月內,通過深交所交易系統(包括但不限於集中競價、大宗交易等),以自有資金擇機增持上市公司股份,本次擬增持股份金額不低於1.5億元,不超過3億元。


以塑代鋼概念走強 PEEK方向領升
以PEEK為首的特種塑料概念股再度走強,華密新材拉昇升超12%,新瀚新材、中欣氟材、大洋生物、中研股份、富恒新材、駿創科技等紛紛衝高。消息面上,在特斯拉產品中,車門內飾、影音娛樂板塊、懸掛系統、A/B柱和電池包等原先使用的鋁合金材料已經更換為尼龍加玻璃纖維材料;特斯拉型機器人重量比之前減輕約10千克,歸功於部分核心環節採用塑料取代金屬材料。

半導體及元件板塊震盪下挫 佰維存儲跌近7%
佰維存儲跌近7%,長川科技、甬矽電子、芯海科技等跌超5%,聚辰股份、天德鈺、銀河微電、芯朋微等跟跌。

機器人板塊走弱 天奇股份逼近跌停
天奇股份逼近跌停,寶通科技、九號公司、海得控制、博傑股份、捷昌驅動、奧比中光等多股跌超4%。

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