A股午評：滬指收復3100點 創業板指升3.6% 地產股集體大升
A股主要指數集體走高，截至午間收盤，滬指升0.8%報3113.29點，深證成指升2.18%，創業板指升3.6%。超4300股上升，兩市半日成交7986億元，北向資金淨買入約127.16億元。
盤面上，地產股大幅走高，萬科A、金地集團等十餘股升停，近期成都、武漢、合肥等多個省會城市宣佈全面放開住房限購；券商股續升，國盛金控2連板，東興證券、太平洋升停，監管政策及相關文件的持續出台，證券行業併購重組氣氛升温；汽車拆解概念集體走強，德眾汽車升超16%，商務部、財政部等7部門聯合印發《汽車以舊換新補貼實施細則》；機器人概念股普升，天奇股份升停，日前北京人形機器人創新中心發佈全球首款全尺寸、純電驅擬人奔跑的人形機器人“天工”；Sora概念、固態電池、物業管理等板塊升幅居前。貴金屬板塊集體走低，湖南黃金、中潤資源跌超4%；公路鐵路運輸板塊普跌，招商公路跌超6%。
地產股大幅走高 萬科A等十餘股升停
萬科A、榮盛發展、京能置業、津濱發展、榮安地產、金地集團等十餘股升停。消息上，住房限購政策正逐步退出市場。四川省成都市出台通知，進一步優化房地產市場政策，通知自2024年4月29日起正式施行。這也意味着，成都成為武漢、合肥、南京、長沙等熱點省會城市後，又一座全面放開住房限購的城市。
券商股續升 國盛金控2連板
國盛金控2連板，東興證券、太平洋升停，中泰證券升超7%，首創證券、浙商證券升/第一創業、方正證券等跟升。監管政策及相關文件的持續出台，證券行業併購重組氣氛升温。根據市場動作來看，除了國聯證券與民生證券的重組外，“浙商+國都”“華創+太平洋”“方正+平安”等組合都在持續推進中。
國泰君安稱，股市不確定性下降+併購重組預期，看好券商股反彈。行業整合有望加速，預計政策的出台將更有利於專業、合規經營的頭部券商。
汽車拆解概念集體走強 德眾汽車升超16%
德眾汽車升超16%，超越科技升近12%，華宏科技、天奇股份、格林美升停，啟迪環境、華新環保、山子高科、北巴傳媒等跟升。消息面上，商務部、財政部等7部門聯合印發《汽車以舊換新補貼實施細則》，《細則》明確了補貼範圍和標準。自《細則》印發之日至2024年12月31日期間，對報廢上述兩類舊乘用車併購買符合條件的新能源乘用車的，補貼1萬元；對報廢國三及以下排放標準燃油乘用車併購買2.0升及以下排量燃油乘用車的，補貼7000元。
機器人概念股普升 天奇股份升停
天奇股份升停，維峯電子升超10%，盛通股份、江蘇雷利、長虹能源、均普智能、禾川科技等跟升。消息面上，北京人形機器人創新中心4月27日在北京經開區發佈全球首個純電驅擬人奔跑的全尺寸人形機器人“天工”，能以6公里/小時的速度穩定奔跑。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
