A股收評:滬指微升0.08%,兩市超4100只個股上升,微盤股、ST股、摘帽股大反彈
今日,主要指數震盪下行,尾盤有所回升,滬指微升0.08%報3051點,深證成指跌0.9%,創業板指跌2.16%。超4100股上升,全天成交7168億元較昨日縮量1781億元。
盤面上,微盤股反彈,指數大升近5%,納川股份等多股升停;房地產服務板塊震盪上行,中天服務升停;《美麗海灣建設提升行動方案》印發,環保板塊走高,力源科技逼近升停。
另外,PLC概念下挫,睿能科技跌超7%;EDR概念走低,鴻泉物聯跌超7%;寧組合、茅指數及百元股等跌幅居前,創業板指權重股寧德時代盤中一度大跌超8%,消息稱美議員要求將其列入實體清單。
具體來看:
券商股大跌,天風證券閃崩跌停,財達證券跌超4%,華鑫股份、信達證券、錦龍股份、紅塔證券跌超2%。

對於天風證券的大跌,分析人士認為,可能主要與市場對天風證券負債問題的擔心有關。近日,天風證券發佈公吿稱,將再為其境外子公司加碼融資擔保。不過,已有機構表示,與公司確認,總體基本面未見變化,也未產生重大業務風險。此外,市場還擔憂天風可能因業績被ST。
AI PC、銅纜高速連接、AI手機板塊跌幅居前,神宇股份跌超9%,兆龍互連、崇達技術、中科創達跌超5%,得潤電子、中富電路跌超4%,銘普光磁、華豐科技、雷神科技、鵬鼎控股跌超3%,軟通動力跌超2%。


CPO走弱,科翔股份跌超9%,致尚科技、斯瑞新材跌超8%,威爾高、源傑科技跌超6%,天孚通信、中際旭創跌超4%。

芯片股走低,西測測試跌超18%,逸豪新材跌超16%,雅創電子跌超6%,協創數據、四科瑞跌超4%,復旦微電、深南電路跌超2%。


物業股領升,中天服務、新大正升停,南都物業、世聯行升超6%,特發服務升超3%。

染料板塊走強,雙樂股份、萬豐股份升停,藍豐生化升超7%,安諾其、吉華集團升超6%,亞邦股份、雅運股份升超5%,聯合化學、浙江龍盛升超3%。

環保板塊有所反彈,國林科技、博世科升超13%,新動力、卓錦股份升停,力源科技升超9%,興源環境、渤海股份升超8%,中蘭環保、正和生態升超7%。

摘帽個股、ST板塊表現活躍,*ST巴安、ST聆達、宏達新材升停,ST匯金升超16%,ST先鋒升超12%,金圓股份、惠天熱電、安控科技升超6%,皇台酒業、星星科技等升超5%。


消息面上,證監會表示,今年以來,已有33家公司觸及退市標準,面值退市22家,市場優勝劣汰機制正在逐步形成。2023年全年退市47家,退市新規設置了一定過渡期,預計短期內退市公司不會明顯增加。
展望未來,信達證券認為,國內經濟恢復動能存在一些樂觀的信號。基於工業企業利潤數據,高景氣行業主要有四條主線:上游週期板塊、高新技術行業(TMT和軍工部分領域)、出口鏈(紡織服裝、輕工製造、汽車、基礎化工中化纖、橡膠等細分行業)、公用事業相關行業。
未來3個月配置建議:週期(產能格局好+ROE中樞抬升+高股息)>金融地產(價值風格大趨勢+政策敏感性高)>新能源半導體(庫存週期可能接近底部+產能仍有釋放壓力)>AI(新的產業邏輯+驗證業績兑現)> 消費(經濟後周期板塊+估值抬升空間有限)。
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