A股午評：微盤股指數升2.46% 超4400股上升 大飛機概念領升
A股主要指數早盤集體反彈，截至午盤，滬指升0.29%報3407.89點，深成指升0.68%，創業板指升0.73%，微盤股指數升2.46%。全市場半日成交額8983億元，較上日放量1277億元，超4400只個股上升。
盤面上，大飛機、軍工概念升幅居前，通達股份、航發科技、成飛集成等多股升停，國產大飛機C919新年起執飛滬港定期航班；糧食概念股持續走高，神農種業、康農種業等升超10%，糧食收購量預計連續兩年穩定在8000億斤以上；電網設備概念走強，順鈉股份、廣電電氣等升停；零售股反覆活躍，東百集團、中百集團、國芳集團升停。部分銀行股再度回調，江蘇銀行、建設銀行跌超1%。
大飛機概念升幅居前 通達股份等多股升停
通達股份、航發科技、成飛集成、立航科技、煉石航空等多股升停。消息面上，中國東方航空計劃自2025年元旦開始，使用國產大飛機C919，執飛“上海虹橋—香港”往返航班，正式開啟國產大飛機在地區航線的商業運營，東航也將成為首家使用C919在香港執飛定期商業航班的航空公司。
糧食概念股持續走高 神農種業等升超10%
神農種業、荃銀高科、康農種業等升超10%，秋樂種業、豐樂種業、隆平高科等升幅靠前。消息面上，從國家糧食和物資儲備局獲悉，我國統籌市場化收購和政策性收儲，持續優化為農為企服務，暢通農民售糧渠道，全年糧食收購量保持在較高水平。2024年糧食收購量預計將達到8400億斤左右，連續兩年穩定在8000億斤以上。
春節長假旅遊旺季將至 零售、旅遊板塊普升
東百集團、中百集團、國芳集團、武商集團升停，友阿股份、大連聖亞升超5%，長白山、雲南旅遊、嶺南控股升超4%。消息面上，2025年春節即將到來，本次春節假期為1月28日至2月4日，共含8天。作為全年中時間較長的假期，其也是居民旅遊高峯期，消費者的出遊需求也大幅增加。國務院日前印發《關於促進服務消費高質量發展的意見》。《意見》提出，推進商旅文體健融合發展，推出多種類型特色旅遊產品，鼓勵郵輪遊艇、房車露營、低空飛行等新業態發展，支持“音樂+旅遊”、“演出+旅遊”、“賽事+旅遊”等融合業態發展。(格隆匯)
銀行股再度回調 建設銀行跌超2%
江蘇銀行、北京銀行、郵儲銀行、上海銀行、渝農商行、建設銀行、中國銀行、齊魯銀行均跌超1%。
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.
