收市小结 (2019-9-16)

By:

Sales Trader, International Business Division

市场概况

周一,早盘沪深两市集体高开,随后各大指数维持窄幅震荡,盘面上部分热点题材在消息面刺激下走强。午后市场热度退散,大金融股走低导致大盘震荡回落,个股整体涨多跌少,成交量小幅放大。从板块指数方面看,石油、网络安全和区块链等板块涨幅居前,保险、券商和银行等大金融板块跌幅居前。截止收盘,沪指跌0.02%,报收3030点;深成指跌0.02%,报收9918点;创业板指涨0.22%,报收1714点。

消息面

  1. 9月12号,茅台集团党委委员、总法律顾问段建桦率队到泸州老窖股份公司开展调研交流。双方围绕企业改革、集团管控、市场开发等进行交流座谈。段建桦表示,作为地方国企的标杆,泸州老窖在打造系列单品市场、拓展营销策略等方面具有十分成功的经验,为解决茅台发展问题、革新难点带来了新思考。(证券时报)
  2. 据百川资讯数据显示,近期电池级碳酸二甲酯供给紧张,价格上涨至8400元/吨,和工业级碳酸二甲酯价差逐渐扩大。分析人士称,受益于5G基站建设带动的磷酸铁锂电池需求增长,以及5G手机,电子烟和ETC电池等消费电子的革新,电池级碳酸二甲酯为此类电池电解液中占比最高的溶剂,需求大幅提升。(财联社)
  3. 海南省发展和改革委员会16日印发《海南省产业准入禁止限制目录(2019年版)》,明确建立产业准入负面清单制度,全面禁止高能耗、高污染、高排放产业和低端制造业发展。据了解,该负面清单在国家市场准入负面清单上做加法,提出比国家更严格的要求。按照《国民经济行业分类》分为禁止类和限制类两类。其中,禁止类是指不允许新增固定资产投资项目,列明时间的现有产能要按期限退出,共包括6大门类、19条管理措施。限制类主要包括区域限制、规模限制和产业环节、工艺及产品限制,包括两大门类、5条管理措施。(新华社)
  4. 国家外汇管理局副局长张新表示,正在着手修订取消投资额度限制相关配套法规。境外投资者在获得证券监督管理部门批准的相关资格后,委托境内托管银行按规定办理相关登记,凭外汇局出具的登记凭证即可在托管银行开立专用资金账户及办理后续资金汇兑等业务。(新华社)

交易点评

技术上看,沪指位于5日、 10日、20日、60日等中短期均线之上,表现较为强势,但成交量持续萎缩,短期看制约股指上攻空间。

资金流向

行业板块资金流向方面,资金流出居前的板块为电子器件、电子信息和石油行业,资金流出居前的板块是金融、化工和生物制药行业。

沪股通及深股通方面,沪股通资金净流入8.55亿元,当日余额511.45亿元;深股通资金净流入7.40元,当日余额512.60亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 3041.92 3030.75 -0.02 2374.42
深成指 9125.27 9918.09 -0.02 3438.56
沪深300 3981.36 3957.72 -0.37 1547.37
创业板 1715.92 1714.37 0.22 1220.58
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