收市小结 (2019-9-23)

By:

Sales Trader, International Business Division

市场概况

周一,受到外围市场下跌影响,早盘沪深两市全线低开,随后三大指数全天震荡走低,盘面上仅无人驾驶、区块链等热点小幅活跃。午后以国产芯片和5G为首的科技蓝筹板块逆市拉升,激活市场人气,股指跌幅有所收窄,但个股总体普跌,成交量依旧维持低迷。从板块指数方面看,无人驾驶、国产芯片等板块逆市上涨,农业、环保和猪肉等板块跌幅居前。截止收盘,沪指跌0.98%,报收2977点;深成指跌1.01%,报收9781点;创业板指跌1.22%,报收1684点。

消息面

  1. 今日德勤发布2019年第三季度回顾与前景展望报告显示,预料今年四季度中国A股新股发行继续保持稳定,科创板新股发行或可媲美其他三个市场。全年来看,科创板或有80到100家企业登陆,融资额或达1000亿到1500亿元人民币。而主板、中小板及创业板估计有约110到130只新股发行。(财联社)
  2. 卫健委等多部门联合印发《癌症防治实施方案(2019-2022年)》,提出加快国产HPV疫苗审评审批流程,提高HPV疫苗可及性。通过价格谈判、集中采购等方式,推动HPV疫苗供应企业合理制定价格,探索多种渠道保障贫困地区适龄人群接种。努力降低癌症导致过早死亡率,到2022年,总体癌症5年生存率比2015年提高3个百分点。(财联社)
  3. 随着海运价格下跌,加上更严格的海外采购限制措施即将实施,中国8月份炼焦煤进口量达到创纪录水平。根据周一发布的海关数据,8月份进口量同比跃升30%,达到907万吨,刷新了2017年4月创下的前纪录。今年1-8月进口量同比增长20%,达到5299万吨。(财联社)

交易点评

长假期将来临的因素及内外因素的演变不确定性,可以预计市场交投或将趋于减弱。

资金流向

行业板块资金流向方面,资金流入居前的板块是电子器件、汽车制造和电子信息行业,资金流出居前的板块是生物制药、金融和机械行业。

沪股通及深股通方面,沪股通资金净流出17.97亿元,当日余额537.97亿元;深股通资金净流入10.05亿元,当日余额509.95亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2998.40 2977.08 -0.98 1991.31
深成指 9125.27 9781.14 -1.01 3088.92
沪深300 3925.19 3890.66 -1.14 1392.24
创业板 1699.34 1684.32 -1.22 1080.83
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