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恒指收涨0.52% 有色、石油板块涨幅居前

2021-08-30 16:10:22 大发体育

  大发体育客(ke)户(hu)端(duan)8月30日电 30日,恒指(zhi)午后(hou)震荡走(zou)高,收(shou)(shou)涨(zhang)0.52%,报25539.54点;恒生科技指(zhi)数(shu)收(shou)(shou)涨(zhang)1.09%,报6391.17点;有色板块(kuai)涨(zhang)幅居前,赣锋锂业(ye)涨(zhang)超7%,五(wu)矿资源涨(zhang)超6%;石(shi)(shi)油(you)(you)板块(kuai)走(zou)高,中(zhong)国石(shi)(shi)油(you)(you)化工股(gu)份(fen)、中(zhong)国石(shi)(shi)油(you)(you)股(gu)份(fen)涨(zhang)超4%,昆仑能(neng)源涨(zhang)近(jin)4%,中(zhong)国海洋石(shi)(shi)油(you)(you)等(deng)跟涨(zhang)。

  【板块异动】

  有色板块持续走(zou)高,赣锋锂业涨(zhang)超7%,五矿资源涨(zhang)超6%,中国(guo)(guo)铝业涨(zhang)超5%,洛阳(yang)钼(mu)业、江西铜业股(gu)份涨(zhang)超4%。国(guo)(guo)家粮食和物资储备局宣(xuan)布将投放(fang)第(di)三(san)批(pi)国(guo)(guo)家储备,其中铜3万(wan)(wan)(wan)(wan)(wan)吨(dun)、铝7万(wan)(wan)(wan)(wan)(wan)吨(dun)、锌5万(wan)(wan)(wan)(wan)(wan)吨(dun),于9月(yue)1日(ri)(ri)开始(shi)竞拍。目前三(san)批(pi)金(jin)属抛储规模为:7月(yue)5日(ri)(ri)第(di)一(yi)批(pi):铜2万(wan)(wan)(wan)(wan)(wan)吨(dun)、铝5万(wan)(wan)(wan)(wan)(wan)吨(dun)、锌3万(wan)(wan)(wan)(wan)(wan)吨(dun);7月(yue)21日(ri)(ri)第(di)二批(pi):铜3万(wan)(wan)(wan)(wan)(wan)吨(dun)、铝9万(wan)(wan)(wan)(wan)(wan)吨(dun)、锌5万(wan)(wan)(wan)(wan)(wan)吨(dun);9月(yue)1日(ri)(ri)第(di)三(san)批(pi):铜3万(wan)(wan)(wan)(wan)(wan)吨(dun)、铝7万(wan)(wan)(wan)(wan)(wan)吨(dun)、锌5万(wan)(wan)(wan)(wan)(wan)吨(dun)。

  石(shi)(shi)(shi)(shi)油(you)(you)(you)(you)板(ban)块走高,中(zhong)(zhong)(zhong)国(guo)(guo)石(shi)(shi)(shi)(shi)油(you)(you)(you)(you)化工(gong)股份(fen)、中(zhong)(zhong)(zhong)国(guo)(guo)石(shi)(shi)(shi)(shi)油(you)(you)(you)(you)股份(fen)涨超4%,昆仑能源(yuan)涨近(jin)4%,中(zhong)(zhong)(zhong)国(guo)(guo)海(hai)洋石(shi)(shi)(shi)(shi)油(you)(you)(you)(you)等(deng)(deng)跟涨。8月29日晚间中(zhong)(zhong)(zhong)国(guo)(guo)石(shi)(shi)(shi)(shi)化发布2021年(nian)中(zhong)(zhong)(zhong)期业(ye)(ye)绩(ji)报告,中(zhong)(zhong)(zhong)国(guo)(guo)三(san)大石(shi)(shi)(shi)(shi)油(you)(you)(you)(you)公司上(shang)半年(nian)成绩(ji)单全(quan)部出炉。中(zhong)(zhong)(zhong)国(guo)(guo)石(shi)(shi)(shi)(shi)油(you)(you)(you)(you)、中(zhong)(zhong)(zhong)国(guo)(guo)石(shi)(shi)(shi)(shi)化一(yi)举扭(niu)亏,中(zhong)(zhong)(zhong)国(guo)(guo)海(hai)油(you)(you)(you)(you)净(jing)利润同比(bi)大增221%。据计(ji)算,2021年(nian)上(shang)半年(nian)“三(san)桶油(you)(you)(you)(you)”合计(ji)实现净(jing)利润1263.2亿元,创近(jin)七年(nian)以(yi)来同期最好水(shui)平。值得注意的是,在“碳(tan)达峰”“碳(tan)中(zhong)(zhong)(zhong)和”目标下,“三(san)桶油(you)(you)(you)(you)”瞄(miao)准“绿色(se)低碳(tan)”赛道进行转型升级,下半年(nian)将加码新能源(yuan)等(deng)(deng)业(ye)(ye)务。

  物流板块走高(gao),京东物流涨(zhang)(zhang)超(chao)8%,中(zhong)通(tong)(tong)快(kuai)(kuai)递涨(zhang)(zhang)超(chao)7%,圆(yuan)通(tong)(tong)速递国际涨(zhang)(zhang)超(chao)4%,嘉里物流涨(zhang)(zhang)近3%。28日(ri)(ri),圆(yuan)通(tong)(tong)于内(nei)网(wang)(wang)发出《关(guan)于调整(zheng)全(quan)网(wang)(wang)派费(fei)(fei)(fei)标准的通(tong)(tong)知》,其中(zhong)提(ti)到,自(zi)2021年(nian)9月(yue)1日(ri)(ri)起(qi)(qi)揽收的快(kuai)(kuai)件(jian)派费(fei)(fei)(fei)支付(fu)上调每票0.1元(yuan),用以提(ti)高(gao)快(kuai)(kuai)递员收入(ru),各加盟网(wang)(wang)点不得随意截留。8月(yue)27日(ri)(ri),中(zhong)通(tong)(tong)亦在内(nei)网(wang)(wang)发出通(tong)(tong)知,宣(xuan)布自(zi)9月(yue)1日(ri)(ri)起(qi)(qi),全(quan)网(wang)(wang)末(mo)端派费(fei)(fei)(fei)每票上涨(zhang)(zhang)0.1元(yuan)。28日(ri)(ri)晚间,韵(yun)(yun)达(da)方面也(ye)宣(xuan)布自(zi)9月(yue)1日(ri)(ri)起(qi)(qi)全(quan)网(wang)(wang)末(mo)端派费(fei)(fei)(fei)将上调0.1元(yuan)。至此,中(zhong)通(tong)(tong)、圆(yuan)通(tong)(tong)、申(shen)通(tong)(tong)、百(bai)世(shi)、韵(yun)(yun)达(da)等通(tong)(tong)达(da)系企业已全(quan)部确定上调派费(fei)(fei)(fei)。

  保险板块走低,中(zhong)(zhong)国(guo)平安(an)跌近3%,友邦保险、中(zhong)(zhong)国(guo)太保跌超1%,中(zhong)(zhong)国(guo)人寿跌近1%。

  中(zhong)资券(quan)(quan)(quan)商(shang)股(gu)涨(zhang)(zhang)跌(die)(die)(die)互现,中(zhong)国光大控股(gu)涨(zhang)(zhang)近(jin)3%、中(zhong)金公司涨(zhang)(zhang)超(chao)2%、华(hua)泰证(zheng)(zheng)券(quan)(quan)(quan)涨(zhang)(zhang)近(jin)2%,广发证(zheng)(zheng)券(quan)(quan)(quan)跌(die)(die)(die)超(chao)5%,东方证(zheng)(zheng)券(quan)(quan)(quan)跌(die)(die)(die)超(chao)4%、光大证(zheng)(zheng)券(quan)(quan)(quan)跌(die)(die)(die)超(chao)3%。

  【个股涨跌】

  中国(guo)石油化(hua)工股份涨近5%,中国(guo)石化(hua)称(cheng),中国(guo)石化(hua)把(ba)氢(qing)(qing)(qing)能(neng)(neng)作为公(gong)司(si)新(xin)能(neng)(neng)源业务(wu)的主(zhu)要(yao)方向,全面推进氢(qing)(qing)(qing)能(neng)(neng)全产业链建设,已在(zai)加(jia)氢(qing)(qing)(qing)站(zhan)、制氢(qing)(qing)(qing)技术(shu)、氢(qing)(qing)(qing)燃料(liao)电池、储氢(qing)(qing)(qing)材料(liao)等多个(ge)领域取得突破。目(mu)前氢(qing)(qing)(qing)气年产能(neng)(neng)力超(chao)390万(wan)吨,占全国(guo)氢(qing)(qing)(qing)气产量的11%左(zuo)右。“十四(si)五”期间将规划建设1000座(zuo)加(jia)氢(qing)(qing)(qing)站(zhan),预计(ji)今年新(xin)发(fa)展(zhan)加(jia)氢(qing)(qing)(qing)站(zhan)数(shu)量将达100座(zuo),努(nu)力打造中国(guo)第一氢(qing)(qing)(qing)能(neng)(neng)公(gong)司(si),引领我(wo)国(guo)氢(qing)(qing)(qing)能(neng)(neng)产业高质量发(fa)展(zhan)。

  赣锋锂(li)业港股涨(zhang)超(chao)7%,A股涨(zhang)停,消息面上机构(gou)分(fen)析认(ren)为(wei)(wei),当(dang)前锂(li)实际需求已高(gao)(gao)于供(gong)(gong)给(ji)。2021年新能源车产(chan)销持(chi)续(xu)超(chao)预期,而(er)下(xia)半(ban)年又是新能源车的(de)(de)传统旺季(通常下(xia)半(ban)年产(chan)销是上半(ban)年的(de)(de)200%或更高(gao)(gao))。展望(wang)2021年9-12月(yue),预计锂(li)需求将维持(chi)逐月(yue)环比高(gao)(gao)增的(de)(de)态势(shi)。但当(dang)前供(gong)(gong)给(ji)已经饱(bao)和,通过细致(zhi)拆分(fen)锂(li)行业的(de)(de)三大供(gong)(gong)给(ji)(锂(li)辉石提(ti)锂(li)、盐湖(hu)提(ti)锂(li)、云母(mu)提(ti)锂(li)),机构(gou)认(ren)为(wei)(wei)2021下(xia)半(ban)年供(gong)(gong)给(ji)几无增量,将导致(zhi)供(gong)(gong)需缺口持(chi)续(xu)扩大,价格或将加速上涨(zhang)。

  中信(xin)(xin)股(gu)份涨近(jin)7%,消息面上,8月(yue)27日,港(gang)股(gu)中信(xin)(xin)股(gu)份发布2021财年(nian)中报。公(gong)司在2021年(nian)1月(yue)1日-2021年(nian)6月(yue)30日实现营业收(shou)(shou)入3567.02亿港(gang)元(yuan),同比增(zeng)长(zhang)37.34%,归属母公(gong)司净利润441.75亿港(gang)元(yuan),同比增(zeng)长(zhang)63.53%,基本每股(gu)收(shou)(shou)益(yi)为1.52港(gang)元(yuan)。

  广(guang)发(fa)证(zheng)券跌超5%,消息(xi)面上(shang)(shang),美(mei)银证(zheng)券发(fa)布研究(jiu)报告称,维持(chi)广(guang)发(fa)证(zheng)券“中(zhong)(zhong)性”评级,目标(biao)价(jia)由13.5港元(yuan)升至(zhi)(zhi)15.5港元(yuan),升今(jin)年至(zhi)(zhi)2023年每股(gu)盈利预测5%至(zhi)(zhi)10%,以反映资产管理(li)业(ye)务(wu)提高等因素。报告中(zhong)(zhong)称,公(gong)(gong)司今(jin)年上(shang)(shang)半(ban)年纯利同比(bi)仅增长(zhang)2%至(zhi)(zhi)59亿(yi)(yi)元(yuan)人(ren)民(min)币(bi),与同业(ye)相比(bi)属低位(wei)。而经调整收入为(wei)166亿(yi)(yi)元(yuan)人(ren)民(min)币(bi),同比(bi)上(shang)(shang)升18%。该行(xing)表示,需(xu)要更多(duo)决定(ding)性的转势(shi)讯号,特别(bie)是(shi)投资银行(xing)业(ye)务(wu),才能对公(gong)(gong)司看(kan)法转为(wei)正(zheng)面。另外,虽(sui)然公(gong)(gong)司今(jin)年被(bei)暂停投行(xing)牌照(zhao),但投行(xing)行(xing)业(ye)的人(ren)才竞争更为(wei)剧烈,而年初至(zhi)(zhi)今(jin)A股(gu)市场(chang)的成本(ben)也增加。

  【机构观点】

  中(zhong)信(xin)建投指(zhi)出,中(zhong)报(bao)季临近尾声,目(mu)前已披露业绩的头部互联网(wang)科(ke)技公(gong)司(si)如(ru)腾讯、阿(a)里、京东、拼多多、百度、小米(mi)等利润端均超(chao)彭(peng)博一(yi)致(zhi)预期,港(gang)股互联网(wang)及中(zhong)概在(zai)本周迎来(lai)显著超(chao)跌反弹,但另(ling)一(yi)方面,政策严监管(guan)态势并未见到任何告一(yi)段(duan)落的信(xin)号,预计未来(lai)一(yi)段(duan)时间(jian)内市场情绪或仍(reng)将反复(fu)。

  中金公司认为(wei),近期(qi)(qi)大(da)宗商品价格(ge)轮(lun)(lun)动呈现三(san)个特(te)点,一(yi)是“中国需(xu)求(qiu)”支撑减弱,二(er)是“海外(wai)供应”风险回落,三(san)是供需(xu)错配有所缓(huan)和。八月(yue)以来,全球变种疫(yi)(yi)情反复,海外(wai)经济恢复预期(qi)(qi)延后,国内(nei)生产活动也(ye)受到一(yi)定(ding)程度影(ying)响,疫(yi)(yi)情对需(xu)求(qiu)影(ying)响“长尾退出”的特(te)征显现。向(xiang)(xiang)前(qian)看,大(da)宗商品市场的价格(ge)轮(lun)(lun)动将继续以供需(xu)为(wei)锚,梯队轮(lun)(lun)动将趋向(xiang)(xiang)收敛。

  中(zhong)信证券(quan)指出,在发改委(wei)政策推升成(cheng)本(ben)、供给扰动规模和(he)(he)持续(xu)(xu)性(xing)超(chao)预(yu)(yu)期(qi)、旺(wang)季下(xia)消费有(you)望边际改善和(he)(he)全(quan)球流动性(xing)宽松料(liao)将(jiang)延长(zhang)的(de)(de)背景下(xia),预(yu)(yu)计铝(lv)价的(de)(de)高位持续(xu)(xu)性(xing)将(jiang)强于市场(chang)预(yu)(yu)期(qi)且有(you)望持续(xu)(xu)走(zou)高。一方(fang)面,未来(lai)降碳节能的(de)(de)经济(ji)性(xing)将(jiang)更(geng)加显现;另(ling)一方(fang)面,预(yu)(yu)计发改委(wei)政策执行下(xia)的(de)(de)成(cheng)本(ben)抬升对盈(ying)利影(ying)响(xiang)有(you)限,铝(lv)价持续(xu)(xu)性(xing)和(he)(he)弹性(xing)料(liao)将(jiang)拉阔电(dian)解(jie)铝(lv)公司盈(ying)利。(大发体育APP)

  (文中观点仅供参考,不构成投资建议,投资有风险,入市需谨慎。)

(编辑:吴晓薇)
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