收市小结 (2020-1-13)

By:

Sales Trader, International Business Division

市场概况

周一,沪深两市全天单边走高,创业板指创33个月新高,沪指重返3100点,芯片、光刻胶、ETC等科技板块全线爆发,闻泰科技、北方华创、汇顶科技等一批大市值公司走强,但周期板块总体偏弱,从市场炒方向来看,短线情绪有所修复,高位股开始企稳,市场量能有所欠缺。截至收盘,沪指涨0.75%,报收3115点;深成指涨1.47%,报收11040点;创业板指涨1.62%,报收1935点。

消息面

  1. 记者从中国汽车工业协会获悉,12月新能源汽车销量16.3万辆,同比下降27.4%。12月全国乘用车销量为221.3万辆,同比降0.9%。(财联社)
  2. 记者从中国汽车工业协会获悉,中汽协秘书长助理许海东重申2020年中国汽车市场负增长2%。去年12月12日,中汽协预测今年车市增长率为-2%,约2531万辆。新能源汽车整体持平或微增,加上特斯拉预计的10万辆销量,今年新能源汽车预计120万辆左右。(财联社)
  3. 中国汽车动力电池产业创新联盟数据显示,2019年中国动力电池装车量累计62.2GWh,同比累计增长9.2%。其中三元电池装车量累计40.5GWh,占总装量65.2%,同比累计增长22.5%;磷酸铁锂电池装车量累计20.2GWh,同比累计下降9.0%。2019年我国动力电池企业装车量前三甲为:宁德时代(31.46GWh)、比亚迪(10.75GWh)、国轩高科(3.43GWh)。(财联社)
  4. 央行上海总部召开2020年工作会议。会议部署了2020年重点工作:一是全力做好金融支持自贸新片区和长三角高质量一体化发展等有关工作;二是继续落实金融改革开放各项政策,助推上海国际金融中心、科创中心建设;三是切实打好防范化解金融风险攻坚战,做好日常监测分析,稳妥有序化解风险;四是积极服务实体经济发展,继续加大对小微、民营、科创企业的金融支持力度,确保实现货币信贷调控目标;五是继续支持优化营商环境,努力提高金融管理和服务水平;六是持续加强全国性职能建设,扎实服务好总行履职。(财联社)

交易点评

大盘节后震荡整理多日,今天再次向上突破,分时图上量价齐升,上涨势头良好。

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信息、电子器件和汽车制造行业,资金流出居前的板块是交通运输、农药化肥和水泥行业。

沪股通及深股通方面,沪股通资金净流入35.09亿元,当日余484.91亿元;深股通资金净流入58.18亿元,当日余额461.82元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 3091.49 3115.57 0.75 2585.24
深成指 9125.27 11040.20 1.47 4095.06
沪深300 4166.93 4203.99 0.98 1997.95
创业板 1905.40 1935.07 1.62 1417.05
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