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收市小结 (2020-1-20)

By:

Sales Trader, International Business Division

市场概况

周一,早盘两市小幅高开,随后震荡走高,创业板指表现强势。午后,创业板指和沪指以横盘震荡为主。从盘面上看,抗流感、海南、芯片等板块涨幅居前,在线旅游、转基因、机场等板块跌幅居前。截至收盘,沪指涨0.66%,报收3095.77;深成指涨1.47%,报收11115.88点;创业板指涨2.57%,报收1982.18点。

消息面

  1. 交通部发布《2020年交通运输法制工作要点》,文件要求,积极推动行业重点法律法规立法进程。制定并实施《交通运输部2020年立法计划》。加快推动公路法、收费公路管理条例和农村公路条例制修订工作。(财联社)
  2. 工信部部长苗圩表示,我们将跟发改委等有关部门一道,保护好地方政府的积极性,同时要克服集成电路盲目低水平的重复建设,要使这些从事集成电路的主体企业一步一步的从投资转向运营,在运营当中除了技术要取得成功之外,还要取得商业上的成功。所以在这个过程当中仍然有大量的工作需要做,但我们总体的发展势头还是良好的。(财联社)
  3. 万达电影公告,预计2019年实现净利润33-45亿元,同比增长57.14%-114.28%。主要原因为公司拟计提商誉减值准备45-55亿元。(财联社)
  4. 兆易创新预计2019年年度实现净利润6.00亿元到6.50亿元,与上年同期相比增加1.95亿元到2.45亿元,同比增加48.15%到60.49%。报告期内市场需求增加,公司不断拓展新客户、新市场,导入新产品,优化调整产品结构。(财联社)
  5. 爱尔眼科公告,预计2019年实现净利润13.12-14.13亿元,同比增长30%-40%。报告期内,国家近视防控战略、防盲治盲等政策加快落地,医疗消费稳步升级,促进了公司业绩的稳定增长。(财联社)
  6. 迈瑞医疗公告,预计2019年实现净利润44.63-48.35亿元,同比增长20%-30%;预计实现营收158.16-171.91亿元,同比增长15%-25%。(财联社)

交易点评

整体个股涨多跌少,赚钱效应回升,市场做多热情增强。

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、生物制药和电子信息行业,资金流出居前的板块是化工、酿酒和农林牧渔行业。

沪股通及深股通方面,沪股通资金净流入22.68亿元,当日余497.32亿元;深股通资金净流入42.24亿元,当日余额477.76元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 3082.11 3095.79 0.66 2711.22
深成指 9125.27 11115.88 1.47 4080.01
沪深300 4170.74 4185.83 0.75 2026.92
创业板 1940.12 1982.18 2.57 1488.23
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