| 提要：两市今日的总成交金额为608.5亿元，和前一交易日相比减少63.8亿，资金净流入约0.73亿。今日走势与昨日预计一般，基建受益板块如钢铁、工程建设、建材、工程机械再起升势。上证指数涨0.49%，收在1897.88点。由于资金净流入数量没有放大，指数没有明显回升，但基建受益板块的龙头地位已非常明显。 根据数据平台统计： 今日资金成交前五名依次是：地产、券商、钢铁、银行、农林牧渔。 资金净流入较大的板块：交通设施（+3.1亿）、钢铁（+2.9亿）。 资金净流出较大的板块：券商（-8.9亿）。 交通设施：该板块今日有约3.1亿资金净流入，净流入较大的个股有：中原高速、华北高速、五洲交通、福建高速、海南高速、宁沪高速、ST东北高、楚天高速。 工程建筑：该板块今日有约1.32亿资金净流入，净流入较大的个股有：四川路桥、西藏天路、中国中铁、路桥建设、海油工程。 机械：该板块今日有约1.1亿资金净流入，净流入较大的个股有：中联重科、经纬纺机、中国船舶、哈空调 、秦川发展、江特电机、上工申贝。 建材：该板块今日有约1.34亿资金净流入，净流入较大的个股有：国风塑业、海螺水泥、太行水泥、天山股份、祁连山。 地产：该板块今日有约1.0亿资金净流入，净流入较大的个股有：金地集团、保利地产、万业企业、首开股份、张江高科、亿城股份、福星股份、中粮地产。 钢铁：该板块今日有约2.9亿资金净流入，净流入较大的个股有：八一钢铁、马钢股份、西宁特钢、酒钢宏兴、韶钢松山、武钢股份。 各板块资金流向情况见下表： <TABLE style="FONT-SIZE: 9pt" cellSpacing=0 borderColorDark=#ffffff cellPadding=2 width="100%" borderColorLight=#000000 border=1> <TBODY> <TR> <TD style="FONT-SIZE: 9pt">序号</TD> <TD style="FONT-SIZE: 9pt">重视程度</TD> <TD style="FONT-SIZE: 9pt">板块</TD> <TD style="FONT-SIZE: 9pt">今日成交亿元</TD> <TD style="FONT-SIZE: 9pt">昨日成交亿元</TD> <TD style="FONT-SIZE: 9pt">净流入值亿元</TD> <TD style="FONT-SIZE: 9pt">增量比率％</TD> <TD style="FONT-SIZE: 9pt">占大盘比例％</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">1</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">A股板块</TD> <TD style="FONT-SIZE: 9pt">608.5</TD> <TD style="FONT-SIZE: 9pt">672.3</TD> <TD style="FONT-SIZE: 9pt">0.73</TD> <TD style="FONT-SIZE: 9pt">-9.5 </TD> <TD style="FONT-SIZE: 9pt">100.0 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">2</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">工程建筑</TD> <TD style="FONT-SIZE: 9pt">21.87</TD> <TD style="FONT-SIZE: 9pt">30.18 </TD> <TD style="FONT-SIZE: 9pt">1.32</TD> <TD style="FONT-SIZE: 9pt">-27.5 </TD> <TD style="FONT-SIZE: 9pt">3.6 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">3</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">电力</TD> <TD style="FONT-SIZE: 9pt">24.92</TD> <TD style="FONT-SIZE: 9pt">28.50 </TD> <TD style="FONT-SIZE: 9pt">0.16</TD> <TD style="FONT-SIZE: 9pt">-12.6 </TD> <TD style="FONT-SIZE: 9pt">4.1 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">4</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">计算机</TD> <TD style="FONT-SIZE: 9pt">6.73</TD> <TD style="FONT-SIZE: 9pt">8.90 </TD> <TD style="FONT-SIZE: 9pt">0.16</TD> <TD style="FONT-SIZE: 9pt">-24.4 </TD> <TD style="FONT-SIZE: 9pt">1.1 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">电子信息</TD> <TD style="FONT-SIZE: 9pt">11.83</TD> <TD style="FONT-SIZE: 9pt">13.56 </TD> <TD style="FONT-SIZE: 9pt">0.3</TD> <TD style="FONT-SIZE: 9pt">-12.8 </TD> <TD style="FONT-SIZE: 9pt">1.9 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">70.62</TD> <TD style="FONT-SIZE: 9pt">60.82 </TD> <TD style="FONT-SIZE: 9pt">1.02</TD> <TD style="FONT-SIZE: 9pt">16.1 </TD> <TD style="FONT-SIZE: 9pt">11.6 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">7</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">纺织服装</TD> <TD style="FONT-SIZE: 9pt">9.95</TD> <TD style="FONT-SIZE: 9pt">14.00 </TD> <TD style="FONT-SIZE: 9pt">0.12</TD> <TD style="FONT-SIZE: 9pt">-28.9 </TD> <TD style="FONT-SIZE: 9pt">1.6 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">8</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">钢铁</TD> <TD style="FONT-SIZE: 9pt">43.59</TD> <TD style="FONT-SIZE: 9pt">24.43 </TD> <TD style="FONT-SIZE: 9pt">2.93</TD> <TD style="FONT-SIZE: 9pt">78.4 </TD> <TD style="FONT-SIZE: 9pt">7.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">9</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">供水供气</TD> <TD style="FONT-SIZE: 9pt">6.33</TD> <TD style="FONT-SIZE: 9pt">8.02 </TD> <TD style="FONT-SIZE: 9pt">0.08</TD> <TD style="FONT-SIZE: 9pt">-21.1 </TD> <TD style="FONT-SIZE: 9pt">1.0 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">10</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">化工化纤</TD> <TD style="FONT-SIZE: 9pt">28.11</TD> <TD style="FONT-SIZE: 9pt">34.16 </TD> <TD style="FONT-SIZE: 9pt">0.27</TD> <TD style="FONT-SIZE: 9pt">-17.7 </TD> <TD style="FONT-SIZE: 9pt">4.6 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">11</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">电器</TD> <TD style="FONT-SIZE: 9pt">7.51</TD> <TD style="FONT-SIZE: 9pt">9.21 </TD> <TD style="FONT-SIZE: 9pt">0.29</TD> <TD style="FONT-SIZE: 9pt">-18.5 </TD> <TD style="FONT-SIZE: 9pt">1.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">12</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">交通设施</TD> <TD style="FONT-SIZE: 9pt">18.66</TD> <TD style="FONT-SIZE: 9pt">12.90 </TD> <TD style="FONT-SIZE: 9pt">3.11</TD> <TD style="FONT-SIZE: 9pt">44.7 </TD> <TD style="FONT-SIZE: 9pt">3.1 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">13</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">银行类</TD> <TD style="FONT-SIZE: 9pt">37.52</TD> <TD style="FONT-SIZE: 9pt">47.99 </TD> <TD style="FONT-SIZE: 9pt">0.83</TD> <TD style="FONT-SIZE: 9pt">-21.8 </TD> <TD style="FONT-SIZE: 9pt">6.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">旅游酒店</TD> <TD style="FONT-SIZE: 9pt">3.63</TD> <TD style="FONT-SIZE: 9pt">4.69 </TD> <TD style="FONT-SIZE: 9pt">-0.17</TD> <TD style="FONT-SIZE: 9pt">-22.6 </TD> <TD style="FONT-SIZE: 9pt">0.6 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">煤炭石油</TD> <TD style="FONT-SIZE: 9pt">28.83</TD> <TD style="FONT-SIZE: 9pt">37.08 </TD> <TD style="FONT-SIZE: 9pt">-1.06</TD> <TD style="FONT-SIZE: 9pt">-22.2 </TD> <TD style="FONT-SIZE: 9pt">4.7 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">16</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">酿酒食品</TD> <TD style="FONT-SIZE: 9pt">15.76</TD> <TD style="FONT-SIZE: 9pt">22.59 </TD> <TD style="FONT-SIZE: 9pt">-0.31</TD> <TD style="FONT-SIZE: 9pt">-30.2 </TD> <TD style="FONT-SIZE: 9pt">2.6 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">农林牧渔</TD> <TD style="FONT-SIZE: 9pt">31.7</TD> <TD style="FONT-SIZE: 9pt">43.79 </TD> <TD style="FONT-SIZE: 9pt">-0.94</TD> <TD style="FONT-SIZE: 9pt">-27.6 </TD> <TD style="FONT-SIZE: 9pt">5.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">18</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">商业连锁</TD> <TD style="FONT-SIZE: 9pt">11.58</TD> <TD style="FONT-SIZE: 9pt">17.78 </TD> <TD style="FONT-SIZE: 9pt">-0.37</TD> <TD style="FONT-SIZE: 9pt">-34.9 </TD> <TD style="FONT-SIZE: 9pt">1.9 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">19</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">建材</TD> <TD style="FONT-SIZE: 9pt">22.86</TD> <TD style="FONT-SIZE: 9pt">24.72 </TD> <TD style="FONT-SIZE: 9pt">1.34</TD> <TD style="FONT-SIZE: 9pt">-7.5 </TD> <TD style="FONT-SIZE: 9pt">3.8 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">20</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">期货概念</TD> <TD style="FONT-SIZE: 9pt">7.98</TD> <TD style="FONT-SIZE: 9pt">12.27 </TD> <TD style="FONT-SIZE: 9pt">-0.26</TD> <TD style="FONT-SIZE: 9pt">-35.0 </TD> <TD style="FONT-SIZE: 9pt">1.3 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">21</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">汽车类</TD> <TD style="FONT-SIZE: 9pt">16.84</TD> <TD style="FONT-SIZE: 9pt">21.64 </TD> <TD style="FONT-SIZE: 9pt">0.62</TD> <TD style="FONT-SIZE: 9pt">-22.2 </TD> <TD style="FONT-SIZE: 9pt">2.8 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">22</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">机械</TD> <TD style="FONT-SIZE: 9pt">22.65</TD> <TD style="FONT-SIZE: 9pt">28.72 </TD> <TD style="FONT-SIZE: 9pt">1.01</TD> <TD style="FONT-SIZE: 9pt">-21.1 </TD> <TD style="FONT-SIZE: 9pt">3.7 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">23</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">医药</TD> <TD style="FONT-SIZE: 9pt">25.24</TD> <TD style="FONT-SIZE: 9pt">40.28 </TD> <TD style="FONT-SIZE: 9pt">-0.75</TD> <TD style="FONT-SIZE: 9pt">-37.3 </TD> <TD style="FONT-SIZE: 9pt">4.1 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">24</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">上海本地股</TD> <TD style="FONT-SIZE: 9pt">87.33</TD> <TD style="FONT-SIZE: 9pt">77.30 </TD> <TD style="FONT-SIZE: 9pt">-6.66</TD> <TD style="FONT-SIZE: 9pt">13.0 </TD> <TD style="FONT-SIZE: 9pt">14.4 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">25</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">教育传媒</TD> <TD style="FONT-SIZE: 9pt">2.48</TD> <TD style="FONT-SIZE: 9pt">3.77 </TD> <TD style="FONT-SIZE: 9pt">0.08</TD> <TD style="FONT-SIZE: 9pt">-34.2 </TD> <TD style="FONT-SIZE: 9pt">0.4 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">26</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">仪电仪表</TD> <TD style="FONT-SIZE: 9pt">15.18</TD> <TD style="FONT-SIZE: 9pt">22.62 </TD> <TD style="FONT-SIZE: 9pt">-0.26</TD> <TD style="FONT-SIZE: 9pt">-32.9 </TD> <TD style="FONT-SIZE: 9pt">2.5 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">27</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">有色金属</TD> <TD style="FONT-SIZE: 9pt">16.75</TD> <TD style="FONT-SIZE: 9pt">24.56 </TD> <TD style="FONT-SIZE: 9pt">-0.78</TD> <TD style="FONT-SIZE: 9pt">-31.8 </TD> <TD style="FONT-SIZE: 9pt">2.8 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">造纸印刷</TD> <TD style="FONT-SIZE: 9pt">5.79</TD> <TD style="FONT-SIZE: 9pt">8.48 </TD> <TD style="FONT-SIZE: 9pt">0.37</TD> <TD style="FONT-SIZE: 9pt">-31.7 </TD> <TD style="FONT-SIZE: 9pt">1.0 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">29</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">券商</TD> <TD style="FONT-SIZE: 9pt">60.58</TD> <TD style="FONT-SIZE: 9pt">44.12 </TD> <TD style="FONT-SIZE: 9pt">-8.87</TD> <TD style="FONT-SIZE: 9pt">37.3 </TD> <TD style="FONT-SIZE: 9pt">10.0 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">30</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">电力设备</TD> <TD style="FONT-SIZE: 9pt">14.69</TD> <TD style="FONT-SIZE: 9pt">21.50 </TD> <TD style="FONT-SIZE: 9pt">-0.1</TD> <TD style="FONT-SIZE: 9pt">-31.7 </TD> <TD style="FONT-SIZE: 9pt">2.4 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">31</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">通信</TD> <TD style="FONT-SIZE: 9pt">20.13</TD> <TD style="FONT-SIZE: 9pt">19.41 </TD> <TD style="FONT-SIZE: 9pt">0.56</TD> <TD style="FONT-SIZE: 9pt">3.7 </TD> <TD style="FONT-SIZE: 9pt">3.3 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">32</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">运输物流</TD> <TD style="FONT-SIZE: 9pt">20.18</TD> <TD style="FONT-SIZE: 9pt">24.52 </TD> <TD style="FONT-SIZE: 9pt">0.5</TD> <TD style="FONT-SIZE: 9pt">-17.7 </TD> <TD style="FONT-SIZE: 9pt">3.3 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">33</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">奥运</TD> <TD style="FONT-SIZE: 9pt">48.47</TD> <TD style="FONT-SIZE: 9pt">53.92 </TD> <TD style="FONT-SIZE: 9pt">3</TD> <TD style="FONT-SIZE: 9pt">-10.1 </TD> <TD style="FONT-SIZE: 9pt">8.0 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">新能源</TD> <TD style="FONT-SIZE: 9pt">25.84</TD> <TD style="FONT-SIZE: 9pt">34.76 </TD> <TD style="FONT-SIZE: 9pt">0.2</TD> <TD style="FONT-SIZE: 9pt">-25.7 </TD> <TD style="FONT-SIZE: 9pt">4.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">35</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">节能环保</TD> <TD style="FONT-SIZE: 9pt">14.66</TD> <TD style="FONT-SIZE: 9pt">17.03 </TD> <TD style="FONT-SIZE: 9pt">0.21</TD> <TD style="FONT-SIZE: 9pt">-13.9 </TD> <TD style="FONT-SIZE: 9pt">2.4 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">36</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">航天军工</TD> <TD style="FONT-SIZE: 9pt">13.43</TD> <TD style="FONT-SIZE: 9pt">18.27 </TD> <TD style="FONT-SIZE: 9pt">0.21</TD> <TD style="FONT-SIZE: 9pt">-26.5 </TD> <TD style="FONT-SIZE: 9pt">2.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">37</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">3G</TD> <TD style="FONT-SIZE: 9pt">20.36</TD> <TD style="FONT-SIZE: 9pt">19.63 </TD> <TD style="FONT-SIZE: 9pt">0.71</TD> <TD style="FONT-SIZE: 9pt">3.7 </TD> <TD style="FONT-SIZE: 9pt">3.3 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">38</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">创投</TD> <TD style="FONT-SIZE: 9pt">13.57</TD> <TD style="FONT-SIZE: 9pt">15.79</TD> <TD style="FONT-SIZE: 9pt">-0.24</TD> <TD style="FONT-SIZE: 9pt">-14.1 </TD> <TD style="FONT-SIZE: 9pt">2.2 </TD></TR> <TR> <TD style="FONT-SIZE: 9pt">39</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">中小板</TD> <TD style="FONT-SIZE: 9pt">26.58</TD> <TD style="FONT-SIZE: 9pt">33.75</TD> <TD style="FONT-SIZE: 9pt">0.08</TD> <TD style="FONT-SIZE: 9pt">-21.2 </TD> <TD style="FONT-SIZE: 9pt">4.4 </TD></TR></TBODY></TABLE> 说明：重视程度由低向高依次分别以１-2颗星表示，１颗星表示关注，２颗星表示高度关注。 |
