| 提要：两市今日的总成交金额为747.6亿元，和前一交易日相比减少508亿，资金净流出约25亿。今日基建受益板块如建材、工程机械、工程建设、电力设备仍走势较强，部分游资在上海本地股、中小板、低价股中以做多为主，但以银行、地产为代表的传统基金板块则被资金坚决抛弃。上证指数跌2.44%，收在1871.165点。和昨日几乎相同资金流出主要集中在银行、地产、煤炭、有色金属等传统基金板块，反映了基金对以上板块后市看空的态度，也不排除基金在上述板块中有调仓动作。我们仍然判断政府目前的工作重点就在于"增加固定资产投资、提振经济稳定预期"，并且决心不可动摇，而股市这一"经济的晴雨表"也一定会得到政府的重视。因此我们仍然维持近期的判断"基建受益板块是行情的龙头，他们调整20%-30%左右后（部分已经调整到位），仍能带领指数走出下一波上攻"的判断，同时中小板、低价股，他们也有活跃机会。 波浪结构分析，上证指数三双结构的第四浪调整已近尾声，下星期一有望结束整理，继续反弹。 根据数据平台统计： 今日资金成交前五名依次是：上海本地股、地产、银行、券商。 资金净流入较大的板块：电力设备（+1.5亿）、建材（+0.9亿）、中小板（+0.7亿）。 资金净流出较大的板块：地产（-5.9亿）、银行（-3..3亿）、农业（-2.9亿）、煤炭（-2.9亿）。 电力设备：该板块今日有约1.5亿资金净流入，净流入出较大的个股有：长征电气(600112)、华光股份(600475)、东方电气(600875)、卧龙电气(600580)、东源电器(002074)、创元科技(000551)、国电南自(600268)、哈空调 (600202)。 中小板：该板块今日有约0.7亿资金净流入，净流入出较大的个股有：苏宁电器(002024)、华天科技(002185)、世荣兆业、三鑫股份(002163)、黔源电力(002039)、黑猫股份(002068)、东源电器、斯 米 克、飞亚股份(002042)、莱茵生物(002166)、华帝股份(002035)。 建材：该板块今日有约0.9亿资金净流入，净流入较大的个股有：博闻科技(600883)、祁连山 (600720)、冀东水泥(000401)、海螺水泥(600585)、三鑫股份、斯 米 克、海螺型材(000619)。 机械：该板块今日有约1.55亿资金净流出，但净流入较大的个股有：华仪电气(600290)、沈阳机床(000410)、哈空调 、科达机电(600499)、荣信股份(002123)、林海股份(600099)、中捷股份(002021)。 钢铁：该板块今日有约1.96亿资金净流出，但净流入较大的个股有：马钢股份(600808)、凌钢股份(600231)、太钢不锈(000825)、杭钢股份(600126)。 地产：该板块今日有约5.9亿资金净流出，净流出较大的个股有：万 科Ａ、上实发展(600748)、华发股份(600325)、保利地产(600048)、珠江控股(000505)、苏宁环球(000718)、中国宝安、万通地产(600246)、金地集团(600383)。 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">747.6</TD> <TD style="FONT-SIZE: 9pt">1255.6</TD> <TD style="FONT-SIZE: 9pt">-25.29</TD> <TD style="FONT-SIZE: 9pt">-40.5</TD> <TD style="FONT-SIZE: 9pt">100</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">31.02</TD> <TD style="FONT-SIZE: 9pt">50.49</TD> <TD style="FONT-SIZE: 9pt">-0.49</TD> <TD style="FONT-SIZE: 9pt">-38.6</TD> <TD style="FONT-SIZE: 9pt">4.1</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">30.04</TD> <TD style="FONT-SIZE: 9pt">39.21</TD> <TD style="FONT-SIZE: 9pt">-0.25</TD> <TD style="FONT-SIZE: 9pt">-23.4</TD> <TD style="FONT-SIZE: 9pt">4</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">8.57</TD> <TD style="FONT-SIZE: 9pt">13.95</TD> <TD style="FONT-SIZE: 9pt">-0.75</TD> <TD style="FONT-SIZE: 9pt">-38.6</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">14.1</TD> <TD style="FONT-SIZE: 9pt">22.1</TD> <TD style="FONT-SIZE: 9pt">-0.39</TD> <TD style="FONT-SIZE: 9pt">-36.2</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">79.06</TD> <TD style="FONT-SIZE: 9pt">170.45</TD> <TD style="FONT-SIZE: 9pt">-5.89</TD> <TD style="FONT-SIZE: 9pt">-53.6</TD> <TD style="FONT-SIZE: 9pt">10.6</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">13.92</TD> <TD style="FONT-SIZE: 9pt">19.46</TD> <TD style="FONT-SIZE: 9pt">0.66</TD> <TD style="FONT-SIZE: 9pt">-28.5</TD> <TD style="FONT-SIZE: 9pt">1.9</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">42.14</TD> <TD style="FONT-SIZE: 9pt">62.52</TD> <TD style="FONT-SIZE: 9pt">-1.96</TD> <TD style="FONT-SIZE: 9pt">-32.6</TD> <TD style="FONT-SIZE: 9pt">5.6</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">6.09</TD> <TD style="FONT-SIZE: 9pt">10.8</TD> <TD style="FONT-SIZE: 9pt">0.11</TD> <TD style="FONT-SIZE: 9pt">-43.6</TD> <TD style="FONT-SIZE: 9pt">0.8</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">35.32</TD> <TD style="FONT-SIZE: 9pt">52.06</TD> <TD style="FONT-SIZE: 9pt">-2.07</TD> <TD style="FONT-SIZE: 9pt">-32.2</TD> <TD style="FONT-SIZE: 9pt">4.7</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">10.71</TD> <TD style="FONT-SIZE: 9pt">16.22</TD> <TD style="FONT-SIZE: 9pt">-0.44</TD> <TD style="FONT-SIZE: 9pt">-34</TD> <TD style="FONT-SIZE: 9pt">1.4</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">17.35</TD> <TD style="FONT-SIZE: 9pt">31.16</TD> <TD style="FONT-SIZE: 9pt">-1.63</TD> <TD style="FONT-SIZE: 9pt">-44.3</TD> <TD style="FONT-SIZE: 9pt">2.3</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">75.55</TD> <TD style="FONT-SIZE: 9pt">112.2</TD> <TD style="FONT-SIZE: 9pt">-3.3</TD> <TD style="FONT-SIZE: 9pt">-32.7</TD> <TD style="FONT-SIZE: 9pt">10.1</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">5.63</TD> <TD style="FONT-SIZE: 9pt">7.34</TD> <TD style="FONT-SIZE: 9pt">-0.13</TD> <TD style="FONT-SIZE: 9pt">-23.3</TD> <TD style="FONT-SIZE: 9pt">0.8</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">30.99</TD> <TD style="FONT-SIZE: 9pt">53.2</TD> <TD style="FONT-SIZE: 9pt">-2.94</TD> <TD style="FONT-SIZE: 9pt">-41.7</TD> <TD style="FONT-SIZE: 9pt">4.1</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">27.42</TD> <TD style="FONT-SIZE: 9pt">35.89</TD> <TD style="FONT-SIZE: 9pt">-0.13</TD> <TD style="FONT-SIZE: 9pt">-23.6</TD> <TD style="FONT-SIZE: 9pt">3.7</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">32.03</TD> <TD style="FONT-SIZE: 9pt">49.04</TD> <TD style="FONT-SIZE: 9pt">-2.95</TD> <TD style="FONT-SIZE: 9pt">-34.7</TD> <TD style="FONT-SIZE: 9pt">4.3</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">18.98</TD> <TD style="FONT-SIZE: 9pt">25.62</TD> <TD style="FONT-SIZE: 9pt">0.38</TD> <TD style="FONT-SIZE: 9pt">-25.9</TD> <TD style="FONT-SIZE: 9pt">2.5</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">35.89</TD> <TD style="FONT-SIZE: 9pt">51.06</TD> <TD style="FONT-SIZE: 9pt">0.92</TD> <TD style="FONT-SIZE: 9pt">-29.7</TD> <TD style="FONT-SIZE: 9pt">4.8</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">9.9</TD> <TD style="FONT-SIZE: 9pt">13.26</TD> <TD style="FONT-SIZE: 9pt">-0.19</TD> <TD style="FONT-SIZE: 9pt">-25.3</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">28.63</TD> <TD style="FONT-SIZE: 9pt">41.36</TD> <TD style="FONT-SIZE: 9pt">0.21</TD> <TD style="FONT-SIZE: 9pt">-30.8</TD> <TD style="FONT-SIZE: 9pt">3.8</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">31.59</TD> <TD style="FONT-SIZE: 9pt">53.02</TD> <TD style="FONT-SIZE: 9pt">-1.55</TD> <TD style="FONT-SIZE: 9pt">-40.4</TD> <TD style="FONT-SIZE: 9pt">4.2</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">35.43</TD> <TD style="FONT-SIZE: 9pt">51.42</TD> <TD style="FONT-SIZE: 9pt">-0.02</TD> <TD style="FONT-SIZE: 9pt">-31.1</TD> <TD style="FONT-SIZE: 9pt">4.7</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">84.55</TD> <TD style="FONT-SIZE: 9pt">136.32</TD> <TD style="FONT-SIZE: 9pt">-1.07</TD> <TD style="FONT-SIZE: 9pt">-38</TD> <TD style="FONT-SIZE: 9pt">11.3</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">4.22</TD> <TD style="FONT-SIZE: 9pt">6.93</TD> <TD style="FONT-SIZE: 9pt">-0.1</TD> <TD style="FONT-SIZE: 9pt">-39.1</TD> <TD style="FONT-SIZE: 9pt">0.6</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">27.47</TD> <TD style="FONT-SIZE: 9pt">32.77</TD> <TD style="FONT-SIZE: 9pt">1.45</TD> <TD style="FONT-SIZE: 9pt">-16.2</TD> <TD style="FONT-SIZE: 9pt">3.7</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">20.69</TD> <TD style="FONT-SIZE: 9pt">35.33</TD> <TD style="FONT-SIZE: 9pt">-2.15</TD> <TD style="FONT-SIZE: 9pt">-41.4</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">8.08</TD> <TD style="FONT-SIZE: 9pt">11.95</TD> <TD style="FONT-SIZE: 9pt">-0.57</TD> <TD style="FONT-SIZE: 9pt">-32.4</TD> <TD style="FONT-SIZE: 9pt">1.1</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">46.4</TD> <TD style="FONT-SIZE: 9pt">96.24</TD> <TD style="FONT-SIZE: 9pt">-2.55</TD> <TD style="FONT-SIZE: 9pt">-51.8</TD> <TD style="FONT-SIZE: 9pt">6.2</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">27.04</TD> <TD style="FONT-SIZE: 9pt">31.27</TD> <TD style="FONT-SIZE: 9pt">1.51</TD> <TD style="FONT-SIZE: 9pt">-13.5</TD> <TD style="FONT-SIZE: 9pt">3.6</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">17.01</TD> <TD style="FONT-SIZE: 9pt">27.37</TD> <TD style="FONT-SIZE: 9pt">-1.31</TD> <TD style="FONT-SIZE: 9pt">-37.9</TD> <TD style="FONT-SIZE: 9pt">2.3</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">29.24</TD> <TD style="FONT-SIZE: 9pt">37.77</TD> <TD style="FONT-SIZE: 9pt">0.39</TD> <TD style="FONT-SIZE: 9pt">-22.6</TD> <TD style="FONT-SIZE: 9pt">3.9</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">66.09</TD> <TD style="FONT-SIZE: 9pt">105.98</TD> <TD style="FONT-SIZE: 9pt">-3.01</TD> <TD style="FONT-SIZE: 9pt">-37.6</TD> <TD style="FONT-SIZE: 9pt">8.8</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">42.13</TD> <TD style="FONT-SIZE: 9pt">57</TD> <TD style="FONT-SIZE: 9pt">0.67</TD> <TD style="FONT-SIZE: 9pt">-26.1</TD> <TD style="FONT-SIZE: 9pt">5.6</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">21.49</TD> <TD style="FONT-SIZE: 9pt">29.74</TD> <TD style="FONT-SIZE: 9pt">0.6</TD> <TD style="FONT-SIZE: 9pt">-27.7</TD> <TD style="FONT-SIZE: 9pt">2.9</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">19.51</TD> <TD style="FONT-SIZE: 9pt">28.17</TD> <TD style="FONT-SIZE: 9pt">-0.23</TD> <TD style="FONT-SIZE: 9pt">-30.7</TD> <TD style="FONT-SIZE: 9pt">2.6</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">17.56</TD> <TD style="FONT-SIZE: 9pt">28.56</TD> <TD style="FONT-SIZE: 9pt">-0.93</TD> <TD style="FONT-SIZE: 9pt">-38.5</TD> <TD style="FONT-SIZE: 9pt">2.3</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">20.33</TD> <TD style="FONT-SIZE: 9pt">28.41</TD> <TD style="FONT-SIZE: 9pt">0.25</TD> <TD style="FONT-SIZE: 9pt">-28.4</TD> <TD style="FONT-SIZE: 9pt">2.7</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">39.98</TD> <TD style="FONT-SIZE: 9pt">56.21</TD> <TD style="FONT-SIZE: 9pt">0.73</TD> <TD style="FONT-SIZE: 9pt">-28.9</TD> <TD style="FONT-SIZE: 9pt">5.3 </TD></TR></TBODY></TABLE> |
