| 提要：两市今日的总成交金额为1543.4亿元，和前一交易日相比减少317亿，资金净流出约62亿。今日市场出现部分资金逢高减仓的现象，上海本地股、地产、银行、中小板比较明显，但有色金属、钢铁、新能源、煤炭仍有资金流入，由于资金流出板块的权重较大，上证指数跌2.54%，收在2037.4点。近期一直指出，已出现持续性大数量级的资金流入，支持指数后市的进一步上扬，目标仍是在2200点。不过我们也注意到，该波反弹的龙头板块如水泥、机械、工程建筑在今日试图创出新高但没有成功，明天应重点关注，而涨幅较大的上海本地股、中小板也要有落袋为安的意识，总之涨幅不大的应该是持股待涨，而涨幅较大的可以部分兑现利润。有色金属、煤炭仍有上升空间。 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、煤炭、有色金属。 资金净流入较大的板块：新能源（+2.3亿）、钢铁（+1.8亿）、有色金属（+1.5亿）。 资金净流出较大的板块：上海本地股（-10.7亿）、银行（-10亿）、地产（-7.8亿）、中小板（-6.3亿）。 新能源：该板块今日有约2.4亿资金净流入，净流入较大的个股有：川投能源(600674)、风帆股份(600482)、天威保变(600550)、力诺太阳(600885)、新华光(600184)、中核科技(000777)、江苏阳光(600220)、天茂集团(000627)、航天机电(600151)。 中小板：该板块今日有约6.3亿资金净流出，但净流入较大的个股有：德豪润达(002005)、苏宁电器(002024)、新 和 成(002001)、黑猫股份(002068)、西部材料(002149)、沃尔核材(002130)、南岭民爆(002096)、怡 亚 通。 有色金属：该板块今日有约1.5亿资金净流入，净流入较大的个股有：宏达股份(600331)、山东黄金(600547)、科力远、中国铝业(601600)、西部材料、关铝股份(000831)。 上海本地股：该板块今日有约10.7亿资金净流出，净流出较大的个股有：浦发银行(600000)、安信信托(600816)、海通证券(600837)、大众交通(600611)、隧道股份(600820)、上实发展(600748)、中国船舶(600150)、方正科技(600601)。 地产：该板块今日有约10.0亿资金净流出，净流出较大的个股有：万 科Ａ、保利地产(600048)、中粮地产(000031)、中大股份(600704)、上实发展、爱建股份(600643)、中国宝安、京能置业、广汇股份(600256)。 运输物流：该板块今日有约0.4亿资金净流出，但净流入较大的个股有：中国远洋(601919)、海南航空(600221)、、北巴传媒、亚通股份(600692)、江西长运(600561)。 <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">1543.4</TD> <TD style="FONT-SIZE: 9pt">1860.5</TD> <TD style="FONT-SIZE: 9pt">-61.95</TD> <TD style="FONT-SIZE: 9pt">-17</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">54.84</TD> <TD style="FONT-SIZE: 9pt">56.84</TD> <TD style="FONT-SIZE: 9pt">-1.39</TD> <TD style="FONT-SIZE: 9pt">-3.5</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">62.39</TD> <TD style="FONT-SIZE: 9pt">63.85</TD> <TD style="FONT-SIZE: 9pt">0.78</TD> <TD style="FONT-SIZE: 9pt">-2.3</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">31.72</TD> <TD style="FONT-SIZE: 9pt">30.56</TD> <TD style="FONT-SIZE: 9pt">-1.83</TD> <TD style="FONT-SIZE: 9pt">3.8</TD> <TD style="FONT-SIZE: 9pt">2.1</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">33.31</TD> <TD style="FONT-SIZE: 9pt">41.2</TD> <TD style="FONT-SIZE: 9pt">-2.89</TD> <TD style="FONT-SIZE: 9pt">-19.2</TD> <TD style="FONT-SIZE: 9pt">2.2</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">116.89</TD> <TD style="FONT-SIZE: 9pt">162.24</TD> <TD style="FONT-SIZE: 9pt">-7.89</TD> <TD style="FONT-SIZE: 9pt">-28</TD> <TD style="FONT-SIZE: 9pt">7.6</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">35.77</TD> <TD style="FONT-SIZE: 9pt">43.59</TD> <TD style="FONT-SIZE: 9pt">-2</TD> <TD style="FONT-SIZE: 9pt">-17.9</TD> <TD style="FONT-SIZE: 9pt">2.3</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">69.64</TD> <TD style="FONT-SIZE: 9pt">69.45</TD> <TD style="FONT-SIZE: 9pt">1.82</TD> <TD style="FONT-SIZE: 9pt">0.3</TD> <TD style="FONT-SIZE: 9pt">4.5</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">13.65</TD> <TD style="FONT-SIZE: 9pt">17.17</TD> <TD style="FONT-SIZE: 9pt">-1.18</TD> <TD style="FONT-SIZE: 9pt">-20.5</TD> <TD style="FONT-SIZE: 9pt">0.9</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">87.88</TD> <TD style="FONT-SIZE: 9pt">92.29</TD> <TD style="FONT-SIZE: 9pt">-0.74</TD> <TD style="FONT-SIZE: 9pt">-4.8</TD> <TD style="FONT-SIZE: 9pt">5.7</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">24.71</TD> <TD style="FONT-SIZE: 9pt">29.11</TD> <TD style="FONT-SIZE: 9pt">-1.7</TD> <TD style="FONT-SIZE: 9pt">-15.1</TD> <TD style="FONT-SIZE: 9pt">1.6</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">36.4</TD> <TD style="FONT-SIZE: 9pt">40.04</TD> <TD style="FONT-SIZE: 9pt">-1.79</TD> <TD style="FONT-SIZE: 9pt">-9.1</TD> <TD style="FONT-SIZE: 9pt">2.4</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">113.48</TD> <TD style="FONT-SIZE: 9pt">149.82</TD> <TD style="FONT-SIZE: 9pt">-9.98</TD> <TD style="FONT-SIZE: 9pt">-24.3</TD> <TD style="FONT-SIZE: 9pt">7.4</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">10.2</TD> <TD style="FONT-SIZE: 9pt">13.07</TD> <TD style="FONT-SIZE: 9pt">-0.6</TD> <TD style="FONT-SIZE: 9pt">-22</TD> <TD style="FONT-SIZE: 9pt">0.7</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">110.1</TD> <TD style="FONT-SIZE: 9pt">107.12</TD> <TD style="FONT-SIZE: 9pt">-0.6</TD> <TD style="FONT-SIZE: 9pt">2.8</TD> <TD style="FONT-SIZE: 9pt">7.1</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">39.39</TD> <TD style="FONT-SIZE: 9pt">48.2</TD> <TD style="FONT-SIZE: 9pt">-2.4</TD> <TD style="FONT-SIZE: 9pt">-18.3</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">61.74</TD> <TD style="FONT-SIZE: 9pt">88.93</TD> <TD style="FONT-SIZE: 9pt">-4.91</TD> <TD style="FONT-SIZE: 9pt">-30.6</TD> <TD style="FONT-SIZE: 9pt">4</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">30.73</TD> <TD style="FONT-SIZE: 9pt">33.2</TD> <TD style="FONT-SIZE: 9pt">-1.91</TD> <TD style="FONT-SIZE: 9pt">-7.4</TD> <TD style="FONT-SIZE: 9pt">2</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">51.16</TD> <TD style="FONT-SIZE: 9pt">50.03</TD> <TD style="FONT-SIZE: 9pt">0.01</TD> <TD style="FONT-SIZE: 9pt">2.3</TD> <TD style="FONT-SIZE: 9pt">3.3</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">26.06</TD> <TD style="FONT-SIZE: 9pt">27.97</TD> <TD style="FONT-SIZE: 9pt">-2.24</TD> <TD style="FONT-SIZE: 9pt">-6.8</TD> <TD style="FONT-SIZE: 9pt">1.7</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">51.72</TD> <TD style="FONT-SIZE: 9pt">64.07</TD> <TD style="FONT-SIZE: 9pt">-3.5</TD> <TD style="FONT-SIZE: 9pt">-19.3</TD> <TD style="FONT-SIZE: 9pt">3.4</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">52.82</TD> <TD style="FONT-SIZE: 9pt">65.56</TD> <TD style="FONT-SIZE: 9pt">-4.02</TD> <TD style="FONT-SIZE: 9pt">-19.4</TD> <TD style="FONT-SIZE: 9pt">3.4</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">71.41</TD> <TD style="FONT-SIZE: 9pt">82.7</TD> <TD style="FONT-SIZE: 9pt">-2.65</TD> <TD style="FONT-SIZE: 9pt">-13.7</TD> <TD style="FONT-SIZE: 9pt">4.6</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">161.65</TD> <TD style="FONT-SIZE: 9pt">191.72</TD> <TD style="FONT-SIZE: 9pt">-10.72</TD> <TD style="FONT-SIZE: 9pt">-15.7</TD> <TD style="FONT-SIZE: 9pt">10.5</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">9.12</TD> <TD style="FONT-SIZE: 9pt">10.97</TD> <TD style="FONT-SIZE: 9pt">-0.59</TD> <TD style="FONT-SIZE: 9pt">-16.9</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">39.41</TD> <TD style="FONT-SIZE: 9pt">36.12</TD> <TD style="FONT-SIZE: 9pt">-0.29</TD> <TD style="FONT-SIZE: 9pt">9.1</TD> <TD style="FONT-SIZE: 9pt">2.6</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">89.68</TD> <TD style="FONT-SIZE: 9pt">59.7</TD> <TD style="FONT-SIZE: 9pt">1.52</TD> <TD style="FONT-SIZE: 9pt">50.2</TD> <TD style="FONT-SIZE: 9pt">5.8</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">17.2</TD> <TD style="FONT-SIZE: 9pt">18.31</TD> <TD style="FONT-SIZE: 9pt">-1.16</TD> <TD style="FONT-SIZE: 9pt">-6.1</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">56.13</TD> <TD style="FONT-SIZE: 9pt">69.06</TD> <TD style="FONT-SIZE: 9pt">-4.95</TD> <TD style="FONT-SIZE: 9pt">-18.7</TD> <TD style="FONT-SIZE: 9pt">3.6</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">35.07</TD> <TD style="FONT-SIZE: 9pt">33.92</TD> <TD style="FONT-SIZE: 9pt">-1.01</TD> <TD style="FONT-SIZE: 9pt">3.4</TD> <TD style="FONT-SIZE: 9pt">2.3</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">36.95</TD> <TD style="FONT-SIZE: 9pt">47.58</TD> <TD style="FONT-SIZE: 9pt">-3.23</TD> <TD style="FONT-SIZE: 9pt">-22.3</TD> <TD style="FONT-SIZE: 9pt">2.4</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">88.64</TD> <TD style="FONT-SIZE: 9pt">84.68</TD> <TD style="FONT-SIZE: 9pt">-0.43</TD> <TD style="FONT-SIZE: 9pt">4.7</TD> <TD style="FONT-SIZE: 9pt">5.7</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">132.31</TD> <TD style="FONT-SIZE: 9pt">153.57</TD> <TD style="FONT-SIZE: 9pt">-5.24</TD> <TD style="FONT-SIZE: 9pt">-13.8</TD> <TD style="FONT-SIZE: 9pt">8.6</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">86.87</TD> <TD style="FONT-SIZE: 9pt">80.8</TD> <TD style="FONT-SIZE: 9pt">2.37</TD> <TD style="FONT-SIZE: 9pt">7.5</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">45.07</TD> <TD style="FONT-SIZE: 9pt">51.87</TD> <TD style="FONT-SIZE: 9pt">-2.71</TD> <TD style="FONT-SIZE: 9pt">-13.1</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">44.39</TD> <TD style="FONT-SIZE: 9pt">47.37</TD> <TD style="FONT-SIZE: 9pt">-1.52</TD> <TD style="FONT-SIZE: 9pt">-6.3</TD> <TD style="FONT-SIZE: 9pt">2.9</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">40.31</TD> <TD style="FONT-SIZE: 9pt">49.62</TD> <TD style="FONT-SIZE: 9pt">-3.13</TD> <TD style="FONT-SIZE: 9pt">-18.8</TD> <TD style="FONT-SIZE: 9pt">2.6</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">44.43</TD> <TD style="FONT-SIZE: 9pt">49.57</TD> <TD style="FONT-SIZE: 9pt">-2.19</TD> <TD style="FONT-SIZE: 9pt">-10.4</TD> <TD style="FONT-SIZE: 9pt">2.9</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">84.26</TD> <TD style="FONT-SIZE: 9pt">99.88</TD> <TD style="FONT-SIZE: 9pt">-6.29</TD> <TD style="FONT-SIZE: 9pt">-15.6</TD> <TD style="FONT-SIZE: 9pt">5.5</TD></TR></TBODY></TABLE> |
