| 提要：两市今日的总成交金额为1370.5亿元，和前一交易日相比减少172.8亿，资金净流入约103亿。今日在"银行将免除中小企业贷款部分的营业税"利好刺激下，资金再次回流银行股，同时券商、新能源、电力设备、中小板也得到新资金的加入，上证指数涨2.03%，收在2079.2点。近期一直指出，已出现持续性大数量级的资金流入。我们注意到该波反弹的龙头板块如水泥、机械、工程建筑在今日再次试图创出新高部分已成功，各板块的轮动又将开始，继续持股待涨。新能源最近两天资金增速明显，值得短期关注。 根据数据平台统计： 今日资金成交前五名依次是：银行、上海本地股、地产、新能源、化工。 资金净流入较大的板块：银行（+19.2亿）、新能源（+12.2亿）、券商（+10.8亿）、新能源（+8.5亿）。 资金净流出较大的板块：有色金属（-0.4亿）。 银行：该板块今日有约19.2亿资金净流入，净流入较大的个股有：招商银行、兴业银行、浦发银行、深发展Ａ、中国平安、华夏银行。 新能源：该板块今日有约12.2亿资金净流入，净流入较大的个股有：天威保变、鲁能泰山、特变电工、江苏阳光、华仪电气、长征电气、东方电气、金风科技、中环股份、岷江水电。 中小板：该板块今日有约7.5亿资金净流入，净流入较大的个股有：宁波银行、金风科技、中环股份、景兴纸业、拓邦电子、生 意 宝、双鹭药业、华星化工、万 力 达。 券商：该板块今日有约10.8亿资金净流入，净流入较大的个股有：中信证券、海通证券、国金证券、宏源证券、太平洋、长江证券。 上海本地股：该板块今日有约9.9亿资金净流入，净流入较大的个股有：浦发银行、广电信息、海通证券、飞乐音响、广电电子、爱建股份、安信信托、三爱富。 电子信息：该板块今日有约6.2亿资金净流入，净流入较大的个股有：广电信息、飞乐音响、广电电子、中环股份、长电科技、中信国安、彩虹股份、有研硅股、拓邦电子、咸阳偏转。 化工化纤：该板块今日有约7.4亿资金净流入，净流入较大的个股有：澄星股份、英 力 特、金路集团、蓝星清洗、佛塑股份、三爱富、鲁信高新、山东海化、岳阳兴长。 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">1370.55</TD> <TD style="FONT-SIZE: 9pt">1543.4</TD> <TD style="FONT-SIZE: 9pt">103</TD> <TD style="FONT-SIZE: 9pt">-11.2 </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">37.07 </TD> <TD style="FONT-SIZE: 9pt">54.84 </TD> <TD style="FONT-SIZE: 9pt">-0.15</TD> <TD style="FONT-SIZE: 9pt">-32.4 </TD> <TD style="FONT-SIZE: 9pt">2.7 </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">55.39 </TD> <TD style="FONT-SIZE: 9pt">62.39 </TD> <TD style="FONT-SIZE: 9pt">3.96</TD> <TD style="FONT-SIZE: 9pt">-11.2 </TD> <TD style="FONT-SIZE: 9pt">4.0 </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">25.85 </TD> <TD style="FONT-SIZE: 9pt">31.72 </TD> <TD style="FONT-SIZE: 9pt">1.88</TD> <TD style="FONT-SIZE: 9pt">-18.5 </TD> <TD style="FONT-SIZE: 9pt">1.9 </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">36.39 </TD> <TD style="FONT-SIZE: 9pt">33.31 </TD> <TD style="FONT-SIZE: 9pt">6.19</TD> <TD style="FONT-SIZE: 9pt">9.2 </TD> <TD style="FONT-SIZE: 9pt">2.7 </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">92.97 </TD> <TD style="FONT-SIZE: 9pt">116.89 </TD> <TD style="FONT-SIZE: 9pt">5.81</TD> <TD style="FONT-SIZE: 9pt">-20.5 </TD> <TD style="FONT-SIZE: 9pt">6.8 </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">30.47 </TD> <TD style="FONT-SIZE: 9pt">35.77 </TD> <TD style="FONT-SIZE: 9pt">2.91</TD> <TD style="FONT-SIZE: 9pt">-14.8 </TD> <TD style="FONT-SIZE: 9pt">2.2 </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">69.58 </TD> <TD style="FONT-SIZE: 9pt">69.64 </TD> <TD style="FONT-SIZE: 9pt">0.06</TD> <TD style="FONT-SIZE: 9pt">-0.1 </TD> <TD style="FONT-SIZE: 9pt">5.1 </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">11.11 </TD> <TD style="FONT-SIZE: 9pt">13.65 </TD> <TD style="FONT-SIZE: 9pt">0.47</TD> <TD style="FONT-SIZE: 9pt">-18.6 </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">83.13 </TD> <TD style="FONT-SIZE: 9pt">87.88 </TD> <TD style="FONT-SIZE: 9pt">7.04</TD> <TD style="FONT-SIZE: 9pt">-5.4 </TD> <TD style="FONT-SIZE: 9pt">6.1 </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">18.39 </TD> <TD style="FONT-SIZE: 9pt">24.71 </TD> <TD style="FONT-SIZE: 9pt">0.64</TD> <TD style="FONT-SIZE: 9pt">-25.6 </TD> <TD style="FONT-SIZE: 9pt">1.3 </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">32.84 </TD> <TD style="FONT-SIZE: 9pt">36.40 </TD> <TD style="FONT-SIZE: 9pt">2.63</TD> <TD style="FONT-SIZE: 9pt">-9.8 </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">151.69 </TD> <TD style="FONT-SIZE: 9pt">113.48 </TD> <TD style="FONT-SIZE: 9pt">19.24</TD> <TD style="FONT-SIZE: 9pt">33.7 </TD> <TD style="FONT-SIZE: 9pt">11.1 </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">9.91 </TD> <TD style="FONT-SIZE: 9pt">10.20 </TD> <TD style="FONT-SIZE: 9pt">0.94</TD> <TD style="FONT-SIZE: 9pt">-2.8 </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">80.93 </TD> <TD style="FONT-SIZE: 9pt">110.10 </TD> <TD style="FONT-SIZE: 9pt">1.27</TD> <TD style="FONT-SIZE: 9pt">-26.5 </TD> <TD style="FONT-SIZE: 9pt">5.9 </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">35.86 </TD> <TD style="FONT-SIZE: 9pt">39.39 </TD> <TD style="FONT-SIZE: 9pt">1.59</TD> <TD style="FONT-SIZE: 9pt">-9.0 </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">55.14 </TD> <TD style="FONT-SIZE: 9pt">61.74 </TD> <TD style="FONT-SIZE: 9pt">4.69</TD> <TD style="FONT-SIZE: 9pt">-10.7 </TD> <TD style="FONT-SIZE: 9pt">4.0 </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">24.33 </TD> <TD style="FONT-SIZE: 9pt">30.73 </TD> <TD style="FONT-SIZE: 9pt">1.8</TD> <TD style="FONT-SIZE: 9pt">-20.8 </TD> <TD style="FONT-SIZE: 9pt">1.8 </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">40.39 </TD> <TD style="FONT-SIZE: 9pt">51.16 </TD> <TD style="FONT-SIZE: 9pt">1.33</TD> <TD style="FONT-SIZE: 9pt">-21.1 </TD> <TD style="FONT-SIZE: 9pt">2.9 </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">16.93 </TD> <TD style="FONT-SIZE: 9pt">26.06 </TD> <TD style="FONT-SIZE: 9pt">0.33</TD> <TD style="FONT-SIZE: 9pt">-35.0 </TD> <TD style="FONT-SIZE: 9pt">1.2 </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">45.15 </TD> <TD style="FONT-SIZE: 9pt">51.72 </TD> <TD style="FONT-SIZE: 9pt">3.81</TD> <TD style="FONT-SIZE: 9pt">-12.7 </TD> <TD style="FONT-SIZE: 9pt">3.3 </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">44.91 </TD> <TD style="FONT-SIZE: 9pt">52.82 </TD> <TD style="FONT-SIZE: 9pt">2.65</TD> <TD style="FONT-SIZE: 9pt">-15.0 </TD> <TD style="FONT-SIZE: 9pt">3.3 </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">64.08 </TD> <TD style="FONT-SIZE: 9pt">71.41 </TD> <TD style="FONT-SIZE: 9pt">5.44</TD> <TD style="FONT-SIZE: 9pt">-10.3 </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">149.28 </TD> <TD style="FONT-SIZE: 9pt">161.65 </TD> <TD style="FONT-SIZE: 9pt">9.91</TD> <TD style="FONT-SIZE: 9pt">-7.7 </TD> <TD style="FONT-SIZE: 9pt">10.9 </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">8.20 </TD> <TD style="FONT-SIZE: 9pt">9.12 </TD> <TD style="FONT-SIZE: 9pt">0.73</TD> <TD style="FONT-SIZE: 9pt">-10.1 </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">49.10 </TD> <TD style="FONT-SIZE: 9pt">39.41 </TD> <TD style="FONT-SIZE: 9pt">8.47</TD> <TD style="FONT-SIZE: 9pt">24.6 </TD> <TD style="FONT-SIZE: 9pt">3.6 </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">49.27 </TD> <TD style="FONT-SIZE: 9pt">89.68 </TD> <TD style="FONT-SIZE: 9pt">-0.39</TD> <TD style="FONT-SIZE: 9pt">-45.1 </TD> <TD style="FONT-SIZE: 9pt">3.6 </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">17.35 </TD> <TD style="FONT-SIZE: 9pt">17.20 </TD> <TD style="FONT-SIZE: 9pt">1.7</TD> <TD style="FONT-SIZE: 9pt">0.9 </TD> <TD style="FONT-SIZE: 9pt">1.3 </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">66.68 </TD> <TD style="FONT-SIZE: 9pt">56.13 </TD> <TD style="FONT-SIZE: 9pt">10.82</TD> <TD style="FONT-SIZE: 9pt">18.8 </TD> <TD style="FONT-SIZE: 9pt">4.9 </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">45.18 </TD> <TD style="FONT-SIZE: 9pt">35.07 </TD> <TD style="FONT-SIZE: 9pt">8.28</TD> <TD style="FONT-SIZE: 9pt">28.8 </TD> <TD style="FONT-SIZE: 9pt">3.3 </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">29.94 </TD> <TD style="FONT-SIZE: 9pt">36.95 </TD> <TD style="FONT-SIZE: 9pt">3</TD> <TD style="FONT-SIZE: 9pt">-19.0 </TD> <TD style="FONT-SIZE: 9pt">2.2 </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">63.12 </TD> <TD style="FONT-SIZE: 9pt">88.64 </TD> <TD style="FONT-SIZE: 9pt">0.26</TD> <TD style="FONT-SIZE: 9pt">-28.8 </TD> <TD style="FONT-SIZE: 9pt">4.6 </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">112.98 </TD> <TD style="FONT-SIZE: 9pt">132.31 </TD> <TD style="FONT-SIZE: 9pt">6.71</TD> <TD style="FONT-SIZE: 9pt">-14.6 </TD> <TD style="FONT-SIZE: 9pt">8.2 </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">88.25 </TD> <TD style="FONT-SIZE: 9pt">86.87 </TD> <TD style="FONT-SIZE: 9pt">12.19</TD> <TD style="FONT-SIZE: 9pt">1.6 </TD> <TD style="FONT-SIZE: 9pt">6.4 </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">41.39 </TD> <TD style="FONT-SIZE: 9pt">45.07 </TD> <TD style="FONT-SIZE: 9pt">3.53</TD> <TD style="FONT-SIZE: 9pt">-8.2 </TD> <TD style="FONT-SIZE: 9pt">3.0 </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">39.40 </TD> <TD style="FONT-SIZE: 9pt">44.39 </TD> <TD style="FONT-SIZE: 9pt">2.67</TD> <TD style="FONT-SIZE: 9pt">-11.2 </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">32.80 </TD> <TD style="FONT-SIZE: 9pt">40.31 </TD> <TD style="FONT-SIZE: 9pt">3.53</TD> <TD style="FONT-SIZE: 9pt">-18.6 </TD> <TD style="FONT-SIZE: 9pt">2.4 </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">35.32</TD> <TD style="FONT-SIZE: 9pt">44.43</TD> <TD style="FONT-SIZE: 9pt">1.89</TD> <TD style="FONT-SIZE: 9pt">-20.5 </TD> <TD style="FONT-SIZE: 9pt">2.6 </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">77.26</TD> <TD style="FONT-SIZE: 9pt">84.26</TD> <TD style="FONT-SIZE: 9pt">7.53</TD> <TD style="FONT-SIZE: 9pt">-8.3 </TD> <TD style="FONT-SIZE: 9pt">5.6 </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。 |
