A股收評:創業板指大漲超4%,華為“第一車”引爆汽車產業鏈
4月19日,A股主要指數單邊上行,滬指全天收漲1.49%報3477.55點,深成指漲2.89%報14117.80點,創業板指漲4.14%報2898.73點。3000餘隻個股收漲,市場情緒回暖,成交量回升,全天成交額超8600億,北上資金淨買入163億。
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盤面上,主力資金主要流向以無人駕駛為首的汽車產業鏈,汽車整車、鋰電池等概念大漲靠前;消費電子概念強勢,歌爾股份等多股漲停;熱景生物帶動一批科創板次新大漲;券商板塊尾盤發力,國盛金控秒板;光伏、半導體等板塊輪動上漲。機構抱團股集體回暖,寧德時代漲超9%,比亞迪漲超6%,隆基股份漲近5%。醫美、特鋼等概念低迷。
具體來看,華為“第一輛車”全面引爆汽車板塊,相關概念股掀起漲停潮。銀寶山新、永鼎股份、東汽、長汽、北汽、小康股份漲停。潤和軟件漲超11%。
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消息面上,4月17日晚,極狐與華為共同打造的極狐阿爾法S 華為HI版正式發佈。美團創始人王興點評華為汽車稱,“特斯拉終於遇到一個技術實力和忽悠能力都旗鼓相當的對手了。”次日,華為智能汽車解決方案BU總裁王軍表示,華為與長安合作的新車型也即將推出。
無人駕駛板塊也得益於此,全天漲幅居前。高新興、瀚川智能、合眾思壯、聯創電子、東風汽車、永新光學、路暢科技漲停。
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汽車零部件板塊胎壓監測跟隨上漲。鴻泉物聯漲超12%,億緯鋰能漲超11%,通達電氣、華陽集團、亞太股份漲停,寶隆科技、雲意電氣等跟漲。
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熱景生物五連板帶動科創次新股集體拉昇。N上聲漲超310%藍特光學、科美診斷、奕瑞科技、豪森股份、藤井科技漲停。
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景點及旅遊板塊表現活躍。桂林旅遊、張家界漲停,邦騰國際漲超8%,西藏旅遊漲超6%,西安旅遊、眾信旅遊、三特索道、雲南旅遊等個股跟漲。
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消息面上,截至17日下午六點,共發售5月1日車票315萬張,是2019年同期的3倍以上。今年五一有望成史上最熱黃金週,出遊人次或達到2億。
電子煙板塊表現強勢。億緯鋰能漲近12%,集友股份、意華股份、敏芯股份漲超7%,鵬輝能源、長盈精密、麥格米特等跟漲。
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新能源板塊全面拉昇。華安鑫創、豪森股份、銀寶山新、通達電氣、永鼎股份漲停。長信科技漲超10%。
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蘋果產業鏈股集體走強。藍特光學、聯創電子、歌爾股份、水晶光電漲停,立訊精密逼近漲停。安潔科技、美迪凱等跟漲。
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消息面上,蘋果公司已經官宣新品發佈會於北京時間4月21日通過線上形式舉行,預計此次蘋果活動將推出新款iPad Pro機型、新款iPad mini,或許還有醖釀已久的AirTags。
科創板方面,科創50指數收漲1.91%報1299.01點。安集科技漲超7%,容百科技、昊海科技漲超6%,金山辦公、天奈科技、孚能科技、光峯科技等跟漲。
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晶豐明源跌近6%,柏楚電子、睿創微納跌超3%,傳音控股、西部超導、普門科技等跟跌。
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北向資金方面,北上資金今日強勢淨流入163.16億元,其中滬股通淨買入65.59億元,深股通淨流入97.56億元。
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展望後市,安信證券認為,從基本面來看,中國經濟從整體上已經接近完成“填坑”式復甦,這意味未來一個階段整體企業盈利修復速度正面臨逐步趨緩。短期市場並不面臨系統性風險,總體處於震盪格局。
配置上要側重於估值與盈利增長速度及空間匹配度高的品種,同時自下而上挖掘經濟修復和轉型過程中被忽視的機會,大多數核心資產估值仍需要消化,但非核心資產中的新主線仍在孕育中。
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