內媒釋MLF縮量信號 基建、建材、內房、內銀板塊齊受壓 中鐵/中鐵建/中交建/中國建築國際挫4%至6%
內地公開市場明日(15日)將有6,000億元人民幣中期借貸便利(MLF)操作到期,內地《證券日報》引述蘇寧金融研究院宏觀經濟研究中心副主任陶金分析稱,考慮前期降準資金規模較大,流動性充裕,短期內繼續放量釋放中長流動性必要性不大,因此9月份MLF續作規模料不會很大,繼續縮量續作的可能性較大。
內媒釋出MLF縮量信號,加上市場憂慮內房流動性緊張引發資金收緊,基建板塊午後跌幅擴大,中鐵(00390.HK)、中鐵建(01186.HK)、中交建(01800.HK)、中國建築國際(03311.HK)午後跌4.6%至6.6%。
建材類股份同走低,水泥股海螺水泥(00914.HK)、中建材(03323.HK)、西泥(02233.HK)及潤泥(01313.HK)午後跌1.4%至2%,金隅(02009.HK)跌3.2%。近期強勢的鋼鐵股亦急挫,馬鋼(00323.HK)、鞍鋼(00347.HK)及重鋼(01053.HK)午後跌7.1%至11.2%。
主要內房持續弱勢,龍湖(00960.HK)、中海外(00688.HK)、潤地(01109.HK)及碧桂園(02007.HK)午後跌2%至4.4%、融創(01918.HK)挫9.2%;受債務問題困擾的恆大(03333.HK)跌穿3元關,挫11.6%,報2.98元,創逾六年半低。
主要內銀亦受壓,建行(00939.HK)、中行(03988.HK)、工行(01398.HK)、農行(01288.HK)及招行(03968.HK)跌1.1%至3.1%、郵儲行(01658.HK)挫4.5%。
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