智通港股解盘 | 消息反复无常市场没有头绪银行股成抱团方向创新高

智通财经03-31

【解剖大盘】这种环境下，今天港股居然是高开的，结果可想而知必然要补缺口，还好补完之后走势趋稳，收盘恒指微涨0.15%。特朗普的变化就是这么魔幻，昨天特朗普还在威胁：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”。今天又是另一个说法，央视记者当地时间3月30日获悉，据美官员消息，美国总统特朗普向助手表示，即使霍尔木兹海峡仍大体关闭，也愿意结束对伊朗的军事行动。可见，其说话完全没有头绪，不...

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href=http://www.zhitongcaijing.com/content/detail/1423292.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【解剖大盘】这种环境下，今天港股居然是高开的，结果可想而知必然要补缺口，还好补完之后走势趋稳，收盘恒指微涨0.15%。特朗普的变化就是这么魔幻，昨天特朗普还在威胁：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”。今天又是另一个说法，央视记者当地时间3月30日获悉，据美官员消息，美国总统特朗普向助手表示，即使霍尔木兹海峡仍大体关闭，也愿意结束对伊朗的军事行动。可见，其说话完全没有头绪，不...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1423292.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1522347837.USD","symbol_name":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC 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high in the direction of a group","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601288":1.88,"601398":1.91,"601939":1.89,"601988":1.9,"CICHY":1.89,"ACGBY":1.88,"IDCBY":1.91,"03988":1.9,"BACHY":1.9,"002460":1.85,"01398":1.91,"01288":1.88,"03143":0.6,"00939":1.89,"03931":1.87},"content_text":"【解剖大盘】这种环境下，今天港股居然是高开的，结果可想而知必然要补缺口，还好补完之后走势趋稳，收盘恒指微涨0.15%。特朗普的变化就是这么魔幻，昨天特朗普还在威胁：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”。今天又是另一个说法，央视记者当地时间3月30日获悉，据美官员消息，美国总统特朗普向助手表示，即使霍尔木兹海峡仍大体关闭，也愿意结束对伊朗的军事行动。可见，其说话完全没有头绪，不知道哪句是真的。但从历次特朗普的言行来看，有一句话很合适：你只能说他坏，不能说他菜。一会打一会说结束，归根结底，不过都是障眼法，同时要稳住股市，不要跌得太狠。上过太多的当，投资者依然要小小心心，要知道，美国陆军精锐的第82空降师的数千名士兵已开始抵达中东。这些驻扎在北卡罗来纳州布拉格堡的伞兵，将加入此前已派往该地区的数千名海军、海军陆战队和特种作战部队。上周末，约2,500名海军陆战队员抵达中东。这些密集的军事调度，不可能是用来演戏的，总要派上用场，至于怎么个打法，这就很难说了，普遍的看法是夺哈尔克岛，但真实目的应该是去拿浓缩铀，还有就是斩首行动，随便完成一项，都可以宣称赢麻了。实在不济，就去伊朗境内溜达一圈也是可以宣布赢麻的。市场最怕这种不明朗的情况，因为没有明确的预期，这就意味着炒什么都是不确定的。比如押要打的，是不是油气方向要走强，但现实情况并不是，油气股已经不涨了,这两天反而是下跌的，如中国海油石油(00883)，而押要停火的，那么科技、航空这类就该涨，而盘面显示这类品种也跌成了狗。因此，资金是非常为难的，左右都是打脸。在这种背景下，资金选择了远离战火的品种，首当其冲就是银行股。基本面也算不错，过去一年，面对复杂多变的市场环境，六家国有大行悉数实现营收与归母净利润“双正增长”。营收方面，宇宙第一行的工商银行(01398)稳坐“头把交椅”，以8382.70亿元的营收领跑六大行。建设银行(00939)、农业银行(01288)、中国银行(03988)则分别以7610.49亿元、7253.06亿元、6583.10亿元位居第二梯队。净利润方面，工商银行以3685.62亿元的归母净利润再度摘得“盈利王”桂冠。建设银行则以3389.06亿元的成绩紧随其后，稳居榜眼。农业银行和中国银行双双稳居“两千亿俱乐部”；增速表现上，中国银行以4.48%的营收同比增速领跑六大行，成为营收增长的“排头兵”；农业银行归母净利润同比增速达3.18%，位居六大行增速首位。分红也给力，2025年，六大行全年分红合计超4200亿元，工商银行预计全年分红1105.93亿元，建设银行全年分红1016.84亿元，农业银行、中国银行、交通银行、邮储银行全年分红分别为873.21亿元、729.17亿元、286.92亿元、262.17亿元，六大行分红比例均稳定在归母净利润的30%及以上。这年头，对标绝大部分港股品种还在苦苦挣扎，银行股这边风景独好，资金密集抱团，工商银行(01398)、中国银行(03988)、建设银行(00939)均创出了历史新高。其次是医药股，港股通医疗ETF华夏(520510)盘中一度涨超2%，3月30日晚间，包括昭衍新药(06127)、泰格医药(03347)、凯莱英(06821)3家CXO企业发布2025年年报。其中昭衍新药2025年实现归母净利润同比暴增3倍，泰格医药净利润也增超119%。从市场表现看，昭衍新药(06127)冲高回落，原因是这个利润大幅增长实际上是“实验猴”涨价原因造成的，这种自然很难持续，而真实的营收16.58亿元同比下降17.87%，说明基本面并不扎实。再看凯莱英(06821)25年实现营业收入68.33亿元，同比增长3.48%；归母净利润8.88亿元，同比增长119.15%。公司新兴业务高增，毛利率高，加上降本增效，今天涨超13%。其它业绩品种如汉森制药(03692)、药明生物(02269)等均涨超6%。分红类个股也是市场追逐的方向，美的集团(00300)25年营收入4585亿元，同比增长12.1%；归属于上市公司股东的净利润为439.5亿元，同比增长14%。给力的是公司全年归母净利润100%用于回报股东，拟每10股派发现金红利38元，本次现金分红总额286亿元，加上2025年中期分红每10股5元，2025年全年每10股派发43元，全年现金分红总金额324亿元。据统计，美的集团近10年来累计分红超1500亿元。分红好资金就会追捧，今天涨近7%。还有一个分红给力的是中银香港(02388)：公司披露董事会已原则上批准2026至2028年股东回报框架，主要内容为灵活采取既定派息区间(40%至60%)内有序提升股东派息率、股份回购、特别股息等措施增加股东回报，争取于今年上半年业绩发布时实施。涨近6%。摩托车火了。日前，张雪机车在世界超级摩托车锦标赛(WSBK)葡萄牙站SSP中量级组别比赛中实现双回合夺冠。爆款车型ZX500RR市场需求最旺，现阶段下单需排队至5月底提车；ZX8200R订单新车交付要等到6至7月份。行业涨价也是刺激因素，受原材料成本上涨、工厂返利政策到期以及优惠活动进入尾声等多重因素影响，九号、雅迪、台铃、爱玛等国内主流电动两轮车品牌，计划从下月起或对旗下大部分车型正式上调售价。除了本身材料涨价，新国标电动自行车的安全要求提高了、标配了北斗定位，这些都对应着成本的提高。此外，新国标电动自行车对塑料的使用比例进行了严格限制，目前新推出的电动自行车清一水换上金属外壳，自然也意味着更高的成本。一季度“开门红”促销逐步进入尾声，随着降价促销等政策在3月底收尾，终端售价出现回升。受益品种雅迪(01585)还有海外市场可期，目前海外收入不足10%，越南、印尼及菲律宾等国家正逐渐成为采用电动踏板车及电动自行车的关键增长引擎。2026年初，其正式启用了位于越南北宁、投资额达1亿美元的智能制造工厂。今天涨近4%。【板块聚焦】3月31日，赣锋锂业(01772)发布投资者关系活动记录表公告。公司对锂行业需求层面继续保持乐观态度。经过近两年的周期性调整与行业沉淀，储能领域已进入爆发式增长通道，且这一趋势在2026年仍将延续。与此同时，AI算力中心、数据中心等新兴用电场景对备用电源及配储需求持续攀升，叠加全球各国对能源独立性的重视程度显著提高，储能需求正迎来额外增量。在动力电池领域，中东地缘事件意外推动了东南亚、澳大利亚等地区电动化进程的加速，不仅四轮电动车销售火爆，两轮电动车在当地的渗透也明显提升。从全生命周期成本角度来看，下游车企对锂价波动的容忍度相对较高，高锂价对动力电池及整车成本的实质影响也较为有限，锂价具备较强的底部支撑。该股短期涨幅较大需要休整，但调整充分后中线仍值得关注。【个股掘金】中创新航(03931)：行业需求景气向上 产能持续扩张 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智通港股解盘 | 消息反复无常市场没有头绪 银行股成抱团方向创新高

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智通港股解盘 | 消息反复无常市场没有头绪银行股成抱团方向创新高