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郭家耀: 北水暂停港股交投淡 内地工业利润表现佳
阿思达克 04-30 09:30
正荣金融业务部副总裁郭家耀称,美股周四(29日)造好,科技股业绩表现强劲,带动大市向上,标普500指数及纳指再创新高,三大指数均录得升幅收市。美元低位反弹,美国十年期债息回升至1.68厘水平,金价表现受压,油价继续向好。港股预托证券个别发展,预料大市早段缺乏方向。内地股市造好,沪综指低开高走,收市上升0.5%,沪深两市成交额亦有所增加。

外围走势向上,带动港股企稳29,000点水平,并突破50天线阻力。内地长假期在即,港股通暂停令大市成交跌至近月新低。首季业绩表现向好,加上外围走势配合,利好大市气氛,指数有望进一步上试29,500点阻力,下方支持 在28,500点水平。

另国家统计局公布今年首季全国规模以上工业企业实现利润总额1.825万亿元人民币(下同),按年增长1.37倍。单计3月份规模以上工业企业实现利润总额7,111.8亿元,按年增长92.3%。首季规模以上工业企业中,国有控股企业利润总额6,165.4亿元,按年增长1.99倍;股份制企业利润总额1.279万亿元,增长1.29倍;外商及港澳台商投资企业利润总额5,128.1亿元,增长1.61倍;私营企业利润总额5,163.3亿元,增长91.9%。

41个工业大类行业中,39个行业利润总额按年增加,1个行业扭亏为盈,1个行业实现减亏。其中汽车制造业利润总额按年增长8.43倍;通讯和其他电子设备制造业增长1.41倍;电力、热力生产和供应业增长50.7%。首季规模以上工业企业实现营业收入27.48万亿元,按年增长38.7%;营业收入利润率为6.64%,按年提高2.76个百分点。统计局官员表示,一季度工业企业效益状况延续较快恢复态势,但全球疫情走势和国际环境还存在较大不确定性,行业间恢复仍不均衡,特别是原材料价格明显上涨不断加大企业成本压力,工业企业效益恢复基础仍需进一步巩固。整体工业利润表现强劲,景气周期有望延续,带动行业估值提升。

(笔者为证监会持牌人,没持有上述股份)~

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