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China A-shares open lower across three major indices; publishing and textile sectors buck trend
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China's major A-share indices opened lower on September 24, with the Shanghai Composite down 0.28%, Shenzhen Component down 0.45%, and ChiNext down 0.38%. The STAR 50 fell 0.49%, leading declines. By 9:34 AM, 2,425 stocks rose versus 2,783 fell. Publishing, TV broadcasting, textile manufacturing, and education sectors gained, while precious metals, semiconductors, and real estate services fell. The decline was attributed to overnight US market weakness: the S&P Global US Composite PMI hit 58.4 (highest since July 2021), and hawkish Fed signals pushed the probability of a 25-basis-point rate hike in October to about 75%. The 10-year US Treasury yield rose to 5.133%, a 16-year high. Domestically, the People's Bank of China conducted 800 billion yuan in 1-year medium-term lending facility operations and announced overnight reverse repo operations from September 28 to October 8, with daily capacity up to 1 trillion yuan. The Ministry of Industry and Information Technology announced plans for next-generation communication network construction during the 15th Five-Year Plan period, including dual 10-gigabit broadband and low-orbit satellite internet. International oil prices rebounded sharply, with Brent crude closing at $103.08 per barrel.
Source report
开盘数据
9月24日,A股三大指数集体低开:
- 沪指低开0.28%,报3925.32点
- 深成指低开0.45%,报13575.07点
- 创业板指低开0.38%,报3366.89点
- 科创50低开0.49%,报1652.69点
截至9点34分,沪深两市共有2425家上涨,2783家下跌,平盘361家。
涨幅居前板块:出版、电视广播、纺织制造、教育、高压氧舱概念等 跌幅居前板块:贵金属、半导体、房地产服务、覆铜板概念等
盘面情况
四指数今日集体低开,其中科创50低开0.49%幅度居首,深成指、创业板指分别低开0.45%、0.38%,沪指低开0.28%。开盘后指数窄幅波动,沪指低开后小幅回升。
截至9点34分:
- 沪指跌0.22%,报3927.98点
- 深成指跌0.51%,报13566.83点
- 创业板指跌0.50%,报3362.75点
- 科创50跌0.73%,报1648.69点
成长方向调整幅度相对较大。板块多数下跌,贵金属跟随隔夜国际金银价格回落,半导体、覆铜板等算力硬件方向同步走弱;出版、电视广播、纺织制造、教育等方向逆势走强。
同一时点,沪深两市涨停17家、跌停2家,上涨家数占比约43%。
隔夜要闻速览
美股三大指数集体收跌:美国9月标普全球综合PMI初值升至58.4,创2021年7月以来新高,叠加美联储官员持续释放偏鹰信号,市场预计美联储10月至少加息25个基点的概率升至约75%(CME“美联储观察”口径约为70%)。据上证报中国证券网,10年期美债收益率一度升至5.133%,为2007年以来最高水平。
央行加量续作中期借贷便利并安排跨节流动性:央行公告,9月24日开展8000亿元1年期中期借贷便利操作。9月28日至10月8日将开展隔夜逆回购操作,采用固定利率、数量招标,每日操作量不超过10000亿元。
工信部推进新一代通信网建设:工信部副部长余晓晖在2026年中国国际信息通信展览会上表示,“十五五”时期我国将适度超前、系统推进新一代通信网建设,推进宽带网络向双万兆演进,并推进低轨卫星互联网系统建设。
国际油价大幅反弹:据上证报中国证券网,11月交货的伦敦布伦特原油期货收涨3.86%,报103.08美元/桶。
走势研判
四指数今日集体低开,科创50低开0.49%表现最弱,沪指低开0.28%后小幅回升,成长方向整体承压。截至9点34分,沪深两市2425家上涨、2783家下跌,指数在开盘价附近窄幅波动。
主要驱动来自隔夜外围:美股三大指数集体收跌,纳指跌1.13%,美债收益率大幅上行抬升全球权益资产估值压力,伦敦现货黄金、白银分别下跌1.64%、3.91%,带动贵金属板块开盘走弱,算力硬件链中的覆铜板、半导体、电脑硬件亦跟随回调。结构上,出版、纺织制造、教育等方向逆势活跃。
Source
证券之星-趋势策略Eastern
Part of this Story
China A-Share Indices Fall Broadly on Fed Rate Hike Fears; Banks Buck Trend