A股半年盘点：上证50指数挽回A股颜面，小市值“惨不忍睹”，ST板块暴跌55.41%，正丹股份涨逾3倍，涨幅第一

金融界06-28

金融界6月28日消息连跌6周，A股半年迎来收官！截至28日收盘，沪指涨0.73%，报2967.4点，深成指跌0.01%，报8848.7点，创业板指跌1.16%，报1683.43点，科创50指数跌0.46%，报712.08点。沪深两市合计成交额7032.57亿元。随着A股收盘，A股各大指数上半年成绩单也随之出炉。上半年，A股几大指数表现分化，呈现出“以大为美”的现象。其中头部大市值个股云集的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406281637429f6fa2df&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界6月28日消息   连跌6周，A股半年迎来收官！截至28日收盘，沪指涨0.73%，报2967.4点，深成指跌0.01%，报8848.7点，创业板指跌1.16%，报1683.43点，科创50指数跌0.46%，报712.08点。沪深两市合计成交额7032.57亿元。随着A股收盘，A股各大指数上半年成绩单也随之出炉。上半年，A股几大指数表现分化，呈现出“以大为美”的现象。其中头部大市值个股云集的...</p>\n\n<a 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连跌6周，A股半年迎来收官！截至28日收盘，沪指涨0.73%，报2967.4点，深成指跌0.01%，报8848.7点，创业板指跌1.16%，报1683.43点，科创50指数跌0.46%，报712.08点。沪深两市合计成交额7032.57亿元。随着A股收盘，A股各大指数上半年成绩单也随之出炉。上半年，A股几大指数表现分化，呈现出“以大为美”的现象。其中头部大市值个股云集的上证50表现最佳，上涨2.95%排在各大指数第一；沪深300指数上涨0.89%紧随其后；而上证指数、深成指、中证500、科创50等均已下跌结束上半年走势。其中，小市值扎堆的北证50指数表现最“惨不忍睹”，半年大跌34.52%，中证2000指数也下跌了23.28%，中证1000指数下跌了16.84%。总体看，受红利概念炒作和退市新规影响，A股头部上市公司和小盘股走势出现大相径庭，整体上，大盘蓝筹股表现较好，长江电力、中国海油等多股创出历史新高；中小盘股普跌，全市场5000多只个股中上涨个股不足800只。从而影响了各大指数的走势。从个股走势看，在去除上半年以来的新股之后，正丹股份以上涨371.76%，拿下A股上半年涨幅第一。万丰奥威以170.72%涨幅排在第二位。新易盛、嘉益股份、宇通客车紧随其后，涨幅也都超过了100%。正丹股份对应A股上半年资源涨价逻辑。正丹股份大涨主要是由于主营产品偏苯三酸酐(TMA)价格上涨。年初以来海外企业英力士装置长期停车，导致春节后TMA价格大涨，自3月以来随着TMA海外装置长期停车消息的不断发酵，国内主力工厂开启了快速推涨的势头。万丰奥威对应低空经济概念炒作。2023年12月，低空经济正式被中央经济工作会议列为战略新兴产业，随之而来的是各地经济工作会议相继将低空经济列为重点发展方向。2024年2月6日发布公告称，其子公司万丰飞机与某全球知名汽车主机厂拟成立合资公司，基于双方多年长期深入细化讨论，在电动垂直起降飞行器（eVTOL）领域开展排他性合作，在eVTOL原型机开发、电池系统、工业设计、航空工程、模具及工装制造、供应链及大规模量产、航空适航认证、品牌力和B2C/B2B销售和售后网络资源等领域全面布局打造全球最强阵营。新易盛受益于CPO光模块概念炒作。自去年下半年起，受AI算力需求拉动，光模块市场需求显著增长，今年一季度光模块出口量同比增长明显。天风证券在研报中指出，以2023年为起点，400G、800G、1.6T、3.2T光模块速率迭代周期将从原先每四年翻一倍缩短至每两年翻一倍。从公开信息来看，新易盛等光模块厂商都在加紧推出1.6T产品。新易盛在年报中披露，公司目前已成功推出基于VCSEL/EML、硅光及薄膜铌酸锂方案的400G、800G、1.6T系列高速光模块产品。从行业板块走势看，银行板块走势最为出色，上半年大涨超过16.52%，贵金属大涨超过5.9%，机场航运上涨2.31%，电力板块上涨1.53%。其他行业板块全绿，其中教育板块最惨，上半年暴跌38.55%，综合、汽车服务、互联网电商、医疗、农业等跌幅也都超过30%。从概念板块走势看，Sora概念股上半年大涨超过2.88%，低空经济上涨超过17.45%、飞行汽车、出海50指数、中特估等也有出色表现。而ST板块最惨，暴跌55.41%……责任编辑：钟离","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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