韩股重挫11%,日股狂泻2600点,A股农业股逆势大涨,港股阿里巴巴跌近5%
21世纪经济报道·2026-03-04 04:47

Market Overview - The Asia-Pacific stock markets experienced significant declines, with the South Korean Composite Index dropping by 11.19%, triggering trading halts twice [1][2]. - The Nikkei 225 index fell below 54,000 points, down by 4.61%, while the Thai stock market index plummeted by 5.3%, marking its largest drop since April 8 of the previous year [1][2]. A-Share and Hong Kong Market Performance - In the A-share market, the Shanghai Composite Index fell by 1.43%, closing below 4,100 points, while the ChiNext Index dropped over 1.6% [2]. - The Hong Kong Hang Seng Index also saw a decline of 2.71%, with over 4,000 stocks in the market experiencing losses [2]. Sector Performance - The shipping and petrochemical sectors led the declines, with companies like Huaguang Source Marine and China National Offshore Oil Corporation seeing significant drops of over 16% and 2%, respectively [2][3]. - Gold stocks faced a sharp reversal, with major companies like Mankalon and Western Gold dropping over 10% and 6%, respectively, contrasting with their previous strong performance [3]. Agricultural Sector Activity - The agricultural sector showed resilience, with companies such as Shen Nong Seed Industry and Ya Sheng Group hitting the daily limit, while others like Godsend Seed Industry and Qiu Le Seed Industry rose over 12% [4][5]. - The Ministry of Agriculture recently issued guidelines to enhance the scientific and safe use of pesticides during the 14th Five-Year Plan period, which may positively impact agricultural production [4]. Hong Kong Technology Sector - The Hong Kong market saw the Hang Seng Index drop over 3%, reaching a six-month low, with technology stocks like Alibaba and Bilibili declining by nearly 5% and over 4%, respectively [6]. - The semiconductor sector also faced losses, with companies like SMIC and Hua Hong Semiconductor dropping over 2% [6]. Oil Price Impact - Due to the blockade of the Strait of Hormuz by Iran, international oil prices surged for two consecutive days, raising concerns about inflation and global economic slowdown, which contributed to the selling pressure in the markets [6].

韩股重挫11%,日股狂泻2600点,A股农业股逆势大涨,港股阿里巴巴跌近5% - Reportify