A股午評：滬指漲0.28%，豬肉、航空航天板塊大漲
指數漲跌不一，滬指紅盤震盪，午間收漲0.28%報3471點，深成指、創業板指分別跌0.24%、0.25%。兩市2638股上漲，1808股下跌，半日成交額6280億，北上資金淨買入21.7億。
行業板塊多數上漲，以白酒為首的消費股表現突出，茅台漲3%；國家將立即啟動中央凍豬肉儲備收儲工作，雞肉、豬肉概念股大漲，牧原股份漲約4%；人民日報評論稱推進東數西算正當時，東數西算概念反彈回升，美利雲錄得8連板；旅遊、航空航天板塊大漲，中航沈飛漲4.6%；煤炭股集體上漲，新能源電力衝高回落，預製菜、水利建設、數字貨幣等概念活躍。鋰礦概念大幅回落，鹽湖股份跌約5%；稀缺資源、稀土、鋰電池、培育鑽石等概念跌幅靠前。
豬肉概念大漲，温氏股份漲4%。據國家發改委監測，在2月21日至25日當週，全國平均豬糧比價為4.98比1，進入《完善政府豬肉儲備調節機制，做好豬肉市場保供穩價工作預案》確定的過度下跌一級預警區間。國家發改委將會同有關部門立即啟動中央凍豬肉儲備收儲工作，並指導各地積極收儲。據初步統計，目前北京、江西、湖北、重慶、雲南、陝西、寧夏等地已啟動收儲，其餘地方也將於近期啟動。
東數西算概念反彈，美利雲漲停。人民日報評論指出，數字中國春潮湧動，推進“東數西算”正當其時。面向未來，充分發揮我國體制機制優勢，下好全國一盤棋，確保“東數西算”這一重大工程目標任務落到實處，必將為構建數字中國提供有力支撐，為經濟高質量發展注入新動能。
航空航天板塊大漲，中航西飛漲6%。首創證券指，軍工板塊開年在市場情緒等因素影響下，出現大幅回調。目前，地區事件作為短期催化，對市場情緒有一定影響；長期來看，軍工板塊行情仍將由基本面驅動，加速新型裝備發展、保障戰鬥力快速生成，“十四五”期間板塊成長性明確。現階段中證軍工指數估值為64倍，處於歷史PE的33%分位值，看好當前位置下板塊配置價值。
以酒類為首的消費股表現突出，茅台漲3%。消息面上，北京今日啟動“2022北京消費季”。經梳理髮現，除北京外，僅在一週之內，已有寧波、拉薩、太原等多地相繼發放消費券，涵蓋旅遊、餐飲、百貨等多場合使用。據悉，在消費券的帶動下，已有地區交出消費“成績單”。
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