A股午評：中俄貿易概念股再度暴漲，油氣、煤炭股繼續走強
三大指數漲跌不一，滬指午間收漲0.1%報3487點，深成指跌0.72%，創業板指跌0.88%。兩市1950股上漲，2530股下跌，半日成交額6200億，北上資金淨買入2.4億。
行業板塊漲跌參半，白酒股領跌行業板塊，瀘州老窖跌4%，茅台、五糧液跌2%；航空航天、化纖、汽車板塊跌幅靠前。中俄貿易概念股再度暴漲，天順股份、錦州港錄得5連板；酒店餐飲、旅遊股集體大漲，受益於天然氣及油價上漲，石油、天然氣股再度走強，準油股份錄得6連板；國內航線燃油附加費3月5日起翻倍，航空股普漲；煤炭股繼續近期強勢，地產、醫藥股多數上漲，新冠藥、輔助生殖、新冠檢測等概念漲幅靠前。
煤炭股延續近期強勢，雲煤能源漲停。消息稱，中國煤炭交易商正考慮減少從俄羅斯進口煤炭。報道指出，內地煤炭交易商從銀行間面對融資阻力，因銀行憂慮俄羅斯相關生意將觸及潛在制裁，特別是歐美製裁俄羅斯金融機構進行跨境支付。俄羅斯軍事行動引發歐美製裁升級，印尼、澳洲、南非等煤炭出口國煤價都在本週大升。而中國進口煤炭中，約15%來自俄羅斯，僅次於印尼。
石油股繼續走強，準油股份再度漲停。中信證券發研報指，近期俄烏衝突持續激化，市場對能源品短缺的恐慌加劇。短期油價走勢仍需持續跟蹤俄烏局勢演進，若歐美對俄製裁繼續加碼，嚴重限制俄原油、天然氣出口，將導致全球原油、天然氣出現實質性短缺，大幅推漲油氣價格，不排除油價短期衝高至120美元/桶甚至更高區間的可能。
地產股普漲，金地集團漲5.8%。郭樹清昨日在新聞發佈會上表示，地方政府隱性債務狀況趨於改善，房地產泡沫化金融化勢頭得到根本扭轉。郭樹清稱，去年以來房地產市場出現調整，這對金融業(化解風險)來説是好事，但也不希望房地產市場的調整太劇烈，希望能平穩些。
海通證券指，當前市場反覆震盪磨底帶來佈局機會。策略上，建議投資者繼續關注政策面、資金面以及外盤的變化情況。當前只要指數不再創新低，維持區間震盪格局，就可積極關注市場熱點，把握板塊輪動節奏，控制倉位謹慎做多。重點可關注東數西算概念、基建、鹽湖提鋰、鄉村振興等板塊機會。
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