A股午評：深成指、創業板指跌約1%，輔助生殖概念暴漲
兩市主要指數下跌，滬指午間收跌0.66%報3458點，深成指跌0.94%，創業板指跌1.1%。兩市1220股上漲，3330股下跌，半日成交額6100億，北上資金淨賣出10.89億。
行業板塊多數下跌，近期表現強勁的油氣股回落，鴻蒙概念重挫，中科創達跌18%；東數西算、數字貨幣、有機硅等概念跌幅靠前；新能源賽道股繼續走低，寧德時代跌3%。煤炭股逆勢走強，山煤國際等股漲停；醫藥股普漲，輔助生殖概念暴漲，重藥控股等多股漲停，仿製藥、新冠檢測、生物疫苗等概念漲幅靠前，半導體、豬肉、雞肉概念股活躍。
煤炭股逆勢走強，山煤國際等股漲停。歐洲洲際交易所數據顯示，作為亞洲基準煤價的澳大利亞紐卡斯爾港口裝船的優質動力煤期貨價格3月2日上漲至446美元/噸，單日上漲140.55美元，漲幅達46%，創2008年以來最高水平。2月25日，該收盤報價僅為238美元/噸，3個交易日上漲了87%。
輔助生殖概念暴漲，重藥控股等多股漲停。全國人大代表劉慶峯表示，落實鼓勵生育政策，除了優化生育福利之外，還要善用經濟“指揮棒”，為年輕人和用人單位減負，調動他們願意生育、支持生育的積極性。他建議關注企業女員工職業發展通道問題，解決女性職場後顧之憂；其次產業園區增加托育配套，支持有條件的用人單位興辦托育機構；並且個税專項附加扣除儘快覆蓋0-3歲幼兒家庭；用人工智能技術幫助家長開展家庭教育，為家長減負。
半導體板塊逆勢上漲，兆易創新漲4.6%。有分析指出，芯片結構性緊缺和芯片漲價現象依然存在，晶圓代工廠、部分上游設備及原材料供給仍然緊張，未來兩年國內半導體行業的增速仍將保持高增長，下游擴產將帶動設備以及更上游材料的需求。
國盛證券研報認為，將穩未穩的當下最難，預期後市繼續以弱反彈震盪節奏運行，操作上以把握結構性機會為主。建議關注兩條主線：一是穩增長下的基建。去年年底至今系列重要會議持續彰顯我國穩增長決心，基建作為政府主導的投資領域有望在較短期見效，上半年發揮穩增長支柱作用，基建景氣有望迎改善。二是煤制氣行業。在世界石油供應緊張和價格居高不下的情況下，煤化工或成為替代石油供應的重要選擇。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
