A股收評:三大指數V型反彈,新冠檢測板塊掀漲停潮
3月11日,A股三大指數午後集體翻紅,滬指漲0.41%報3309.75點,深成指漲0.62%報12447.37點,創業板指漲1.15%報2665.46點。兩市2890股上漲,1600股下跌,成交額在萬億上方,北上資金淨流出8.28億。

盤面上,醫藥股再度領漲兩市,新冠檢測概念暴漲,萬孚生物等十餘股漲停;中藥、醫療器械等醫藥板塊持續活躍;券商股午後爆發,中銀證券、華林證券封漲停板;農業股強勁,種業、雞肉概念股大漲。鋰電池、光伏等賽道股表現低迷,油氣、貴金屬、鋼鐵等板塊集體下行。
具體來看:
新冠檢測板塊走強,蘭衞醫學、奧泰生物、萬孚生物、博拓生物等20cm漲停,東方生物、碩世生物、義翹神州、熱景生物漲超10%,九安醫療、明德生物、樂普醫療10cm漲停。

中藥板塊表現活躍,眾生藥業、以嶺藥業、精華製藥、漢森製藥等漲停,紅日藥業漲8.81%,龍津藥業漲7.5%,香雪製藥、西藏藥業紛紛上漲。

農業概念飆升,金健米業漲停,神農科技漲8.42%,隆平高科漲6.27%,蘇墾農發漲5.44%,農發種業、登海種業、大北農漲超4%。

今年兩會,多位代表委員積極建言獻策,從我國種業現狀及難題入手,建議保護我國種質資源、加大政策資金傾斜扶持力度、促進種子科研單位與企業深度融合、保障和促進自主科技創新能力等等,希冀快速推進我國種業的發展,努力讓“中國糧”主要用“中國種”,保障中國糧食安全。
券商板塊午後發力,中銀證券、華林證券漲停,中金公司漲超9%,中泰證券漲7.16%,山西證券、國盛金控漲超5%,天風證券、光大證券漲超4%。

油氣開採板塊持續低迷,準油股份跌超6%,中曼石油、仁智股份跌超5%,通源石油、洲際油氣跌超4%。

貴金屬板塊表現疲軟,中潤資源跌超5%,西部黃金跌超4%,金貴銀業跌超3%,湖南黃金、山東黃金紛紛下跌。

電力股大幅走低,銀星能源、華能國際跌超6%,上海電力跌5.78%,龍源電力、明星電力、晉控電力紛紛下跌。

光伏股持續回落,嘉寓股份跌近12%,啟迪設計跌近9%,中信博跌6.25%,東方日升跌4.33%。

北上資金方面,北向資金淨流出8.28億元,其中滬股通淨流出11.94億元,深股通淨流入3.66億元。

展望後市,中金公司表示,A股市場估值重新回到歷史相對低位水平,港股估值處於歷史極端低位。中小市值公司估值再度低於歷史均值。外資持股比例前100公司估值重新回到歷史均值附近。國際比較來看,A股整體估值處於全球主要市場中等偏低位置,港股市場處於低位。按2022年預測市盈率比較,A股市場估值在全球主要市場中處於中等偏低水平;港股估值在16個主要市場中僅略高於巴西,處在第二低位。
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