A股午評：滬指跌超2%，煤炭等週期板塊重挫，兩市僅600餘股上漲
兩市主要指數漲跌不一，盤中一度挫近3%的滬指午間收跌2.18%，報3153點，深成指跌1.3%，創業板指漲0.4%。兩市650股上漲，3960股下跌，成交額6460億，北上資金淨賣出88億。
行業板塊全線下跌，鋼鐵、石油、煤炭等週期板塊重挫，中國石油跌5.6%；綠電、風能、中俄貿易、黃金等概念大跌靠前。電子身份證概念再度走強，南威軟件、遠方信息繼續漲停；新冠藥概念強勁，中國醫藥漲7%；新能源頭部股表現活躍，華友鈷業漲8%、寧德時代漲近2%。
電子身份證逆勢大漲，遠方信息再度20CM漲停。消息面上，國務院總理表示，我們今年要實施一項政策，就是把人們常用的身份證電子化，也就是説，你拿着手機在有關事項上一掃碼，就辦成了。
東數西算概念活躍，寧波建工等股漲停。萬聯證券指，“東數西算”工程具有四大意義。一是提升國家整體算力水平；二是綠色低碳；三是推動東西部協調發展；四是“東數西算”工程投資規模大，帶動效應強。作為國家級戰略級工程，“東數西算”相應的生態系統構建是一箇中長期的複雜過程，需要全產業鏈的配合，通過算力樞紐和數據中心集羣建設，將會有效擴大產業鏈上各行業的投資，建議繼續關注東數西算以及數字經濟中的相關投資機會。
鋰電池頭部股活躍，寧德時代漲近2%。中原證券研報指出，截至2022年3月11日，鋰電池和創業板估值分別為59.61倍和41.81倍，結合行業發展前景，維持行業“強於大市”評級。2月鋰電池板塊總體強於主要指數表現，主要系前期充分回調和板塊估值有所回落，其中部分優質標的估值合理。結合國內外行業動態、細分領域價格走勢、月度銷量及行業發展趨勢，行業景氣總體持續向上。結合市場外部存在較大不確定性、目前行業估值水平和近期板塊個股業績預期，短期板塊總體需謹慎不宜樂觀，如主要指數企穩板塊則關注反彈。
山西證券指，當前時點，宏觀基本面偏弱，一是2月社融信貸表現未能延續“開門紅”，出現超預期惡化，反映我國穩增長面臨的環境仍然較複雜，二是國內疫情形勢不容樂觀，由此，A股的底部或仍未形成，提示合理控制倉位，同時關注具有較足安全邊際，行業景氣度有望改善的醫藥生物、房地產、國防軍工等板塊。
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