A股午評：三大指數齊跌，醫藥股逆勢走強，兩市3600股下跌
指數弱勢震盪，滬指午間收跌0.54%報3253點，深成指跌0.93%，盤中一度跌逾2%的創業板指最終跌0.8%。兩市970股上漲，3610股下跌，成交額5700億，北上資金淨賣出16.6億。
行業板塊多數下跌，科技股成下跌主力，電子身份證、數字貨幣、東數西算、第三代半導體等概念大跌靠前，白酒股普跌，山西汾酒跌逾3%。煤炭股繼續走強，兗礦能源漲4.4%；醫藥股強勁，CXO、仿製藥、幽門螺桿菌概念漲幅靠前，藥明康德續漲4%；磷化工、醫美、新冠檢測等概念活躍。
煤炭股再度走強，兗礦能源漲4%。海通證券指出，從1-2月數據看，煤炭產量增幅遠高於需求增速，但煤價依然穩中有升，反映供需整體仍偏緊。考慮到全球煤炭資源緊張、俄烏局勢等情況，能源安全必將得到進一步重視，因此增產保供基調或貫穿全年，預計全年煤炭產量增速在去年高基數情況下仍有望穩健增長。
醫藥股強勁，CXO、疫苗等概念股大漲，藥明康德漲4%。近日，國家衞健委發佈《新型冠狀病毒肺炎診療方案（試行第九版）》，在核酸檢測基礎上，增加抗原檢測作為補充，將輝瑞新冠口服藥Paxlovid和騰盛博藥中和抗體加入診療方案，對中醫治療內容進行了修訂完善。平安證券指，此次診療方案的更改進一步提高我國應對新冠疫情的防控效率，儘可能降低疫情持續爆發對於社會的負面影響。基於我國龐大的人口基數，相應的新冠藥和抗原檢測具有較大市場空間，利好相關生產及產業鏈企業的業績表現。
氫能源概念股走勢分化，雪人股份再漲6%。此前，發改委發佈《氫能產業發展中長期規劃(2021-2035年)》提出：支持符合條件的氫能企業在科創板、創業板等註冊上市融資；探索在氫能應用規模較大的地區設立制氫基地；開展氫儲能在可再生能源消納、電網調峯等應用場景的示範；逐步建立燃料電池電動汽車與鋰電池純電動汽車的互補發展模式；打造氫能產業發展“1+N”政策體系等。
國盛證券指，市場在經歷短線快速下殺後，回踩2020年7月以來的的箱體底部後，短線已經連續開啟修復性反彈，可積極跟蹤市場資金關注度較高板塊個股低吸機會。整體看，市場流動性總體穩定的基調下，可積極關注當前市場熱門的房地產板塊、已經經歷大幅估值壓縮的成長類個股。
操作上，隨着“兩會”後相關政策的逐步落地，且經歷快速估值壓縮後，市場各個題材具備短線反彈空間，可積極關注成長股的低吸機會，以及在修復性反彈中的超跌反彈個股機會。
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