A股午評：三大指數齊跌，農業股逆勢大漲，消費電子概念股重挫
兩市主要指數下跌，滬指午間收跌0.43%報3200點，深成指跌0.57%，創業板指跌0.18%。兩市個970股上漲，3600股下跌，成交額5300億，北上資金淨賣出28.9億。
行業板塊多數下跌，蘋果消減多個產品產能，消費電子概念大跌，歌爾股份接近跌停、立訊精密跌5%；鴻蒙、數字貨幣、東數西算、第三代半導體等概念跌幅靠前。農業股全線大漲，傲農生物漲停續創新高，與之相關的預製菜概念亦表現強勁，雙匯發展漲近8%；醫藥股走勢分化，新冠檢測、疫苗、輔助生殖等概念活躍。
豬肉概念大漲，傲農生物漲停再創新高。昨日，國家發展改革委將會同有關部門啟動年內第三批中央凍豬肉儲備收儲工作，並指導各地加快收儲。國家發展改革委將繼續會同有關部門做好儲備調節工作，必要時進一步加大收儲力度，推動生豬價格迴歸合理區間，促進生豬市場平穩運行。
種業概念股集體上漲，農發種業錄得三連板。十三屆全國政協第59次雙週協商座談會25日在京召開，中共中央政治局常委、全國政協主席汪洋主持會議。他強調，種業是食物之本、農業之基。要深入貫徹國家主席關於加快種業振興的重要論述，把握我國種業發展的歷史方位和使命，聚焦短板弱項，抓住關鍵環節，發揮制度優勢，創新體制機制，建立健全種業政策支持體系，推動種業科技自立自強、種源自主可控，築牢實現農業現代化和滿足人民美好生活需要的種業根基。
預製菜概念繼續走強，大湖股份等多股漲停。此前，廣東省人民政府辦公廳印發《加快推進廣東預製菜產業高質量發展十條措施》，其中提出，發揮廣東特色農業優勢和粵菜品牌優勢，推動預製菜產業企業和產業鏈上下游配套企業集中入園發展。
消費電子概念股大跌，歌爾股份接近跌停、立訊精密跌5%。消息稱，由於烏克蘭衝突的不確定性，蘋果將削減iPhone和AirPods的產量，蘋果計劃將下個季度iPhone se的產量較原計劃削減20%。蘋果對AirPods耳機砍單，將今年全年產量調降逾1000萬組，原因是預測需求温和，希望降低庫存水準。
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