A股午評：創業板指漲2.9%，地產、金融、新能源賽道股聯袂大漲
地產、金融、新能源賽道股聯袂走強帶動指數，滬指午間收漲1.29%報3245點，深成指漲2.09%，創業板指漲2.89%。兩市情緒及賺錢效應明顯好轉，個股上漲數超3300只，成交額5600億，北上資金淨買入64.9億。
盤面上，題材概念整體表現活躍，地產股批量漲停，信達地產7日5板，萬科漲超6%，建材、家居、家電等板塊大幅跟漲；金融股臨近收盤加速拉昇，券商股集體上漲，東方財富漲6%；新能源再獲政策力挺，光伏、風電、特高壓等相關題材全線走強；寧德時代4月發佈麒麟電池，鋰電池概念大漲，寧德時代漲5%；白酒、基建、消費電子等概念大漲靠前。
新能源再獲政策力挺，光伏、風電、特高壓等相關題材全線走強。國家能源局印發《2022年能源工作指導意見》提出，大力發展風電光伏。加大力度規劃建設以大型風光基地為基礎、以其周邊清潔高效先進節能的煤電為支撐、以穩定安全可靠的特高壓輸變電線路為載體的新能源供給消納體系。
地產股批量漲停，信達地產等二十餘股漲停。消息面上，3月16日國務院金融穩定發展委員會召開專題會後，六部委為市場注入信心和政策的期待，各個地區的維穩措施陸續出台。如南京房貸利率下行，廣西地區放鬆首付比例，哈爾濱取消限售政策等。近日還有消息稱，深圳此前出台的二手房價成交參考價將會作出調整。
金融股大漲，其中又以券商板塊漲幅最大。中信建投指出，當前券商整體估值位於歷史低位。展望2022年，在經濟穩增長壓力下流動性環境或保持相對寬鬆、全面註冊制改革、以及居民養老及財富管理需求持續提升下居民財富持續入市的三大背景下上市券商經紀&做市/投行/資管&財富管理業績增長空間巨大，券商估值修復指日可期。
國盛證券指出，隨着疫情逐漸進入可控狀態，及一季度企業盈利水平超出市場預期，投資者對市場的信心或逐步恢復。操作上，短期在市場風險偏好降低的背景下，可關注困境反轉的地產產業鏈，穩增長預期的新能源基建、銀行等行業，以及年報及一季報超預期的煤炭、有色金屬等相關板塊；中期可關注企業盈利改善的中下游製造業，如新能源電池、汽車零部件等相關行業。
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