A股午評：三大指數齊跌，地產股再度批量漲停，新能源賽道股大跌
兩市主要指數下跌，滬指午間收跌0.1%報3263點，深成指跌1%，創業板指跌1.45%。兩市2400股上漲，2100股下跌，成交額6200億，北上資金淨買入5.3億。
行業板塊多數下跌，昨日大漲的新能源賽道股大幅回落，隆基跌近4%、寧德時代跌約3%；芯片、軍工、新能源車、有機硅等概念跌幅靠前。地產股再度批量漲停，信達地產8日6板，家居、建材等板塊繼續跟漲；醫藥、煤炭股普漲，中藥、新冠藥等相關題材大漲，振東製藥20CM漲停創新高，貴州百靈錄得5連板；銀行、保險股集體上漲。
地產股批量漲停，信達地產8日6板。中信證券指出，房地產政策遵循逆週期規律，當市場下行到一定程度時，政策可能轉為更加積極。當前，房地產市場探底，土地市場調整，尤其是低線城市土地出讓金收入不排除顯著下滑的可能性。在此背景下，我們相信，因城施策，三穩的政策將更為積極。我們將迎來一個政策的窗口期。歷史經驗表明，房地產股的運行，主要和政策預期相關，而不是和基本面相關。
煤炭股普漲，平煤能源漲6%。消息面上，恆源煤電公吿，預計2022年一季度實現淨利潤約3.82億元，比上年同期（追溯調整後）增長約50.16%；公司利潤增長的主要原因是受煤炭價格上漲因素影響。兗礦能源預計2022年第一季度實現歸母淨利潤約66億元，同比增長193.2%。今年以來，受國內需求旺盛、國際市場能源價格持續上漲影響，本公司主要產品價格維持高位。
中藥股大漲，振東製藥20CM漲停創新高。中信建投指出，《“十四五”中醫藥發展規劃》對比《中醫藥發展“十三五”規劃》，覆蓋更為全面細緻，提出10個方面的主要任務，設置15項主要發展指標和11項工作專欄，主要為解決行業痛點，推動中醫藥高質量發展。從政策層面解讀，國家大力支持中醫藥發展，政策春風持續加碼，利好整體中醫藥行業發展，建議關注中醫醫療服務、中藥飲片、中成藥等細分賽道。
國盛證券指出，在外圍地緣政治擾動逐步減弱的情況下，週三A股迎來長陽線補漲，北向資金大幅流入創去年10月份以來最高，在國內穩增長、寬貨幣的大環境下，A股有望迎來一波像樣的反彈，滬指短期若站穩3280點一線，有望挑戰3350點前期平台位置，而科技類的補漲是帶動市場人氣的關鍵，數字經濟、半導體、新能源等題材的企穩非常關鍵，此前的基建、地產的暴漲證明資金總是流向阻力最小的方向，短期關注有業績保障的半導體方向。
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