A股午評：三大指數跌約1%，地產板塊大跌，兩市超4000只個股下跌
兩市主要指數下跌，滬指盤中小幅衝高後震盪走低，午間收跌0.99%報3251點，深成指跌1.1%，創業板指跌1.79%。兩市個股上漲不足600只，超4000股下跌，成交額6000億，北上資金淨賣出14.7億。
盤面上，行業板塊普遍下跌，近期持續大漲的地產股遭資金獲利瞭解，沙河股份、信達地產等一批強勢股跌停；旅遊股“全軍覆滅”，數字貨幣、輔助生殖、豬肉、新冠藥等題材大跌靠前。煤炭板塊逆勢走強，陝西煤業漲2.5%，磷化工、鋰礦、鹽湖提鋰等概念活躍。
煤炭板塊逆勢走強，陝西煤業漲2.5%。中信證券研報指，短期板塊波動節奏依然跟隨海外原油價格的變化。預計短期海外能源價格維持高位、進口煤減量，對國內煤價支撐強勁；中期穩增長、地產政策放鬆等政策預期也會支撐行業需求預期。按照目前的業績預期和估值水平，加之部分龍頭公司的高分紅預案，板塊依然有上漲催化劑，仍有望實現顯著的超額收益。
鋼鐵板塊衝高回落，東方鐵塔漲停。華安證券指，製造業需求復甦疊加碳達峯、碳中和背景，鋼鐵行業盈利邏輯得以重構，鋼企在週期輪動中進一步受益，我們長期仍然看好鋼鐵板塊。國防軍工、航空航天產業處於高景氣度，高温合金、特種不鏽鋼、超高強度鋼等產品佔據絕對優勢地位，建議重點關注中報業績兑現行業高景氣度的特鋼龍頭；傳統領域龍頭+熱門新興業務標的更受市場青睞。
建材水泥股繼續走強，四川雙馬漲7%。據中國水泥網行情數據顯示，近日陝西關中西安、渭南、銅川、咸陽等多地一些主要廠家通知大幅上調水泥價格60元/噸。目前當地企業庫存普遍不高，加之原材料價格不斷上漲，水泥生產成本走高。東吳證券黃詩濤認為，從中期來看，水泥需求有望企穩回升，經濟下行壓力加大下，穩增長將持續發力。短期疫情管控緩和後，實物需求有望逐步兑現。
國盛證券認為，週三，滬深兩市全天以震盪整理為主，尾盤滬指勉強翻紅，資金整體承接性尚可。而在疫情、國際局勢緊張、美聯儲加息縮表等不利因素的影響下，國內經濟數據未有超預期表現。同時，受量能制約，市場難以形成上攻合力，短期出現反轉行情的概率較低，震盪整固行情或將貫穿整月。
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