A股午評：創業板指跌逾3%，科創50首次跌破基點，寧德時代跌7%
兩市低開低走，滬指午間收跌1.75%報3195點，深成指跌2.75%，創業板指跌3.3%，科創50首次跌破基點。兩市880股上漲，3720股下跌，成交額6000億，北上資金淨賣出57.8億。
行業板塊普遍下跌，新能源賽道股重挫，寧德時代跌逾7%、比亞迪跌4.8%、隆基續跌2.2%；軍工、芯片、白酒、國產軟件等概念大跌靠前，韋爾股份跌5%，茅台、五糧液跌3%；地產股炒作情緒全面消退，信達地產等多股跌停。全國統一大市場意見發佈，倉儲物流股現漲停潮；預製菜概念強勢，中水漁業等多股漲停；水產品、雞肉、豬肉等概念活躍。
倉儲物流股大漲，中儲股份等十餘股漲停。消息面上，《中共中央 國務院關於加快建設全國統一大市場的意見》4月10日發佈，意見提出，大力發展第三方物流，支持數字化第三方物流交付平台建設，推動第三方物流產業科技和商業模式創新，培育一批有全球影響力的數字化平台企業和供應鏈企業，促進全社會物流降本增效。 加強應急物流體系建設，提升災害高風險區域交通運輸設施、物流站點等設防水平和承災能力，積極防範糧食、能源等重要產品供應短缺風險。
預製菜概念大漲，中水漁業等股漲停。消息面上，4月8日起，味知香向上海市民推出預製菜“暖心禮包”兩個套餐。另外，國聯水產調配裝運13噸（價值100萬元）的預製菜產品抵達上海浦東新區物資援贈接收點，馳援上海，共同守“滬”，齊心抗疫。中航證券指出，對於B端餐飲企業，受疫情的影響經營困難，而預製菜的製作成本低、利潤率更高；對於C端消費者，疫情催生“宅經濟”，預製菜兼備方便、快捷、口味多樣等優勢，成為越來越多家庭餐桌上的新寵兒，銷量大增。
豬肉概念活躍，温氏股份漲4.6%。消息面上，發展改革委會同有關方面將開展年內第四批中央凍豬肉儲備收儲工作，擬於近日再收儲4萬噸凍豬肉。如後續生豬價格繼續低位運行，國家將持續開展收儲工作，並指導地方抓緊收儲，推動生豬價格儘快迴歸合理區間。
中信證券指，預計4月中旬是本輪上海疫情的拐點，也是穩增長政策二次發力的關鍵窗口，A股中期修復行情將貫穿二三季度。一方面，本輪局部疫情中，上海新增確診病例有望在4月中旬迎來拐點，預計此輪局部疫情得到有效控制後，各地政策將在疫情防控和經濟發展之間再平衡，以緩解經濟壓力。另一方面，預計經濟數據的披露將促使穩增長政策二次集中發力，其中針對地產的“一攬子”政策將繼續加力，同時4月中旬還是政策利率下調的關鍵窗口。
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