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A股午評:三大指數齊跌,資源股大漲,物流股批量漲停

指數弱勢震盪,滬指午間收跌0.44%報3199點,深成指跌0.84%,創業板指跌1.1%。兩市1040股上漲,3560股下跌,成交額5300億,北上資金淨賣出20.2億。

行業板塊多數下跌,數字貨幣、新冠藥、元宇宙、綠色建築、疫苗等概念大跌靠前。郵政局要求落實做好貨運物流保通保暢工作,倉儲物流板塊逆勢暴漲,長久物流等近二十股漲停;礦產資源股大漲,煤炭股集體上漲,中煤能源再度漲停;有色金屬板塊大漲,紫金礦業漲6%;油氣、工業母機、航運、鋰礦等概念活躍。

航運概念活躍,招商輪船漲5.8%。交通運輸部部長李小鵬表示,要加快疏通邊境口岸堵點卡點,推進國際運輸便利化,清理規範港口、航運等環節中介收費。

倉儲物流股大漲,飛馬國際等近二十股漲停。國家郵政局4月11日發出通知,要求認真貫徹落實《國務院應對新型冠狀病毒感染肺炎疫情聯防聯控機制關於切實做好貨運物流保通保暢工作的通知》精神,切實做好郵政快遞業保通保暢工作。

煤炭股大漲,中煤能源再度漲停。信達證券指出,現階段行業基本面、政策底層邏輯與直接效果均利好板塊估值修復提升,再考慮今年上半年業績高增的確定性,當前是逢低配置煤炭板塊的合理階段。繼續全面看多煤炭板塊,繼續建議關注煤炭的歷史性配置機遇。

國盛證券指出,當前市場下跌趨勢未能有效扭轉,外圍俄烏衝突、美聯儲加息等干擾因素仍然存在;國內新冠疫情形勢依然嚴峻,經濟面臨的的下行壓力依然較大,市場仍有可能較長一段時間維持震盪磨底走勢。操作上,總體不悲觀。板塊的快速輪動使得短線操作難度較大,控制好整體倉位,擇機低吸。在“穩增長”和逆週期調控的預期下,密切關注各項調控政策的出台落地。基建板塊作為“穩增長”的排頭兵可持續關注,同時在通脹背景化工、消費及商超零售板塊未來業績可期,可逢低關注。

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