A股收評：兩市縮量下跌，創業板指跌1.38%，農業產業鏈逆勢活躍
三大指數呈現震盪格局，截至收盤，滬指跌0.05%報3194點，為連續第三個交易日下跌，成指跌0.5%，創業板指跌1.38%。兩市2684股上漲，1870股下跌，成交額7800億。
盤面上，板塊走勢分化，煤炭、石油等資源股大漲，兗礦能源漲8%，中國石油漲3.7%；農業相關板塊集體走強，農業種植、農藥、化肥等板塊大漲，農發種業2連板。科技、醫藥股成下跌主力，韋爾股份跌停、藥明康德跌4%。
具體來看，
CRO跌幅居前，海特生物跌超9%，泰格醫藥跌5.08%，昭衍新藥跌4.1%，藥明康德跌4.04%，康龍化成跌3.29%。
生物疫苗板塊普跌，科興製藥跌超8%，萬泰生物、華蘭疫苗跌超4%，智飛生物跌3.71%。
酒店與餐飲表現較弱，金陵飯店跌超4%，錦江酒店跌2.46%，華天酒店跌1.16%，君亭酒店跌1%。
半導體股集體下跌，氣派科技跌近20%，韋爾股份跌停，華峯測控跌超9%，富瀚微跌超6%，華亞智能、新潔能跌超5%。
國家統計局公佈的數據顯示，今年前三個月集成電路產量下降4.2%，芯片製造企業公佈的3月降幅更大。這是自2019年第一季度下滑8.7%以來內地芯片產量最差的一個季度。
農業板塊震盪走高，農發種業2連板，敦煌種業、萬向德農漲超5%，豐樂種業、神農科技、荃銀高科漲超4%。
農業農村部辦公廳、國家鄉村振興局綜合司日前聯合印發《社會資本投資農業農村指引(2022年)》提出，鼓勵社會資本投入現代種養業、現代種業、鄉村富民產業、等重點產業和領域。
油氣概念股表現活躍，藍焰控股、準油股份、仁智股份漲停，首華燃氣漲超9%，通源石油漲6.61%，恆泰艾普漲5.6%，新天然氣、洲際油氣漲超4%。
煤炭股逆市上漲，上海能源3連板，兗礦能源漲8.28%，潞安環能、雲煤能源漲超6%，恆源煤電、金能科技、陝西黑貓等紛紛上漲。
化肥概念股反覆活躍，天禾股份、芭田股份漲停，華昌化工漲5.37%，四川美豐漲4.77%，司爾特漲4.65%。
化肥市場景氣行情持續，今年一季度多家化肥公司業績預增。截至4月18日，化肥板塊已有14家上市公司披露2022年一季度業績預吿，其中13家業績預增，12家淨利潤同比預增幅度超過1.25倍。
北向資金方面，北向資金淨流入15.94億元，其中滬股通淨流出6.78億元，深股通淨流入22.72億元。
展望後市，中信建投指出，疫情是當前重要問題，在疫情好轉之前，其對經濟政策重點和節奏也會有所影響。而此次降準無論幅度大小可能都不會成為新一輪行情的“發令槍”，市場磨底期大概率仍將持續。未來一個月是關鍵觀察期，這主要是由於國內疫情、國內防疫和經濟政策、全球通脹、海外加息和縮表預期目前仍然處於預期偏負面或混沌的狀態。而未來一個月是這些情況明朗或邊際改善的關鍵觀察期，市場或將迎來確認築底完成的條件。總的來説，市場處於中期U型底構築期，短期依然面臨一些挑戰和壓力。基調和配置上以觀望和防禦為主，具體行業關注：銀行、農業、公用事業、地產鏈、軍工等。
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