A股午評：三大指數跌逾1% 兩市超4200股下跌
兩市延續近期弱勢，滬指跌至3100點整數關口，深成指、創業板指續創調整以來新低。市場情緒低迷，個股上漲僅400餘隻，超4200股下跌，成交額5050億，北上資金淨買入11.8億。截止午間收盤，滬指跌1.6%報3100點，深成指跌1.89%報11176點，創業板指跌1.46%報2329點。
盤面上，行業板塊近乎全線下跌，旅遊、化肥板塊重挫，鹽湖股份跌近6%；鋼鐵、化工、建材股全線大跌，福萊特跌停；數字貨幣、光伏、智慧政務、東數西算等概念大跌靠前，隆基跌5%。保險、銀行板塊小幅收紅。
保險、銀行板塊小幅收紅，工商銀行、招商銀行、中國太保漲1%。浙商證券指，從資產端看，多個城市逐步放開限購、限貸，助力地產需求回暖，險企的地產風險持續改善，同時，長端利率在2.8%左右，下行空間有限，權益市場經過回調後，風險釋放。保險板塊當前估值仍處於歷史低位，安全邊際高，預計迎來估值修復，維持行業“看好”評級。
N中海油(600938.SH)午間收漲28.8%，盤中一度漲停觸及臨停，成交額86.4億。中國海油是中國最大的海上原油及天然氣生產商，也是全球最大的獨立油氣勘探及生產集團之一。公司預計2022年第一季度實現營業收入約為690億元至830億元，同比增長32%至58%；歸屬於母公司股東淨利潤約為240億元至280億元，同比增長62%至89%。
旅遊股集體大跌，眾信旅遊、黃山旅遊、桂林旅遊跌8%，張家界、雲南旅遊、三特索道、峨眉山A、國旅聯合跌7%。
磷化工、化肥概念股亦大跌，六國化工、四川美豐、湖北宜化、魯北化工跌9%，雲天化、瀘天化、司爾特跌超8%。
國盛證券認為，市場情緒繼續承壓，穩增長熱度回落，消費交投修復。一方面，市場賺錢效應延續弱勢，新低個股與弱勢股數目再度反彈，槓桿情緒繼續回落，基金髮行與外資均延續温和態勢，市場情緒繼續承壓；另一方面，成交結構上，近期出現明顯的邊際轉向，穩增長與TMT板塊成交佔比與換手率普遍回落，而疫後復工與消費復甦預期升温，帶動消費板塊及交運等收益行業的交投升温，其中白酒、零售、供應鏈物流等相關細分行業交投熱度提升明顯，而地產、醫藥、計算機等細分行業成交佔比集體回落。
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