A股午評：滬指衝高回落漲0.25%，煤炭、鋰礦股大漲
指數走勢分化，滬指盤中一度漲逾1%接近3000點，午間收漲0.25%報2965點，深成指、創業板指分別跌0.3%、1.4%。兩市1160股上漲，3427股下跌，成交額5300億，北上資金淨賣出19.1億。
盤面上，行業板塊多數下跌，農業板塊跌幅最大，海大集團跌超6%；數字貨幣、智慧政務、元宇宙、東數西算等概念跌幅靠前，券商股普跌。煤炭板塊大漲，中國神華漲近6%；白酒股繼續回升，茅台、五糧液漲2%；鋰精礦拍賣價格大漲，鋰礦概念股全線上漲，盛新鋰能等股漲停；航空航天、地產、銀行等板塊漲幅靠前。
煤炭板塊大漲，中國神華漲5.8%。消息面上，陝西煤業一季度營業收入395.69億元，同比增長13.50%；歸屬於上市公司股東的淨利潤56.94億元，同比增長68.79%。中國神華一季度營業收入839.02億元，同比增長24.1%；歸屬於上市公司股東的淨利潤189.57億元，同比增長63.3%。
地產板塊漲幅靠前，保利發展漲4%。有研究機構統計，4月以來，已經有衢州、秦皇島、蘭州、大連、蘇州、南寧、昆明等超過50城發佈了不同力度的房地產寬鬆政策。業內人士認為，4月以來，各地購房寬鬆政策的落地節奏加快，政策向限購、限貸、限售等方向延伸，優化調整力度加大，城市向熱點一二線城市擴圍，向市場釋放了積極信號。預計接下來將有更多城市加大信貸支持力度，降首付、降房貸利率等，各地適度優化調整限購、限售、限價等政策。
鋰礦股大漲，融捷股份漲停。中信證券最新研報表示，澳洲鋰精礦拍賣價格再度大漲表明鋰行業供需緊張的局面尚未緩解，鋰礦價格大漲使得國內鋰鹽企業成本大幅抬升，鋰價後續下跌空間或有限。鋰板塊當前突出的低估值優勢有望使其率先反彈。
中原證券指，隨着市場風險的充分釋放，眾多利好政策的有力推進，場外資金開始加快進場做多的節奏，A股有望迎來較大力度的反彈行情，建議投資者密切關注政策面以及資金面的變化情況。
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