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A股午評:滬指漲1%,軍工、抗疫概念股大漲

兩市低開高走,滬指午間收漲1.1%報3080點,深成指漲1%,創業板指跌0.15%。兩市3880股上漲,658股下跌,成交額5800億,北上資金淨賣出17.5億。

盤面上,行業板塊普遍上漲,軍工股表現突出,中航沈飛漲約7%;家電股大漲,格力電器受業績刺激漲9%;新冠檢測、新冠藥、肝炎、輔助生殖等醫藥概念大漲靠前,數字貨幣、種業、汽車芯片、有機硅等概念表現強勁。電器儀表板塊受海康威視跌停影響,大跌靠前。

軍工股大漲,中航沈飛漲約7%。中信證券指,22Q1實現歸母淨利68.41億元,同比+29.58%,在一季度原材料價格上漲、局部疫情反覆下業績維持快速增長趨勢,凸顯了軍工行業獨立於宏觀經濟的特性。“十四五”時期是軍工行業前所未有的黃金髮展期,階段性調整不會改變行業高景氣,也不會改變其長期向好趨勢。如今多數核心上游標的2022年估值僅25-30倍,而今明兩年增速預計維持在45%左右,行業在整體趨穩後已具備配置價值。

家電板塊大漲,格力電器漲9%。格力電器2021年營業收入1878.69億元,同比增長11.69%;歸母淨利潤230.64億元,同比增長4.01%;擬向全體股東每10股派發現金紅利20元(含税)。2022年第一季度營業收入352.60億元,同比增長6.24%;淨利潤40.03億元,同比增長16.28%。

肝炎概念股大漲,中國醫藥漲停。世界衞生組織表示,截至5月1日,已有20個國家報吿了至少228例不明原因兒童肝炎疑似病例,另有50多例病例正在調查之中。

西南證券指出,目前市場處於底部區間,但未脱離風險區間,短期市場預計繼續震盪;中長期視角看,當前政策底至,估值處於歷史低位,市場已有安全邊際;從配置上看,短期仍應立足當下,以防禦為主,同時關注市場出清中孕育的中長期新主線。

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