A股午評：造紙、基建股批量漲停，兩市超3500股上漲
指數窄幅震盪，滬指午間漲跌幅持平，報3001點，深成指、創業板指分別跌0.25%、0.35%。兩市3580股上漲，980股下跌，成交額4200億。
盤面上，行業板塊普遍上漲，裝配式建築、綠色建築、PPP模式、地下管網等基建類題材全線大漲，浙江建設錄得七連板；地產、環保股全線大漲，華夏幸福錄得三連板；全球最大紙漿生產商稱衞生紙恐將漲價，紙業股現漲停潮；字節跳動成立抖音集團或在香港上市，字節跳動概念大漲；航空航天板塊繼續走強帶動軍工概念普漲，中航沈飛、中航西飛漲約4%；稀土、輔助生殖、人造肉、新冠藥等概念表現強勁。釀酒、家電、汽車、煤炭板塊跌幅靠前。
裝配式建築、綠色建築、地下管網等基建類題材全線大漲。中辦、國辦印發《關於推進以縣城為重要載體的城鎮化建設的意見》，提出引導非化石能源消費和分佈式能源發展，在有條件的地區推進屋頂分佈式光伏發電；大力發展綠色建築，推廣裝配式建築、節能門窗、綠色建材、綠色照明，全面推行綠色施工；推動公共交通工具和物流配送、市政環衞等車輛電動化。
造紙板塊大漲，博彙紙業等十餘股漲停。總部位於巴西的全球最大紙漿生產商蘇薩諾紙業和紙漿公司日前發出警吿稱，全球紙漿庫存一直在大幅下降，供應面臨短缺。這可能會導致紙巾和衞生紙等必需品價格在未來出現上漲。
軍工股大漲，中航西飛漲4%。民生證券指，近期，公募基金2022年一季報已披露完畢，軍工行業在主動型公募基金重倉市值佔比4.12%，超配幅度1.12ppt，環比下降0.72ppt。3Q20以來，軍工行業進入超配週期，目前已經連續超配7 個季度。我們認為，即使2022年至今(5月6日)市場表現不佳，但主動型公募基金1Q22超配幅度僅微幅下降，且主題基金總規模僅收縮13%，或在某種程度上反映機構對軍工行業的信心。
東吳證券認為，在連續反彈四個交易日之後，市場再度開啟大跌模式，成交量也大幅萎縮，兩市合計成交7500億左右。當前隨着年報一季報披露完畢，個股風險基本得到有效釋放，外部消息面短期也處在真空週期。因此股指本週大幅下殺的概率較小，對於本月的行情並不悲觀，短期大盤以磨底為主。建議投資者逢低關注大基建、復工復產方向以及一季報業績相對較好的品種為主。
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