A股午評：地產、煤炭股大漲，汽配股批量漲停，海康威視跌8%
三大指數漲跌不一，滬指午間收漲0.56%報3072點，深成指漲0.1%， 創業板指跌0.09%。兩市2040股上漲，2410股下跌，成交額4760億，北上資金淨買入7.1億。
行業板塊漲跌參半，煤炭板塊大漲居前，中國神華漲6%；地產板塊強勁，榮安地產等多股漲停，保利發展漲4%，家居、建材等相關板塊跟漲；多地開展購車補貼活動，汽車整車及汽配股全線大漲，江鈴汽車等十餘股漲停，比亞迪漲約5%；銀行股普漲，無人駕駛、磷化工、化肥、鋰礦等概念活躍。安防服務概念大跌，海康威視跌8%再創調整新低。
煤炭股大漲，中國神華漲6%。5月11日，國家發改委發佈公吿稱，明確支持煤炭清潔高效利用專項再貸款額度增加1000億元，專門用於支持煤炭開發使用和增強煤炭儲備能力相關的領域。就在增加專項貸款的前一天，國家發展改革委等部門下發了《煤炭清潔高效利用重點領域標杆水平和基準水平》通知，對接下來的煤炭清潔高效利用工作做出指導。在此次增加1000億元額度之後，今年內支持煤炭清潔高效利用專項再貸款總額度達到3000億元，有助於進一步釋放煤炭先進產能。
汽車及汽車零部件股大漲，比亞迪漲約5%。上海經濟信息化委主任吳金城表示，重點產業鏈有序復工。如汽車領域，上汽乘用車、上汽通用、上汽大眾、特斯拉四家整車企業全面復工，基本實現連續穩定生產，每天下線整車約2000輛，帶動上下游1100多家零部件配套企業恢復生產。
海運股活躍，中遠海能漲4%。受海岬型船運費上漲提振，波羅的海乾散貨運價指數連續第九個交易日上漲。波羅的海乾散貨運價指數上漲65點或2.1%，至3117點。海岬型船運價指數上漲209點或5.6%，至3965點，為去年12月13日以來的最高水平。
國盛證券指出，近期對外圍利空鈍化，資金情緒也相對穩定，A股獨立於外圍市場較強的走勢，政策底不斷夯實，市場賺錢效有所增強。短期來説，美股、美聯儲政策預期的波動，以及再度大幅貶值的人民幣匯率等干擾項還是存在，但市場短期波動不會改變我們資本市場長期向好的大趨勢。A股整體估值已經進入相對低位區間，機會大於風險。維持短期休整鞏固、中期震盪上行的觀點，也只有充分休整鞏固，後續才能更穩健地攀升。
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