A股收評:滬指縮量漲近1%,地產、汽車股掀漲停潮
兩市縮量上漲,滬指漲0.96%報3084點,深成指、創業板指分別漲0.59%、0.29%。兩市2710股上漲,1766股下跌,成交量繼續萎縮,成交額7570億,北上資金淨流入55.12億。

盤面上,題材概念整體表現活躍,汽車零部件、地產股上演漲停潮,福星股份錄得5連板;汽車整車、煤炭板塊大漲靠前,長城汽車3日2板,中國神華漲7%、比亞迪漲6%;金融、醫藥股普漲,新華製藥錄得11連板,航運、鋰礦、化肥等概念活躍。
具體來看
汽車股漲勢強勁,長安汽車、亞星客車、江鈴汽車、長城汽車等多股漲停,中通客車、廣汽集團、江淮汽車漲超9%。

近期,已有多地出台購車補貼相關事項。廣東省發佈的《進一步促進消費若干措施》提出,鼓勵汽車消費。2022年5月1日至6月30日,對個人消費者在省內購買以舊換新推廣車型範圍內的新能源汽車新車,給予8000元/輛補貼。山東省發佈相關政策,對2022年符合條件的非公共領域新能源汽車最高補貼5.04萬元/輛,公共領域新能源汽車最高補貼6.48萬元/輛。
煤炭股大漲,中國神華漲7.54%,兗礦能源漲5.14%,中煤能源、陝西煤業漲超4%,蘭花科創漲超3%,昊華能源、晉控煤業、山西焦煤等紛紛上漲。

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。
房地產板塊同樣強勢,榮安地產、沙河股份、中洲控股等十餘股漲停。

航運板塊表現活躍,招商南油、盛航股份漲停,中遠海能、招商輪船漲超7%,鹽田港、上港集團、日照港漲超5%。

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。
預製菜概念股震盪走低,三全食品跌6.9%,安井食品跌4.39%,味知香跌2.3%。

安防服務表現低迷,海康威視跌超6%,聯合光電跌5.26%,金盾股份、五方光電跌超4%。

今日,北上資金淨流入55.12億元,其中滬股通淨流入47.13億元,深股通淨流入7.99億元。


展望後市,中原證券表示,疫情衝擊下,經濟下行壓力加大。國務院高度重視就業、通脹等問題,以保障基本民生為突破口,推動新工具擴大有效投資,以實際行動解決實際問題,從而穩定當前宏觀經濟大盤。隨着疫情消退和政策見效,經濟有望在二季度見底後回升。同時,市場估值已經處於歷史最低20%的區域,中長期戰略配置的價值顯現。重點關注穩增長、農產品漲價等領域的投資機會。
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