A股午評：兩市低開高走，科創50指數漲超1%，新能源電力股大漲
受外圍股市影響，三大指數早間低開逾1%，但隨後在地產、基建、新能源電力股帶動下持續回升，滬指盤中一度翻紅，午間最終收跌0.08%報3083點，深成指跌0.25%，創業板指跌0.12%，科創50指數漲1.5%。兩市2250股上漲，2220股下跌，成交額4700億，北上資金淨買入25.58億。
行業板塊多數下跌，倉儲物流、煤炭、釀酒、食品飲料等板塊跌幅靠前。歐盟計劃到2025年光伏發電翻一番，多國承諾到2050年海上風電裝機增加10倍，風電、光伏概念股大漲，通威漲近8%、隆基漲近6%；地產、基建股普漲，天津松江等多隻地產股漲停；種業、教育、工業母機等概念活躍。
風電、光伏股大漲，隆基漲近6%。消息上，歐盟委員會18日公佈名為“RepowerEU”的能源計劃，計劃到2025年將太陽能光伏發電能力翻一番，到2030年安裝600GW。此外，國家能源局數據顯示，截至4月底，全國發電裝機容量約24.1億千瓦，同比增長7.9%；其中，風電裝機容量約3.4億千瓦，同比增長17.7%。
地產股普漲，天津松江等多股漲停。近日來，連雲港、鄭州、蘭州、福州、長沙、南京、蘇州等多地調整了樓市調控政策。從政策內容看，主要為降低首付比例、加大公積金購房支持力度、下調房貸利率、調整限購範圍、縮短限售週期、給予購房者税費優惠及購房補貼等。
煤炭股普跌，上海能源跌4%。國家發改委5月19日消息，近期，國家發展改革委關於明確煤炭領域經營者哄抬價格行為的公吿（2022年第4號）提出了哄抬價格的具體行為表現。煤炭生產經營企業與需方簽訂合同時，不得通過不合理提高運輸費用或不合理收取其他費用等方式，變相大幅度提高煤炭銷售價格。
山西證券指，政策方面近期暖風頻吹，對於穩定市場情緒起到了非常積極的作用，同時前期的快速調整已經使得市場整體的估值進入了合理的估值區域，市場觸底反彈，指數持續震盪上行，並在5月份延續了4月底以來的反彈趨勢。不過，在國外俄烏戰爭和國內經濟下行的抑制下，市場風險偏好被壓制，上行乏力，指數反彈空間或相對有限，近期或要留意階段性的回落可能。
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