A股午評：深成指、創業板指跌逾1%，消費板塊領跌，航運股大漲
兩市繼續調整，滬指盤中最大跌幅約1%失守3100點，上證50跌破前短期低位，創2020年3月以來新低。截止午間收盤，滬指跌0.56%報3105點，深成指跌1.1%，創業板指跌1.77%，兩市1500股上漲，3223股下跌，成交額3860億，北上資金淨賣出34.4億。
盤面上，行業板塊多數下跌，昨日反彈的賽道股沒能持續，醫藥、旅遊、家電、食品等消費板塊跌幅靠前，邁瑞醫療跌約8%、中國中免跌4.7%；芯片、軍工、豬肉等概念疲軟，三安光電盤中一度跌7%。波羅的海乾散貨運價指數大漲刺激航運股，中遠海能漲9%；歐洲基準天然氣期貨反彈，天然氣概念漲幅靠前，德龍匯能漲停；鈉電池、種業、電力股活躍。
航運股大漲，招商南油、長航鳳凰漲停。消息面上，波羅的海乾散貨運價指數週二大漲11.3%，創8月3日來最高水準；海岬型船運價指數大幅上漲31.3%，至七週高位1994點；海岬型船日均獲利上漲3941美元，至16540美元。
鈉電池概念活躍，傳藝科技兩連板再創新高。東吳證券指，預計年底鈉電池技術和材料體系有望基本定型，23年為鈉電產業化元年，實現小批量出貨，24年實現大批量量產，規模有望達到30GWh，預計未來首先取代鉛酸電池，並逐漸切入A00級電動車和儲能領域，我們預計25年鈉電池全球需求超100GWh，未來有望成為鋰電池的一個有效補充。
天然氣股普漲，德龍匯能漲停。歐洲基準天然氣期貨價格在連續三天下跌後出現反彈，收漲6.6%，交易員們正在權衡歐洲大陸為緩解冬季供應危機而加大的努力是否足以避免供應短缺。
東莞證券指，從技術面來看，指數昨日縮量震盪上揚，市場情緒明顯好轉，個股呈現普漲態勢，市場賺錢效應極好，隨着拋壓壓力逐步釋放，預計市場將延續向上震盪修復路徑，關注量能變化、北向資金流向和板塊輪動，操作上建議適度積極，關注金融、農林牧漁、食品飲料、電力設備、化工、TMT等行業。
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