A股午評：滬指跌0.5%，白酒醫藥等消費板塊領跌，航運股表現突出
指數弱勢震盪，滬指午間收跌0.51%報3065點，深成指跌0.61%，創業板指跌0.09%。兩市2800股下跌，1912股上漲，成交額4680億，北上資金淨賣出近16億。
盤面上，行業板塊多數下跌，釀酒板塊延續近期弱勢，跌幅居前，瀘州老窖跌約5%；農林牧漁板塊跌幅緊隨其後，豬肉概念股全線飄綠；近期持續大漲的醫藥股明顯回落，新和成跌7%；家居、食品飲料、家電等板塊跌幅靠前，美的、海天味業跌超3%。航運股強勁，中遠海能漲停；新能源電池方向個股繼續回暖，固態電池、鈉電池、儲能等概念活躍，億緯鋰能漲6%。
航運股表現突出，油運股大漲，中遠海能漲停。財信證券認為，在運輸需求持續增加、運力低速增長的情況下，油輪各船型基本面不斷改善，雖然在復甦過程中運價會有波動，但目前行業正處於加快重塑石油貿易格局的過程中，四季度旺季行情值得期待。油運屬於強週期行業，未來油運板塊的供需缺口或將達到歷史極值，未來油運價格有望迎來景氣大週期。
鋰電池概念活躍，億緯鋰能漲6%。澳大利亞PLS鋰精礦第10次拍賣價再創新高，當地時間18日，澳大利亞皮爾巴拉礦業(Pilbara Minerals Ltd.)發佈公吿，在電池材料交易所(BMX)第10輪數字拍賣進行之前，其已經接受7100美元/噸的拍賣前競價並附加10％的押金，此報價等同於相關CIF中國等價基礎的7830美元/噸，並預計11月中旬發貨。
儲能概念活躍，華自科技漲15%，保力新、達志科技漲超12%，蔚藍鋰芯、德賽電池等多股漲停。消息面上，據報道，自9月底開始，電池供應持續短缺，儲能企業普遍暫停接單。多家電池廠商表示，儲能電池供不應求。
東莞證券指，從技術面來看，滬指昨日在走出五連陽之後出現震盪休整，兩市個股跌多漲少，説明短期有回踩需求。考慮到機構密集回購，穩增長仍然是當前政策的主要目標，預計市場短期休整後將延續震盪反彈，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、醫藥生物、食品飲料、電力設備、化工、TMT等行業。
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