A股收評：滬指縮量跌0.09%，醫藥股尾盤拉昇
12月13日，A股兩市再度縮量調整，滬指全天以窄幅震盪為主，收跌0.09%報3176點，深成指、創業板指分別跌0.66%、1.05%。兩市2880股下跌，2000股上漲，成交量明顯萎縮，成交額8100億，北上資金淨賣出9.47億元。
盤面上，板塊走勢分化，信息安全、信創、數字貨幣、國產軟件等題材跌幅靠前。昨日掀漲停的醫藥股早盤大跌，午後出現反彈，從板塊來看依舊有十餘股漲停，多瑞醫藥連續兩個20CM漲停，新華製藥7日6板；旅遊、酒店餐飲股全天強勁，西安旅遊、西安飲食漲停，造紙板塊午後明顯走高，豬肉概念大漲，正邦科技、巨星農牧等多股漲停；預製菜、免税、跨境電商概念活躍，如意集團8天6板。
數字經濟板塊跌幅居前。國資雲板塊中，恆華科技跌逾9%，南威軟件跌逾8%，衞士通、太極股份跌逾7%，法本信息、安恆信息跌逾6%。
抗原檢測概念股回調。亞輝龍、泰林生物跌逾8%，盛通股份、熱景生物、優寧維跌逾7%。
TOPCON電池集體走弱。激智科技、賽伍技術跌逾7%，晶科能源、棒傑科技、羅博特科跌逾5%。
醫藥股尾盤大幅拉昇，維康藥業、振東製藥20CM漲停，新華製藥7日6板
消息面上，目前有不少布洛芬製劑企業均表示，正在竭力生產保障市場需求。據一財，生產布洛芬製劑的企業人士表示，1噸布洛芬原料藥可以生產333.33萬粒布洛芬製劑。“整體看，上游的布洛芬原料供應還是比較充足的。”
養殖股全天強勢。養雞板塊中，曉鳴股份漲超14%，華統股份、巨星農牧、湘佳股份漲停。
豬肉板塊中，正邦科技、華統股份、巨星農牧、湘佳股份漲停。傲農生物漲超7%。
國家發展和改革委員會價格監測中心和卓創資訊聯合監測數據顯示，本週國內豬價呈先漲後跌走勢。前半周養殖單位多有出欄縮量動作，市場整體供應偏緊，帶動豬價小幅走高；後半周養殖單位出欄積極性提升，尤其是集團豬場走貨量明顯增加，豬價出現下跌。預計短期豬價反彈空間有限，或以震盪盤整為主。
酒店及餐飲板塊漲幅居前。西安飲食、西安旅遊漲停，金陵飯店、華天酒店漲超4%。
景點旅遊板塊板塊跟隨走強。三特索道漲停，中青旅漲超6%，曲江文旅漲超5%，大連聖亞、張家界漲超4%。
個股異動方面，如意集團8天6板。12月7日，如意集團發佈股票交易異常波動公吿，截至目前，“抗菌抗病毒可機洗毛精紡面料的開發與研製”項目處於中試階段，尚未形成批量生產，其應用及市場前景尚待進一步明確，抗病毒抗菌效果需經市場檢驗，市場對該技術的認可和接受仍存在不確定性，未來產生的經濟效益和對公司業績的影響存在不確定性。
中油資本盤中跌停，收盤跌9.88%報6.66元。
北向資金方面，北上資金淨流入18.10億元，其中滬股通淨流入0.61億元，深股通淨流入17.49億元。
展望後市，興證策略認為，政策寬鬆+防疫優化趨勢下，市場風險偏好和對經濟的悲觀預期持續回暖。來自外部的衝擊也在減弱，外資大幅迴流。從估值、股權風險溢價來看，當前市場仍處於高性價比的底部區域。結構上，短期內繼續重點關注大消費+國企央企的修復機會，同時掘金成長中的高性價比方向。
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