A股午評：創業板指漲超2%，白酒、新能源股大漲，外資淨買入110億
格隆匯1月5日丨消費、新能源股聯袂走強帶動市場情緒，滬指高開高走突破120日線，午間收漲0.88%報3150點，深成指、創業板指分別漲1.89%、2.2%。兩市約2700股上漲，2070股下跌，市場賺錢效應較好，成交額5370億，北上資金淨買入110億。
盤面上，題材概念整體表現活躍，以酒類為首的消費股表現突出，瀘州老窖、五糧液漲超5%，汽車、家電、醫藥等板塊漲幅靠前，德賽西城、長春高新等股漲停；鋰電池、光伏等新能源賽道股表現活躍，恩捷股份接近漲停，億緯鋰能、寧德時代漲約5%；非銀金融股集體上漲，東方財富漲4.6%。預製菜、豬肉、免税等概念跌幅靠前。
白酒股大漲，五糧液、瀘州老窖漲超5%。國泰君安發佈研究報吿稱，消費修復更加樂觀，宏觀政策紅利有望助力消費振興。白酒開門紅平穩推進，悲觀預期充分下春節動銷表現有望超預期改善，目前階段低估值白酒成為配置重點，中期恢復階段加配成長性，長期堅守龍頭酒企。一方面，當下渠道端仍保持較好韌性，整體庫存水平壓力相對可控，其中高端和區域酒庫存水平較低。另一方面，消費復甦有望提前到來，春節動銷趨勢值得期待。
鋰礦概念股大漲，華友鈷業漲6.7%。自然資源部部長王廣華表示，我國一些重要礦產資源對外依存度高，國際形勢一旦出現變化，必然影響經濟安全甚至是國家安全。對此，一方面要推進高水平對外開放，用好“兩種資源、兩個市場”；另一方面要未雨綢繆，做好特殊情況下的國內資源安全保障。我們將突出緊缺和大宗戰略性礦產，全面啟動新一輪戰略性礦產國內找礦行動。
儲能、光伏概念活躍，美利雲等多股漲停。自然資源部部長王廣華表示，發展新型能源體系是推動我國綠色低碳轉型發展，實現碳達峯碳中和目標的戰略選擇。我們將研究出台政策，引導大型光伏發電項目使用戈壁、荒漠、荒灘等未利用地建設，推動海上光伏產業健康有序發展，引導海上風電向深遠海佈局。
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