A股收評:深成指、創業板指漲超1%,工程機械、消費板塊表現出色
基建、消費板塊聯袂走強推動指數,滬指全天收漲0.72%報3284點,深成指、創業板指均漲1%,市場情緒以修復為主,個股上漲3500只,成交量小幅放大,成交額約9800億,北上資金淨流入30.24億。

盤面上,行業板塊普遍上漲,以工程機械為首的基建股表現突出,三一重工漲停,徐工機械午後開板漲近9%,地下管網、水利建設、高鐵基建等相關題材表現活躍;消費股強勁,白酒、家居、酒店餐飲、醫美板塊全天強勢,瀘州老窖、酒鬼酒漲超5%,愛美客漲近5%;信息安全、國資雲、ChatGPT等部分科技題材概念午後走強,海天瑞聲漲6%。
具體來看:
工程機械板塊大爆發,唯萬密封20cm漲停,拓山重工、杭叉集團等10cm漲停,徐工機械、安徽合力漲超8%,建設機械、漢馬科技、中聯重科等紛紛上漲。

工程機械行業協會發布的數據顯示,2022年我國挖掘機出口量持續穩步增長,26家挖掘機制造企業共計出口挖掘機109457台,同比增長59.8%。
水泥股震盪走高,寧夏建材拉昇封板,上峯水泥漲5.8%,華新水泥、天山股份漲超4%,海螺水泥、青松建化、萬年青等跟漲。

白酒股近乎全線上漲,老白乾酒漲停,酒鬼酒、口子窖、瀘州老窖漲超5%,洋河股份、捨得酒業、水井坊漲超4%,五糧液漲3.76%,貴州茅台漲2.56%。

天風證券研報指出,基於當前估值處於近3年低點,白酒行業具有較高性價比。全面看好白酒板塊復甦,高端酒企穿越經濟週期韌性凸顯業績確定性高,次高端及地產酒望迎較大彈性空間。
旅遊板塊普漲,宋城演藝漲超6%,天目湖、桂林旅遊、眾信旅遊漲超3%,中青旅、雲南旅遊、麗江股份紛紛上漲。

航空股集體上漲,南方航空漲6.11%,中國國航漲5.64%,華夏航空、白雲機場漲超3%,中國東航、上海機場、吉祥航空、春秋航空跟漲。

消息面上,出境便利度的提升、跨境機票的價格走低,促使不少旅客利用2月、3月的旅行淡季開啟春季跨境錯峯遊,國際航班客流持續增長。近期國內外多家航司密集宣佈2月國際及地區航線復航及加密計劃。國航將恢復澳大利亞和瑞士航線,北京到墨爾本、北京到悉尼每週有三班,北京到日內瓦每週一班。東方航空共執行國際及地區客運航線52條,每週達302班。
養殖業板塊下挫,益生股份跌5.66%,民和股份、巨星農牧跌超3%,温氏股份、聖農發展、曉鳴股份跌超1%。

北向資金方面,北上資金淨流入30.24億元,其中滬股通淨流入16.80億元,深股通淨流入13.44億元。

展望後市,方正證券表示,1月信貸數據大超預期,新增人民幣貸款創歷史新高,主要來自基建貸款和企業短貸增加。信貸數據“開門紅”釋放出經濟加快復甦信號,同時目前國內通脹數據保持温和,未來通脹上行壓力有限,貨幣政策仍然存在空間。本輪盈利快速下行週期已經結束,未來股市行情上行仍然可期。從名義經濟增速的角度上看,2023年經濟更可能會是温和的L型復甦,這種環境下,成長股預計還是會有更好的機會
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