A股收評：滬指探底回升收升0.54%，北上資金淨買入103億元，汽車拆解板塊領升
3月15日，A股午後整體突然明顯拉昇，收盤三大指數集體上升，滬指升0.54%，深成指升0.60%，創業板指升0.06%，北證50指數升3.42%。近4400股上升，全天成交9446億元，北上資金淨買入103.19億元。消息面上，富時羅素擴容A股納入因子從12.5%提升至25%。
盤面上，汽車拆解、汽車服務板塊持續走強，華宏科技等多股升停；培育鑽石概念走高，惠豐鑽石升超16%；有機硅板塊走強，晨化股份20cm升停；動力電池回收、有色金屬及儀器儀表等板塊升幅居前。CRO板塊下挫，泓博醫藥跌近8%；煤炭行業板塊走低，潞安環能等多股跌逾3%；光伏設備、數字閲讀及醫療服務等板塊跌幅居前。
具體來看：
汽車拆解概念股領升，德眾汽車升近30%，超越科技20cm升停，怡球資源、格林美、華宏科技等10cm升停，天奇股份升8.51%，杭鋼股份、北巴傳媒升超5%。日前，國務院印發《推動大規模設備更新和消費品以舊換新行動方案》，業界認為利好汽車拆解行業。
機器人概念震盪走高，鳴志電器、雷賽智能、夏廈精密升停，豐立智能、禾川科技等跟升。消息面上，英偉達GTC 2024大會已進入倒計時，機器人有望成為一大重頭戲。在今年的GTC上，有多場會議與機器人有關，涵蓋機器人操縱、導航、感知、計算、仿真/合成數據生成等多方面內容。
培育鑽石概念股活躍，惠豐鑽石升超16%，恒盛能源、亞振家居升停，黃河旋風升超7%，力量鑽石升超6%。調研顯示，培育鑽石作為珠寶行業消費新秀，處於高速增長期，機構預測在2025年前國內複合增長率有望達到35%，中國有可能成為最大潛在市場。
工業金屬板塊普升，北方銅業、鵬欣資源升停，雲南銅業、江西銅業、興業銀錫升超7%。消息面上，倫敦銅升至9000美元/噸，為2023年4月以來最高水平。
CPO概念午後上揚，新易盛、東田微升超10%，銘普光磁、天孚通信升超6%，光庫科技、賽微電子、德明利升超5%。
煤炭股再度調整，潞安環能、平煤股份、蘭花科創跌超3%，山煤國際、新集能源、山西焦煤、兗礦能源、陝西煤業紛紛下跌。3月12日焦炭的第5輪降價全面落地後，焦煤市場的悲觀情緒進一步惡化，現貨市場焦煤價格跌幅擴大，期貨在現貨降價及悲觀情緒的影響下，3月14日焦煤期貨2405合約跌破1600元/噸，這也是自2023年10月以後首次跌破1600元/噸。
CRO板塊表現低迷，泓博醫藥跌近8%，諾思格跌6.31%，藥明康德、百花醫藥跌超4%，成都先導、美迪西跌超3%。
今日，北上資金今日淨買入A股103億元，為連續第6日淨買入，共計388.2億元。其中滬股通淨買入67.85億元，深股通淨買入35.34億元。
展望後市，平安證券指出，政策部署明確方向，市場情緒修復有望延續，機會仍大於風險。結構上沿着產業政策和監管方向佈局，一是數字經濟TMT、先進製造代表的新質生產力板塊，二是受益於分紅改革的紅利策略，三是提高上市公司質量政策指引的經營穩健且良好治理的大盤白馬。
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