A股收評:滬指震盪收升0.22%,國防軍工、化工板塊強勢崛起
5月7日,A股主要指數窄幅震盪,滬指升0.22%,深證成指跌0.08%,創業板指跌0.14%。全市場個股升多跌少,超3000只個股上升。滬深兩市成交額9687億,較上個交易日縮量1338億,北上資金淨賣出21.4億元。

盤面上,合成生物板塊熱度不減,富士萊20cm升停;航天軍工板塊大升,航新科技等多股升停;化工股集體走高,染料、氟化工等多個方向走強;ST板塊持續下挫,*ST巴安等多股跌停;家電板塊走弱,金海高科跌逾6%;汽車整車、算力概念及燃氣等板塊跌幅居前。
具體來看:
國防軍工板塊升幅居前,航新科技、霍萊沃、立航科技、四創電子等多股升停。

合成生物概念延續升勢,拓新藥業、富士萊20cm升停,蔚藍生物5連板,廣濟藥業2連板,三元生物升超8%,新芝生物、川寧生物升超7%。據麥肯錫測算,合成生物學未來將對材料、化學品與能源,人類健康與性能,農業、水產養殖和食品,消費品與服務四大領域產生2萬億美元至4萬億美元的經濟影響。

化工股集體走高,染料、氟化工等多個方向走強。染料板塊中,聯合化學20cm升停,七彩化學、建新股份升超16%。

氟化工板塊震盪走強,金石資源、聯創股份升超8%,興發集團升超5%,巨化股份、中欣氟材升超4%。國聯證券指出,在製冷劑旺季帶動下,4月氫氟酸開工率及產量同比環比皆有大幅提升,預計螢石供需缺口或持續擴大。

小金屬板塊普升,雲南鍺業、寒鋭鈷業升超6%,中鎢高新升超4%,三祥新材、北方稀土、中國稀土、寶鈦股份、東方鉭業等紛紛上升。

ST股繼續大跌,*ST巴安、*ST銀江20cm封死跌停,*ST開元跌超15%,*ST美尚跌超11%,ST先鋒、ST聆達、ST迪馬等多股大跌。

教育板塊表現低迷,昂立教育跌超4%,科德教育、中公教育跌超2%,行動教育、國新文化、學大教育跟跌。

家電板塊普跌,金海高科跌超6%,奧馬電器跌超5%,長虹華意、長虹美菱、海信家電跌超3%。

汽車股受挫,北汽藍谷跌5.42%,賽力斯跌4.89%,江淮汽車跌3.89%,眾泰汽車、江鈴汽車、長安汽車跌超2%。

北向資金全天淨賣出21.40億元,其中滬股通淨賣出3.51億元,深股通淨賣出17.89億元。

展望後市,中金公司指出,在我國增長預期改善、全球資金再配置的宏觀組合下,A股修復行情有望延續,當前估值具備較好吸引力的成長風格和部分核心資產有望成為階段性的交易主線。未來1-3個月關注如下配置思路:一、順應新質生產力發展要求的科技成長賽道;二、估值具備吸引力的部分核心資產;三、趨勢性關注產業景氣、業績確定性較高的行業。
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