A股收評：滬指跌0.88%失守3100點，電力板塊掀升停潮
5月24日，A股三大指數集體下跌，滬指跌0.88%，深成指跌1.23%，創業板指跌1.81%。全市場超3800只個股下跌，滬深兩市今日成交額7639億，較上個交易日縮量838億。
盤面上，房地產服務板塊繼續回調，我愛我家跌停；玻璃基板板塊持續回調，金瑞礦業跌停；AI芯片板塊走低，寒武紀跌超6%；飛行汽車、低空經濟板塊大跌，中信海直等多股跌停；AI手機、PEEK材料等板塊跌幅居前。另外，電力、電網設備、虛擬電廠及智能電網等板塊爆發，大連熱電、樂山電力等多股升停；豬肉、雞肉概念走強，曉鳴股份升超7%；糧食概念走高，萬方發展升停；釩電池、特高壓及蒙脱石散等板塊升幅居前。
電力板塊掀起升停潮，九洲集團20cm升停，大連熱電、樂山電力、湖南發展、明星電力等多股10cm升停。消息面上，本月國家發改委發佈《電力市場運行基本規則》，推動電量、容量、輔助服務交易更加市場化。新規自2024年7月1日起施行。其中市場成員新增儲能企業、虛擬電廠、負荷聚合商等新型經營主體。
銅纜高速連接概念股走高，創益通20cm升停，華豐科技升近15%，意華股份、得潤電子10cm升停，兆龍互連升超5%。消息面上，英偉達CEO黃仁勛透露，Blackwell架構的GB200超級芯片已經在“滿負荷生產”，四季度將大量運用到數據中心。中金指出，從行業層面看，GTC2024英偉達發佈的GB200NVL72機櫃對於銅纜連接的需求量持續提升，帶動行業整體的市場規模擴容。
豬肉股表現活躍，正虹科技升停，新五豐升6.53%，唐人神、東瑞股份升超2%，巨星農牧、華統股份、牧原股份跟升。據搜豬網數據，5月23日，全國瘦肉型豬出欄均價15.92元/公斤，較前一天上升了0.2元/公斤。南北各地報價普遍出現了0.15至0.4元/公斤左右的明顯上升，市場升幅呈進一步擴大態勢。
糧食種植板塊升幅居前，新農開發、神農科技升超3%，敦煌種業升2.61%，秋樂種業、華綠生物、萬向德農、蘇墾農發跟升。國務院總理李強5月22日至23日在河南調研時強調，要推進種業領域創新平台建設，加強重點品種前沿性研究，加快產業化步伐，培育更多良種，從源頭上保障國家糧食安全。
房地產相關板塊繼續下挫，我愛我家、城建發展、渝開發封跌停板，濱江集團、天地源跌超8%，卧龍地產、南都物業跌超6%，新正大、萬科A、金地集團、華夏幸福等紛紛大跌。
PEEK材料概念震盪調整，華密新材跌超12%，雙一科技跌8.34%，南京聚隆跌7.23%，富恒新材、同益股份、中欣氟材、新瀚新材紛紛下跌。
低空經濟概念全日萎靡，廣哈通信、藍海華騰、深城交等跌超10%，上工申貝、中信海直、聲迅股份、立航科技盤中跌停。
展望後市，招商證券指出，今年以來行業和主線輪動的速度明顯加快，行業和主線超額收益的幅度明顯收窄。與當前缺乏高景氣方向，政策力度加大和效率提高，投資者情緒和風險偏好，存量博弈的資金環境有關。但是在行業主線輪動背後有一條暗線超額收益在穩定提升，高ROE高FCF龍頭能成為當下在經濟盈利穩定，企業自由現金流加速改善，資產荒加劇背景下穩定佔優的風格策略。
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