A股午評：滬指漲0.32% 工程機械、機器人板塊漲幅居前
A股主要指數早盤漲跌不一，截至午盤，滬指漲0.32%報3334.9點，深成指跌0.13%，創業板指跌0.33%，北證50指數漲2.65%。全市場半日成交額9744億元，較上日放量946億元，超3800只個股飄綠。
盤面上，工程機械板塊大漲，柳工、山推股份等漲停，政府工作報告提及推動“十四五”規劃重大工程順利收官；通信設備板塊活躍，武漢凡谷漲停，東軟載波漲超15%，中興通訊發佈三款AI驅動5GFWA和MBB產品；部分機器人概念股續漲，杭齒前進、捷昌驅動2連板，政府工作報告提及大力發展包括智能機器人在內的新一代智能終端以及智能製造裝備。房地產板塊跌幅居前，中洲控股盤中跌停，光大嘉寶跌超8%；光伏設備板塊走低，金剛光伏、晶澳科技跌超3%。
工程機械板塊大漲 柳工漲停
柳工、廈工股份、山推股份、永達股份漲停，福事特漲超8%，中聯重科、三一重工漲超5%。
消息上，國務院總理李強5日在政府工作報告中提出，今年發展主要預期目標是：國內生產總值增長5%左右，我國經濟長期向好基本趨勢不會變。推動“十四五”規劃重大工程順利收官。
東吳證券日前研報表示，2025年在國內挖機銷量復甦背景下，有望迎來明顯的春季躁動行情。春季躁動的來源主要系政策導向下，工程機械迎來開工+銷售旺季。受預算釋放、春節後復工、氣候適宜、兩會後政策支持、市場促銷等多方面因素影響，第一季度一般爲工程機械開工+銷售旺季。
通信設備板塊活躍 武漢凡谷、東方通信漲停
武漢凡谷漲停，東軟載波漲超15%，利爾達漲超13%，長江通信、東方通信漲超7%。
消息面上，中興通訊在2025年巴塞羅那MWC展會上發佈了多款FWA(固定無線接入)和MBB(移動寬帶)產品，包括全球首款AI驅動的5G-Advanced旗艦FWA設備ZTE G5 Ultra、全球首款30dBi Wi-Fi7毫米波FWA設備ZTE G5 Max Wi-Fi，以及全球最快的Wi-Fi 7 5G移動Wi-Fi設備ZTE U60 Pro。
部分機器人概念股延續昨日漲勢 杭齒前進、捷昌驅動2連板
杭齒前進、捷昌驅動2連板，祥明智能、美力科技20cm漲停，億嘉和漲停，智微智能、勝宏科技、大洋電機等漲幅靠前。
消息面上，政府工作報告提出，激發數字經濟創新活力，持續推進“人工智能+”行動，將數字技術與製造優勢、市場優勢更好結合起來，支持大模型廣泛應用，大力發展智能網聯新能源汽車、人工智能手機和電腦、智能機器人等新一代智能終端以及智能製造裝備。
房地產板塊跌幅居前 中洲控股盤中跌停
中洲控股盤中跌停，光大嘉寶跌超8%，金地集團、信達地產、光明地產、特發服務、世聯行等多股跌超4%。
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