A股收評：創業板指震盪下跌1%，深海科技、風電設備板塊持續活躍
3月20日，A股主要指數集體下跌，截至收盤，滬指跌0.51%報3408點，深證成指跌0.91%，創業板指跌1%。全天成交1.48萬億元，較前一交易日縮量303億元；全市場超3200股下跌。
盤面上，深海經濟、海洋經濟板塊走強，亞星錨鏈等多股升停；風電設備板塊拉昇，吉鑫科技升停；煤炭股震盪走強，陝西黑貓升停；油氣開採、軍工裝備、工業母機板塊升幅居前。另一方面，保險、白酒權重股震盪下挫，新華保險、中國太保、貴州茅台等下跌；遊戲、騰訊雲、消費電子等板塊跌幅居前。
具體來看：
保險、白酒權重股下挫，新華保險跌超4%，中國太保、中國人壽跌超3%，中國平安、捨得酒業、瀘州老窖、五糧液跌超2%。
遊戲板塊普跌，寶通科技跌5.49%，冰川網絡、電魂網絡跌超3%，迅遊科技、愷英網絡、巨人網絡、盛天網絡、吉比特跌超2%。
消費電子板塊跌幅靠前，智新電子跌超9%，利通電子、慧為智能跌超8%，福日電子跌超6%，光弘科技、協創數據、豪聲電子、朗科智能跟跌。
海工裝備板塊集體走高，巨力索具6連板，大連重工2連板，三角防務、萬通液壓升超8%，江龍船艇、必創科技、博亞精工升超7%。消息面上，天風證券認為，海洋經濟驅動經濟提速，深海科技為其注入新質內涵。海洋經濟有效拉動GDP增長，產業空間具備規模。2024年全國海洋生產總值首次突破10萬億元，對GDP的拉動作用達11.5%，已成為驅動經濟增長的新引擎。
油氣開採及服務板塊普升，潛能恒信升超10%，中海油服、海油工程、洲際油氣升超3%，通源石油、廣匯能源、貝肯能源、海油發展紛紛上升。
煤炭板塊集體上揚，陝西黑貓、遼寧能源升停，山西焦化升2.33%，晉控煤業、鄭州煤電、開灤股份、中煤能源跟升。國泰君安指出，預計3月煤價及需求均會觸及中期意義上的底部，4月隨着進口煤量下滑及非電煤需求的抬升，基本面有望步入上升軌道。在政策端後續有望加碼背景下焦煤板塊是核心。
工業母機板塊反覆活躍，N江南升超606%，宇環數控、渤海汽車、中原內配、青海華鼎升停。
航運概念活躍，天海防務升超15%，國航遠洋升4.67%，海航科技、中遠海科升超3%，中遠海能、招商輪船、海通發展升超2%。
風電設備板塊全線上升，吉鑫科技升停，威力傳動升超9%，宏德股份升超7%，運達股份、通裕重工升超5%。消息面上，國家能源局數據顯示，截至2月底，全國累計發電裝機容量34.0億千瓦，同比增長14.5%。其中，太陽能發電裝機容量9.3億千瓦，同比增長42.9%；風電裝機容量5.3億千瓦，同比增長17.6%。
展望後市，中信建投指出，：短期需要注意本輪春季行情時間及空間已經達到歷史平均水平，結構上科技成長向順週期高低切參照歷史或仍有小幅演繹空間，但當前內需復甦仍以結構性為主，短期可繼續適當再平衡，重視一季報景氣方向，中期“AI+”仍是核心主線。關注行業：有色、建材、地產、電子、通信、傳媒、計算機、機械設備等。關注主題：深海科技等。
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