A股午評：滬指漲0.18% 超4000股上漲！養殖業、工業母機板塊領漲
A股三大指數早盤集體反彈，截至午盤，滬指漲0.18%報3375.97點，深成指漲0.36%，創業板指漲0.36%。全市場半日成交額7463億元，較上日縮量553億元，超4000只個股上漲。
盤面上，機器人概念股再度活躍，力星股份、美力科技20cm漲停，正海磁材、三豐智能漲超12%；工業母機板塊走強，華東數控、秦川機牀、合鍛智能等多股漲停；光伏設備板塊持續走高，艾羅能源漲近14%，億晶光電漲停；養殖業板塊大漲，回盛生物、曉鳴股份20cm漲停。銀行股跌幅居前，招商銀行跌超4%。
機器人概念股再度活躍 力星股份20cm漲停
力星股份、美力科技20cm漲停，正海磁材、三豐智能漲超12%，微光股份、大洋電機漲停，臥龍電驅、萬馬股份、中鋼天源、鼎智科技等跟漲。
消息面上，今年以來，國產機器人市場不斷“上新”，人形機器人的熱度更是居高不下。蘇州一機器人廠家負責人表示，目前人形機器人訂單已經排到了五六月份，現在每下線一臺就要交付一臺。業內預計，人形機器人有望在未來5至10年實現從工業到家庭場景的泛化通用，而急、難、險、重等特種作業環境將成爲人形機器人率先落地的應用場景。
工業母機板塊走強 華東數控等多股漲停
華辰裝備、力星股份20cm漲停，合鍛智能3連板，華東數控、秦川機牀、宇晶股份漲停，恆進感應漲近15%，東士科技漲超12%。
消息面上，從2025上海全球投資促進大會上獲悉，計劃投資15億元的高端智能裝備產業基地項目落地上海寶山區。該項目計劃建設國家級高端智能裝備產業基地，以上海電氣爲龍頭，以投資、併購、產業調整等多種方式進行上海市工業母機相關產業的整合，培育打造世界級工業母機集羣。
光伏設備板塊持續走高 億晶光電漲停
艾羅能源漲近14%，億晶光電漲停，固德威漲超8%，宇邦新材漲超7%，愛旭股份、昱能科技、TCL中環漲超5%。
消息面上，國家能源局最新數據顯示，2025年1-2月光伏新增裝機容量同比大幅增長，分佈式光伏項目持續推進；海外市場方面，歐洲、東南亞等地區光伏需求超預期，組件出口數據亮眼。此外，隨着硅料價格企穩回落，中下遊企業盈利空間有望進一步改善，行業景氣度持續回升。
養殖業板塊大漲 曉鳴股份20cm漲停
回盛生物、曉鳴股份20cm漲停，湘佳股份、京基智農、福成股份漲停，永順生物漲超8%，天域生物、巨星農牧漲超7%。
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