A股收評：軍工股降溫，水產養殖、鋼鐵股逆勢大爆發
7月2日，A股三大指數震盪走低，滬指收跌0.09%報3454點，深證成指跌0.61%，創業板指跌1.13%。
全天成交1.41萬億元，較前一交易日縮量914億元，全市場近3300股下跌。
盤面上，水產養殖板塊爆發，鋼鐵、光伏設備板塊大幅拉昇，海洋經濟、有機硅、水泥建材及煤炭等板塊漲幅居前。另外，HBM概念走低，航天航空板塊下挫，通信設備、3D攝像頭、Chiplet概念及PCB等板塊跌幅居前。
具體來看：
兵裝重組、軍工電子概念股大跌，內蒙一機跌停，北方長龍跌超14%，長城軍工跌超7%，中兵紅箭、北方導航紛紛收跌。
腦機接口概念走低，翔宇醫療跌超8%，愛朋醫療跌超6%，三博腦科、陽普醫療、創新醫療等跌超4%。此前馬斯克旗下公司Neuralink點燃腦機接口炒作熱情，隨着短期資金獲利了結，市場情緒降溫。
CPO、光刻機、半導體、芯片等集體回調，藍英裝備跌超8%，旭光電子跌超7%，天孚通信跌超5%。不過華泰證券認爲，看好國內先進製造產能逐步釋放後爲封測環節打開先進封裝的增量空間。2025年受益於下遊擴產疊加國產化率提升以及各公司新設備突破，新簽訂單有望持續增長。
水產養殖股爆發，國聯水產、獐子島、通威股份、開創國際、好當家等多股掀漲停潮。消息面上，中央財經委員會第六次會議召開，其中強調以全國統一大市場構建新發展格局推動高質量發展，推進中國式現代化必須推動海洋經濟高質量發展，走出具有中國特色的向海圖強之路。
鋼鐵股漲幅居前，重慶鋼鐵、柳鋼股份、首鋼股份漲停。華創證券指出，今年以來，主要原燃料價格持續回落，鋼廠成本端降幅較爲明顯，爲鋼材利潤提供一定保障。因此，鋼廠盈利水平有所修復。但當前而言，需求支撐相對較弱，利潤的修復主要來自於成本端讓利。未來若粗鋼調控工作實質性落地，行業供給有望開始回落，一方面進一步壓制原燃料價格，另外改善供需關係支撐鋼價，進而有望帶來鋼材利潤的更大彈性。
光伏設備股上漲，大全能源大漲超15%，雙良節能、億晶光電、賽伍技術、福萊特等多股漲停。消息面上，近日國內頭部光伏玻璃企業計劃自7月開始集體減產30％。國聯民生證券認爲，當前光伏產業鏈各環節價格已處於歷史低位，行業在出清進程中，疊加光伏政策正在從供給端、需求端雙向發力，2025年行業有望迎來供需改善。
展望後市，瑞銀證券中國股票策略分析師孟磊認爲，在宏觀環境穩定的前提下，今年A股盈利可能逐季溫和復甦；短期震盪後，市場有望在中長期迎來上升機遇。
中期來看，任何增量的財政和貨幣政策或能在一定程度上提振市場信心，推動A股市場估值提升；同時，中長期資金的持續入市在中期將爲估值的結構性重構提供上行動能。
近年來中國正經歷全面的結構性改革，也能逐步增強投資吸引力，其中外商準入門檻的降低、民營企業活力的激發是中國營商環境結構性改革的重點。
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