20220302-财达证券-晨会纪要_15页_150kb
报告摘要
晨会纪要 2022-03-02 总结
核心内容概述
2022年3月2日的晨会纪要主要围绕当日A股市场表现、行业动态、上市公司公告及市场分析等内容展开。整体市场呈现震荡上涨趋势，市场风格正从价值股向成长股转变，投资者可关注数字经济、大消费及农业等板块。同时，部分股票和债券因重大事项或清盘等原因停牌。
市场回顾
指数表现
- 上证指数：上涨0.77%，报收3488.83点
- 深证成指：上涨0.24%，报收13488.64点
- 创业板指：上涨0.16%，报收2885.79点
- 成交量：沪市成交4126亿元，深市成交5565亿元，合计不足万亿元
行业与板块
- 涨幅领先：酒类、农牧渔饲、机场服务、旅游、航天国防
- 跌幅居前：化纤、海运、化肥农药、有色金属
- 资金流向：资金流入酿酒等成长板块，流出小金属、能源、医疗器械等
外围市场
- 美股：跌幅扩大
- 原油期货：WTI原油涨超7%，布伦特原油涨7.68%
- 北向资金：净流入32.77亿元
后市展望
市场趋势
- 受俄乌冲突、北约制裁及美元加息预期影响，投资者风险偏好降低，市场反复动荡
- 3400点下方支撑较强，底部形态明显，短期内大盘难以上涨，但下跌空间基本被封闭
- 春季行情布局时机：当前是布局春季行情的有利时机
投资策略
- 市场风格从价值领涨转向成长领涨
- 建议投资者逢低布局数字经济（云计算、东数西算）、大消费、农业等成长板块
今日要闻
- 明日A股机会早知道（第一财经）
- 国内期货夜盘收盘普遍上涨（第一财经）
- 美股跌幅扩大（第一财经）
- WTI原油期货涨超7%（第一财经）
- 爱奇艺涨幅扩大至31%（第一财经）
- 德国2022年2月通胀率上升至5.1%（央视）
- WTI原油大涨8%，布伦特原油涨7.68%（第一财经）
- 国内期货夜盘普遍上涨，棕榈涨超6%（证券时报网）
今日上市
| 代码 | 名称 | 日期 | 备注 |
|---|---|---|---|
| 001308 | 康冠科技 | 2022-03-02 | 初步询价终止/起始 |
| 113642 | 上22转债 | 2022-03-02 | 网上中签率公布日 |
| 301110 | 青木股份 | 2022-03-02 | 网上申购日 |
| 301131 | 聚赛龙 | 2022-03-02 | 网上申购日 |
| 603070 | 万控智造 | 2022-03-02 | 网上中签率公布日 |
| 832419 | 路斯股份 | 2022-03-02 | 网上申购资金解冻日 |
公告停牌
| 代码 | 名称 | 日期 | 原因 |
|---|---|---|---|
| 162715 | 广发聚源A | 2022-03-02 | 派发现金红利，停牌1小时 |
| 000015 | PT中浩A | 2022-03-02 | 自2015年3月6日起停牌 |
| 000047 | ST中侨 | 2022-03-02 | 拟筹划重大事项，停牌 |
| 000405 | ST鑫光 | 2022-03-02 | 法院裁定重整，暂停股份转让 |
| 000412 | ST五环 | 2022-03-02 | 拟筹划重大事宜，停牌 |
| 000556 | PT南洋 | 2022-03-02 | 存在重大不确定性，暂停交易 |
| 000583 | S*ST托普 | 2022-03-02 | 存在重大不确定事项，停牌 |
| 000658 | ST海洋 | 2022-03-02 | 拟筹划重大事项，停牌 |
| 000660 | *ST南华 | 2022-03-02 | 提出破产重整申请，停牌 |
| 000765 | *ST华信 | 2022-03-02 | 管理层筹划重大事项，暂停转让 |
| 000805 | *ST炎黄 | 2022-03-02 | 筹划重大资产重组，暂停转让 |
| 000832 | *ST龙涤 | 2022-03-02 | 筹划重大债务和解，暂停转让 |
| 000959 | 首钢股份 | 2022-03-02 | 并购重组委审核，停牌 |
停牌列表（部分）
股票停牌
- PT中浩A、PT中浩B：自2015年3月6日起停牌
- ST中侨、ST鑫光、ST五环、ST托普、ST海洋、ST炎黄、ST龙涤、ST鞍成、ST达曼、ST鞍一工、ST国嘉、ST数码、S*ST国瓷、*ST斯达、*ST华圣、*ST鞍成、*ST斯达、*ST数码、*ST国嘉、*ST达曼、*ST鞍一工、*ST中川、*ST联谊、*ST澄星、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊、*ST联谊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