A股午评 | 创指、深成指跌逾1% 福建板块逆势上扬 能源金属板块等跌幅居前

Core Viewpoint - The A-share market is experiencing fluctuations with over 3,700 stocks declining, and a total trading volume of 1.2 trillion, which is a decrease of 164.79 billion compared to the previous trading day [1] Market Performance - The Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index dropped by 1.27%, and the ChiNext Index decreased by 1.51% [1] - The banking sector showed positive performance with stocks like Xiamen Bank, Industrial Bank, and Shanghai Bank rising [3] - The electric grid equipment sector was active, with stocks such as Zhongneng Electric and Sanbian Technology hitting the daily limit [1][4] - The coal sector also saw activity, with companies like Antai Group and Huayang Co. experiencing gains due to rising coal prices [4] Institutional Insights - Huachuang Securities anticipates a policy vacuum in the next 1-2 months, leading to market fluctuations, but maintains a mid-to-long-term optimistic outlook due to clearer economic growth targets from the "14th Five-Year Plan" [1] - Shenwan Hongyuan predicts continued narrow fluctuations in the market, with potential rebounds driven by technology growth catalysts [2][5] - Guoxin Securities highlights multiple favorable factors for the A-share market, including the "14th Five-Year Plan" and easing overseas disturbances, suggesting a slow upward trend [7]