A股午評：三大指數齊跌，農業股逆勢大漲，週期股活躍
兩市高開低走，滬指午間收跌0.47%報3131點，深成指跌0.71%，創業板指跌0.76%。兩市2830股上漲，1660股下跌，成交額5320億，北上資金淨賣出46億。
行業板塊漲跌參半，農業板塊領漲，農發種業連續兩交易日漲停，股價再創新高；以鋼鐵為首的週期板塊表現強勁，包鋼股份漲停帶動稀土概念走強，印尼將禁止鋁土礦和錫出口，鋁業股全線上漲，和勝股份、閩發鋁業錄得兩連板；醫藥股普漲，新冠藥、肝炎等題材大漲靠前；文化傳媒、航運、教育等概念活躍。家電板塊大跌，美的集團跌4%；航空航天、地產、基建、光伏等板塊跌幅靠前。
傳媒娛樂板塊漲幅靠前，奧飛娛樂等股漲停。消息上，中辦、國辦支持符合科創屬性的數字化文化企業在科創板上市融資，推進文化數字化相關學科專業建設，用好產教融合平台。
豬肉概念大漲，巨星農牧漲停。今年以來困境反轉模式處於市場焦點，近期低迷許久的生豬價格，達到階段性新高，養殖板塊再度搶鏡，農業養殖板塊獲資金關注，相關ETF份額不斷攀升。其中四隻養殖類ETF5月份至今獲近10億元資金淨流入，2022年初至今獲得近30億資金搶購。
鋰礦概念股普漲，西藏礦業漲停。消息面上，斯諾威礦業54%股權拍賣5月21日落錘，價格超20億元。中信證券認為，斯諾威礦業股權拍賣高溢價成交凸顯了當前鋰行業的高景氣度和鋰資源爭奪的激烈程度。鋰礦成為制約鋰供應增長的核心環節，礦價的持續走高對鋰價形成支撐，鋰價有望在年中止跌反彈。
稀土概念活躍，包鋼股份漲停。中信證券指，海外稀土資源開發項目逐年增多，但總體來看存在產業鏈不完整、環保成本較高以及資源品味較低等問題，產能建設或將不及預期。近年來中國企業也開始加大海外稀土資源的佈局，不斷夯實我國在全球稀土產業鏈的龍頭地位及話語權，當前時點持續建議關注國內稀土全產業鏈戰略配置價值。
方正證券研報認為，市場對經濟穩增長的政策預期越來越強烈，市場的信心越來越得到提升，大盤已放量突破“直角三角形”整理，並留下一個向上跳空的突破缺口，宣示着大盤步入下一個區間，即進入3140—3290點的平台運行，短線大盤還將震盪盤升，但量能未能實際有效釋放，也將制約着大盤上行步伐，若要大盤能持續走強，需量能釋放超1.08萬億。大盤已突破，信心已恢復，行情漸入佳境，繼續珍惜5、6月份難得的投資機會，重點關注糾偏帶來的結構性機會。
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