Stock market liquidity: market sentiment has been high in the last week, with a net inflow of funds in the A-share market of 52.3 billion yuan, compared with the previous value of – 18.1 billion yuan.
Accelerated inflow of foreign capital: since this year, the overall inflow of foreign capital has accelerated. As of December 10, the net inflow of funds going north was 407.3 billion yuan, and only 208.9 billion yuan in 2020. In the recent week, the drop of reserve requirement fell to the ground, the bottom line thinking of steady growth returned, and the market opened a restless market. The inflow of funds to the North accelerated, with a net inflow of 48.8 billion yuan in a single week, a record high, including 21.7 billion yuan in a single day on December 9, close to the historical peak.
Style to value: following the growth of substantial buying in the previous three weeks, the style of foreign investment has changed in the recent week, and funds going north have significantly bought value sectors including food and beverage, non bank finance and banks. At the level of individual stocks, the first five stocks increased by funds going north in the recent week are respectively: Kweichow Moutai Co.Ltd(600519) , East Money Information Co.Ltd(300059) , China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Wuliangye Yibin Co.Ltd(000858) .
Risk warning: the market entry scale of funds is roughly estimated, which is only for investors’ reference; The second outbreak of the epidemic caused the enterprise performance to be lower than expected; Inflation rose faster than expected.
