Data review
Stock market liquidity: market sentiment has cooled in the recent week, with a net inflow of A-share funds of – 18.1 billion yuan, up from 7 billion yuan. Both public offering and foreign investment maintained a high inflow, mainly due to the overall net outflow of funds due to the listing of Baiji Shenzhou to raise 25.5 billion yuan.
Partial value of public offering: since September, A-Shares have continued to fluctuate, the market lacks the main line, and the public offering style is slightly chaotic. Recently, the public offering style has continued to shift towards value. In the recent week, the public offering fund group has strengthened, and the style is biased towards the market value represented by SSE 50 and CSI 300. In the previous week, the public offering group has weakened, and the style is also biased towards value.
Foreign capital growth: foreign capital style is different. Foreign capital has been buying and growing in recent years. After a week of buying new electronics and new energy industry chain, foreign capital continued to add electronic and electrical equipment in the past week, and bought medicine at the same time. Besides, Baijiu and Wuliangye Yibin Co.Ltd(000858) contained more liquor in Kweichow Moutai Co.Ltd(600519) . At the level of individual stocks, the first five stocks increased by funds going north in the recent week are respectively: Gigadevice Semiconductor (Beijing) Inc(603986) , Wuxi Apptec Co.Ltd(603259) , Contemporary Amperex Technology Co.Limited(300750) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) .
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.
