Data review
Stock market liquidity: market sentiment remained low in the last week, with a net inflow of A-share funds of - 18.2 billion yuan, compared with the previous value of - 12 billion yuan.
The conflict between Russia and Ukraine escalated and the market sentiment cooled: on February 24, Russian President Vladimir Putin announced a special military action against the Donbas region of Ukraine. The whole territory of Ukraine entered a wartime state and the geopolitical risk increased. Affected by this, A-Shares fluctuated downward, market sentiment cooled, and the transaction volume, turnover rate and financing purchase amount of A-Shares fell in the recent week.
The style of public offering is biased towards growth, and foreign capital plus photovoltaic electric vehicles: in the recent week, the public offering funds have strengthened, the style is biased towards growth, and the industry is biased towards the TMT sector represented by computers. While foreign capital continues to increase its positions in the cyclical sector, it has significantly increased its holdings in power equipment, electronics and other growth styles. Structurally, in the recent week, the northbound capital increased photovoltaic and reduced electric vehicles, of which Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) were greatly increased, while Byd Company Limited(002594) , Contemporary Amperex Technology Co.Limited(300750) were greatly reduced.
Risk warning: the scale of capital entering the market is roughly estimated, which is only for investors' reference; The second outbreak of the epidemic caused the performance of enterprises to fall short of expectations; Inflation rose faster than expected.
