Stock market liquidity: market sentiment has cooled in the recent week, with a net inflow of funds in the A-share market of – 83.7 billion yuan, compared with the previous value of – 14.2 billion yuan. Mainly due to the listing of China Mobile raising 56 billion yuan, resulting in a large net outflow of funds.
Public offering is weakening, and there is no consistent style choice: Recently, the market lacks the main line, the public offering style is slightly chaotic, and there is a lack of consistent style choice. In the recent week, the public fund group has weakened, the style differentiation has increased, and the industry has no obvious preference. In the previous week, the public fund group has strengthened, the style is biased towards value, and the industry is biased towards consumption and finance.
The inflow of foreign capital slowed down and sold food and beverage substantially: since December, the inflow of foreign capital has increased significantly, and the style switching has been frequent. The inflow of foreign capital slowed down in the last week, with a net inflow of – 1.2 billion yuan to the north, up from 11.5 billion yuan. The industry level concentrated on buying chemical, electrical equipment and public utilities, and sold food and beverage and banks sharply, of which Wuliangye Yibin Co.Ltd(000858) , Luxshare Precision Industry Co.Ltd(002475) , Ping An Bank Co.Ltd(000001) were the top three stocks sold.
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.
