Stock market liquidity: market sentiment has warmed up in the last week, with a net inflow of funds in the A-share market of 6.9 billion yuan, compared with the previous value of – 83.7 billion yuan.
The public offering style is biased towards value: since November 2021, A-Shares have entered a turbulent market, and the index fluctuates upward, but the market lacks the main line, and the public offering style is slightly chaotic. Recently, the public offering style has shifted to value. In the recent week, the public offering funds have strengthened in a group, the style is biased towards value, and the industry is biased towards consumption and finance. The previous week, the public offering group weakened, the style differentiation increased, and there was no obvious preference in the industry.
Foreign investment in new energy: the inflow of foreign capital has warmed up in the last week, with a net inflow of 14.7 billion yuan to the north, up from – 1.2 billion yuan. In terms of operation, foreign capital has significantly increased its positions in the new energy industry chain in the past week, including electrical equipment, chemical industry and non-ferrous metals. In addition, the banking sector has also received a significant increase in foreign capital holdings. At the level of individual stocks, the first five stocks increased by funds going north in the recent week are respectively: Contemporary Amperex Technology Co.Limited(300750) , Tongwei Co.Ltd(600438) , Industrial Bank Co.Ltd(601166) , Ganfeng Lithium Co.Ltd(002460) , Anhui Kouzi Distillery Co.Ltd(603589) .
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.
