Stock market liquidity: market sentiment has been depressed in the last week, with a net inflow of A-share funds of – 42.5 billion yuan, compared with the previous value of – 62 billion yuan.
The market fluctuated and adjusted, and the capital sentiment was still low: the financial committee meeting on March 16 gave a positive signal, and the market rebounded and warmed up. However, the market fluctuated and adjusted again in the recent week. The Shanghai Composite Index fell 1.2% in a single week and the gem index fell 2.8%. The market sentiment is still low, the public offering is weak, and foreign capital continues to flow out. As of March 19, the capital going north has accumulated a net outflow of 38.1 billion yuan this year. From the perspective of trading sentiment, the transaction volume, financing purchase amount, turnover rate and other indicators of A-Shares in the recent week have decreased slightly compared with the previous week.
Foreign capital continued to run out of Baijiu, selling liquor and non silver. In the past week, the capital outflow continued to outflow in the past week, and the net outflow of 12 billion 800 million yuan per week. From the structural point of view, the foreign capital adding power equipment, non-ferrous metals, petroleum and petrochemical industries and other industries have reduced more to food and beverage, non silver finance, construction materials and other industries. In terms of individual stocks, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Ping An Insurance (Group) Company Of China Ltd(601318) were greatly reduced, mainly increasing positions of China Merchants Bank Co.Ltd(600036) , Zijin Mining Group Company Limited(601899) , Nari Technology Co.Ltd(600406) .
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.
