Stock market liquidity: market sentiment has been depressed in the last week, with a net inflow of A-share funds of – 38.9 billion yuan, compared with the previous value of – 42.5 billion yuan.
Foreign capital turned into net inflow, and leveraged funds accelerated their departure: the recent market shock adjustment and the differentiation of domestic and foreign sentiment. After a large outflow in early March, foreign capital turned into a net inflow, with a net inflow of 16.3 billion yuan in the last week; Domestic investment sentiment remained low, leveraged funds accelerated to leave, the added value of financing balance in the last week was – 20.7 billion yuan, public offering was still weak, and the newly established partial share public offering fund was 10.1 billion yuan, continuing the downturn since this year.
Foreign investment in new power, banks, Baijiu, selling medicine: the capital has been converted into net inflow in the past week, and the structure has changed greatly since then. More electricity and Baijiu have been reduced before the opening of the warehouse. Meanwhile, the steady growth sector of finance, nonferrous metals, building materials and other building materials has also been greatly increased, and the sales of medicine and trade, social service and other damaged sectors have been greatly damaged. From the perspective of individual stocks, the top five positions are: Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , China State Construction Engineering Corporation Limited(601668) , Industrial And Commercial Bank Of China Limited(601398) , Sungrow Power Supply Co.Ltd(300274) .
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.
