Focus on social services
The total net inflow of large funds was 1.2 billion yuan, 28.3 billion yuan more than the previous trading day. According to the statistics of wind financial terminal, 57 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 23 more than that of the previous trading day. The top five sectors of the net inflow are: Baijiu 3 billion 764 million yuan, security 1 billion 666 million yuan, semiconductor 1 billion 648 million yuan, real estate development 955 million yuan, medical equipment 908 million yuan; The top five sectors of net outflow are: photovoltaic equipment -1.601 billion yuan, logistics -1.328 billion yuan, batteries -1.146 billion yuan, biological products -1.097 billion yuan and electricity -1.056 billion yuan.
It is suggested to pay attention to the social service sector. The specific analysis is as follows:
1) since March, the epidemic situation in China has been sporadic and spreading again. The short-term travel in China is expected to be restricted, and the operating enterprises in the epidemic area are expected to be under pressure at this stage. At present, the central government has also successively issued rescue policies for the service industry, and the prevention and control measures are becoming more and more accurate and scientific. The market is still looking forward to the gradual improvement on the edge in the future.
(2) recomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecom:: China Tourism Group Duty Free Corporation Limited(601888) ” Jiangsu Tianmu Lake Tourism Co.Ltd(603136) .
