Focus on social services
The total net outflow of large funds was 27.1 billion yuan, 16.4 billion yuan more than the previous trading day. Among the 134 industry sectors of Shenwan secondary industry (2021) counted by wind financial terminal, 34 sectors had net inflow, and the number of net inflow sectors was 7 less than that of the previous trading day. The top five sectors of the net inflow are: industrial metals 1 billion 701 million yuan, small metals 746 million yuan, logistics 560 million yuan, coal mining 534 million yuan, Baijiu 372 million yuan; The top five sectors of net outflow are: Chemical Pharmacy – 17.72 yuan, traditional Chinese Medicine – 1.671 billion yuan, infrastructure – 1.5 billion yuan, battery – 1.327 billion yuan and real estate development – 1.186 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) .
