Focus on social services
The total net outflow of large funds was 10.7 billion yuan, 52.6 billion yuan less than the previous trading day. Among the 134 industry sectors of Shenwan secondary industry (2021) counted by wind financial terminal, 41 sectors had net inflow, and the number of net inflow sectors was 21 more than that of the previous trading day. The top five sectors of the net inflow are: Baijiu 2 billion 658 million yuan, security 2 billion 387 million yuan, general retail 924 million yuan, tourism and scenic area 616 million yuan, medical equipment 586 million yuan; The top five sectors of net outflow are: real estate development – 26.37 yuan, traditional Chinese Medicine – 1.912 billion yuan, infrastructure – 1.369 billion yuan, agrochemical products – 1.331 billion yuan and chemical raw materials – 912 million 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) .
