Focus on social services
The total net outflow of large funds was 19.3 billion yuan, 19.1 billion yuan less than the previous trading day. According to the statistics of wind financial terminal, 38 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 15 more than that of the previous trading day. The top five sectors of net inflow are: 1.643 billion yuan for semiconductors, 1.151 billion yuan for photovoltaic equipment, 551 million yuan for aquaculture, 475 million yuan for passenger cars and 403 million yuan for planting; The top five sectors of net outflow are: real estate development – 26.57 yuan, securities – 2.564 billion yuan, joint-stock banks – 2.261 billion yuan, coal mining – 1.802 billion yuan and medical devices – 1.047 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) .
