Capital flow analysis

Focus on social services

The total net outflow of large funds was 16.2 billion yuan, 3.1 billion yuan less than the previous trading day. According to the statistics of wind financial terminal, 39 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is one more than that of the previous trading day. The top five sectors of net inflow are: agricultural and chemical products 935 million yuan, ordinary steel 279 million yuan, passenger cars 251 million yuan, aquaculture 230 million yuan and small metals 212 million yuan; The five major sectors before the net outflow are: -19.94 yuan, -13.48 billion, Baijiu -13.15 billion, medical equipment -11.02 billion, biological products -10.57 billion.

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) .

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