Capital flow analysis

The total net outflow of large funds was 34.3 billion yuan, 18.1 billion yuan more than the previous trading day. According to the statistics of wind financial terminal, 30 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 9 less than that of the previous trading day. The top five sectors of the net inflow are: semiconductor 484 million yuan, planting industry 402 million yuan, general retail 344 million yuan, food processing 301 million yuan, Baijiu 292 million yuan; The top five sectors of net outflow are: real estate development – 29.53 yuan, batteries – 2.687 billion yuan, securities – 2.458 billion yuan, industrial metals – 1.726 billion yuan and photovoltaic equipment – 1.604 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) .

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