Stock market liquidity: market sentiment was low in the last week, with a net inflow of funds in the A-share market of – 3.4 billion yuan, compared with the previous value of – 40 billion yuan.
Hot private placement and cold public offering: at the beginning of the new year, private placement continued to be hot, while public offering was obviously cold. From January 1 to 10, a total of 457 private equity securities funds completed filing, an increase of 30% over 351 in the same period last year, of which the fund-raising scale of new funds issued by yuanlesheng has exceeded 4.5 billion yuan. In contrast, the public offering was cold. As of January 14 this year, the newly established partial share public offering fund was only 27.4 billion yuan, significantly shrinking compared with 450 billion yuan in January last year.
Foreign investment in new energy: in the recent week, the capital going north has significantly increased its position in the new energy industry chain, including electrical equipment, nonferrous metals and chemical industry. In addition, banks have also greatly increased their holdings of foreign capital; At the same time, the foreign capital position reduction industry is mainly concentrated in the non bank financial and pharmaceutical sectors. At the level of individual stocks, the first five stocks increased by funds going north in the recent week are respectively: Nari Technology Co.Ltd(600406) , Wuxi Apptec Co.Ltd(603259) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) , Yunnan Energy New Material Co.Ltd(002812) .
Risk warning: the market entry scale of funds is roughly estimated, which is only for investors’ reference; The second outbreak of the epidemic caused the performance of enterprises to fall short of expectations; Inflation rose faster than expected.
