Stock market liquidity: market sentiment was low in the last week, with a net inflow of 2.8 billion yuan in the A-share market, up from – 3.4 billion yuan.
Public offering recovered and retail investors accelerated their departure: at the beginning of the new year, core assets were callback, and public offering was obviously cold. However, the public offering has warmed up in the recent week. The newly established partial share public offering fund has a scale of 37.1 billion yuan, exceeding the total issuance scale of 27.4 billion yuan in the first two weeks of January. While the public offering recovered, retail investors accelerated their departure. The net added value of financing balance in the recent week was – 24.4 billion yuan, compared with – 1.8 billion yuan.
Accelerated inflow of foreign capital and increased positions in the financial sector: in the recent week, the inflow of foreign capital accelerated, with a net inflow of 29.2 billion yuan, up from 7.4 billion yuan. From the operational point of view, foreign capital has significantly increased value, and finance, chemical industry and Baijiu have been added to the scale. At the level of individual stocks, the first five stocks increased by northbound funds in the recent week are respectively: China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) , Ping An Bank Co.Ltd(000001) , Eve Energy Co.Ltd(300014) .
Risk warning: the scale of capital entering the market 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.
