Focus on electrical, Chengdu-Chongqing SAR and new energy sectors

Guangzhou Securities analyst Chao Tianmin March 25-April 24, the Shanghai and Shenzhen 300 index rose 5%, the net inflow of funds to 42.8 billion yuan, compared with the net inflow increased by 2.3 billion yuan last month, but from comparable relative net inflow, the market April relative net inflow intensity slightly reduced compared with March.　　There has been no significant change in the inflow/outflow of funds since mid-April, and we believe that the short-term gap has increased and that the future needs to keep track of the flow of funds. From the absolute value, March 25-April 24, the largest net inflow of the plate is the transport logistics plate (3.6 billion yuan), the automobile plate (3.3 billion yuan), real estate 2.878 billion and the coal oil plate (2.338 billion yuan), the largest net outflow of funds of the plate has a pharmaceutical plate (-523 million yuan)　　and the Electronic information plate (-370 million yuan).　　From the relative value, March 25 April 24, the building materials plate, computer, power equipment and electrical appliances, relatively net inflow, while the medical and electronic information relatively net outflow.　　From the theme investment, the Chengdu-Chongqing Special Zone and the new energy stocks have more capital inflow, but the relative inflow rate is not more than 3%, the inflow intensity is not big. From the capital inflow and outflow, the funds in the early April, the rapid influx of building materials, but the current outflow of funds, suggested to wait and see. Funds continued to flow slowly into the electrical sector, suggesting continued attention. Funds were rapidly flowing into the supply-and-supply sector at the beginning of April, and funds are now flowing out. Money quickly into the plate, but the plate rose faster than the speed of capital inflows, suggest watching. Funds continue to flow slowly into the electricity sector, suggesting continuous tracking. The fund frequently exits the foreign trade plate and appears the negative fund deviation, proposes avoids.　　After the rapid inflow in March, the rapid outflow of funds from non-ferrous metals sector, medium-term funds to outflow, suggest watching. In a comprehensive way, our investment advice is: Select the plate with slow and steady inflow of funds, and specifically recommend the power and power equipment sector. It is recommended to keep track of capital inflows to rapidly increasing electrical appliances, Chengdu-Chongqing SAR and new energy sectors.　　It is suggested that the foreign trade and electronic information plate with obvious negative deviation should be avoided. In combination with the characteristics of capital flow and investors ' risk preference, radical investors can focus on the electrical appliances, Chengdu-Chongqing Special Zone and new energy sectors which are rapidly flowing into the capital, and the stable investors can pay attention to power and power equipment.