IPO Countdown prev 2900

This week, despite the countdown to the IPO, buoyant liquidity and the expected economic recovery continued to push up the Shanghai and Shenzhen cities. The Shanghai Composite index rose 47.72 points, closed at 2928.21 points, Shen Chengzhi rose 170.88 points, closed at 11413.17, both hit the current round of new highs.　　However, the great wisdom of the Super win system shows that this week, five trading days, the gap is still large, the main fund a week net outflow of 13.32 billion yuan, 20 industry funds are net inflow, and the outflow of funds from the industry as many as 56. The weight stock plate continues to differentiate this week, the two cities each big plate mutually present, but the weight plate's differentiation market concussion main reason.　　Among them, the steel plate replaced last week's strong performance of the banking sector, becoming the mainstream of the market this week, and machinery, railway infrastructure, such as the previous stagnation of the second-tier weight plate also has a decent performance. In the price of steel continues to rise, some steel products export tariff adjustment and the days of iron ore reserves and other favorable news, the steel plate has become the market's biggest bright spot this week. On this week's price list, the steel sector topped the list with 10.01% weekly gains, far exceeding the second-most-ranked Insurance section (4.55%). The super win system shows that the main fund of the plate in a row of 5th, net inflow trend, the cumulative net inflow amounted to 2.245 billion yuan.　　Baosteel shares, hualing steel, stainless steel, MA steel shares of the main capital flows, such as more obvious, the net inflow of funds 392 million, 198 million, 171 million and 149 million respectively. In addition, electrical appliances, non-ferrous metals, banks, machinery, automobiles, real estate, computer and other plates are also more than 1%, in addition, construction, communications, electricity and other plates this week also has a good performance.　　In the list, brokerage (-4.94%), Education Media (-2.72%), medicine (2.14%) ranked in the top three, tourism hotels, foreign trade, transport facilities, commercial chain, wine food, electronic information, textile and apparel, and other plates this week's performance is also relatively weak. Big Wisdom Super Win system shows that this week the main funds to buy a total of 459.974 billion yuan, sell 473.606 billion yuan, the net outflow of funds 13.632 billion yuan. In addition to the Wednesday main funds a small net inflow of 466 million yuan, the other 4 trading day main funds are out of the trend.　　It is noteworthy that this week, the proportion of net inflow and net outflow of 6:26, indicating a rise in shorting power, and the two cities only steel, communications, insurance, electrical appliances, banks, coal and oil and other 6 sectors to show the state of net capital inflow. This week, the communications sector capital inflow of 333 million, ranked the net inflow of the second largest plate. Plate in the main increase in the warehouse before the stock has: China Unicom, Huaxia Jian Tong, ZTE, which, China Unicom's main force 5th increased by 0.34%, the current main positions for 21.77%. Insurance Plate in the main capital inflow of shares are: China Ping ' An, China's Tai Bao, which, China Ping An main 5th increase warehouse 0.14%, the cumulative net inflow of funds to 260 million. The main unit in the electrical plate increase the obvious stocks are: East Sunshine Aluminum, Guangzhou Cooler, Ningbo Fuda, of which, Ningbo Fuda main force 5th increase warehouse 1.63%, the current main positions for 8.52%.　　Bank board this week a small net inflow of funds to 26 million yuan, ICBC, Nanjing Bank, Pudong FA Bank funds respectively inflow of 223 million, 201 million and 145 million. Steel plate received financial attention from this week's Plate capital trends, steel plate to obtain the focus of the main funds, a week a large net buy 2.12 billion yuan, become the main fund this week to intervene most of the plate.　　Among them, this week rose more than 23% of BENXI steel plate, Guang-gang shares, three steel Min Guang, Liugang shares and other stocks, the net inflow of funds reached 32 million yuan, 59 million yuan, 23 million yuan and 119 million yuan, iron and steel plate other blue-chip stocks of capital inflow is also more significant. In addition, coal mining and election, insurance, special equipment manufacturing, communications services, such as the four major industries also received 660 million yuan, 350 million yuan, 340 million yuan and 300 million yuan net inflow of funds.　　The net inflow of funds in each plate are: National yangxin, Xishan Coal power, Taurus Energy, China Ping ' an, China heavy industry, LiuGong, China Unicom, the above stocks all the main fund net inflow of more than 100 million yuan. In the list of net outflow of funds, securities and futures, non-ferrous metals, electrical machinery and equipment manufacturing, composite stocks a week of net outflow as much as 1 billion yuan, the above 4 industry funds net outflow amount is 1.74 billion yuan, 1.58 billion yuan, 1.05 billion yuan and 1.04 billion yuan respectively. This week, brokerage stocks fell against the backdrop of the IPO, falling more than 5% per cent in the whole week. In the industry, all the capital flows to the net outflow, of which, Citic Securities, Haitong Securities two major brokerage capital net outflow of 850 million yuan and 680 million yuan.　　However, from the operational level, in the market hot round the pace of movement, brokerage stocks are expected to enter the IPO next week, a short-term opportunity to appear. The recent trend of strong gold stocks by the main capital reduction is more obvious, of which Western mining, gold, Shandong Gold, Hongda shares net outflow of more than 200 million. In the pharmaceutical sector, the main capital outflow more obvious shares are: Sea King Biology, PLO shares, the Temple of Heaven living organisms, of which, PLO shares of the main 5th reduction of 5.81%, the cumulative net outflow of 112 million. Transport logistics plate, the main capital outflow more obvious shares are: the Datong-Qinhuangdao railway, the development of the Sea, Canton-Shenzhen Railway, of which the main railway 5th, 0.87%, the current main positions for 39.72%.　　Electronic information plate, the main capital outflow more obvious shares are: Hengdian East Magnetic, Citic Guoan, Dalian Holdings, of which, Hengdian Fund main 5th reduce 6.18%, the cumulative net outflow of 141 million yuan. Control the risk and strengthen the defense in the IPO is about to start in the background, this week, the market is a high level of volatile consolidation situation, the index successive refresh rally highs. One of the close prev successfully regained the 2,900 point integer pass. On the plate surface, the stock index in the 3,000 point near the integer gate facing greater pressure, accompanied by volume does notBroken atrophy, more and more empty both sides more cautious, resulting in the plate vibration significantly intensified.　　From the week line, see, the whole week Prev Rose 47.72 points, closed at 2928.21 points, Shen Chengzhi rose 170.88 points, closed at 11,413, turnover than last week magnified nearly 10%. Comprehensive view, this week, the market is the first high shock finishing situation, hot spot conversion faster, second-tier weight plate into the mainstream market hot spot, market share differentiation than the previous stage has increased. It is noteworthy that next week, Guilin three gold officially issued, the new shares will be drawn out of the market part of the funds, thus the short-term stock index to form a certain pressure, and the stock index to run to 3,000 points near the market, the gap will gradually upgrade, chips are also loose signs. Therefore, controlling risk and strengthening defense become the operational strategy that must be considered at present.　　For the early cumulative increase in the variety should be avoided, strict control of positions, at the same time, can be concerned with higher defensive plate stocks, such as paper printing, electricity, railway infrastructure and other sectors. Overall, the research Institute for the second half of the market seems to be the strategy of convergence, leaving aside the forecast of the big City Index, in the direction of stock selection, the relevant inflation expectations of the plate to obtain a higher recognition, including finance, real estate, resources become the first choice of asset allocation. Looking back on the bull market, which seems to herald the return of the bull market, the current stock market and commodity markets, the real estate market echoes, and further strengthen the investors to the bull market expectations.