昨日两市大盘双双以小幅上涨报收，两市共成交1359.3亿元，量能相比周三小幅放大，资金出现了净流入态势。据大智慧(601519,股吧)SuperView数据显示，昨日两市大盘资金净流入8.44亿元，资金主动做多激情开始释放。昨日两市有1200多只呈现资金净流入，资金净流入超千万的个股有82家。

Yesterday, in a small market two both rose a barrel，Two city altogether 135.93 billion yuan to clinch a deal，Quantity can small compared to enlarge on Wednesday，Capital appeared net inflows situation。According to the great wisdom(601519,Shares it)SuperView data shows，Yesterday, two 844 million yuan net capital market，Funds do more active passion to release。Yesterday more than 1200 only two cities on net capital，The net inflow of funds over 82 have never individual stocks。

　　酿酒食品板块居资金净流入首位，净流入2.71亿元，净流入最大个股为酒鬼酒、维维股份(600300,股吧)、五粮液(000858,股吧)，分别净流入0.65亿元、0.54亿元、0.40亿元。医药板块居资金净流入第二位，净流入2.64亿元，净流入最大个股为第一医药(600833,股吧)、中恒集团(600252,股吧)、同仁堂(600085,股吧)，分别净流入0.37亿元、0.28亿元、0.28亿元。房地产板块净流入2.01亿元，净流入最大个股为华丽家族(600503,股吧)、三湘股份(000863,股吧)、万科A，分别净流入0.83亿元、0.39亿元、0.33亿元。

Wine in the food sector net capital first，271 million yuan net inflows，The biggest net individual stocks for drunk wine、D d shares(600300,Shares it)、Wu liang ye(000858,Shares it)，The net inflow 065 million yuan respectively、$054 million、$040 million。Medicine in the net capital second plate，264 million yuan net inflows，The biggest net inflows for the first pharmaceutical stocks(600833,Shares it)、Zhongheng group(600252,Shares it)、Tongren temple(600085,Shares it)，The net inflow 037 million yuan respectively、$028 million、$028 million。The housing sector net inflows of 201 million yuan，The biggest net individual stocks for luxuriant family(600503,Shares it)、Sansho shares(000863,Shares it)、Vanke A，The net inflow 083 million yuan respectively、$039 million、$033 million。

　　但是，有色金属、券商、纺织服装、煤炭石油、钢铁等板块出现了资金净流出态势。其中，有色金属板块居资金净流出首位，净流出2.87亿元，净流出最大个股为包钢稀土(600111,股吧)、厦门钨业(600549,股吧)、中金黄金(600489,股吧)，分别净流出1.57亿元、0.60亿元、0.13亿元。券商板块居资金净流出第二位，净流出1.09亿元，净流出最大个股为宏源证券(000562,股吧)、方正证券(601901,股吧)、中信证券(600030,股吧)，分别净流出0.22亿元、0.20亿元、0.20亿元。纺织服装板块净流出0.66亿元，净流出最大个股为华芳纺织(600273,股吧)、开开实业(600272,股吧)、美尔雅(600107,股吧)，分别净流出0.33亿元、0.23亿元、0.16亿元。

but，Non-ferrous metal、brokers、Textile clothing、Coal oil、Steel plate appeared net outflows money situation。Among them，Non-ferrous metal plate net outflows in the money first，287 million yuan net outflows，The biggest net outflows individual stocks for baotou rare earth(600111,Shares it)、Xiamen tungsten industry(600549,Shares it)、Zhongjin gold(600489,Shares it)，Net outflows 157 million yuan respectively、$060 million、$013 million。Brokers in the net outflows plate funds second，109 million yuan net outflows，The biggest net outflows individual stocks for hongyuan securities(000562,Shares it)、Founder securities(601901,Shares it)、Citic securities(600030,Shares it)，Net outflows 022 million yuan respectively、$020 million、$020 million。Textile and clothing sector had outflows of $066 million，The biggest net outflows individual stocks for HuaFang textile(600273,Shares it)、Open industrial(600272,Shares it)、Beauty of darfur(600107,Shares it)，Net outflows 033 million yuan respectively、$023 million、$016 million。

　　昨日资金净流入的医药股、白酒股和农林牧渔股的共同优势就在于市场需求确定，未来产业成长空间乐观。这其实也从一个侧面说明各路资金对强周期性个股仍然心存疑虑。

The net inflow of funds of medical yesterday、Liquor shares and farming, forestry, fishery strands of common advantage lies in the market demand sure，The industrial growth space optimistic。It also from a side show the strong cyclical stocks funds to still doubt。

　　随着资金涌向弱周期性个股，未来此类个股仍有望持续走强，后市资金持续净流入的相关板块或有望持续活跃，如农业龙头、3G、煤化工、水泥、核电等板块。其中，农业龙头板块净流入1.84亿元，净流入最大个股为罗牛山、维维股份、伊利股份(600887,股吧)。煤化工板块净流入0.78亿元，净流入最大个股为中国化学(601117,股吧)、四环生物(000518,股吧)、天科生物。（大智慧咨询部提供数据）

Along with the fund flows to weak cyclical stocks，The future such stocks are still expected to continued to be strong，The net inflow of capital market outlook for related sectors or will likely stay active，Such as agriculture leading、3 G、Coal chemical、cement、Sectors such as nuclear power。Among them，Leading agricultural sector net inflows of 184 million yuan，The biggest net inflows for ROM NiuShan individual stocks、D d shares、Erie shares(600887,Shares it)。The coal chemical plate 078 million yuan net inflows，The biggest net inflows for China's chemical individual stocks(601117,Shares it)、Sihuan biological(000518,Shares it)、Day families biological。（Wisdom to provide consulting data）