Core Insights - The renovation and building materials sector experienced a significant increase of 3.6% on February 4, with Jianlang Hardware leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Sector Performance - Jianlang Hardware (002791) saw a closing price of 25.70, with a rise of 10.02% and a trading volume of 166,500 shares, amounting to a transaction value of 410 million yuan [1] - Keshun Co., Ltd. (300737) closed at 7.55, up 8.63%, with a trading volume of 725,400 shares and a transaction value of 531 million yuan [1] - Dongfang Yuhong (002271) closed at 18.26, increasing by 6.97%, with a trading volume of 795,100 shares and a transaction value of 1.427 billion yuan [1] - Other notable performers included Tubaobao (002043) with a 5.67% increase and Beixin Building Materials (000786) with a 5.61% increase [1] Capital Flow - The renovation and building materials sector saw a net inflow of 203 million yuan from institutional investors, while retail investors experienced a net outflow of 1.44 billion yuan [2] - The main capital inflow was observed in Dongfang Yuhong, with a net inflow of 129 million yuan, representing 9.07% of the total [3] - Beixin Building Materials had a net inflow of 119 million yuan, accounting for 7.70% of the total, while Keshun Co., Ltd. had a net inflow of 66.34 million yuan, representing 12.49% [3]

Market Overview - The infrastructure sector increased by 1.45% compared to the previous trading day, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Key Stocks Performance - Guosheng Technology (603778) closed at 16.18, up 9.99% with a trading volume of 864,900 shares and a transaction value of 1.362 billion [1] - Beixin Road and Bridge (002307) closed at 5.20, up 3.79% with a trading volume of 859,500 shares [1] - China Railway (601390) closed at 5.70, up 3.45% with a trading volume of 4,909,000 shares and a transaction value of 2.784 billion [1] - Other notable stocks include Puban Co. (002663) up 2.48%, Hongrun Construction (002062) up 2.34%, and Jianeng Tihan (300197) up 2.30% [1] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 58.8034 million from institutional investors, while retail investors saw a net inflow of 206 million [2] - The main stocks with significant capital inflow include China Power Construction (601669) with a net inflow of 82.3705 million and China Railway Construction (601186) with 80.8085 million [3] - Conversely, retail investors showed a net outflow in several stocks, including China Power Construction and China Railway Construction, indicating a mixed sentiment in the market [3]

证券之星消息，2月4日证券板块较上一交易日上涨1.34%，华林证券领涨。当日上证指数报收于4102.2， 上涨0.85%。深证成指报收于14156.27，上涨0.21%。证券板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002945 | 华林证券 | 18.86 | 5.90% | 62.67万 | | 11.70亿 | | 601555 | 东吴证券 | 9.50 | 3.15% | 81.65万 | | 7.67亿 | | 601211 | 園泰海通 | 66'61 | 2.51% | 128.70万 | | 25.56 Z | | 600369 | 西南证券 | 4.60 | 2.45% | ﻟ 63.86万 | | 2.91亿 | | 600621 | 华鑫股份 | 17.02 | 2.35% | 40.27万 | | 6.81亿 | | 002736 | 国信证券 | 12.45 | 1.72% | 33.94万 | | 4.20亿 | | 60 ...

Market Performance - The cement sector increased by 2.79% compared to the previous trading day, with Hanjian Heshan leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Hanjian Heshan (603616) closed at 6.85, with a rise of 9.95% and a trading volume of 29,600 lots [1] - Tianshan Shares (000877) closed at 5.30, up 3.92%, with a trading volume of 437,400 lots [1] - Conch Cement (600585) closed at 25.24, increasing by 3.57%, with a trading volume of 825,500 lots [1] - Other notable stocks include Jinyu Modong (000401) at 5.26 (+3.54%), Sichuan Jinding (600678) at 13.55 (+2.89%), and Guotong Shares (002205) at 14.70 (+2.87%) [1] Capital Flow Analysis - The cement sector experienced a net outflow of 96.60 million yuan from institutional investors, while retail investors saw a net inflow of 79.28 million yuan [1] - The capital flow for individual stocks shows that Sichuan Jinding had a net inflow of 43.37 million yuan from institutional investors, but a net outflow of 27.60 million yuan from retail investors [2] - Hanjian Heshan had a significant institutional net inflow of 15.74 million yuan, but also faced a retail net outflow of 9.54 million yuan [2]

Market Overview - The military electronics sector experienced a decline of 0.27% on February 4, with *ST Chengchang leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Notable gainers in the military electronics sector included: - Quanxin Co., Ltd. (300447) with a closing price of 21.54, up 6.69% and a trading volume of 458,300 shares, totaling 1.006 billion yuan [1] - Taimeng Technology (600590) closed at 12.39, up 6.63% with a trading volume of 1,832,500 shares, totaling 2.255 billion yuan [1] - Guoguang Electric (688776) closed at 115.09, up 4.82% with a trading volume of 43,500 shares, totaling 492 million yuan [1] Fund Flow Analysis - The military electronics sector saw a net outflow of 3.046 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.105 billion yuan [2] - The top stocks by net inflow from retail investors included: - Ruichuang Micro-Nano (688002) with a net inflow of 110 million yuan [3] - Xicet Testing (301306) with a net inflow of 102 million yuan [3] - Taimeng Technology (600590) with a net inflow of approximately 89.38 million yuan [3]

Group 1 - The diversified financial sector increased by 0.77% on February 4, with Bohai Leasing leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the diversified financial sector showed various performance metrics, with Bohai Leasing closing at 4.61, up 4.54%, and trading volume of 1.08 million shares [1] Group 2 - The diversified financial sector experienced a net outflow of 203 million yuan from institutional investors, while retail investors saw a net inflow of 188 million yuan [2] - The stock performance of individual companies varied, with ST Rendo showing a decline of 5.01% and closing at 9.48 [2] - The trading volume and turnover for key stocks in the sector were significant, with Jiuding Investment recording a turnover of 679 million yuan [2] Group 3 - The net inflow from retail investors was 188 million yuan, while the net inflow from speculative funds was 14.44 million yuan [3] - Key stocks like Shaanxi Guotou A and Jiuding Investment had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - Bohai Leasing had a net inflow of 247.89 million yuan from institutional investors, while experiencing a net outflow from retail investors [3]

Market Overview - The ground armament sector increased by 0.6% compared to the previous trading day, with Galaxy Electronics leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Stock Performance - Galaxy Electronics (002519) closed at 8.44, with a rise of 2.55% and a trading volume of 1.5 million shares, amounting to a transaction value of 1.26 billion [1] - Other notable performers include: - GanHua Science and Technology (000576) at 10.77, up by 2.28% [1] - North Long Dragon (301357) at 131.13, up by 2.02% [1] - ST Emergency (300527) at 8.39, up by 0.72% [1] Capital Flow - The ground armament sector experienced a net outflow of 77.41 million from institutional investors, while retail investors saw a net inflow of 5.40 million [2] - The capital flow for key stocks includes: - Galaxy Electronics had a net inflow of 35.17 million from institutional investors [3] - North Long Dragon saw a net inflow of 14.05 million from institutional investors [3] - ST Emergency had a net inflow of 1.29 million from retail investors [3]

Market Overview - The personal care products sector increased by 0.24% compared to the previous trading day, with Liangmianzhen leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Stock Performance - Liangmianzhen (600249) closed at 5.99, with a rise of 1.35% and a trading volume of 100,500 shares, amounting to a transaction value of 60.56 million yuan [1] - Reliable Co. (600100E) closed at 13.35, up by 1.14%, with a trading volume of 23,200 shares and a transaction value of 30.87 million yuan [1] - Zhongshun Jierou (002511) closed at 8.02, up by 1.13%, with a trading volume of 218,400 shares, totaling 174 million yuan [1] - Runben Co. (603193) closed at 23.80, up by 0.89%, with a trading volume of 19,800 shares and a transaction value of 46.86 million yuan [1] - Stable Medical (300888) closed at 35.58, up by 0.88%, with a trading volume of 32,300 shares, amounting to 114 million yuan [1] Fund Flow Analysis - The personal care products sector experienced a net outflow of 59.46 million yuan from institutional investors, while retail investors saw a net inflow of 53.83 million yuan [2] - The main stocks with significant fund flow include Zhongshun Jierou, which had a net inflow of 12.05 million yuan from institutional investors [3] - Reliable Co. had a net inflow of 1.09 million yuan from retail investors, despite a net outflow of 1.75 million yuan from institutional investors [3]

Market Overview - The computer equipment sector experienced a decline of 0.45% on February 4, with Langke Technology leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Ruiming Technology (002970) with a closing price of 67.28, up 10.01% and a trading volume of 46,900 lots, totaling 314 million yuan [1] - Kaiwang Technology (301182) closed at 51.00, up 7.08% with a trading volume of 153,400 lots, totaling 799 million yuan [1] - Nasda (002180) closed at 22.01, up 2.85% with a trading volume of 266,000 lots, totaling 585 million yuan [1] - Conversely, significant decliners included: - Langke Technology (300042) closed at 33.35, down 5.26% with a trading volume of 243,600 lots [2] - Tongyou Technology (300302) closed at 19.32, down 4.55% with a trading volume of 265,700 lots [2] - Yimikang (300249) closed at 15.25, down 4.21% with a trading volume of 242,800 lots [2] Capital Flow - The computer equipment sector saw a net outflow of 1.71 billion yuan from institutional investors, while retail investors contributed a net inflow of 904 million yuan [2] - The capital flow for key stocks showed: - Ruiming Technology had a net inflow of 87.67 million yuan from institutional investors, but a net outflow of 35.06 million yuan from retail investors [3] - Hikvision (002415) experienced a net inflow of 48.71 million yuan from institutional investors, while retail investors had a net outflow of 67.29 million yuan [3] - Yuyin Technology (002177) had a net inflow of 35.59 million yuan from institutional investors, with a slight net outflow from retail investors [3]

Core Viewpoint - The rural commercial bank sector experienced a rise of 1.44% on February 4, with Changshu Bank leading the gains, while the overall market indices also showed positive movement [1] Market Performance - The Shanghai Composite Index closed at 4102.2, up by 0.85% - The Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Individual Stock Performance - Changshu Bank (601128) closed at 7.26, with a gain of 1.97% and a trading volume of 440,300 shares, amounting to a transaction value of 318 million yuan - Wuxi Bank (600908) closed at 5.88, up by 1.91% with a trading volume of 165,200 shares - Jiangyin Bank (002807) closed at 4.57, gaining 1.78% with a trading volume of 386,800 shares - Zhangjiagang Bank (002839) closed at 4.56, up by 1.56% with a trading volume of 244,300 shares - Yunnan Rural Commercial Bank (601077) closed at 6.35, gaining 1.44% with a trading volume of 546,100 shares - Shanghai Rural Commercial Bank (601825) closed at 8.35, up by 1.33% with a trading volume of 206,600 shares - Ruifeng Bank (601528) closed at 5.43, gaining 1.31% with a trading volume of 176,500 shares - Suzhou Rural Bank (603323) closed at 66.7, up by 1.22% with a trading volume of 260,600 shares - Zijin Bank (601860) closed at 2.80, gaining 1.08% with a trading volume of 470,500 shares - Qingnong Bank (002958) closed at 3.09, up by 0.98% with a trading volume of 672,900 shares [1] Fund Flow Analysis - The rural commercial bank sector saw a net outflow of 58.32 million yuan from institutional investors, while retail investors contributed a net inflow of 73.74 million yuan - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [1] Detailed Fund Flow for Individual Stocks - Jiangyin Bank (002807) had a net inflow of 4.68 million yuan from retail investors, despite a net outflow from institutional and speculative investors - Ruifeng Bank (601528) also saw a net inflow from retail investors, while institutional and speculative investors withdrew funds - Other banks like Changshu Bank (601128) and Zijin Bank (601860) experienced significant net outflows from institutional investors, indicating a cautious approach from larger players [2]