
Core Viewpoint - The main focus of the news is the significant net inflow of capital into various industries, particularly highlighting the strong performance of the defense and military sector amid rising geopolitical tensions and increased global military spending [2][8]. Group 1: Market Overview - The net inflow of capital in the Shanghai and Shenzhen markets today reached 13.556 billion yuan, with the ChiNext board seeing a net inflow of 6.869 billion yuan and the CSI 300 index stocks experiencing a net inflow of 6.905 billion yuan [2]. - Among the 27 industries tracked, the defense and military industry led with a rise of 4.8%, followed by the power equipment industry with a 2.69% increase, and several other sectors, including machinery and non-bank financials, also saw gains exceeding 2% [3]. Group 2: Capital Flow by Industry - A total of 19 industries experienced net capital inflows, with the power equipment sector leading at 2.998 billion yuan, followed closely by the defense and military sector with a net inflow of 2.673 billion yuan. The electronics and machinery sectors also saw inflows exceeding 2.1 billion yuan [4]. - Conversely, 12 industries faced net capital outflows, with the agriculture, forestry, animal husbandry, and fishery sector leading the decline at over 700 million yuan. Other sectors such as non-ferrous metals, retail, textiles, and transportation also reported outflows exceeding 200 million yuan [4]. Group 3: Individual Stock Performance - There were 29 stocks with net capital inflows exceeding 200 million yuan, with 12 of those stocks seeing inflows over 360 million yuan [5]. - Notable individual stock performances included Dongfang Caifu with a net inflow of 1.341 billion yuan, followed by AVIC Chengfei with 1.06 billion yuan, as the military sector stocks showed strong performance [6][7]. - Other stocks with significant inflows included Luxshare Precision, Tosida, and Xinyi Technology, with inflows of 902 million yuan, 838 million yuan, and 605 million yuan, respectively [9]. Group 4: End-of-Day Capital Movements - At the end of the trading day, six stocks had net inflows exceeding 200 million yuan, with AVIC Chengfei leading at 983 million yuan [12]. - On the other hand, 19 stocks experienced net outflows exceeding 400 million yuan, with Ningde Times leading the outflows at 895 million yuan [13].