ChenXi Aviation(SZ:300581) Zheng Quan Shi Bao Wang·2025-06-30 09:15Core Viewpoint - The defense and military industry experienced a significant increase of 4.35% on June 30, with a net inflow of 3.315 billion yuan in main funds, indicating strong investor interest in this sector [1][2]. Market Performance - The Shanghai Composite Index rose by 0.59% on June 30, with 28 out of 31 sectors showing gains. The defense and military sector led the gains, followed by the media sector, which increased by 2.82% [1]. - The non-bank financial, banking, and transportation sectors saw declines of 0.77%, 0.34%, and 0.09%, respectively [1]. Fund Flow Analysis - The defense and military sector had a total of 139 stocks, with 135 stocks rising and 13 hitting the daily limit. The sector's net inflow was primarily driven by stocks such as Morningstar Aviation, which saw a net inflow of 504 million yuan [2]. - In contrast, 21 sectors experienced net outflows, with the non-bank financial sector leading with a net outflow of 2.580 billion yuan, followed by the electronics sector with a net outflow of 2.391 billion yuan [1][2]. Top Gainers in Defense and Military Sector - The top stocks in the defense and military sector included: - Morningstar Aviation: +19.99%, net inflow of 503.79 million yuan - China North Industries Group: +10.00%, net inflow of 497.57 million yuan - Lijun Co.: +9.97%, net inflow of 311.99 million yuan [2]. Top Losers in Defense and Military Sector - The stocks with the highest net outflows included: - Inner Mongolia First Machinery: -10.01%, net outflow of 275.79 million yuan - Aero Engine Corporation of China: -0.52%, net outflow of 145.52 million yuan - Haige Communications: -1.98%, net outflow of 108.05 million yuan [3].