Ge Long Hui·2025-07-01 10:40Market Overview - On July 1, the total trading volume of the Shanghai and Shenzhen stock markets was 1.47 trillion yuan, a decrease of 20.8 billion yuan compared to the previous trading day [1] - Sectors such as innovative drugs, China Shipbuilding, photolithography machines, and precious metals saw significant gains, while sectors like diversified finance, cross-border payments, copper cables, and AI intelligence experienced declines [1] High-Performing Stocks - Longcheng Military Industry achieved a 10-day 8-limit increase, with a price increase of 10.02% to 31.96 yuan [2] - Guizhou Bailin rose by 10.04% to 5.70 yuan, marking an 8-day 5-limit increase [2] - Aijian Group increased by 9.97% to 8.16 yuan, with a 5-day 4-limit increase [2] - Chengbang Co. saw a limit increase of 10.01% to 9.89 yuan, achieving a 4-day limit increase [2] - Feima International rose by 9.89% to 3.11 yuan, with a 6-day 3-limit increase [2] Notable Net Inflows - The top three net inflows on the daily leaderboard were China Shipbuilding Emergency, China Materials Technology, and Xuanji Information, with net purchases of 167 million yuan, 148 million yuan, and 144 million yuan respectively [3][4] Sector Highlights - China Shipbuilding Emergency, focusing on military equipment and emergency transportation, saw a daily increase of 20.04% with a trading volume of 15.54 billion yuan [6] - China Materials Technology, a leader in AI glass fiber and wind turbine blades, increased by 10.00% with a trading volume of 15.49 billion yuan [10] - Xuanji Information, involved in national defense and digital city services, also saw a daily increase of 20.00% with a trading volume of 11.16 billion yuan [14] Institutional Activity - The top three net purchases by institutional seats included China Materials Technology, Hongye Futures, and Dongshan Precision, with net purchases of 173 million yuan, 41.57 million yuan, and 37.92 million yuan respectively [5][6] - Conversely, the top three net sales were Xin Henghui, Hao Shang Hao, and Ying Lian Co., with net sales of 104 million yuan, 51.95 million yuan, and 46.49 million yuan respectively [6]