Zheng Quan Shi Bao Wang·2025-07-15 18:30Market Overview - The Shanghai Composite Index fell by 0.42% on July 15, with six industries experiencing gains, led by the communication and computer sectors, which rose by 4.61% and 1.42% respectively. The coal and agriculture sectors saw the largest declines, down by 1.92% and 1.62% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 41.186 billion yuan across the two markets, with only three industries seeing net inflows: communication (2.151 billion yuan), computer (1.839 billion yuan), and a minor inflow in the comprehensive sector (178.56 million yuan) [1] - The electric equipment industry experienced the largest net outflow, totaling 5.055 billion yuan, followed by the non-ferrous metals industry with a net outflow of 4.508 billion yuan. Other sectors with significant outflows included basic chemicals, pharmaceuticals, and defense [1] Electric Equipment Industry Performance - The electric equipment industry declined by 0.74% with a total of 358 stocks, of which 68 rose and 288 fell. One stock hit the daily limit up while another hit the limit down [2] - Within the electric equipment sector, 75 stocks saw net inflows, with six stocks receiving over 100 million yuan in inflows. The top inflow was for Kehua Data, which attracted 394 million yuan, followed by Hengdian East Magnetic and Kotec Power with inflows of 278 million yuan and 236 million yuan respectively [2] - The outflow list for the electric equipment sector included six stocks with outflows exceeding 100 million yuan, led by Sunshine Power and CATL, both with outflows of 346 million yuan, followed by Kelu Electronics with an outflow of 266 million yuan [2][4] Top Gainers in Electric Equipment - The top gainers in the electric equipment sector included: - Kehua Data: +6.95% with a turnover rate of 14.34% and a main capital flow of 393.85 million yuan - Hengdian East Magnetic: +7.69% with a turnover rate of 10.82% and a main capital flow of 277.98 million yuan - Kotec Power: +6.28% with a turnover rate of 17.48% and a main capital flow of 236.49 million yuan [2] Top Losers in Electric Equipment - The top losers in the electric equipment sector included: - Sunshine Power: -0.61% with a turnover rate of 2.88% and a main capital flow of -346.33 million yuan - CATL: -0.28% with a turnover rate of 0.43% and a main capital flow of -345.96 million yuan - Kelu Electronics: -1.67% with a turnover rate of 22.73% and a main capital flow of -265.52 million yuan [4]