Market Overview - The Shanghai Composite Index rose by 0.12% on July 28, with 15 out of the 28 sectors experiencing gains. The top-performing sectors were defense and military industry, and non-bank financials, with increases of 1.86% and 1.51% respectively. The machinery equipment sector saw a rise of 0.55%. Conversely, the coal and steel sectors faced declines of 2.60% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 18.575 billion yuan. Eight sectors saw net inflows, with the electronics sector leading at a net inflow of 3.655 billion yuan and a daily increase of 1.10%. The telecommunications sector followed with a net inflow of 2.848 billion yuan and a daily increase of 1.24% [1] - In contrast, 23 sectors experienced net outflows, with the computer sector leading at a net outflow of 6.892 billion yuan, followed by the non-ferrous metals sector with a net outflow of 3.254 billion yuan. Other sectors with significant outflows included machinery equipment, electric power equipment, and transportation [1] Machinery Equipment Sector Performance - The machinery equipment sector rose by 0.55% despite a net outflow of 2.095 billion yuan. Out of 530 stocks in this sector, 329 stocks increased, with 9 hitting the daily limit. Conversely, 182 stocks declined. A total of 183 stocks saw net inflows, with 6 stocks having inflows exceeding 100 million yuan. The top stock for net inflow was Shanhe Intelligent, with an inflow of 364 million yuan, followed by Shenkai Co. and Dongfang Precision, with inflows of 300 million yuan and 183 million yuan respectively [2] - The outflow list for the machinery equipment sector included 7 stocks with outflows exceeding 100 million yuan. The leading stock for outflow was Zhongtie Industrial, with a net outflow of 326 million yuan, followed by Tiejian Heavy Industry and Shanghai Mechanical, with outflows of 165 million yuan and 150 million yuan respectively [3]
20.95亿元主力资金今日撤离机械设备板块