Zheng Quan Shi Bao Wang·2025-08-01 09:19Market Overview - The Shanghai Composite Index fell by 0.37% on August 1, with 14 industries rising, led by Environmental Protection and Media, which increased by 0.88% and 0.82% respectively. The industries with the largest declines were Oil & Petrochemicals and Defense & Military, down by 1.79% and 1.47% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 34.062 billion yuan, with 7 industries experiencing net inflows. The Banking sector saw the largest net inflow of 1.847 billion yuan, rising by 0.22%, followed by the Power Equipment sector, which increased by 0.54% with a net inflow of 1.263 billion yuan [1] - A total of 24 industries experienced net outflows, with the Electronics sector leading with a net outflow of 9.177 billion yuan, followed by the Communications sector with a net outflow of 3.962 billion yuan. Other sectors with significant outflows included Non-Bank Financials, Computers, and Nonferrous Metals [1] Defense & Military Industry Performance - The Defense & Military industry declined by 1.47%, with a total net outflow of 2.362 billion yuan. Out of 139 stocks in this sector, 45 rose while 90 fell, including 1 stock that hit the daily limit down. There were 49 stocks with net inflows, with the highest being Tianhe Defense, which saw a net inflow of 103 million yuan [2] - The stocks with the largest net outflows included Changcheng Military Industry, Inner Mongolia First Machinery, and AVIC Shenfei, with net outflows of 441 million yuan, 241 million yuan, and 212 million yuan respectively [2] Top Gainers in Defense & Military Sector - The top gainers in the Defense & Military sector included: - Tianhe Defense: +3.03%, 102.703 million yuan net inflow - Haige Communication: -0.38%, 90.386 million yuan net inflow - Aileda: +4.85%, 89.375 million yuan net inflow - Guanshang Technology: +12.75%, 78.186 million yuan net inflow - Shanghai Hanhua: +2.20%, 70.556 million yuan net inflow [2][4] Top Losers in Defense & Military Sector - The stocks with the largest net outflows in the Defense & Military sector included: - Changcheng Military Industry: -1.79%, -440.880 million yuan net outflow - Inner Mongolia First Machinery: -5.59%, -241.289 million yuan net outflow - AVIC Shenfei: -3.89%, -211.620 million yuan net outflow - Beifang Navigation: -7.05%, -210.197 million yuan net outflow - AVIC Chengfei: -2.79%, -191.764 million yuan net outflow [4]