Zheng Quan Shi Bao Wang·2025-08-01 09:23Market 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 main capital outflow from the two markets was 34.062 billion yuan, with 7 industries experiencing net inflows. The Banking sector had the highest 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 saw 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] Steel Industry Performance - The Steel industry declined by 1.26% with a net outflow of 444.2 million yuan. Out of 44 stocks in this sector, 15 rose while 28 fell. There were 24 stocks with net inflows, with 9 stocks receiving over 10 million yuan in net inflows. The top stock for net inflow was Shagang Group, with 93.5272 million yuan, followed by Xining Special Steel and New Steel with net inflows of 91.9055 million yuan and 32.6323 million yuan respectively [2][3] - The stocks with the largest net outflows included Baogang Group, Hangang Group, and Bayi Iron & Steel, with net outflows of 478.067 million yuan, 182.34 million yuan, and 27.593 million yuan respectively [2][3] Individual Stock Performance - The top stocks in terms of capital flow in the Steel industry included: - Shagang Group: +7.39%, net inflow of 93.5272 million yuan - Xining Special Steel: +3.14%, net inflow of 91.9055 million yuan - New Steel: -2.53%, net inflow of 32.6323 million yuan - Baogang Group: -5.95%, net outflow of 478.8067 million yuan - Hangang Group: -2.34%, net outflow of 182.348 million yuan [3][4]