Zheng Quan Shi Bao Wang·2025-08-02 02:05Market Overview - The Shanghai Composite Index fell by 0.94% this week, with six industries experiencing gains, led by the pharmaceutical and communication sectors, which rose by 2.95% and 2.54% respectively [1] - The electronic industry also saw a slight increase of 0.28% [1] Fund Flow Analysis - A total of 211.86 billion yuan was net withdrawn from the two markets this week, with only the banking sector seeing a net inflow of 4.33 billion yuan [2] - The non-ferrous metals industry had the largest net outflow, totaling 25.99 billion yuan, followed by the computer industry with a net outflow of 20.45 billion yuan [2] Industry Performance - The banking sector experienced a decline of 0.84% with a net inflow of 4.33 billion yuan, while the real estate sector fell by 3.43% with a net outflow of 4.38 billion yuan [3] - The pharmaceutical and communication sectors were the only industries to post gains, while the coal and non-ferrous metals sectors saw declines of 4.67% and 4.62% respectively [3] Electronic Industry Insights - Within the electronic industry, 465 stocks were tracked, with 198 stocks rising and 266 stocks falling this week [3] - Notable gainers included Dongxin Co., which rose by 53.68%, and Sifang New Materials, which increased by 50.75% [3] - Major losers included Wavelength Optoelectronics, which fell by 10.06%, and Fengcai Technology, which dropped by 8.50% [3] Individual Stock Performance - In the electronic sector, 112 stocks saw net inflows, with 23 stocks receiving over 100 million yuan in net inflows, led by Industrial Fulian with 5.12 billion yuan [4] - Conversely, 66 stocks experienced net outflows exceeding 100 million yuan, with the largest outflow from SMIC at 1.26 billion yuan [4][6] ETF Performance - The Consumption Electronics ETF (code: 159732) tracked the National Certificate Consumption Electronics Theme Index, showing a slight increase of 0.46% over the past five days [8] - The ETF's latest share count was 2.47 billion, a decrease of 23 million shares, with a net inflow of 19.01 million yuan [8]