Workflow
国防军工行业8月19日资金流向日报
Zheng Quan Shi Bao Wang·2025-08-19 09:13

Market Overview - The Shanghai Composite Index fell by 0.02% on August 19, with 18 out of the 28 sectors experiencing gains, led by the comprehensive and communication sectors, which rose by 3.48% and 1.87% respectively [1] - The non-banking financial and defense industry sectors had the largest declines, down by 1.64% and 1.55% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 61.83 billion yuan, with six sectors seeing net inflows [1] - The home appliance sector led the net inflow with 2.175 billion yuan and a daily increase of 0.87%, followed by the food and beverage sector with a net inflow of 1.981 billion yuan and a daily increase of 1.04% [1] Defense Industry Performance - The defense industry saw a decline of 1.55% with a net capital outflow of 7.930 billion yuan [2] - Out of 139 stocks in the defense sector, 29 stocks increased, with 4 hitting the daily limit up, while 108 stocks declined [2] - The top three stocks with net inflows in the defense sector were Haige Communication (3.34 billion yuan), Qiyi Er (1.53 billion yuan), and Taihao Technology (1.52 billion yuan) [2] Defense Industry Capital Inflow and Outflow - The top stocks for capital inflow in the defense sector included: - Haige Communication: +2.49% with a capital flow of 334.18 million yuan - Qiyi Er: +2.61% with a capital flow of 152.70 million yuan - Taihao Technology: +10.05% with a capital flow of 151.85 million yuan [4] - The top stocks for capital outflow included: - China Shipbuilding: -0.31% with a capital outflow of 1.266 billion yuan - Jingjiawei: -7.50% with a capital outflow of 914.19 million yuan - Inner Mongolia First Machinery: -3.96% with a capital outflow of 655.36 million yuan [4]