Core Insights - The National Big Fund's stock concept rose by 1.99%, ranking fifth among concept sectors, with 36 stocks increasing in value, led by Zhongji Xincheng, Changchuan Technology, and Saiwei Electronics, which rose by 12.31%, 8.42%, and 8.38% respectively [1][2] - The concept sector saw a net inflow of 2.215 billion yuan, with 26 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow, with SMIC leading at 1.398 billion yuan [2][3] Stock Performance - The top performers in the National Big Fund stock concept included: - Zhongji Xincheng: +12.31%, turnover rate 23.44%, net inflow ratio 16.19% - SMIC: +6.93%, turnover rate 7.69%, net inflow of 1.397 billion yuan - Changchuan Technology: +8.42%, turnover rate 10.09%, net inflow of 152.69 million yuan [3][4] Market Trends - The concept sectors with notable performance included: - Lithography machines: +3.30% - National Big Fund holdings: +1.99% - Trust concept: +1.92% [2] - Conversely, sectors experiencing declines included: - Duty-free shops: -1.60% - Pork: -1.40% - Pre-made dishes: -1.36% [2] Fund Flow Analysis - The leading stocks by net inflow ratio were: - Zhongji Xincheng: 16.19% - Sanan Optoelectronics: 9.36% - Nanda Optoelectronics: 9.24% [3][4] - The overall market saw significant net outflows in several stocks, with the largest outflow recorded for Chipone Technology at -34.41571 million yuan [5][6]