数据复盘丨半导体、BC电池等概念走强 126股获主力资金净流入超1亿元

Market Overview - The Shanghai Composite Index closed at 3853.64 points, up 0.83%, with a trading volume of 10157 billion yuan [1] - The Shenzhen Component Index closed at 13356.14 points, up 1.8%, with a trading volume of 13110.83 billion yuan [1] - The ChiNext Index closed at 3185.57 points, up 2.28%, with a trading volume of 6321.08 billion yuan [1] - The STAR Market 50 Index closed at 1456.47 points, up 3.49%, with a trading volume of 1268 billion yuan [1] - The total trading volume of both markets was 23267.83 billion yuan, a decrease of 1676.08 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as electronics, media, power equipment, computers, real estate, machinery, chemicals, and pharmaceuticals [2] - Concepts like semiconductors, BC batteries, storage chips, noise control, gallium nitride, and cultivated diamonds showed active trends [2] - The banking, coal, and tourism sectors experienced declines, while wheel hub motors and battery swapping concepts showed weaker performance [2] Stock Performance - A total of 4222 stocks rose, while 815 stocks fell, with 109 stocks remaining flat and 9 stocks suspended [2] - Among the stocks that hit the daily limit, 87 stocks rose to the limit, and 14 stocks fell to the limit [2] - Notable stocks with consecutive limit-ups included Huasoft Technology with 4 consecutive limit-ups, and several others with 2 to 3 consecutive limit-ups [4] Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 2.79 billion yuan [5] - The ChiNext saw a net inflow of 44.33 billion yuan, while the CSI 300 index experienced a net inflow of 80.87 billion yuan [5] - The power equipment sector had the highest net inflow of main funds at 28.12 billion yuan, followed by electronics and computers [5] Individual Stock Highlights - 126 stocks received net inflows exceeding 1 billion yuan, with Yangguang Power leading at 1.411 billion yuan [8] - Other notable stocks with significant net inflows included Tongfu Microelectronics, Northern Huachuang, and Ningde Times [8][9] - Conversely, 93 stocks experienced net outflows exceeding 1 billion yuan, with Heertai leading at 1.836 billion yuan [10] - Other stocks with significant net outflows included Shenghong Technology and BYD [10][11] Institutional Activity - Institutions had a net buy of 11 stocks, with Huicheng Holdings leading at approximately 1.52 billion yuan [12] - The most sold stock by institutions was Changchuan Technology, with a net sell of approximately 348 million yuan [12][13]