Zheng Quan Shi Bao Wang·2025-09-30 09:09Market Overview - The Shanghai Composite Index rose by 0.52% on September 30, with 19 out of 28 sectors experiencing gains, led by the non-ferrous metals and defense industries, which increased by 3.22% and 2.59% respectively [1] - The communication and non-bank financial sectors saw the largest declines, with decreases of 1.83% and 1.14% respectively [1] Fund Flow Analysis - The net outflow of capital from the two markets was 32.303 billion yuan, with only four sectors seeing net inflows [1] - The defense industry had the highest net inflow of capital at 2.078 billion yuan, followed closely by the non-ferrous metals sector with a net inflow of 1.984 billion yuan [1] Non-Ferrous Metals Sector - The non-ferrous metals sector increased by 3.22%, with a total net inflow of 1.984 billion yuan, and 113 out of 137 stocks in this sector rose, including five that hit the daily limit [2] - The top three stocks by net inflow were Huayou Cobalt with 719 million yuan, Northern Rare Earth with 563 million yuan, and Xiyu Co. with 440 million yuan [2] Non-Ferrous Metals Fund Inflow Rankings - The top stocks in terms of capital inflow included: - Huayou Cobalt: +9.38%, turnover rate 8.32%, net inflow 718.87 million yuan - Northern Rare Earth: +3.54%, turnover rate 5.20%, net inflow 562.95 million yuan - Xiyu Co.: +9.98%, turnover rate 3.05%, net inflow 440.06 million yuan [2] Non-Ferrous Metals Fund Outflow Rankings - The stocks with the highest capital outflow included: - Zijin Mining: +3.12%, turnover rate 1.87%, net outflow -332.52 million yuan - Jintian Co.: -0.64%, turnover rate 5.34%, net outflow -257.68 million yuan - Ganfeng Lithium: +4.07%, turnover rate 9.31%, net outflow -251.84 million yuan [3]