防御板块继续走强！多只港口航运股涨停

Market Overview and Sector Characteristics - On Friday, the Shanghai Composite Index fell by 1.95%, with over 4,500 stocks declining and a median drop of 2.14% among individual stocks [2][1] - Defensive sectors such as precious metals, gas, and banking showed relative strength [1] - A total of 37 stocks hit the daily limit up, a decrease of 3 from Thursday, while 22 stocks hit the limit down, an increase of 17 from Thursday [2] Industry Characteristics - The textile and apparel, shipping and port, and steel industries had the highest number of limit-up stocks [3] - Textile and apparel: 3 stocks, driven by order recovery and improved exports [3] - Shipping and port: 3 stocks, benefiting from geopolitical conflicts raising freight rates and seasonal demand [3] - Steel industry: 2 stocks, supported by policy backing and recovering demand due to infrastructure projects [3] Concept Characteristics - The most represented concepts among limit-up stocks were large consumption, domestic chips, and Fujian Free Trade Zone/Haixi concepts [4] - Large consumption: 1 stock, supported by consumer policies and seasonal demand recovery [4] - Domestic chips: 5 stocks, driven by accelerated domestic substitution and policy support [4] - Fujian Free Trade Zone/Haixi: 4 stocks, benefiting from regional advantages and favorable policies [4] Limit-Up Stock Rankings - One stock, Haixia Co., reached a historical high, indicating strong market interest [5] - 15 stocks reached a near-year high, including Yuan Da Holdings and Daya Energy [5] Main Capital Inflow - The top 5 stocks by net capital inflow as a percentage of market value included Sanlian Forging, Shandong Molong, and Pingtan Development [6][7] - The stocks with the highest capital inflow were Eastcompeace, Pingtan Development, and Jihua Group [7] Limit-Up Stock Funding - The top 5 stocks by funding for limit-up included Huada Technology and Yuan Da Holdings [9] Continuous Limit-Up Stocks - There were 27 first-time limit-up stocks, 7 with 2 consecutive limit-ups, and 3 with 3 or more consecutive limit-ups [10] - The top 5 stocks by consecutive limit-ups included Yuan Da Holdings and Daya Energy [10]