KEHUA HENGSHENG(SZ:002335) Zheng Quan Shi Bao Wang·2025-10-27 09:16Market Overview - The Shanghai Composite Index rose by 1.18% on October 27, with 28 out of 31 sectors experiencing gains, led by the communication and electronics sectors, which increased by 3.22% and 2.96% respectively [1] - The power equipment sector saw a modest increase of 0.73%, while the media, food and beverage, and real estate sectors faced declines of 0.95%, 0.20%, and 0.11% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 136 million yuan across the two markets, with 12 sectors experiencing net inflows. The electronics sector led with a net inflow of 6.112 billion yuan, followed by the non-ferrous metals sector with a 2.39% increase and a net inflow of 2.529 billion yuan [1] - The power equipment sector had the largest net outflow, totaling 3.354 billion yuan, followed by the automotive sector with a net outflow of 2.176 billion yuan. Other sectors with significant outflows included media, banking, and non-bank financials [1] Power Equipment Sector Performance - Within the power equipment sector, 363 stocks were tracked, with 223 stocks rising and 127 stocks declining. One stock hit the daily limit up while two stocks hit the daily limit down [2] - A total of 175 stocks in the power equipment sector experienced net inflows, with 13 stocks seeing inflows exceeding 100 million yuan. China Western Power led with an inflow of 533 million yuan, followed by Wolong Electric Drive and Guoxuan High-Tech with inflows of 434 million yuan and 231 million yuan respectively [2] - The sector also had 17 stocks with net outflows exceeding 100 million yuan, with the largest outflows from Kehua Data, CATL, and Yiwei Lithium Energy, which saw outflows of 919 million yuan, 760 million yuan, and 585 million yuan respectively [2][3] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - China Western Power: +8.02% with a turnover rate of 7.82% and a main capital flow of 532.72 million yuan - Wolong Electric Drive: +5.01% with a turnover rate of 9.82% and a main capital flow of 434.49 million yuan - Guoxuan High-Tech: +6.00% with a turnover rate of 8.61% and a main capital flow of 230.76 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Kehua Data: -10.00% with a turnover rate of 14.96% and a main capital flow of -918.98 million yuan - CATL: +0.11% with a turnover rate of 0.95% and a main capital flow of -760.46 million yuan - Yiwei Lithium Energy: -4.19% with a turnover rate of 6.29% and a main capital flow of -585.41 million yuan [3]