Zheng Quan Shi Bao Wang·2025-11-04 09:31Market Overview - The Shanghai Composite Index fell by 0.41% on November 4, with five industries experiencing gains, notably the banking and public utilities sectors, which rose by 2.03% and 0.24% respectively. Conversely, the non-ferrous metals and electric equipment sectors saw declines of 3.04% and 2.05% respectively [2]. Capital Flow Analysis - The main capital flow showed a net outflow of 79.259 billion yuan across the two markets, with only three sectors seeing net inflows: banking (3.054 billion yuan), steel (130 million yuan), and environmental protection (7.00687 million yuan) [2]. - The electric equipment sector led the outflow with a net withdrawal of 13.389 billion yuan, followed by the electronics sector with 10.649 billion yuan. Other sectors with significant outflows included non-ferrous metals, computers, and pharmaceuticals [2]. Electric Equipment Sector Performance - The electric equipment sector experienced a decline of 2.05%, with 123 out of 363 stocks in the sector rising, including five hitting the daily limit. However, 235 stocks fell [3]. - Within the electric equipment sector, 118 stocks saw net inflows, with seven stocks attracting over 100 million yuan. The top inflow was for Sanbian Technology, which received 304 million yuan, followed by Aters and Sifang Co., with inflows of 203 million yuan and 189 million yuan respectively [3]. - The outflow list for the electric equipment sector included 35 stocks with net outflows exceeding 100 million yuan, led by Sunshine Power, which saw an outflow of 1.570 billion yuan, followed by Yiwei Lithium Energy and CATL with outflows of 1.059 billion yuan and 899 million yuan respectively [5].