Zheng Quan Shi Bao Wang·2025-11-06 10:09Core Viewpoint - The semiconductor sector, particularly the SMIC concept stocks, experienced a positive trading day with a notable increase in share prices and significant net inflows of capital, indicating strong investor interest and confidence in the sector [2][3]. Market Performance - As of November 6, the SMIC concept stocks rose by 2.39%, ranking 7th among concept sectors, with 73 stocks increasing in value. Notable gainers included Demingli (up 10.38%), Shun Sodium (up 9.50%), and Aisen Co. (up 7.55%) [2]. - The concept sectors with the highest and lowest daily changes included Phosphate Chemicals (up 3.92%) and Hainan Free Trade Zone (down 3.77%) [2]. Capital Flow - The SMIC concept sector saw a net capital inflow of 3.286 billion yuan, with 50 stocks receiving net inflows. Ten stocks had inflows exceeding 100 million yuan, led by Demingli with 734 million yuan [2][3]. - The top stocks by net capital inflow included SMIC, Zhongwei Company, and Northern Huachuang, with respective inflows of 688 million yuan, 368 million yuan, and 293 million yuan [2]. Stock Performance Metrics - Key stocks in the SMIC concept included: - Demingli: 10.00% increase, 8.59% turnover rate, 734.41 million yuan net inflow, 21.70% net inflow ratio [3]. - SMIC: 4.23% increase, 3.66% turnover rate, 688.49 million yuan net inflow, 7.60% net inflow ratio [4]. - Zhongwei Company: 4.26% increase, 3.06% turnover rate, 368.41 million yuan net inflow, 6.32% net inflow ratio [4]. Additional Notable Stocks - Other significant gainers included: - Aisen Co.: 10.38% increase, 18.37% turnover rate [5]. - Henshuo Co.: 9.50% increase, 13.65% turnover rate [6]. - Stocks with notable declines included Antai Technology (down 1.90%) and Zhejiang Dongfang (down 1.41%) [7].