数据复盘丨磷化工、CPO等概念走强 84股获主力资金净流入超1亿元

Market Overview - The Shanghai Composite Index closed at 4007.76 points, up 0.97%, with a trading volume of 930.3 billion yuan. The Shenzhen Component Index rose 1.73% to 13452.42 points, with a trading volume of 1124.97 billion yuan. The ChiNext Index increased by 1.84% to 3224.62 points, with a trading volume of 504.56 billion yuan. The STAR Market 50 Index gained 3.34% to 1436.86 points, with a trading volume of 91 billion yuan. The total trading volume of both markets reached 2055.27 billion yuan, an increase of 182.96 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw a majority of sectors and concepts rising, with notable gains in non-ferrous metals, electronics, communications, chemicals, automotive, steel, insurance, and electric equipment. Active concepts included phosphate chemicals, CPO, synchronous reluctance motors, storage chips, optical communication modules, PEEK materials, hub motors, lithium mines, and vanadium batteries. Conversely, sectors such as media, retail, banking, education, and agriculture experienced declines, with weaker performances in horse racing, Hainan free trade, duty-free, film, short interactive games, and lottery concepts [3]. Individual Stock Performance - A total of 2827 stocks rose while 2162 stocks fell, with 166 stocks remaining flat and 11 stocks suspended. Excluding newly listed stocks, there were 72 stocks hitting the daily limit up and 20 stocks hitting the limit down [3]. Fund Flow Analysis - The net outflow of main funds in the Shanghai and Shenzhen markets was 3.798 billion yuan. The ChiNext saw a net inflow of 0.953 billion yuan, while the CSI 300 index experienced a net inflow of 2.584 billion yuan. The STAR Market had a net outflow of 0.75 billion yuan. Among the 31 primary sectors, 9 sectors saw net inflows, with the electronics sector leading at 6.548 billion yuan, followed by communications, automotive, and non-ferrous metals [6][7]. Top Gainers and Losers - The stocks with the highest net inflow included Shenghong Technology with 1.649 billion yuan, followed by Dongshan Precision, Weichai Power, and Yangguang Power Supply. Conversely, the stock with the highest net outflow was TBEA with 1.169 billion yuan, followed by Pingtan Development and Haima Automobile [9][13]. Institutional Trading - Institutional trading data showed a net buy of 1.15 billion yuan across 8 stocks, with Haike Xinyuan leading at approximately 1.76 billion yuan. The most sold stocks included Weichai Power, with a net sell of approximately 1.43 billion yuan [16].