军工股受资金追捧 两概念板块领涨

Market Overview - A-shares experienced slight fluctuations this week, with technology growth stocks performing well, as the ChiNext Index, STAR Market 50, and North Exchange 50 all rose for three consecutive weeks [1] - The Shanghai Composite Index consolidated around the 3900-point mark, while the Shanghai 50 fluctuated near 3000 points, and the CSI 300 index contested around 4600 points, with weekly trading volume increasing to 9.77 trillion yuan [1] Financing and Capital Inflows - The financing balance reached a historical high of 2.49 trillion yuan, with a net financing inflow of over 26 billion yuan for the week [2] - Most industries saw net financing inflows, particularly the electronics sector, which received over 8.6 billion yuan, while defense, telecommunications, and other sectors also saw significant inflows [2] - The electronics industry attracted over 42.8 billion yuan in net capital inflows, with telecommunications, power equipment, and machinery sectors also receiving substantial investments [2] Commercial Aerospace Sector - The commercial aerospace sector showed active performance, with the index continuing to rise and achieving historical highs, including a weekly trading volume surpassing 300 billion yuan [3] - Notable stocks in this sector, such as Tianli Composite and Shunhao Co., experienced significant price increases, with some stocks rising over 120% since December [3] - The establishment of commercial aerospace companies and the introduction of a three-year development plan highlight the government's emphasis on this sector [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion sector saw a surge, with the index reaching a historical high and numerous stocks hitting the daily limit or increasing by over 10% [4] - Global energy security concerns have elevated controlled nuclear fusion to a strategic priority for many countries, with the U.S. aiming for grid connection by 2035 [4] - The industry is entering a capital expenditure expansion phase, with core companies in the supply chain expected to benefit significantly from ongoing project developments [4]