LKDF(SZ:002413) Sou Hu Cai Jing·2025-12-15 10:09Core Viewpoint - The stock market shows significant activity with notable inflows and outflows in various sectors, particularly in defense and aerospace, as well as fluctuations in ETF transactions and individual stock performances [1][5][10]. Stock Market Activity - Long Hu Bang reported that Lei Ke Defense successfully rebounded and hit the daily limit, with institutional buying amounting to 1.51 billion, and significant purchases from various trading desks [1]. - The total transaction amount for the Shanghai Stock Connect was 993.85 billion, while the Shenzhen Stock Connect reached 1,128.20 billion [2]. Top Stocks by Transaction Amount - In the Shanghai Stock Connect, the top three stocks by transaction amount were: 1. China Ping An: 20.81 billion 2. Cambricon Technologies: 15.03 billion 3. Zijin Mining: 13.97 billion [3]. - In the Shenzhen Stock Connect, the top three stocks were: 1. Zhongji Xuchuang: 39.76 billion 2. Xinyi Technology: 34.16 billion 3. CATL: 33.63 billion [4]. Sector Performance - Sectors with significant inflows included defense and military, food and beverage, and retail, while sectors with notable outflows included electronics and semiconductors [5][6][7]. - The defense and military sector led with a net inflow of 23.20 billion, while the electronics sector experienced a net outflow of 172.93 billion [6][7]. Individual Stock Inflows and Outflows - Lei Ke Defense had a net inflow of 14.14 billion, leading the individual stock inflows, followed by Aerospace Electronics with 10.27 billion [8]. - The top outflow was from Changying Precision, with a net outflow of 14.61 billion, followed by Luxshare Precision with 13.09 billion [9]. ETF Transactions - The top ten ETFs by transaction amount included: 1. Hong Kong Securities ETF: 103.894 billion 2. A500 ETF Huatai Baichuan: 103.742 billion 3. A500 ETF Fund: 88.341 billion [10]. - The ETF with the highest growth in transaction amount compared to the previous trading day was the National Defense ETF, with a growth rate of 191.90% [11]. Futures Market - In the futures market, all four major index contracts saw a reduction in positions, with notable decreases in short positions for the IC and IM contracts [12].