Zheng Quan Shi Bao Wang·2025-12-31 09:22Core Viewpoint - The defense and military industry experienced a significant increase of 2.13% on December 31, with a net inflow of 6.058 billion yuan in main funds, indicating strong investor interest in this sector [1][2]. Group 1: Market Performance - The Shanghai Composite Index rose by 0.09% on December 31, with 15 out of the 28 sectors showing gains, led by the defense and military industry and media, which increased by 2.13% and 1.54% respectively [1]. - The sectors that faced declines included telecommunications and agriculture, with decreases of 1.35% and 1.10% respectively [1]. Group 2: Fund Flow Analysis - The defense and military industry had a total of 138 stocks, with 112 stocks rising and 10 hitting the daily limit up, while 23 stocks fell and 2 hit the daily limit down [2]. - The top three stocks with the highest net inflow in the defense and military sector were Aerospace Electronics with 2.095 billion yuan, followed by China Satellite with 1.865 billion yuan, and Beidou Navigation with 691 million yuan [2]. - Conversely, the top three stocks with the highest net outflow were Feilihua with 673 million yuan, China Satellite Communications with 280 million yuan, and Huafeng Technology with 238 million yuan [4]. Group 3: Individual Stock Performance - The top gainers in the defense and military sector included Aerospace Electronics, China Satellite, and Beidou Navigation, all achieving a daily increase of 10% [2]. - The stocks with the largest outflows included Feilihua, which decreased by 3.84%, and China Satellite Communications, which increased by 10.01% despite the outflow [4].