Zheng Quan Shi Bao Wang·2026-01-07 08:55Core Viewpoint - The National Big Fund's stock concept rose by 2.84%, ranking fifth among concept sectors, with 35 stocks increasing in value, led by Nanda Optoelectronics which hit a 20% limit up [1] Group 1: Stock Performance - Nanda Optoelectronics achieved a 20% limit up, while Xinfeng Electronics, Changchuan Technology, and Jingrui Electronic Materials saw increases of 15.65%, 13.09%, and 9.85% respectively [1] - The stocks with the largest declines included Shengke Communication, Guoke Micro, and Yandong Micro, which fell by 7.53%, 7.46%, and 2.25% respectively [1] Group 2: Concept Sector Performance - The top-performing concept sectors included Photoresist with a 6.05% increase, Storage Chips at 3.30%, and Lithography Machines also at 3.30% [2] - The National Big Fund's stock concept was noted for a 2.84% increase, with significant contributions from other sectors like Advanced Packaging and Controlled Nuclear Fusion, which rose by 2.54% and 2.53% respectively [2] Group 3: Capital Inflow - The National Big Fund's stock concept saw a net inflow of 1.728 billion yuan, with 25 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflow [2] - The leading stock in terms of net inflow was Northern Huachuang, which attracted 1.385 billion yuan, followed by Nanda Optoelectronics and Changchuan Technology with net inflows of 871 million yuan and 671 million yuan respectively [2] Group 4: Capital Inflow Ratios - Northern Huachuang, Xinfeng Electronics, and Changchuan Technology had the highest net inflow ratios at 15.28%, 11.31%, and 9.42% respectively [3] - The data indicates a strong interest from major funds in these stocks, reflecting positive market sentiment towards the National Big Fund's holdings [3]