国元证券每日复盘-20250528

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - On May 28, 2025, the three major indices experienced fluctuations, with the jewelry and accessories sector continuing to rise significantly. The Shanghai Composite Index fell by 0.02%, the Shenzhen Component Index decreased by 0.26%, and the ChiNext Index dropped by 0.31%. The total market turnover was 1,009.75 billion yuan, an increase of 10.997 billion yuan compared to the previous trading day. A total of 1,792 stocks rose while 3,503 stocks fell [2][16] Market Overview - The market style ranking in terms of performance was: Consumer > 0 > Stability > Cycle > Growth > Finance; Small-cap value > Large-cap value > Mid-cap value > Mid-cap growth > Large-cap growth > Small-cap growth. Fund-heavy stocks outperformed the CSI All Share Index [21] - Among the 30 first-level industries, the top performers were: Comprehensive Finance (1.73%), Retail Trade (1.15%), and Coal (0.73%). The laggards included: Non-Bank Financials (-1.02%), Basic Chemicals (-0.86%), and Agriculture, Forestry, Animal Husbandry, and Fishery (-0.77%) [21] Fund Flow Performance - On May 28, 2025, the main funds had a net outflow of 28.964 billion yuan. Specifically, there was a net outflow of 10.119 billion yuan from large orders, 18.846 billion yuan from big orders, while medium orders saw a net inflow of 1.151 billion yuan, and small orders continued to see a net inflow of 25.926 billion yuan [25] - Southbound funds had a net inflow of 3.578 billion HKD on May 28, 2025, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 3.924 billion HKD, while the Shenzhen-Hong Kong Stock Connect had a net outflow of 0.346 billion HKD [27] ETF Fund Flow - On May 28, 2025, the trading volume of major ETFs such as the SSE 50, CSI 300, CSI 500, and CSI 1000 decreased compared to the previous trading day. The trading volumes were 0.919 billion yuan, 2.130 billion yuan, 0.643 billion yuan, 0.378 billion yuan, 0.732 billion yuan, 0.851 billion yuan, and 0.162 billion yuan respectively, with changes of -0.231 billion yuan, -0.155 billion yuan, +0.248 billion yuan, +0.025 billion yuan, -0.443 billion yuan, -0.204 billion yuan, and -0.026 billion yuan [30] Global Market Performance - On May 28, 2025, major Asia-Pacific indices closed mixed. The Hang Seng Index fell by 0.53% to 23,258.31 points, while the Nikkei 225 Index decreased by 0.01% to 37,722.40 points. The Korean Composite Index rose by 1.25% to 2,670.15 points [34]