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每日复盘:2025年6月26日市场全天冲高回落,军工装备板块表现活跃-20250626
Guoyuan Securities·2025-06-26 13:14

Market Performance - On June 26, 2025, the Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index decreased by 0.48%, and the ChiNext Index dropped by 0.66%[15] - The total market turnover was 15,829.55 billion CNY, a decrease of 195.80 billion CNY from the previous trading day[15] - A total of 1,655 stocks rose while 3,646 stocks fell across the market[15] Sector Performance - The top-performing sectors included Comprehensive Finance (up 1.65%), Banking (up 1.06%), and Communication (up 0.63%)[21] - The worst-performing sectors were Automotive (down 1.38%), Non-Banking Financials (down 1.35%), and Pharmaceuticals (down 1.09%)[21] Capital Flow - On June 26, 2025, the net outflow of main funds was 39.287 billion CNY, with large orders seeing a net outflow of 23.436 billion CNY and super large orders a net outflow of 15.852 billion CNY[24] - Small orders continued to see a net inflow of 35.603 billion CNY[24] ETF Trading - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -10.64 billion CNY and -30.95 billion CNY respectively[29] - The net inflow for the CSI 1000 ETF on June 25 was 0.575 billion CNY[29] Global Market Trends - On June 26, 2025, the Hang Seng Index fell by 0.61%, while the Nikkei 225 Index rose by 1.65%[32] - The Dow Jones Industrial Average decreased by 0.25%, while the Nasdaq Composite Index increased by 0.31%[33]