Forms Syntron(SZ:300468) Huaxin Securities·2025-07-01 01:33Market Sentiment - The current market sentiment score is 86, indicating an "overheated" market condition [6][10][22] - Historical trends show that when sentiment is below or close to 30, the market tends to find support, while above 90, it faces resistance [10] Hot Themes Tracking - Storage Theme: Major manufacturers are phasing out DDR4, with a reported 53% price increase in May, the highest since 2017. Related stocks include Jiangbolong (301308) and Zhaoyi Innovation (603586) [7] - Energy Metals Theme: The Democratic Republic of Congo has extended a temporary ban on cobalt exports due to high inventory levels. Related stocks include Huayou Cobalt (603799) and Tianqi Lithium (002466) [7] - Stablecoin Theme: The People's Bank of China discussed the transformation of monetary policy and the rise of digital currencies at the Lujiazui Forum. Related stocks include Sifang Jingchuang (300468) and Jingbeifang (002987) [7] Capital Flow Analysis - The top ten stocks with the highest net inflow include Chengfei Integration (69,333.71 million), Dongxin Peace (54,023.33 million), and Rongfa Nuclear Power (51,283.10 million) [11] - The top ten stocks with the highest net outflow include Hengbao Co. (-77,375.44 million), Dongfang Fortune (-56,211.82 million), and BYD (-53,577.85 million) [13] - The top ten industries with the highest net inflow include Defense Industry (172,656 million) and Media (121,159 million) [17] - The top ten industries with the highest net outflow include Social Services (-21,650 million) and Environmental Protection (-27,401 million) [18]