每日复盘-20250925
Guoyuan Securities·2025-09-25 13:44

Market Performance - On September 25, 2025, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67% and the ChiNext Index increased by 1.58%[2] - The total market turnover was 23,917.64 billion yuan, an increase of 446.17 billion yuan from the previous trading day[2] - A total of 1,474 stocks rose, while 3,879 stocks fell across the market[2] Sector and Style Analysis - The top-performing sectors included Communication (up 2.21%), Media (up 2.05%), and Power Equipment & New Energy (up 1.77%)[19] - The worst-performing sectors were Home Appliances (down 1.30%), Textiles & Apparel (down 1.19%), and Agriculture, Forestry, Animal Husbandry & Fishery (down 1.14%)[19] - Fund-heavy stocks outperformed the CSI All Share Index[19] Capital Flow - On September 25, 2025, the net outflow of main funds was 287.78 billion yuan, with large orders contributing to a net outflow of 232.40 billion yuan[23] - Small orders saw a continuous net inflow of 364.71 billion yuan[23] ETF Trading Activity - 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 -7.58 billion yuan and -10.42 billion yuan respectively[28] - The total trading volume for the major ETFs was as follows: Huaxia SSE 50 ETF (17.21 billion yuan), Huatai-PB CSI 300 ETF (36.14 billion yuan), and others[28] Global Market Overview - On September 25, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down 0.13% and the Nikkei 225 Index up 0.27%[32] - European indices also had mixed performances, with the DAX Index up 0.23% and the CAC 40 Index down 0.57%[33]