第一财经·2025-08-08 03:53Core Viewpoint - The article discusses the performance of the Chinese stock market on August 8, 2025, highlighting the slight gains in major indices and the active sectors, particularly in hydropower, stablecoins, commercial aerospace, innovative pharmaceuticals, and liquid cooling servers, while noting a pullback in sectors like PEEK materials, AI agents, semiconductors, and robotics [3][4]. Market Performance - The Shanghai Composite Index closed at 3642.1 points, up 0.07% - The Shenzhen Component Index closed at 11173.87 points, up 0.14% - The ChiNext Index closed at 2347.83 points, up 0.21% [3][4]. Capital Flow - Major capital inflows were observed in sectors such as machinery, electric power, non-ferrous metals, and pharmaceuticals, while outflows were noted in computer, electronics, media, food and beverage, and banking sectors [8]. - Specific stocks with significant net inflows included Yingweike (16.56 billion), Shanhe Intelligent (13.08 billion), and Jihua Group (12.84 billion) [8]. Trading Volume - The trading volume in the two markets exceeded 1 trillion yuan for the 52nd consecutive trading day [9]. Sector Highlights - The hydropower sector saw notable gains, with Shanhe Intelligent hitting the daily limit, and other related stocks like Sheyan Institute and Deep Water Planning Institute also performing well [10][13]. - The electric power sector experienced a rise, with Huaguang Huaneng and Huayin Electric reaching the daily limit [13]. Stock Movements - Stocks such as Innovation Medical and Jihua Group reached their daily limit, while other stocks in the medical device sector also saw significant increases [17][21]. - The gas sector showed a short-term rise, with Hongtong Gas achieving four consecutive limits [19]. Economic Indicators - The People's Bank of China conducted a 122 billion yuan reverse repurchase operation at a fixed rate of 1.40%, with a net withdrawal of 40 billion yuan for the day [25]. - The RMB to USD exchange rate was adjusted down by 37 basis points, reported at 7.1382 [26].