Market Overview - The three major stock indices collectively declined on May 15, with the Shanghai Composite Index closing at 3380.82 points, down 0.68%, the Shenzhen Component Index at 10186.45 points, down 1.62%, and the ChiNext Index at 2043.25 points, down 1.91% [1][2]. Sector Performance - The beauty care, NMN concept, synthetic biology, and pet economy sectors showed significant gains, while the dairy and seed sectors were active. In contrast, the Huawei Pangu, Huawei Ascend, and data rights sectors experienced declines [4][5]. - Specifically, the beauty care sector rose by 6.46%, with stocks like Babi Co. hitting a 30% limit up, and Qingsong Co. and Huaye Fragrance both reaching 20% limit up [5][6]. Capital Flow - There was a net inflow of capital into the pharmaceutical and biological, transportation, and public utility sectors, while the computer, electronics, and non-bank financial sectors saw net outflows [7][9]. - Individual stocks such as Chuaning Biological, Shenghe Resources, and Wangzi New Materials received net inflows of 5.52 billion, 3.67 billion, and 2.77 billion respectively [8]. Institutional Insights - CITIC Securities noted that as the overall market recovers, attention to corporate earnings is increasing, with current market rotation reflecting this expectation. The ability to break through current index levels will depend on changes in trading volume [10]. - Shanghai Securities indicated that the market's upward potential is supported by ample capital and active fund operations, suggesting a focus on technology and undervalued sectors for strategic trading [10]. - Huafu Securities mentioned that the consumer sector is still struggling to reverse, but essential consumer goods and trending products may present opportunities [11].

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase, with a rise of 3.43%, ranking sixth among concept sectors [1][2] - Within the military equipment restructuring sector, seven stocks experienced gains, with Zhongguangxue hitting the daily limit, and other notable performers including Jianshe Industrial, Dong'an Power, and Hunan Tianyan, which rose by 5.39%, 2.54%, and 2.51% respectively [1][2] Group 2 - The military equipment restructuring sector attracted a net inflow of 152 million yuan from main funds today, with five stocks receiving net inflows [2][3] - Zhongguangxue led the net inflow with 63.15 million yuan, followed by Jianshe Industrial, Chang'an Automobile, and Changcheng Military Industry, which saw net inflows of 45.55 million yuan, 32.11 million yuan, and 11.35 million yuan respectively [2][3] - In terms of fund inflow ratios, Zhongguangxue, Jianshe Industrial, and Changcheng Military Industry had the highest net inflow rates at 28.81%, 7.91%, and 7.22% respectively [3]