农产品日报 | 2025-12-23 棉花观点 市场要闻与重要数据 期货方面，昨日收盘棉花2605合约14070元/吨，较前一日变动+55元/吨，幅度+0.39%。现货方面，3128B棉新疆到 厂价14986元/吨，较前一日变动+7元/吨，现货基差CF05+916，较前一日变动-48；3128B棉全国均价15154元/吨， 较前一日变动+9元/吨，现货基差CF05+1084，较前一日变动-46。 近期市场资讯，据美国农业部（USDA）报告，12月12日至12月18日，美国2025/26年度棉花分级检验19.93万吨， 83.7%的皮棉达到ICE期棉交割要求。其中陆地棉检验量为19.34万吨，皮马棉为0.59万吨。至同期，累计分级检验 242.43万吨，82.7%的皮棉达到ICE期棉交割要求。其中陆地棉检验量为236.65万吨，皮马棉为5.78万吨。 市场分析 市场情绪有所好转，板块整体震荡回升 昨日郑棉期价震荡上涨。国际方面，本月USDA对于全球棉花供需数据调整不大，25/26年度全球棉花产需双减， 期末库存微幅增加。美棉产量继续小幅调增，经过两个月的调整后美棉累库压力明显加大。当前北半球新棉集中 上市，阶段 ...

（文章来源：证券日报） 证券日报网讯 12月22日，安利股份在互动平台回答投资者提问时表示，公司市值受宏观经济、市场情 绪等多重因素综合影响，其表现不以公司主观评价所主导。公司将持续聚焦主业的深耕与拓展，不断提 升核心竞争力与经营质量，努力为广大投资者创造持续稳定的长期价值。 ...

来自深圳市新兰德证券投资咨询有限公司【马爱华】【执业编号：A0780623080001】 今天大盘强势收出四连阳，纵观4月7日以来A股总共出现过5次四连阳，后面基本上都是以涨为主，那 么这次四连阳之后还能继续走强吗？对于手中有票的朋友是否该逢高减仓？对于卖飞踏空的朋友何时才 是进场时机？在解决这些问题之前，还是先看一组多空持仓数据，今天空头明显有所收敛，说明这根带 量阳线还是有震慑力的，而且跟12月1日和12月8日收盘站上60日线不同的是，这次多头的减仓幅度明显 减少，此消彼长之间预示着这次站上60日线的强度要高于之前，短期如有调整依然可以视为倒车接人的 机会。 说到情绪今天是明显弱于指数的，即便是指数涨了26个点，两市还是有2100多家下跌，以及7家跌停 板，之所以如此还是因为平潭周五尾盘的调整所致，不过今天平潭已经看到承接，后面应该还会出现抱 团，只看是老的抱团还是新出一批抱团，而后情绪面也会跟随修复，当然今天还需要提一嘴的是易王， 从46到466已经完成了十倍涨幅，之前多只个股在十倍之后都会逐步走弱，所以接下来什么时候看到易 王出现大阴线，则要注意趋势大票这边的风险释放。 板块方面主要是两方面：一个是具 ...

新华财经北京12月22日电（郭洲洋、吴郑思）国内商品期货市场12月22日涨多跌少，其中集运欧线主力合约涨超8%；钯、铂主力合约封涨停板，涨幅分别 为7.00%、6.99%；沪银主力合约涨超6%；沪镍、PTA主力合约涨超4%；对二甲苯、碳酸锂、短纤、瓶片主力合约涨超3%；沥青、LU、SC原油、苯乙烯、 纸浆、沪金主力合约涨超2%。下跌品种中，塑料、多晶硅主力合约跌超2%；聚丙烯、PVC、玻璃、丙烯、氧化铝主力合约跌超1%。 虽然上周马士基宣布旗下货船近两年来首次完成穿越红海和曼德海峡的航行，但目前没有其他再次通过该海域的航行计划。这使得航司重返红海和苏伊士运 河航线的前景仍存在不确定性。且刚刚过去的周末，以色列国防军参谋长扎米尔21日在军方一场活动上发出的警告，暗示以色列可能要再次打击伊朗，进而 也给红海通航前景带来不确定因素。另从航运市场自身来看，虽然2026年1月首周部分航司的开舱价格不及宣涨目标，但在分析机构看来，考虑到今年春节 偏晚，旺季特征或在1月下旬才会显现，这使得集运欧线近月的强预期依然存在，从而提振市场情绪。在此背景下，资金积极入场集运欧线的迹象明显。盘 面上看，22日盘中，伴随着集运欧线期价走 ...

Group 1 - The market sentiment score has slightly decreased to 1.1 as of December 21, down from 1.35 the previous week, indicating a neutral outlook despite a recent rebound on Friday [1][6] - The overall sentiment index has shown significant improvement this week, with signs of a rebound in market trading activity [1][6] - The price-volume consistency indicator has improved, suggesting a better correlation between capital attention and stock price increases, although the risk appetite remains insufficient as indicated by the declining proportion of the STAR 50 index's trading volume [1][9] Group 2 - The total trading volume for the entire A-share market decreased by 9.86% week-on-week, with an average daily trading volume of 17,604.84 billion yuan, reflecting a decline in market activity compared to the previous week [1][12] - The short-term scores for industries such as beauty care, pharmaceuticals, non-bank financials, agriculture, and retail have shown upward trends, with the communication sector having the highest short-term score of 79.66 [1][33] - The correlation between trading congestion and weekly price changes is strong, with high congestion sectors like retail and light manufacturing leading in gains, while sectors with lower congestion such as power equipment and computers lag behind [1][38] Group 3 - The current model indicates a preference for small-cap and growth styles, with the 5-day RSI showing a decline relative to the 20-day RSI, suggesting potential weakening of signals [1][42] - The financing balance ratio continues to rise, reaching a new high for the phase, indicating increased risk appetite and active capital utilization in the market [1][22] - The main capital inflow has broken through the fluctuation range, reflecting a stronger willingness of institutional funds to enter the market, which supports a bullish momentum [1][28]

2025 年 12 月 22 日 市场情绪细分指标出现修复、改善 ——量化择时周报 20251221 相关研究 证券分析师 沈思逸 A0230521070001 shensy@swsresearch.com 邓虎 A0230520070003 denghu@swsresearch.com 联系人 沈思逸 A0230521070001 shensy@swsresearch.com 权 益 量 化 研 究 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 量 化 策 略 - ⚫ 市场情绪得分周内继续回落：截至 12 月 21 日，市场情绪指标得分为 1.1，较上周五的 1.35 小幅降低，但周五情绪得分出现回升，从情绪角度来看观点偏中性。从所有分项指 标分数之和的变化来看，本周情绪指数综合得分周内出现较明显改善，市场交易活跃度出 现反转回升迹象。 ⚫ 情绪出现修复改善，指标分化仍存：本周价量一致性指标较上周出现一定改善，市场价量 匹配程度回升，资金关注度与标的涨幅相关性增强，情绪端边际回暖；科创 50 相对全 A 成交占比仍处下行通道，风险偏好修复 ...

2025 年 12 月 22 日 资料来源：Wind，华鑫证券研究 -15 -10 -5 0 5 10 15 相关研究 1、《双融日报》2025-12-19 2、《双融日报》2025-12-18 3、《双融日报》2025-12-17 ▌ 华鑫市场情绪温度指标：（过热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 81 分，市场情绪处于"过热"。历史市场情绪趋势变化可参 考图表 1 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：81 分（过热） 最近一年大盘走势 20 25 (%) 沪深300 ▌ 热点主题追踪 今日热点主题：液冷、银行、券商 1、液冷主题：第五届国际 AIDC 液冷产业链千人大会暨全球 数据中心液冷市场趋势研讨会将于 12 月 18 日至 19 日举行。 近年来国际 AI 领域的主要企业正加速转向液冷技术应用。例 如，英伟达在去年发布的 B100 与 H200 芯片上，已正式将散 热方案从传统风冷升级为液冷系统。相关标的：英维克 （002837）、飞龙股份（002536） 2、银行主题：银行股具有高股息特性，如中证银行 ...

黑色建材日报 | 2025-12-19 玻璃纯碱：宏观氛围偏暖，玻碱小幅反弹 市场分析 昨日玻璃期货震荡上行，盘面成交活跃。现货方面，整体偏弱运行，以低价刚需采购为主。据隆众数据显示：本 周浮法玻璃总库存5855.8万重箱，环比上涨0.57%。 供需与逻辑：玻璃产量高位震荡，供应收缩程度不足，供需矛盾依旧存在。玻璃刚需依旧缺乏起色，且伴随淡季 到来，刚需仍有进一步回落预期，持续关注玻璃冷修情况及宏观政策对玻璃投机需求帶来的扰动。 纯碱方面：昨日纯碱期货震荡上行，成本支撑发力。现货方面，市场报价弱稳，整体涨跌不一，以刚需采购为主。 据隆众数据显示：本周纯碱产量72.14万吨，环比减少1.9%；库存149.93万吨，环比增加0.33%。 供需与逻辑：纯碱产量处于同期较高位，且伴随新产线投产，纯碱供给或有进一步增加预期。库存高位震荡，且 考虑到后期浮法玻璃冷修计划仍有增加预期，重碱需求面临挑战，持续关注下游需求情况对纯碱价格的影响。 策略 玻璃方面：震荡偏弱 纯碱方面：震荡 跨期：无 跨品种：无 市场情绪谨慎，钢价持续震荡 风险 宏观及房地产政策、光伏产业投产、纯碱出口数据、浮法玻璃产线复产冷修情况等 双硅：钢材消 ...

1. Report Industry Investment Ratings - Not provided in the content 2. Core Views of the Report - The overall market shows a complex and diversified trend. Different sectors, such as financial derivatives, agricultural products, black metals, non - ferrous metals, shipping, and energy chemicals, have their own characteristics and influencing factors. For example, in financial derivatives, stock index futures are expected to test 3900 again, while treasury bond futures have opportunities despite fluctuations; in agricultural products, the supply - demand situation of various varieties varies, affecting their price trends [5][20][26] 3. Summary by Relevant Catalogs Financial Derivatives - **Stock Index Futures**: Expected to test 3900 again. On Thursday, the market showed a sideways shock. The main stock index futures contracts mostly declined, and the trading volume and positions decreased. The market rebound was affected by factors such as the overnight decline of the US stock market, and it is expected to maintain a sideways consolidation trend [18][20] - **Treasury Bond Futures**: There were fluctuations, but opportunities remained. On Thursday, most treasury bond futures closed higher, and the market funds were balanced and slightly loose. The central bank's open - market operations and market rumors affected the bond market sentiment. In the short term, the central bank's loose tone remained unchanged, but the long - end repair rhythm might be repeated [22][23][24] Agricultural Products - **Protein Meal**: The production outlook was good, and US soybeans continued to be under pressure. The CBOT soybean and soybean meal indexes declined. The US soybean export sales decreased, and the Brazilian soybean production was expected to increase. The domestic soybean meal crushing profit was still in deficit, and the overall price was expected to be supported but with limited sustainability [26][27][28] - **Sugar**: International sugar prices dropped sharply. The ICE and London sugar futures prices declined. The Brazilian sugar production increase was basically realized, and the market focus shifted to the Northern Hemisphere. The domestic sugar market had increasing supply pressure, but the price had certain support near the cost line [29][30][33] - **Oilseeds and Oils**: Palm oil had a technical rebound, and the overall oils were at the bottom - level shock. The overseas palm oil and soybean oil prices had small fluctuations. The Indonesian palm oil inventory decreased, and the domestic soybean oil inventory was gradually decreasing, while the rapeseed oil inventory was expected to continue to decline [35][36] - **Corn/Corn Starch**: The spot price declined, and the futures price was at the bottom - level shock. The CBOT corn futures rebounded. The domestic corn processing enterprise inventory increased, and the starch inventory also increased. The Northeast corn price was strong, while the North China corn price was weak [37][38][39] - **Hogs**: The slaughter recovered, and the spot price fluctuated slightly. The hog price was stable in most regions. The short - term slaughter pressure decreased, but the overall supply pressure still existed [39][40][41] - **Peanuts**: The spot price declined, and the futures price had a narrow - range shock. The peanut price was stable in some regions and declined in others. The oil factory's purchase price was adjusted, and the 03 peanut futures price still had a downward space [42][43][44] - **Eggs**: The demand was average, and the egg price was stable with a slight decline. The main - producing and main - selling area prices were relatively stable. The number of laying hens decreased slightly, and the short - term supply pressure was relieved [45][46][47] - **Apples**: The demand was average, and the apple price was mainly stable. The cold - storage inventory decreased, and the import and export volume changed. The apple price was high before, which led to weak demand, and the market was concerned about the January delivery and pre - Spring Festival stocking [49][50][51] - **Cotton - Cotton Yarn**: The new cotton sales were good, and the cotton price was shock - upward. The ICE cotton futures price increased. The domestic cotton import and export volume changed, and the new cotton sales progress was fast. The market was affected by factors such as the expected reduction of cotton planting area and the expansion of textile factory capacity [52][53][54] Black Metals - **Steel**: The raw material prices stopped falling and stabilized, and the steel price rebounded from the bottom. The steel product supply decreased slightly, the inventory decreased, and the consumption decreased slightly. The steel price was affected by factors such as the raw material supply, demand, and export policy, and it was expected to show a shock - upward trend [57][58][59] - **Coking Coal and Coke**: The prices rebounded from the bottom, and the trading logic change needed attention. The Mongolian coking coal market was strong, and the prices of some domestic coking coal increased. The market "anti - involution" sentiment led to the price rebound, and the future supply - demand situation might improve slightly [59][60][61] - **Iron Ore**: The market expectations were repeated, and the ore price was in shock. The domestic crude steel and rebar production decreased, and the iron ore production increased slightly. The global iron ore supply was loose, and the domestic demand was weak. The ore price was expected to have limited upward space [62][63][64] - **Ferroalloys**: Supported by cost and the "anti - involution" expectation, the prices rebounded in the short term. The silicon - iron and manganese - silicon prices were stable with a slight increase. The supply was expected to decline slightly, and the demand was under pressure. The cost support and "anti - involution" expectation led to the price rebound [64][65][66] Non - Ferrous Metals - **Gold and Silver**: The US November CPI was better than expected, but the data was questionable, leading to market fluctuations. The international gold and silver prices fluctuated widely, and the US dollar index and US bond yields changed. The market was in a long - short tug - of - war, and the gold and silver prices were expected to maintain a high - level range [67][68][69] - **Platinum and Palladium**: The trading enthusiasm was over - high, and the risk factors were gradually accumulating. The platinum and palladium futures prices increased significantly, and the trading volume expanded. The macro - environment was favorable, and the news boosted the demand outlook. The platinum was short - term bullish, and the palladium might be affected by the macro - environment [69][70][71] - **Copper**: Buy after a full correction. The copper futures prices increased, and the inventory increased. The US inflation data affected the market, and the copper supply was expected to be tight in 2026. The long - term price trend was upward, but the short - term might be in shock [74][75][76] - **Alumina**: The price was in a weak shock. The alumina futures price declined, and the spot price decreased slightly. The overseas supply negotiation and domestic inventory situation affected the price. The price was expected to be under pressure after the "anti - involution" expectation subsided [78][79][80] - **Electrolytic Aluminum**: The overseas economic data was released this week, and the aluminum price rebounded. The electrolytic aluminum futures price increased, and the inventory decreased. The overseas economic data was better than expected, and the domestic demand was resilient. The price was supported [83][84][85] - **Cast Aluminum Alloy**: The scrap aluminum supply was still tight, and the alloy price rebounded with the sector. The cast aluminum alloy futures price increased, and the spot price increased. The scrap aluminum supply was tight, and the cost supported the price. The price was expected to maintain a high - level shock [86][87] - **Zinc**: Pay attention to the domestic social inventory today. The zinc futures price increased, and the spot price had a small change. The overseas zinc inventory increased, and the domestic smelting profit was compressed. The price was under pressure from the external market [88][89][90] - **Lead**: Pay attention to the inventory change. The lead futures price increased, and the spot price decreased slightly. The domestic lead supply and demand decreased, and the inventory became more visible. The price was expected to maintain a range shock [91][92][93] - **Nickel**: The Indonesian policy expectation stimulated the nickel price rebound, but the surplus suppressed the upward space. The LME nickel price increased, and the inventory decreased. The global nickel was in a surplus situation, but the Indonesian policy adjustment stimulated the price rebound. The price was expected to decline after the short - term rebound [93][94][95] - **Stainless Steel**: Followed the nickel price and weakened in shock. The stainless steel inventory decreased, and the terminal demand was in the off - season. The price was affected by the nickel price and demand, and it was expected to be at a low - level shock [96][97][99] - **Industrial Silicon**: Sell on rallies. The industrial silicon was in a state of inventory accumulation. The demand in the first quarter of 2026 was pessimistic, and the price was expected to decline. It was recommended to sell on rallies [99][100] - **Polysilicon**: Realize the profits of long positions and pay attention to risk management. The polysilicon futures trading rules changed. The downstream demand was relatively pessimistic, and the short - term price was expected to be strong. It was recommended to take profits on long positions and buy after a correction [100][101][103] - **Lithium Carbonate**: The inventory reduction was slower than expected, and the lithium price was under pressure to correct. The lithium carbonate price had a short - term correction, and the inventory reduction was slow. The price was expected to be at a high - level, and it was recommended to operate cautiously [104][105] - **Tin**: Pay attention to the November export data from Myanmar. The tin futures price increased, and the inventory increased. The US inflation data was questionable, and the domestic tin supply and demand were weak. The price was expected to be affected by the Myanmar export data and market fluctuations [107][108][109] Shipping - **Container Shipping**: MSK released the price of 2500/2600 for the first week, and pay attention to the January freight rate change path. The spot freight rate increased slightly. The European port congestion was serious, and the demand was expected to improve in December - January. The short - term price was expected to be at a high - level shock, and it was recommended to take partial profits on long positions [110][111][113] Energy and Chemicals - **Crude Oil**: The surplus pressure was difficult to change, and the oil price rebound was limited. The crude oil futures prices increased slightly. The US inflation and employment data changed, and the geopolitical situation was uncertain. The oil price was expected to be in a weak shock in the medium - term [114][115][116] - **Asphalt**: The short - term supply - demand was weak, and the raw material risk remained. The asphalt futures price declined, and the spot price was stable. The terminal demand decreased, and the raw material supply was uncertain. The price was expected to be in a narrow - range shock [117][118][119] - **Fuel Oil**: The short - term low - sulfur supply was continuously increasing. The fuel oil futures prices increased slightly. The low - sulfur supply was expected to increase, and the high - sulfur demand was stable and weak. The short - term price was expected to be bearish [120][121][122] - **Natural Gas**: The LNG downward trend remained unchanged. The natural gas futures prices had different changes. The weather affected the demand, and the overall supply was loose. The HH2602 contract long positions were recommended to be held [124][125][126] - **LPG**: The PDH profit continued to be in deficit. The LPG futures price increased, and the spot price was stable. The international LPG market was strong, and the PDH profit was in deficit. It was recommended to short the 03 contract on rallies [127][128][129] - **PX & PTA**: The polyester sales volume increased, and the market atmosphere was boosted. The PX and PTA futures prices increased. The PTA supply was expected to increase slowly, and the downstream polyester demand was high. The price was expected to be shock - upward [131][132] - **BZ & EB**: The pure benzene supply - demand was loose, and the styrene basis weakened. The pure benzene and styrene futures prices declined slightly. The pure benzene supply increased and demand decreased, and the styrene supply and demand were also weak. The price was expected to be in a weak shock [134][135][136] - **Ethylene Glycol**: The inventory accumulation pressure remained, and the price was in shock. The ethylene glycol futures price increased slightly. The supply and demand were weak, and the inventory had a de - stocking pressure. The short - term price was expected to be in shock and weak in the medium - term [138][139] - **Short - Fiber**: The supply - demand was weak. The short - fiber futures price increased. The short - fiber supply and demand decreased, and the processing fee was under pressure. The price was expected to be shock - upward [140][142] - **Bottle Chips**: The supply - demand was relatively loose. The bottle - chip futures price increased. The supply was expected to increase, and the demand was relatively stable. The price was expected to be shock - upward [143][144] - **Propylene**: The demand was poor, and the rebound was weak. The propylene futures price increased first and then decreased. The propylene supply was expected to be high, and the demand was weak. The short - term price was expected to be shock - upward [146][147] - **Plastic PP**: The PE production decreased month - on - month, and the PP production increased month - on - month. The L and PP futures prices declined slightly. The PE and PP supply and demand had different changes. It was recommended to wait and see for the L and PP 2605 contracts [148][150][151] - **Caustic Soda**: The price was in a shock trend. The caustic soda spot price had a small adjustment. The supply was sufficient, and the demand was weak. The price was expected to be in a weak shock [152][153][154] - **PVC**: The price continued to rebound. The PVC futures price increased, and the spot price increased slightly. The supply was expected to increase, and the demand was weak. The price was expected to continue to rebound [155][156][157] - **Soda Ash**: The futures price was in a strong trend. The soda ash futures price increased, and the spot price had a small change. The supply was expected to be under pressure in the future, and the demand was weak. The price was expected to be shock - upward next week with a risk of decline at the end of the month [157][158][159] - **Glass**: The futures price was in a strong trend. The glass futures price increased, and the spot price was stable. The supply was expected to be reduced, and the demand was weak. The price was expected to be shock - upward next week with a risk of decline at the end of the month [160][161][163] - **Methanol**: The price rose strongly. The methanol production increased, and the international device operation was affected. The price was expected to be shock - upward [165][166] - **Urea**: The price continued to rise. The urea production decreased slightly, and the international market had an impact. The short - term price was expected to be strong, and the medium - long - term supply - demand was relatively loose [167][168][169] - **Pulp**: The reality was weak, but the expectation was strong. Pay attention to the warehouse receipt registration and port inventory changes. The pulp futures price declined slightly, and the spot price had a small adjustment. The cost supported the price, but the demand was weak. It was recommended to hold the previous short positions [170][171][173] - **Logs**: The fundamentals were weak, and the futures - spot price was inverted. Pay attention to the warehouse receipt registration. The log price was stable, and the inventory and arrival volume changed. The price was expected to continue to bottom - out. It was recommended to hold the 03 long positions [173][174][175] - **Offset Printing Paper**: The supply pressure remained, and the high pulp price transmission did not meet expectations. The offset printing paper futures price declined slightly, and the spot price was stable. The production and inventory of double - offset paper and coated paper changed. The price was expected to be bearish [179][180] - **Natural Rubber**: The tire production line decreased month - on - month. The natural rubber futures prices had different changes. The Thai government took measures to stabilize the price, and the domestic tire production decreased. It was recommended to short the RU 05 contract slightly and hold the NR 02 contract long positions [182][183] - **Butadiene Rubber**: The BD & BR production decreased marginally, and the tire production decreased month - on - month. The butadiene rubber futures price increased, and the natural rubber futures prices had different changes. The domestic butadiene and tire production decreased. It was recommended to hold the BR 02 contract long positions [186][187][188]

Core Insights - The report indicates a "relatively hot" market sentiment with a composite score of 67, suggesting strong investor confidence and market activity [6][10][22] - Key themes identified include liquid cooling technology, banking sector stability, and the brokerage industry's focus on high-quality development [6][10] Market Sentiment - The market sentiment temperature indicator shows a score of 67, categorized as "relatively hot," indicating active market conditions [10][22] - Historical sentiment trends suggest that scores below 30 provide market support, while scores above 70 may indicate resistance [10] Hot Topics Tracking 1. **Liquid Cooling Theme**: The upcoming AIDC Liquid Cooling Industry Chain Conference highlights the shift towards liquid cooling technology in AI, with companies like NVIDIA adopting this approach. Related stocks include Yingwei Technology (002837) and Feilong Co., Ltd. (002536) [6] 2. **Banking Sector**: The China Securities Bank Index boasts a dividend yield of 6.02%, significantly higher than the 10-year government bond yield, making bank stocks attractive for long-term investors amid economic slowdown. Key stocks include Agricultural Bank of China (601288) and Ningbo Bank (002142) [6] 3. **Brokerage Industry**: Recent regulatory comments emphasize a focus on quality over scale, encouraging differentiation among smaller firms. Notable stocks include CITIC Securities (600030) and Guotai Junan (601211) [6] Capital Flow Analysis - The report lists the top ten stocks with the highest net inflow, with Zhongji Xuchuang (300308) leading at 142,575.18 million, followed closely by Xinyi Technology (300502) at 142,158.04 million [11] - Conversely, the top ten stocks with the highest net outflow include Pingtan Development (000592) with -145,884.75 million, indicating investor caution in certain sectors [14] Industry Overview - The report highlights the electronic and communication sectors as having significant net buying activity, while industries such as food and beverage, and automotive are experiencing notable net outflows [21][23]