Core Viewpoint - The main focus of the news is the significant net inflow of capital into various industries, particularly highlighting the strong performance of the defense and military sector amid rising geopolitical tensions and increased global military spending [2][8]. Group 1: Market Overview - The net inflow of capital in the Shanghai and Shenzhen markets today reached 13.556 billion yuan, with the ChiNext board seeing a net inflow of 6.869 billion yuan and the CSI 300 index stocks experiencing a net inflow of 6.905 billion yuan [2]. - Among the 27 industries tracked, the defense and military industry led with a rise of 4.8%, followed by the power equipment industry with a 2.69% increase, and several other sectors, including machinery and non-bank financials, also saw gains exceeding 2% [3]. Group 2: Capital Flow by Industry - A total of 19 industries experienced net capital inflows, with the power equipment sector leading at 2.998 billion yuan, followed closely by the defense and military sector with a net inflow of 2.673 billion yuan. The electronics and machinery sectors also saw inflows exceeding 2.1 billion yuan [4]. - Conversely, 12 industries faced net capital outflows, with the agriculture, forestry, animal husbandry, and fishery sector leading the decline at over 700 million yuan. Other sectors such as non-ferrous metals, retail, textiles, and transportation also reported outflows exceeding 200 million yuan [4]. Group 3: Individual Stock Performance - There were 29 stocks with net capital inflows exceeding 200 million yuan, with 12 of those stocks seeing inflows over 360 million yuan [5]. - Notable individual stock performances included Dongfang Caifu with a net inflow of 1.341 billion yuan, followed by AVIC Chengfei with 1.06 billion yuan, as the military sector stocks showed strong performance [6][7]. - Other stocks with significant inflows included Luxshare Precision, Tosida, and Xinyi Technology, with inflows of 902 million yuan, 838 million yuan, and 605 million yuan, respectively [9]. Group 4: End-of-Day Capital Movements - At the end of the trading day, six stocks had net inflows exceeding 200 million yuan, with AVIC Chengfei leading at 983 million yuan [12]. - On the other hand, 19 stocks experienced net outflows exceeding 400 million yuan, with Ningde Times leading the outflows at 895 million yuan [13].

俄乌战争加速了世界 军费增长（4月19日，乌克兰东部顿涅茨克州，Reuters） 4月28日，瑞典的斯德哥尔摩国际和平研究所(SIPRI)宣布，2024年全球军费为2万7180亿美元， 同比增长9.4%，创出历史新高。欧洲和中东地区军费急剧增长，增长率创出1989年冷战结束以 来的新高。 冷战后减少的军费从2000年前后开始再次呈现增加趋势，并从2022年俄乌战争开始加速增长。 截至2024年的3年间增长率达到20%。占世界国内生产总值(GDP)的比例为2.5%，比前一年上升 0.2个百分点。 除了乌克兰和中东之外，北非等地的军事冲突也在加剧。增加军费的国家已超过100个。斯德哥 尔摩国际和平研究所的肖梁指出，"以安全保障为优先、牺牲其他预算的情况增多，可能对社会产 生重大影响"。 军费大幅增长的是欧洲。同比增长17%，达到6930亿美元，以剔除物价波动影响的实际水平来看 已超过冷战末期。除马耳他之外，其他所有国家都有所增加。 俄罗斯增长38%，达到1490亿美元，欧洲增长的4成源自俄罗斯的大幅增长。乌克兰增长2.9%， 达到647亿美元。 德国增长28%，达到885亿美元，跃居继美国、中国和俄罗斯之后的世界 ...