- The consumer index performed well in November, with the CSI Major Consumer Index (000932.SH) rising by 2.99% as of November 12, 2025, outperforming the Wind All A Index (-0.41%) during the same period [3][14][15] - Public fund holdings in the consumer sector have been declining throughout 2025, based on real-time calculations using public market information such as fund net value, disclosed holdings, and research activities [4][19][21] - ETF holdings in the consumer sector have been increasing since August 2025, reflecting the growing popularity of index investment products, with the total scale of public ETF funds exceeding 5.6 trillion yuan by the end of Q3 2025 [4][20][25] - Margin financing balances in the consumer sector have rebounded since June 2025, indicating increased market optimism among investors [4][23][26] - Institutional research activities in 2025 have been most frequent for companies such as Angel Yeast, Haid Group, and Fuling Zhacai [5][24][28] - Snowball platform influencers have shown the highest interest in companies like Anjoy Foods, Kweichow Moutai, and Proya since November 1, 2025 [5][28][29] - Major funds have flowed into companies such as COFCO Sugar, Dongpeng Beverage, and Luzhou Laojiao since November 1, 2025, with large and super-large orders used as proxy variables for major funds [5][29][30] - Companies such as Yangyuan Drinks, COFCO Sugar, and New Novartis have appeared on the Dragon Tiger List since April 1, 2025, reflecting active trading dynamics [5][32][33] - High-frequency shareholder data shows significant increases in shareholder numbers for companies like Anjoy Foods, Proya, and New Novartis, which may indicate potential risks for subsequent stock prices [5][34][36]

- The liquid cooling index (8841247.WI) has increased by 76.30% since the beginning of 2025 and by 71.99% since April 7, 2025, significantly outperforming the Wind All A Index during the same period[2][12][13] - Public fund holdings in the liquid cooling sector have rebounded since August 2025, based on real-time estimates derived from public market information such as fund net value, disclosed holdings, and research activities[3][17][19] - ETF fund holdings in the liquid cooling sector have been declining since July 2025, despite the overall growth in the scale of public ETF funds, which reached over 4.3 trillion yuan by the end of the second quarter of 2025[3][18][21] - The financing balance in the liquid cooling sector has been continuously rising since July 2025, indicating increased investor optimism about the market[3][23][25] - The chip yield characteristic of the liquid cooling index shows a current profitability effect of 12.97%, reflecting a momentum effect when the market's profitability is good and a reversal effect when it is weak[3][26][28] - The most frequently researched stocks by institutions in 2025 include Feilong Co., Ltd., Kexin Source, and Zhongshi Technology[4][30][32] - The stocks with the highest attention from Xueqiu influencers since August 1, 2025, include Inovance, Chuanhuan Technology, and Feilong Co., Ltd.[4][33] - The stocks with the highest net inflow of main funds since August 1, 2025, include Suzhou Tianmai, Tenglong Co., Ltd., and Huazheng New Materials[4][34][36] - The stocks that appeared on the Dragon and Tiger List since August 1, 2025, include Feilong Co., Ltd., Chuanhuan Technology, and Shuguang Digital Creation[4][37][38] - The stocks with the highest increase in the number of shareholders since August 1, 2025, include Zhongjie Automobile, Yinlun Co., Ltd., and Huafeng Aluminum Industry[4][37][40]