机构观点： 9月30日消息，三大指数小幅高开，金属锌涨幅居前。截至今日开盘，沪指报3869.70点，涨0.19%；深成指报13504.65点， 涨0.19%；创指报3239.33点，涨0.04%。 中信证券认为，此轮行情持续到现在主要的发起者和推动者并非散户，高净值人群及企业客户等更为长期理智的资金入市 热情更高。因此，很难出现持续强烈的情绪驱动，应继续聚焦核心产业趋势，关注估值与成长匹配。 财信证券认为，周一，A股市场历经前一日较为充分的调整后，当日三大指数全线上涨，题材板块多点开花，其中大金融 方向午后拉升，新能源方向走强，有色金属板块活跃，而教育、猪肉、煤炭等板块表现靠后。中期来看，在"反内卷"政策、居 民储蓄入市、外资持续流入等支撑下，本轮慢牛行情的根基并未动摇，后续市场在经历月度级别的震荡整理并充分换手后，第 四季度A股指数仍存在继续走强的基础。 ...

Group 1 - The metal zinc concept increased by 2.39%, ranking 9th among concept sectors, with 33 stocks rising, including Luoping Zinc Electric and *ST Zhengping hitting the daily limit [1] - Notable gainers in the zinc sector included Huaxi Nonferrous (up 8.21%), Huayu Mining (up 6.34%), and Zhuhai Group (up 5.36%) [1] - The sector saw a net inflow of 370 million yuan from main funds, with 23 stocks receiving net inflows, and 14 stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top net inflow stock was Huayu Mining, with a net inflow of 212 million yuan, followed by Zijin Mining (146 million yuan), Hunan Gold (53 million yuan), and Luoping Zinc Electric (48 million yuan) [2] - The net inflow ratios for Luoping Zinc Electric, *ST Zhengping, and Zhihua Agriculture were 35.54%, 19.72%, and 15.13% respectively [3] - The trading volume and turnover rates for key stocks in the zinc sector were highlighted, with Luoping Zinc Electric showing a significant turnover rate of 5.38% [3][4]

Group 1 - The metal zinc concept declined by 0.02% as of the close on August 18, ranking among the top declines in the concept sector, with companies like Shengtun Mining, Zijin Mining, and Zhuhai Group experiencing significant drops [1] - Among the 15 stocks that rose, *ST Jinglan, China Nonferrous Metal, and Dazhong Mining led with increases of 5.26%, 2.30%, and 2.19% respectively [1] - The metal zinc concept saw a net outflow of 1.194 billion yuan from major funds today, with 25 stocks experiencing outflows, and 5 stocks seeing outflows exceeding 50 million yuan [2] Group 2 - The top net outflow stocks in the metal zinc concept included Zijin Mining with a net outflow of 514.97 million yuan, Shengtun Mining with 345.54 million yuan, and Hunan Silver with 103.19 million yuan [3] - Conversely, the stocks with the highest net inflows included China Nonferrous Metal, Zhongjin Lingnan, and CITIC Metal, with inflows of 48.08 million yuan, 20.43 million yuan, and 18.70 million yuan respectively [2][3] - The trading volume for Zijin Mining was 1.27%, while Shengtun Mining had a turnover rate of 7.04% [3]