Today's A-share main funds direction analysis: technology themes receive key increases while weighted sectors face concentrated sell-off

Today, the total net purchase of main funds in the A-share market is 5.3 billion yuan, with a clear differentiation in capital allocation: commercial aerospace and technology themes have become the core areas for main accumulation, with China Satellite, Industrial Fulian, and Demingli among the top net purchases, and many individual stocks hitting the upper limit or soaring; meanwhile, the concentrated sell-off of heavyweight sectors has led to main funds being sold off, with Xinyi Sheng, Moore Threads, and Shenghong Technology listed among the net selling rankings, and some individual stocks experiencing a significant decline against the trend.

From the overall market performance, main funds have driven the market to achieve a broad increase with a slight net inflow, showing a pattern of weakening weights, strengthening individual stocks, stagnant indices, and thematic rebounds, as the market successfully achieved six consecutive days of gains.

Top ten net purchases of main funds

1. China Satellite: net purchase of 1.08 billion yuan, hitting the upper limit at closing, belonging to the commercial aerospace sector

2. Industrial Fulian: net purchase of 1.00 billion yuan, rising 3.63%, focusing on the AI server field

3. Demingli: net purchase of 908 million yuan, rising 9.13%, covering the storage chip track

4. Tianji Co., Ltd.: net purchase of 890 million yuan, hitting the upper limit at closing, mainly engaged in lithium hexafluorophosphate

5. Zai Sheng Technology: net purchase of 793 million yuan, hitting the upper limit at closing, laying out commercial aerospace direction

6. Yongding Co., Ltd.: net purchase of 721 million yuan, hitting the upper limit at closing, deeply involved in controllable nuclear fusion

7. N Jianxin: net purchase of 708 million yuan, rising 212.81%, for the first day of IPO new stock

8. ZTE Corporation: net purchase of 695 million yuan, rising 2.90%, mainly engaged in communication equipment

9. Dongshan Precision: net purchase of 662 million yuan, rising 3.43%, belonging to the consumer electronics sector

10. Aerospace Power: net purchase of 611 million yuan, hitting the upper limit at closing, laying out the commercial aerospace track

Top ten net sales of main funds

1. Xinyi Sheng: net sale of 920 million yuan, falling 0.98%, belonging to the optical module sector

2. Zhongke Shuguang: net sale of 657 million yuan, falling 0.58%, focusing on computing power

3. Moore Threads: net sale of 617 million yuan, falling 6.32%, belonging to the semiconductor sector

4. China Zhongmian: net sale of 542 million yuan, falling 1.18%, covering the duty-free track

5. Dongcai Technology: net sale of 449 million yuan, rising 9.01%, mainly engaged in photoresist

6. Shenghong Technology: net sale of 434 million yuan, rising 0.42%, covering the PCB track

7. Muxi Co., Ltd.: net sale of 410 million yuan, falling 7.03%, belonging to the semiconductor sector

8. Tianfu Communication: net sale of 396 million yuan, rising 0.36%, belonging to the optical module sector

9. Century Huadong: net sale of 396 million yuan, falling 2.58%, belonging to the gaming sector

10. Guofeng New Material: net sale of 363 million yuan, falling 0.47%, mainly engaged in photoresist