Summary · why it matters
As of the close on July 28, the National IC Fund concept fell 6.39% overall, ranking among the top decliners in the concept sector. Within the sector, Shennan Circuits and Tongfu Microelectronics hit their daily limit down, while Xi'an Yicai, Biwin Storage, and Zhenbao Technology led the declines. In terms of capital flows, the concept sector saw a net outflow of 16.353 billion yuan in main force capital for the day, with 38 stocks experiencing net outflows and 25 seeing net outflows exceeding 100 million yuan. Tongfu Microelectronics topped the outflow list with a net outflow of 3.096 billion yuan, followed by C Changxin, Biwin Storage, and JCET with net outflows of 2.325 billion yuan, 1.563 billion yuan, and 1.151 billion yuan respectively. Stocks with the largest net inflows of main force capital included Xi'an Yicai, Zhongke Feice, and Nanda Optoelectronic Materials, with net inflows of 179 million yuan, 154 million yuan, and 121 million yuan respectively.