In the half-day session, main funds increased their positions in electric equipment stocks while selling defense and military industry stocks

In the morning, the main funds had a net inflow into sectors such as power equipment, construction decoration, and public utilities, while there was a net outflow from sectors like defense military industry, non-ferrous metals, and media. Specifically, in terms of individual stocks, Sungrow Power Supply, CH ENERGY ENG, and CATL saw net inflows of 4.193 billion yuan, 3.417 billion yuan, and 2.098 billion yuan, respectively. On the outflow side, Dongshan Precision, Tianfu Communication, and China Xidian were sold off for 839 million yuan, 697 million yuan, and 644 million yuan, respectively. (First Financial)