Wind data shows that on Friday, the net inflow of northbound capital was 4 million yuan, ending 9 consecutive days of net outflow. This week, northbound capital had a net outflow of 16.115 billion yuan.

According to the updated Choice data, on Friday, June 21st, 17 A-share stocks had a net inflow of northbound capital exceeding 100 million yuan. Among them, Foster had the highest net inflow of 453 million yuan, followed by the electricity equipment sector's Tongwei Co., Ltd with a net inflow of 145 million yuan. In addition, China CNR Corporation increased its position by 279 million yuan, ranking second.

In addition, the stocks with net inflows of foreign capital exceeding 100 million yuan are also more concentrated in the electronics sector. Specifically, the net inflow amounts of Hua Hong Semiconductor Ltd., Will Semiconductor Ltd., JCET Group Co., Ltd., Gigadevice Semiconductor Inc., Foxconn Industrial Internet Co., Ltd., and Tongfu Microelectronics Co., Ltd. were 267 million yuan, 202 million yuan，137 million yuan，116 million yuan, 111 million yuan, and 104 million yuan, respectively.

In terms of the sell side, Kweichow Moutai Co., Ltd. had a net outflow of 872 million yuan, while Midea Group Co., Ltd. reduced its position by 451 million yuan. CM Bank, Agricultural Bank of China, Contemporary Amperex Technology Co., Ltd., China Yangtze Power Co., Ltd., Wuliangye Yibin Co., Ltd., and Ping An Insurance Co. of China Ltd. all reduced their positions by more than 200 million yuan.

Looking at the weekly performance (from June 17th to 21st), the cumulative net buying amounts of northbound capital for individual stocks exceeded 300 million yuan and are listed below. Specifically, the net inflow amounts of Chongqing Sokon Industry Group Co., Ltd., Zhongji Innolight Co., Ltd., and Eoptolink Technology Inc. were 1.31 billion yuan, 1.042 billion yuan, and 1.01 billion yuan. China CITIC Bank Corporation, CRRC Corporation, and Will Semiconductor Ltd. increased their positions by more than 500 million yuan.

In terms of the sell side, 17 individual stocks had a net outflow of northbound capital exceeding 300 million yuan this week (see table below). Kweichow Moutai experienced a significant net outflow, amounting to 4.587 billion yuan, while China Yangtze Power Co., Ltd. and Zijin Mining Group Co., Ltd. both had net outflows exceeding 1 billion yuan. It is worth noting that northbound capital had a cumulative net outflow from Kweichow Moutai of 10.224 billion yuan as of June. According to reference data on liquor prices, the wholesale reference price for Maotai 1935 fell below 800 yuan/bottle on Friday, dropping to 780 yuan/bottle, with a situation of price inversion already appearing.

According to the iFinD data from THS, this week's net inflows for the communication, electronics, petroleum and petrochemicals, and basic chemical industries all exceeded 500 million yuan, totaling 2.294 billion yuan, 1.555 billion yuan, 577 million yuan, and 510 million yuan, respectively. In addition, the net sales of the food and beverage, home appliance, medical and biological, non-ferrous metals, non-bank finance, utilities, and machinery equipment sectors exceeded 1 billion yuan. Specifically, the net sales of the food and beverage industry exceeded 10 billion yuan.

Looking at the market segments, this week's net sales of the Shanghai main board, Shenzhen main board, and Growth Enterprise Market were 14.671 billion yuan, 5.465 billion yuan, and 277 million yuan, respectively. In terms of market capitalization, the reduced position amounts of the constituents of the CSI 100, CSI Midcap 200, CSI 500, and CSI 1000 indices were 12.626 billion yuan, 2.743 billion yuan, 3.982 billion yuan, and 428 million yuan, respectively.