Major Funds Reshuffle: CATL Sees $2.1B Net Inflow, Electronics Sector Bleeds Over $32B

Today, institutional investors significantly adjusted their positions, with net inflows into the power equipment, new energy, and coal mining sectors, while the electronics, computer, and cultural media sectors experienced substantial net outflows—particularly the electronics sector, which saw outflows exceeding RMB 22.5 billion. On the individual stock front, Contemporary Amperex Technology Co. Limited (CATL) led with a net buying of RMB 1.476 billion, followed by Kweichow Moutai, Kunlun Tech, and TCL Zhonghuan, all of which attracted active institutional investment. Conversely, Accelink Technologies recorded net selling of RMB 3.4 billion, with notable outflows also seen in Neophotonics, Leo Group, and Sunway Communication.