【Weekly Capital Movement】Active capital is gradually withdrawing from the power sector and shifting into commercial aerospace, lithium batteries, and other areas.

People’s Finance News, March 28 - This week (March 23 to March 27), the A-share market experienced significant fluctuations due to external news, with the Shanghai Composite Index falling 1.1% for the week. Overall, active funds gradually withdrew from the power sector and bought into commercial aerospace and lithium batteries. For example, the China Galaxy Shaoxing Securities branch bought West Materials, Zaiseng Technology, and West Test, all of which are commercial aerospace concept stocks (according to media reports, SpaceX plans to submit an IPO application); at the same time, they sold Zhejiang Xineng and Huadian Liao Energy, among other power stocks. Additionally, the Guotai Junan Securities Wuhan Ziyang East Road branch bought several power stocks early in the week, such as Jiangsu Xineng, Jinkai Xineng, and Shaoneng Co., Ltd., but sold Shaoneng Co., Ltd. later in the week and purchased lithium battery concept stock Ganfeng Lithium. The power sector showed differentiation, but it has not completely cooled down; some individual stocks still saw active fund purchases. For instance, in the surge of Yunnan Energy’s stock price on Friday, the Guotai Junan Securities Nanjing Taiping South Road branch bought nearly 60 million yuan. This week, the most significant transactions by active funds were in Luxshare Precision. During its price surge on Wednesday, the Guotai Junan Securities Shanghai Pudong New Area Haiyang West Road branch purchased over 800 million yuan, the Guotai Junan Securities Nanjing Taiping South Road branch bought over 400 million yuan, and the Guotai Junan Securities Zhanjiang Wanhao Shijia branch acquired over 300 million yuan. (This article is for informational purposes only and does not constitute investment advice.)