Source data is behind — showing the last good read from 2026-09-09. Treat levels as history, not today's tape. 数据源滞后——显示2026-09-09的最近有效读数。请将其视为历史，而非今日盘面。
Stand aside — data behind暂缓 — 数据滞后Watch where the pressure is building — this is positioning context, not a buy signal. Flow is never scored into an allocation call.关注压力所在——这是仓位背景，并非买入信号。资金流向从不计入配置判断。
Pressure vs norm: 5 above · 14 near · 3 below — of 22 themes — 0 unscored
Actual 4-week flow: 1 positive · 21 negative · 0 neutral — 0 unscored
相对常态压力：22个主题中，5个高于常态 · 14个接近 · 3个低于常态 — 0个未评分
实际4周流向：1个为正 · 21个为负 · 0个中性 — 0个未评分
quiet / insufficient data平静/数据不足: Baijiu / Liquor白酒, Brokers & Securities券商, Medical Devices & TCM医疗器械与中药, Insurers保险, Industrial Metals有色金属, AI Compute & OpticsAI算力与光模块, Banks银行, Software & AI Apps软件与AI应用, Home Appliances家电, Robotics & Automation机器人与自动化, Consumer Electronics消费电子, Solar / Photovoltaics光伏, Food & Beverage食品饮料, Battery & Lithium锂电池
sort any column · expand a theme for its members点列排序 · 展开主题看成分
| Theme主题 | Members成分 | abs 4wk绝对4周 | vs norm相对常态 | Velocity流速 | Quadrant象限 | rank Δ排名Δ | Flow trend流向趋势 |
|---|---|---|---|---|---|---|---|
| ▸ 🏆 All A-share names全市场A股 | 1521 | top inflow & outflow领涨与领跌 | |||||
| 隆平高科000998.SZ | +2.8% | +7.1% | above norm, rising高于常态·升温 | — | |||
| 旗天科技300061.SZ | +1.1% | +5.3% | above norm, rising高于常态·升温 | — | |||
| 海峡股份002320.SZ | +1.5% | +4.8% | above norm, rising高于常态·升温 | — | |||
| 红四方603395.SS | +5.5% | +9.3% | above norm, rising高于常态·升温 | — | |||
| 派林生物000403.SZ | +1.4% | +5.2% | above norm, rising高于常态·升温 | — | |||
| 普天科技002544.SZ | +1.6% | +5.6% | above norm, rising高于常态·升温 | — | |||
| 上汽集团600104.SS | +2.1% | +5.4% | above norm, rising高于常态·升温 | — | |||
| 上海莱士002252.SZ | +1.5% | +6.0% | above norm, rising高于常态·升温 | — | |||
| 中国中车601766.SS | +3.5% | +7.8% | above norm, rising高于常态·升温 | — | |||
| 农 产 品000061.SZ | +1.7% | +7.1% | above norm, rising高于常态·升温 | — | |||
| 南京银行601009.SS | -3.3% | -4.0% | below norm, worsening低于常态·加剧 | — | |||
| 安路科技688107.SS | -3.5% | -3.0% | below norm, worsening低于常态·加剧 | — | |||
| 盛科通信688702.SS | -5.2% | -4.6% | below norm, worsening低于常态·加剧 | — | |||
| 和辉光电-U688538.SS | -7.0% | -3.5% | below norm, worsening低于常态·加剧 | — | |||
| 百利天恒688506.SS | -7.0% | -5.6% | below norm, worsening低于常态·加剧 | — | |||
| 福能股份600483.SS | -5.2% | -5.2% | below norm, easing低于常态·趋缓 | — | |||
| 粤高速Ａ000429.SZ | -5.3% | -4.4% | below norm, worsening低于常态·加剧 | — | |||
| 中船特气688146.SS | -6.5% | -5.1% | below norm, worsening低于常态·加剧 | — | |||
| 瑞丰新材300910.SZ | -8.2% | -6.5% | below norm, worsening低于常态·加剧 | — | |||
| 时代电气688187.SS | -6.9% | -5.3% | below norm, worsening低于常态·加剧 | — | |||
| ▸ SOE Blue Chips (中特估)中特估·央企 Financials & ValueFinancials & Value | 16/16 | -1.0% | +2.3% | still selling, pressure easing仍净流出·压力改善 session 4 in this state状态第4日 ❄ | ▲1 | ||
| top name = 18% of gross flow · without it: same direction 最大贡献个股占总流量18% · 剔除后：方向不变 — top: 中国中车, 中国铁建, 中国交建 · bottom: 中国化学, 中国电信 — 领涨：中国中车、中国铁建、中国交建 · 领跌：中国化学、中国电信 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2025-11-05
+1.46σ / -0.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-08-24
+1.76σ / -1.7%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-07-30
+1.64σ / -1.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 中国中车601766.SS | +3.5% | +7.8% | above norm, rising高于常态·升温 | — | |||
| 中国交建601800.SS | -1.9% | +5.7% | above norm, rising高于常态·升温 | — | |||
| 中国铁建601186.SS | +0.5% | +6.1% | above norm, rising高于常态·升温 | — | |||
| 中国石化600028.SS | -0.6% | +4.7% | above norm, rising高于常态·升温 | — | |||
| 中国移动600941.SS | +2.1% | +3.9% | above norm, rising高于常态·升温 | — | |||
| 中国中冶601618.SS | -0.5% | +2.4% | above norm, rising高于常态·升温 | — | |||
| 中国中铁601390.SS | -2.3% | +2.1% | above norm, rising高于常态·升温 | — | |||
| 中国化学601117.SS | -4.8% | -1.9% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Autos & NEV Makers汽车整车 New Energy & AutosNew Energy & Autos | 16/16 overlap 2重叠2 | -1.0% | +1.7% | still selling, pressure easing仍净流出·压力改善 session 4 in this state状态第4日 ❄ | ▼1 | ||
| top name = 18% of gross flow · without it: same direction 最大贡献个股占总流量18% · 剔除后：方向不变 — top: 上汽集团, 长安汽车, 广汽集团 · bottom: 宇通客车, 潍柴动力 — 领涨：上汽集团、长安汽车、广汽集团 · 领跌：宇通客车、潍柴动力 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-20
+2.47σ / -1.0%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-08-12
+2.57σ / -1.1%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-08-04
+2.66σ / -1.1%
over the next 10 sessions, pressure faded and absolute flow held此后10个交易日，压力回落，绝对流向持平
|
|||||||
| 上汽集团600104.SS | +2.1% | +5.4% | above norm, rising高于常态·升温 | — | |||
| 广汽集团601238.SS | -0.6% | +3.7% | above norm, cooling高于常态·降温 | — | |||
| 长城汽车601633.SS | -0.6% | +3.6% | above norm, rising高于常态·升温 | — | |||
| 长安汽车000625.SZ | -3.4% | +3.7% | above norm, cooling高于常态·降温 | — | |||
| 华域汽车600741.SS | +3.2% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 江淮汽车600418.SS | -3.0% | +2.4% | above norm, cooling高于常态·降温 | — | |||
| 赛力斯601127.SS | -3.5% | +1.5% | above norm, cooling高于常态·降温 | — | |||
| 银轮股份002126.SZ | +0.4% | +1.2% | above norm, rising高于常态·升温 | — | |||
| ▸ Coal煤炭 Cyclicals & ResourcesCyclicals & Resources | 10/10 | +0.2% | +1.9% | real inflow, above norm真实流入·高于常态 session 1 in this state状态第1日 ❄ | – | ||
| top name = 29% of gross flow · without it: same direction 最大贡献个股占总流量29% · 剔除后：方向不变 — top: 苏能股份, 中煤能源, 潞安环能 · bottom: 淮北矿业 — 领涨：苏能股份、中煤能源、潞安环能 · 领跌：淮北矿业 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-01-22
+2.15σ / +0.2%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-02-26
+1.82σ / +0.2%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-07-23
+1.66σ / +0.3%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 苏能股份600925.SS | +1.7% | +5.5% | above norm, rising高于常态·升温 | — | |||
| 中煤能源601898.SS | +2.0% | +3.7% | above norm, rising高于常态·升温 | — | |||
| 潞安环能601699.SS | +1.4% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 中国神华601088.SS | +2.2% | +2.2% | above norm, rising高于常态·升温 | — | |||
| 华阳股份600348.SS | -1.5% | +1.9% | above norm, rising高于常态·升温 | — | |||
| 山西焦煤000983.SZ | -1.0% | +1.3% | above norm, rising高于常态·升温 | — | |||
| 兖矿能源600188.SS | -0.5% | +1.4% | above norm, rising高于常态·升温 | — | |||
| 晋控煤业601001.SS | -0.4% | +0.5% | near its norm接近常态 | — | |||
| ▸ Defense & Aerospace军工航天 Advanced ManufacturingAdvanced Manufacturing | 13/13 | -1.9% | +1.7% | still selling, pressure easing仍净流出·压力改善 session 4 in this state状态第4日 ❄ | – | ||
| top name = 20% of gross flow · without it: same direction 最大贡献个股占总流量20% · 剔除后：方向不变 — top: 中航沈飞, 中无人机, 中航成飞 · bottom: 中航光电, 航天电器, 航天电子 — 领涨：中航沈飞、中无人机、中航成飞 · 领跌：中航光电、航天电器、航天电子 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-07-27
+1.81σ / -1.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-12-31
+1.88σ / -1.9%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-08-17
+1.83σ / -2.0%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 中航沈飞600760.SS | +1.2% | +5.3% | above norm, rising高于常态·升温 | — | |||
| 中航成飞302132.SZ | -0.3% | +3.9% | above norm, rising高于常态·升温 | — | |||
| 中无人机688297.SS | -0.5% | +4.0% | above norm, rising高于常态·升温 | — | |||
| 航发动力600893.SS | +1.2% | +2.9% | above norm, cooling高于常态·降温 | — | |||
| 振华科技000733.SZ | +0.7% | +3.2% | above norm, cooling高于常态·降温 | — | |||
| 中国船舶600150.SS | -0.3% | +2.3% | above norm, rising高于常态·升温 | — | |||
| 中航机载600372.SS | -3.5% | +1.1% | above norm, rising高于常态·升温 | — | |||
| 中航光电002179.SZ | -3.4% | -1.1% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Gold Miners黄金 Cyclicals & ResourcesCyclicals & Resources | 6/6 overlap 1重叠1 1 inst seats机构席位 | -1.1% | +1.2% | still selling, pressure easing仍净流出·压力改善 session 1 in this state状态第1日 ❄ | ▲3 | ||
| top name = 39% of gross flow · without it: same direction 最大贡献个股占总流量39% · 剔除后：方向不变 — top: 紫金矿业, 湖南黄金, 山东黄金 · bottom: 赤峰黄金 — 领涨：紫金矿业、湖南黄金、山东黄金 · 领跌：赤峰黄金 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-01-20
+0.88σ / -1.1%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2025-12-25
+0.81σ / -1.1%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-12-16
+0.73σ / -1.2%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 紫金矿业601899.SSin 2 themes属2个主题 | +0.3% | +3.0% | above norm, cooling高于常态·降温 | — | |||
| 湖南黄金002155.SZ | 🏛 +2.0亿 2/3 | -0.6% | +2.1% | above norm, rising高于常态·升温 | — | ||
| 山东黄金600547.SS | -2.0% | +1.2% | above norm, cooling高于常态·降温 | — | |||
| 中金黄金600489.SS | -0.4% | +1.0% | above norm, cooling高于常态·降温 | — | |||
| 赤峰黄金600988.SS | -2.5% | -0.3% | near its norm接近常态 | — | |||
| 山金国际000975.SZ | -1.8% | +0.1% | near its norm接近常态 | — | |||
| ▸ Baijiu / Liquor白酒 Consumer & BrandsConsumer & Brands | 7/7 | -2.7% | +0.7% | quiet / insufficient data平静 / 数据不足 session 1 in this state状态第1日 ❄ | ▼4 | ||
| top name = 32% of gross flow · without it: same direction 最大贡献个股占总流量32% · 剔除后：方向不变 — top: 今世缘, 贵州茅台, 洋河股份 · bottom: 古井贡酒 — 领涨：今世缘、贵州茅台、洋河股份 · 领跌：古井贡酒 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-02-03
+0.72σ / -2.6%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-05-06
+0.84σ / -2.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-11-10
+0.40σ / -2.3%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 今世缘603369.SS | +0.2% | +1.8% | above norm, rising高于常态·升温 | — | |||
| 洋河股份002304.SZ | -2.5% | +1.1% | above norm, cooling高于常态·降温 | — | |||
| 贵州茅台600519.SS | -2.4% | +1.1% | above norm, cooling高于常态·降温 | — | |||
| 泸州老窖000568.SZ | -3.6% | +0.5% | near its norm接近常态 | — | |||
| 古井贡酒000596.SZ | -2.6% | -0.5% | near its norm接近常态 | — | |||
| 五粮液000858.SZ | -5.4% | +0.6% | near its norm接近常态 | — | |||
| 山西汾酒600809.SS | -2.6% | +0.1% | near its norm接近常态 | — | |||
| ▸ Brokers & Securities券商 Financials & ValueFinancials & Value | 15/15 | -2.3% | +0.7% | quiet / insufficient data平静 / 数据不足 session 2 in this state状态第2日 ❄ | ▼1 | ||
| top name = 14% of gross flow · without it: same direction 最大贡献个股占总流量14% · 剔除后：方向不变 — top: 兴业证券, 国泰海通, 招商证券 · bottom: 东方财富, 华泰证券, 国信证券 — 领涨：兴业证券、国泰海通、招商证券 · 领跌：东方财富、华泰证券、国信证券 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
◆
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2025-10-27
+0.37σ / -2.3%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-07-14
+0.70σ / -2.0%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-06-05
+0.79σ / -2.5%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 国泰海通601211.SS | +0.7% | +2.6% | above norm, rising高于常态·升温 | — | |||
| 招商证券600999.SS | -0.4% | +2.6% | above norm, rising高于常态·升温 | — | |||
| 光大证券601788.SS | -2.9% | +2.6% | above norm, rising高于常态·升温 | — | |||
| 兴业证券601377.SS | -1.3% | +2.8% | above norm, rising高于常态·升温 | — | |||
| 东方证券600958.SS | -1.5% | +2.4% | above norm, rising高于常态·升温 | — | |||
| 中信证券600030.SS | -1.4% | +1.4% | above norm, rising高于常态·升温 | — | |||
| 国信证券002736.SZ | -2.9% | -1.2% | below norm, worsening低于常态·加剧 | — | |||
| 华泰证券601688.SS | -3.6% | -1.3% | below norm, easing低于常态·趋缓 | — | |||
| ▸ Medical Devices & TCM医疗器械与中药 Healthcare医疗 | 14/14 | -2.8% | +0.3% | quiet / insufficient data平静 / 数据不足 session 1 in this state状态第1日 ❄ | ▼6 | ||
| top name = 20% of gross flow · without it: same direction 最大贡献个股占总流量20% · 剔除后：方向不变 — top: 华润三九, 云南白药, 同仁堂 · bottom: 奕瑞科技, 华东医药, 新产业 — 领涨：华润三九、云南白药、同仁堂 · 领跌：奕瑞科技、华东医药、新产业 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-17
+0.39σ / -2.7%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-07-06
+0.34σ / -2.7%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-08-07
+0.31σ / -2.7%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 华润三九000999.SZ | +0.6% | +3.6% | above norm, rising高于常态·升温 | — | |||
| 云南白药000538.SZ | -0.7% | +1.8% | above norm, rising高于常态·升温 | — | |||
| 同仁堂600085.SS | -3.6% | +1.8% | above norm, cooling高于常态·降温 | — | |||
| 新产业300832.SZ | -1.5% | -1.4% | below norm, worsening低于常态·加剧 | — | |||
| 白云山600332.SS | -2.3% | +1.4% | above norm, cooling高于常态·降温 | — | |||
| 奕瑞科技688301.SS | -2.5% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 东阿阿胶000423.SZ | -0.3% | +1.0% | above norm, rising高于常态·升温 | — | |||
| 联影医疗688271.SS | -2.9% | +1.1% | above norm, rising高于常态·升温 | — | |||
| ▸ Insurers保险 Financials & ValueFinancials & Value concentrated集中度高 | 5/5 | -1.1% | +0.8% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▼1 | ||
| top name = 55% of gross flow · without it: same direction 最大贡献个股占总流量55% · 剔除后：方向不变 — top: 中国平安, 中国人保, 中国太保 — 领涨：中国平安、中国人保、中国太保 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-06-15
+0.50σ / -1.0%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-03-02
+0.60σ / -1.0%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-04-23
+0.56σ / -0.8%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 中国平安601318.SS | +0.1% | +2.1% | above norm, rising高于常态·升温 | — | |||
| 中国人保601319.SS | -0.5% | +1.4% | above norm, rising高于常态·升温 | — | |||
| 中国太保601601.SS | -0.8% | +0.2% | near its norm接近常态 | — | |||
| 中国人寿601628.SS | -0.9% | +0.1% | near its norm接近常态 | — | |||
| 新华保险601336.SS | -2.8% | -0.0% | near its norm接近常态 | — | |||
| ▸ Industrial Metals有色金属 Cyclicals & ResourcesCyclicals & Resources | 13/13 overlap 1重叠1 | -1.7% | +0.4% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▲2 | ||
| top name = 20% of gross flow · without it: same direction 最大贡献个股占总流量20% · 剔除后：方向不变 — top: 紫金矿业, 江西铜业, 云南铜业 · bottom: 金钼股份, 锡业股份, 洛阳钼业 — 领涨：紫金矿业、江西铜业、云南铜业 · 领跌：金钼股份、锡业股份、洛阳钼业 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-18
+0.40σ / -1.7%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-11-17
+0.32σ / -1.8%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-12-05
+0.38σ / -1.8%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 紫金矿业601899.SSin 2 themes属2个主题 | +0.3% | +3.0% | above norm, cooling高于常态·降温 | — | |||
| 江西铜业600362.SS | +0.2% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 云南铜业000878.SZ | -1.6% | +2.3% | above norm, rising高于常态·升温 | — | |||
| 金钼股份601958.SS | -3.6% | -1.9% | below norm, worsening低于常态·加剧 | — | |||
| 云铝股份000807.SZ | -0.6% | +0.8% | above norm, rising高于常态·升温 | — | |||
| 锡业股份000960.SZ | -2.8% | -1.0% | below norm, worsening低于常态·加剧 | — | |||
| 洛阳钼业603993.SS | -3.7% | -0.9% | near its norm接近常态 | — | |||
| 中国铝业601600.SS | -2.4% | +0.6% | near its norm接近常态 | — | |||
| ▸ AI Compute & OpticsAI算力与光模块 Technology & AITechnology & AI | 17/17 overlap 2重叠2 | -2.2% | +0.1% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▲2 | ||
| top name = 17% of gross flow · without it: same direction 最大贡献个股占总流量17% · 剔除后：方向不变 — top: 工业富联, 英维克, 天孚通信 · bottom: 盛科通信, 沐曦股份, 中科曙光 — 领涨：工业富联、英维克、天孚通信 · 领跌：盛科通信、沐曦股份、中科曙光 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-25
+0.11σ / -2.2%
over the next 10 sessions, pressure held and absolute flow held此后10个交易日，压力持平，绝对流向持平
2026-08-18
+0.02σ / -2.3%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-08-04
+0.06σ / -2.4%
over the next 10 sessions, pressure held and absolute flow held此后10个交易日，压力持平，绝对流向持平
|
|||||||
| 盛科通信688702.SS | -5.2% | -4.6% | below norm, worsening低于常态·加剧 | — | |||
| 沐曦股份688802.SS | -6.8% | -4.5% | below norm, worsening低于常态·加剧 | — | |||
| 中际旭创300308.SZ | +0.3% | +1.8% | above norm, rising高于常态·升温 | — | |||
| 新易盛300502.SZ | +0.4% | +2.1% | above norm, rising高于常态·升温 | — | |||
| 英维克002837.SZ | -1.1% | +2.3% | above norm, rising高于常态·升温 | — | |||
| 中科曙光603019.SS | -6.0% | -2.2% | below norm, easing低于常态·趋缓 | — | |||
| 天孚通信300394.SZ | -0.3% | +2.2% | above norm, rising高于常态·升温 | — | |||
| 工业富联601138.SS | +0.2% | +2.5% | above norm, rising高于常态·升温 | — | |||
| ▸ Banks银行 Financials & ValueFinancials & Value | 18/18 | -0.6% | +0.0% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▼5 | ||
| top name = 12% of gross flow · without it: same direction 最大贡献个股占总流量12% · 剔除后：方向不变 — top: 中信银行, 农业银行, 光大银行 · bottom: 南京银行, 上海银行, 建设银行 — 领涨：中信银行、农业银行、光大银行 · 领跌：南京银行、上海银行、建设银行 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-21
+0.06σ / -0.5%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-04-29
-0.05σ / -0.4%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-12-05
+0.16σ / -0.8%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 南京银行601009.SS | -3.3% | -4.0% | below norm, worsening低于常态·加剧 | — | |||
| 建设银行601939.SS | -2.5% | -3.1% | below norm, easing低于常态·趋缓 | — | |||
| 光大银行601818.SS | +1.1% | +2.9% | above norm, rising高于常态·升温 | — | |||
| 中信银行601998.SS | +4.1% | +3.3% | above norm, rising高于常态·升温 | — | |||
| 上海银行601229.SS | -2.4% | -3.2% | below norm, worsening低于常态·加剧 | — | |||
| 平安银行000001.SZ | -0.2% | +2.4% | above norm, rising高于常态·升温 | — | |||
| 宁波银行002142.SZ | +0.5% | +2.6% | above norm, rising高于常态·升温 | — | |||
| 农业银行601288.SS | +1.9% | +3.1% | above norm, rising高于常态·升温 | — | |||
| ▸ Software & AI Apps软件与AI应用 Technology & AITechnology & AI | 15/15 | -3.1% | +0.1% | quiet / insufficient data平静 / 数据不足 session 1 in this state状态第1日 ❄ | ▼2 | ||
| top name = 19% of gross flow · without it: flips 最大贡献个股占总流量19% · 剔除后：方向反转 — top: 指南针, 恒生电子, 昆仑万维 · bottom: 宝信软件, 科大讯飞, 同花顺 — 领涨：指南针、恒生电子、昆仑万维 · 领跌：宝信软件、科大讯飞、同花顺 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-07-07
+0.21σ / -3.3%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-08-20
+0.20σ / -2.9%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2025-10-31
-0.29σ / -3.0%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 指南针300803.SZ | -1.2% | +3.1% | above norm, rising高于常态·升温 | — | |||
| 宝信软件600845.SS | -5.8% | -3.0% | below norm, easing低于常态·趋缓 | — | |||
| 恒生电子600570.SS | -1.3% | +2.3% | above norm, cooling高于常态·降温 | — | |||
| 昆仑万维300418.SZ | -1.9% | +1.8% | above norm, rising高于常态·升温 | — | |||
| 科大讯飞002230.SZ | -6.5% | -1.7% | below norm, worsening低于常态·加剧 | — | |||
| 达梦数据688692.SS | +0.6% | +1.3% | above norm, cooling高于常态·降温 | — | |||
| 同花顺300033.SZ | -3.7% | -0.9% | near its norm接近常态 | — | |||
| 中科创达300496.SZ | -3.8% | -0.6% | near its norm接近常态 | — | |||
| ▸ Home Appliances家电 Consumer & BrandsConsumer & Brands concentrated集中度高 | 8/8 | -2.0% | -0.1% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▲2 | ||
| top name = 45% of gross flow · without it: flips 最大贡献个股占总流量45% · 剔除后：方向反转 — top: 格力电器, 四川长虹, 科沃斯 · bottom: 海信视像, 美的集团, 海尔智家 — 领涨：格力电器、四川长虹、科沃斯 · 领跌：海信视像、美的集团、海尔智家 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-25
-0.08σ / -2.0%
over the next 10 sessions, pressure held and absolute flow held此后10个交易日，压力持平，绝对流向持平
2026-06-12
-0.35σ / -2.0%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-04-29
-0.38σ / -2.0%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 海信视像600060.SS | -4.6% | -2.9% | below norm, worsening低于常态·加剧 | — | |||
| 格力电器000651.SZ | +1.0% | +2.7% | above norm, rising高于常态·升温 | — | |||
| 美的集团000333.SZ | +0.2% | -0.2% | near its norm接近常态 | — | |||
| 海尔智家600690.SS | -1.5% | -0.2% | near its norm接近常态 | — | |||
| 海信家电000921.SZ | -2.6% | -0.1% | near its norm接近常态 | — | |||
| 科沃斯603486.SS | -1.7% | +0.1% | near its norm接近常态 | — | |||
| 四川长虹600839.SS | -5.9% | +0.2% | near its norm接近常态 | — | |||
| 苏泊尔002032.SZ | -1.4% | -0.1% | near its norm接近常态 | — | |||
| ▸ Robotics & Automation机器人与自动化 Advanced ManufacturingAdvanced Manufacturing | 11/11 overlap 1重叠1 1 inst seats机构席位 | -2.4% | +0.0% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | – | ||
| top name = 21% of gross flow · without it: flips 最大贡献个股占总流量21% · 剔除后：方向反转 — top: 国机精工, 机器人, 麦格米特 · bottom: 汇川技术, 埃斯顿, 绿的谐波 — 领涨：国机精工、机器人、麦格米特 · 领跌：汇川技术、埃斯顿、绿的谐波 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-11
-0.17σ / -2.3%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-06-25
-0.20σ / -2.4%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-07-28
-0.20σ / -2.3%
over the next 10 sessions, pressure held and absolute flow held此后10个交易日，压力持平，绝对流向持平
|
|||||||
| 国机精工002046.SZ | 🏛 -0.2亿 1/3 | +3.7% | +4.2% | above norm, rising高于常态·升温 | — | ||
| 汇川技术300124.SZ | -4.9% | -2.8% | below norm, worsening低于常态·加剧 | — | |||
| 埃斯顿002747.SZ | -4.0% | -2.2% | below norm, worsening低于常态·加剧 | — | |||
| 恒立液压601100.SS | -3.2% | -1.8% | below norm, easing低于常态·趋缓 | — | |||
| 机器人300024.SZ | -1.5% | +2.5% | above norm, cooling高于常态·降温 | — | |||
| 绿的谐波688017.SS | -4.7% | -1.9% | below norm, worsening低于常态·加剧 | — | |||
| 麦格米特002851.SZ | +0.9% | +2.3% | above norm, rising高于常态·升温 | — | |||
| 双环传动002472.SZ | -3.2% | -1.0% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Consumer Electronics消费电子 Technology & AITechnology & AI | 15/15 | -2.2% | -0.0% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▲2 | ||
| top name = 14% of gross flow · without it: flips 最大贡献个股占总流量14% · 剔除后：方向反转 — top: 东山精密, 立讯精密, 鹏鼎控股 · bottom: 京东方Ａ, 信维通信, 水晶光电 — 领涨：东山精密、立讯精密、鹏鼎控股 · 领跌：京东方Ａ、信维通信、水晶光电 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-01-19
-0.17σ / -2.2%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-01-27
-0.13σ / -2.2%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-12-25
-0.35σ / -2.1%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 京东方Ａ000725.SZ | -3.4% | -1.9% | below norm, easing低于常态·趋缓 | — | |||
| 信维通信300136.SZ | -5.0% | -1.3% | below norm, worsening低于常态·加剧 | — | |||
| 东山精密002384.SZ | +0.2% | +1.9% | above norm, rising高于常态·升温 | — | |||
| 立讯精密002475.SZ | -0.0% | +1.6% | above norm, rising高于常态·升温 | — | |||
| 鹏鼎控股002938.SZ | +0.3% | +1.3% | above norm, rising高于常态·升温 | — | |||
| 安克创新300866.SZ | -1.4% | -0.5% | below norm, easing低于常态·趋缓 | — | |||
| 水晶光电002273.SZ | -2.0% | -1.1% | below norm, worsening低于常态·加剧 | — | |||
| 歌尔股份002241.SZ | -2.6% | +1.2% | above norm, rising高于常态·升温 | — | |||
| ▸ Solar / Photovoltaics光伏 New Energy & AutosNew Energy & Autos | 15/15 | -3.1% | -0.0% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▼2 | ||
| top name = 19% of gross flow · without it: flips 最大贡献个股占总流量19% · 剔除后：方向反转 — top: 锦浪科技, 天合光能, 通威股份 · bottom: 晶盛机电, 阳光电源, 大全能源 — 领涨：锦浪科技、天合光能、通威股份 · 领跌：晶盛机电、阳光电源、大全能源 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
◆
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-05-18
-0.27σ / -3.1%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-05-25
-0.20σ / -3.1%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-08-04
-0.26σ / -3.0%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 晶盛机电300316.SZ | -4.9% | -2.7% | below norm, worsening低于常态·加剧 | — | |||
| 锦浪科技300763.SZ | +0.4% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 阳光电源300274.SZ | -5.4% | -2.4% | below norm, worsening低于常态·加剧 | — | |||
| 大全能源688303.SS | -4.1% | -1.6% | below norm, worsening低于常态·加剧 | — | |||
| 天合光能688599.SS | -2.6% | +1.4% | above norm, rising高于常态·升温 | — | |||
| 通威股份600438.SS | -2.9% | +0.8% | near its norm接近常态 | — | |||
| 迈为股份300751.SZ | -0.9% | +0.7% | near its norm接近常态 | — | |||
| TCL中环002129.SZ | -2.0% | +0.7% | near its norm接近常态 | — | |||
| ▸ Food & Beverage食品饮料 Consumer & BrandsConsumer & Brands | 10/10 | -1.9% | -0.3% | quiet / insufficient data平静 / 数据不足 session 3 in this state状态第3日 ❄ | ▲4 | ||
| top name = 30% of gross flow · without it: flips 最大贡献个股占总流量30% · 剔除后：方向反转 — top: 青岛啤酒, 金龙鱼, 伊利股份 · bottom: 东鹏饮料, 海天味业, 养元饮品 — 领涨：青岛啤酒、金龙鱼、伊利股份 · 领跌：东鹏饮料、海天味业、养元饮品 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-08-20
-0.61σ / -1.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-11-25
-0.62σ / -1.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-07-14
-0.67σ / -1.9%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 东鹏饮料605499.SS | -3.7% | -3.9% | below norm, worsening低于常态·加剧 | — | |||
| 青岛啤酒600600.SS | -1.3% | +2.7% | above norm, rising高于常态·升温 | — | |||
| 金龙鱼300999.SZ | -1.1% | +1.4% | above norm, rising高于常态·升温 | — | |||
| 海天味业603288.SS | -4.2% | -1.5% | below norm, worsening低于常态·加剧 | — | |||
| 安琪酵母600298.SS | -2.5% | -1.2% | below norm, worsening低于常态·加剧 | — | |||
| 养元饮品603156.SS | -1.8% | -1.4% | below norm, worsening低于常态·加剧 | — | |||
| 伊利股份600887.SS | -1.0% | +0.8% | above norm, rising高于常态·升温 | — | |||
| 双汇发展000895.SZ | -0.3% | -0.1% | near its norm接近常态 | — | |||
| ▸ Battery & Lithium锂电池 New Energy & AutosNew Energy & Autos | 16/16 overlap 1重叠1 | -3.4% | -0.6% | quiet / insufficient data平静 / 数据不足 session 4 in this state状态第4日 ❄ | ▲2 | ||
| top name = 17% of gross flow · without it: same direction 最大贡献个股占总流量17% · 剔除后：方向不变 — top: 欣旺达, 新宙邦, 比亚迪 · bottom: 格林美, 天赐材料, 科达利 — 领涨：欣旺达、新宙邦、比亚迪 · 领跌：格林美、天赐材料、科达利 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-06-23
-0.62σ / -3.5%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-07-17
-0.47σ / -3.4%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-07-02
-0.43σ / -3.3%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
|
|||||||
| 科达利002850.SZ | -2.2% | -2.2% | below norm, worsening低于常态·加剧 | — | |||
| 天赐材料002709.SZ | -5.5% | -2.6% | below norm, worsening低于常态·加剧 | — | |||
| 亿纬锂能300014.SZ | -5.4% | -2.1% | below norm, worsening低于常态·加剧 | — | |||
| 欣旺达300207.SZ | -1.5% | +1.8% | above norm, cooling高于常态·降温 | — | |||
| 格林美002340.SZ | -6.4% | -2.8% | below norm, worsening低于常态·加剧 | — | |||
| 新宙邦300037.SZ | -0.3% | +0.9% | above norm, cooling高于常态·降温 | — | |||
| 国轩高科002074.SZ | -4.5% | -0.8% | below norm, worsening低于常态·加剧 | — | |||
| 恩捷股份002812.SZ | -3.9% | -0.9% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Innovative Pharma & CXO创新药与CXO Healthcare医疗 | 14/14 | -2.7% | -0.8% | real outflow, below norm真实流出·低于常态 session 1 in this state状态第1日 ❄ | ▲1 | ||
| top name = 23% of gross flow · without it: same direction 最大贡献个股占总流量23% · 剔除后：方向不变 — top: 诺诚健华, 凯莱英, 药明康德 · bottom: 百利天恒, 恒瑞医药, 科伦药业 — 领涨：诺诚健华、凯莱英、药明康德 · 领跌：百利天恒、恒瑞医药、科伦药业 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2025-11-10
-0.88σ / -2.5%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-11-17
-0.98σ / -2.7%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2026-08-03
-0.65σ / -2.6%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 百利天恒688506.SS | -7.0% | -5.6% | below norm, worsening低于常态·加剧 | — | |||
| 科伦药业002422.SZ | -4.6% | -3.0% | below norm, worsening低于常态·加剧 | — | |||
| 恒瑞医药600276.SS | -6.0% | -3.6% | below norm, worsening低于常态·加剧 | — | |||
| 诺诚健华688428.SS | +0.9% | +2.6% | above norm, cooling高于常态·降温 | — | |||
| 泰格医药300347.SZ | -2.9% | -2.2% | below norm, easing低于常态·趋缓 | — | |||
| 药明康德603259.SS | +0.1% | +1.4% | above norm, cooling高于常态·降温 | — | |||
| 君实生物688180.SS | -2.8% | -1.2% | below norm, worsening低于常态·加剧 | — | |||
| 百济神州688235.SS | -3.8% | -1.4% | below norm, easing低于常态·趋缓 | — | |||
| ▸ Semiconductors半导体 Technology & AITechnology & AI | 22/22 overlap 2重叠2 | -2.7% | -0.9% | real outflow, below norm真实流出·低于常态 session 1 in this state状态第1日 ❄ | ▲2 | ||
| top name = 14% of gross flow · without it: same direction 最大贡献个股占总流量14% · 剔除后：方向不变 — top: 复旦微电, 士兰微, 晶合集成 · bottom: 北方华创, 紫光国微, 华虹宏力 — 领涨：复旦微电、士兰微、晶合集成 · 领跌：北方华创、紫光国微、华虹宏力 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
◆
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2025-10-23
-1.13σ / -2.6%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-10-30
-1.36σ / -2.9%
over the next 10 sessions, pressure faded and absolute flow worsened此后10个交易日，压力回落，绝对流向恶化
2025-12-16
-0.89σ / -2.9%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 北方华创002371.SZ | -4.4% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 紫光国微002049.SZ | -6.5% | -3.5% | below norm, worsening低于常态·加剧 | — | |||
| 华海清科688120.SS | -2.3% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 安集科技688019.SS | -2.3% | -1.6% | below norm, worsening低于常态·加剧 | — | |||
| 盛美上海688082.SS | -2.8% | -2.1% | below norm, worsening低于常态·加剧 | — | |||
| 华虹宏力688347.SS | -3.4% | -2.2% | below norm, worsening低于常态·加剧 | — | |||
| 拓荆科技688072.SS | -2.4% | -1.3% | below norm, worsening低于常态·加剧 | — | |||
| 中微公司688012.SS | -2.4% | -1.5% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Rare Earth & Magnets稀土永磁 Cyclicals & ResourcesCyclicals & Resources | 9/9 | -4.2% | -1.6% | real outflow, below norm真实流出·低于常态 session 4 in this state状态第4日 ❄ | ▲1 | ||
| top name = 19% of gross flow · without it: same direction 最大贡献个股占总流量19% · 剔除后：方向不变 — top: bottom: 中稀有色, 横店东磁, 北方稀土 — 领涨：领跌：中稀有色、横店东磁、北方稀土 | |||||||
60-session history60日历史Replayed under today's method and today's membership — not what was published historically. Published record accrues from 2026-09-03.按当前方法与当前成分回放——非历史发布值。发布记录自2026-09-03起累积。
absolute 4wk rate绝对4周净率
relative pressure (相对压力（σ)）
— published record (from 2026-09-03)— 发布记录（自2026-09-03起） 3 distinct prior episodes3个相似历史情形 similar setups, not forecasts相似情形，非预测
2026-07-24
-1.27σ / -4.1%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-07-15
-1.31σ / -4.1%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
2026-05-22
-1.16σ / -4.3%
over the next 10 sessions, pressure rose and absolute flow improved此后10个交易日，压力回升，绝对流向改善
|
|||||||
| 中稀有色600259.SS | -4.3% | -2.8% | below norm, worsening低于常态·加剧 | — | |||
| 横店东磁002056.SZ | -4.4% | -2.6% | below norm, worsening低于常态·加剧 | — | |||
| 北方稀土600111.SS | -7.2% | -2.5% | below norm, worsening低于常态·加剧 | — | |||
| 金力永磁300748.SZ | -5.0% | -1.6% | below norm, worsening低于常态·加剧 | — | |||
| 中钨高新000657.SZ | -3.9% | -1.6% | below norm, worsening低于常态·加剧 | — | |||
| 章源钨业002378.SZ | -4.1% | -1.1% | below norm, worsening低于常态·加剧 | — | |||
| 盛和资源600392.SS | -3.0% | -0.8% | near its norm接近常态 | — | |||
| 中国稀土000831.SZ | -2.6% | -0.8% | near its norm接近常态 | — | |||
Per-sector big-money flow = equal-weight member main-money net-rate, ranked by 4-week velocity vs the sector's own trailing norm. Expand a sector for its biggest-moving member names.板块主力资金＝等权成分股主力净占比，按4周流速（相对板块自身常态）排序。展开板块查看流向最强的成分股。
Official sectors (Shenwan L1) — current membership; history accrues from 2026-09-03官方行业（申万一级）——当前成分；历史自2026-09-03起累积
current-membership basis — constituents as of 2026-09-03按当前成分计算——成分截至2026-09-03
| Sector行业 | Members成分 | abs 4wk绝对4周 | vs norm相对常态 | Velocity流速 | Quadrant象限 | rank Δ排名Δ | Flow trend流向趋势 |
|---|---|---|---|---|---|---|---|
| · Agriculture农林牧渔 | 18/104 | · | · | insufficient coverage覆盖不足 | — | ||
86 excluded86只未纳入
深粮控股 (missing)（无数据）, 京粮控股 (missing)（无数据）, 平潭发展 (missing)（无数据）, 永安林业 (missing)（无数据）, 正虹科技 (missing)（无数据）, 国投丰乐 (missing)（无数据）, 罗 牛 山 (missing)（无数据）, 中水渔业 (missing)（无数据）, *ST广糖 (missing)（无数据）, 中粮科技 (unscored)（未评分）, 中基健康 (missing)（无数据）, 东瑞股份 (missing)（无数据）
…
|
|||||||
| · Chemicals基础化工 | 92/411 | · | · | insufficient coverage覆盖不足 | — | ||
319 excluded319只未纳入
新金路 (missing)（无数据）, 红太阳 (missing)（无数据）, 金浦钛业 (missing)（无数据）, 安道麦A (missing)（无数据）, 渝三峡Ａ (missing)（无数据）, 英 力 特 (missing)（无数据）, ST海龙 (missing)（无数据）, 博源化工 (missing)（无数据）, 亚太实业 (missing)（无数据）, 双环科技 (missing)（无数据）, 四川美丰 (missing)（无数据）, 恒申新材 (missing)（无数据）
…
|
|||||||
| · Steel钢铁 | 15/44 | · | · | insufficient coverage覆盖不足 | — | ||
29 excluded29只未纳入
金岭矿业 (missing)（无数据）, 河钢股份 (missing)（无数据）, 中南股份 (missing)（无数据）, 本钢板材 (missing)（无数据）, 新兴铸管 (unscored)（未评分）, 太钢不锈 (missing)（无数据）, 鞍钢股份 (missing)（无数据）, 华菱钢铁 (unscored)（未评分）, 沙钢股份 (unscored)（未评分）, 三钢闽光 (unscored)（未评分）, 久立特材 (missing)（无数据）, 金洲管道 (missing)（无数据）
…
|
|||||||
| ▸ Nonferrous Metals有色金属 | 88/140 | -2.3% | -0.1% | quiet / insufficient data平静 / 数据不足 | – | accruing — 5/130 sessions累积中（5/130） | |
| top name = 4% of gross flow · without it: same direction 最大贡献个股占总流量4% · 剔除后：方向不变 — top: 海亮股份, 盛屯矿业, 紫金矿业 · bottom: 博迁新材, 新疆众和, 中稀有色 — 领涨：海亮股份、盛屯矿业、紫金矿业 · 领跌：博迁新材、新疆众和、中稀有色 | |||||||
52 excluded52只未纳入
合金投资 (missing)（无数据）, 锌业股份 (missing)（无数据）, 中科三环 (unscored)（未评分）, 罗平锌电 (missing)（无数据）, 常铝股份 (missing)（无数据）, 东方锆业 (missing)（无数据）, 融捷股份 (unscored)（未评分）, 精艺股份 (missing)（无数据）, *ST利源 (missing)（无数据）, 亚太科技 (missing)（无数据）, 闽发铝业 (missing)（无数据）, 湖南白银 (unscored)（未评分）
…
|
|||||||
| 博迁新材605376.SS | -4.6% | -4.5% | below norm, worsening低于常态·加剧 | — | |||
| 海亮股份002203.SZ | +2.7% | +3.4% | above norm, rising高于常态·升温 | — | |||
| 新疆众和600888.SS | -5.0% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 盛屯矿业600711.SS | +0.2% | +3.4% | above norm, cooling高于常态·降温 | — | |||
| 中稀有色600259.SS | -4.3% | -2.8% | below norm, worsening低于常态·加剧 | — | |||
| 紫金矿业601899.SS | +0.3% | +3.0% | above norm, cooling高于常态·降温 | — | |||
| 银河磁体300127.SZ | +0.2% | +2.2% | above norm, cooling高于常态·降温 | — | |||
| 楚江新材002171.SZ | -1.9% | +2.3% | above norm, rising高于常态·升温 | — | |||
| · Electronics电子 | 218/493 | · | · | insufficient coverage覆盖不足 | — | ||
275 excluded275只未纳入
深华发Ａ (missing)（无数据）, 深纺织Ａ (missing)（无数据）, 深天马Ａ (missing)（无数据）, 华塑控股 (missing)（无数据）, 华映科技 (missing)（无数据）, 盈方微 (missing)（无数据）, 超声电子 (missing)（无数据）, 嘉立创 (unscored)（未评分）, 好上好 (missing)（无数据）, 康冠科技 (missing)（无数据）, 亿道信息 (missing)（无数据）, 翔腾新材 (missing)（无数据）
…
|
|||||||
| · Home Appliances家用电器 | 20/93 | · | · | insufficient coverage覆盖不足 | — | ||
73 excluded73只未纳入
*ST康佳A (missing)（无数据）, 长虹华意 (missing)（无数据）, 长虹美菱 (missing)（无数据）, 佛山照明 (missing)（无数据）, 四川九洲 (unscored)（未评分）, 利仁科技 (missing)（无数据）, 联合精密 (missing)（无数据）, 联域股份 (missing)（无数据）, 雪祺电气 (missing)（无数据）, 德豪润达 (missing)（无数据）, 盾安环境 (unscored)（未评分）, 华帝股份 (missing)（无数据）
…
|
|||||||
| · Food & Beverage食品饮料 | 40/122 | · | · | insufficient coverage覆盖不足 | — | ||
82 excluded82只未纳入
广弘控股 (missing)（无数据）, ST西王 (missing)（无数据）, 黑芝麻 (missing)（无数据）, *ST西发 (missing)（无数据）, 酒鬼酒 (missing)（无数据）, 张 裕Ａ (missing)（无数据）, 兰州黄河 (missing)（无数据）, 皇台酒业 (missing)（无数据）, 千味央厨 (missing)（无数据）, 青岛食品 (missing)（无数据）, 阳光乳业 (missing)（无数据）, 皇氏集团 (missing)（无数据）
…
|
|||||||
| · Textiles & Apparel纺织服饰 | 12/106 | · | · | insufficient coverage覆盖不足 | — | ||
94 excluded94只未纳入
深中华A (missing)（无数据）, 飞亚达 (missing)（无数据）, 鲁 泰Ａ (missing)（无数据）, 华茂股份 (missing)（无数据）, 欣龙控股 (missing)（无数据）, 洪兴股份 (missing)（无数据）, 泰慕士 (missing)（无数据）, 福恩股份 (missing)（无数据）, 古麒绒材 (missing)（无数据）, 七 匹 狼 (missing)（无数据）, 华孚时尚 (missing)（无数据）, 孚日股份 (missing)（无数据）
…
|
|||||||
| · Light Manufacturing轻工制造 | 8/156 | · | · | insufficient coverage覆盖不足 | — | ||
148 excluded148只未纳入
ST晨鸣 (missing)（无数据）, 珠海中富 (missing)（无数据）, 陕西金叶 (missing)（无数据）, 大亚圣象 (missing)（无数据）, 双枪科技 (missing)（无数据）, 华瓷股份 (missing)（无数据）, 悍高集团 (missing)（无数据）, 源飞宠物 (missing)（无数据）, 浙江正特 (missing)（无数据）, 强邦新材 (missing)（无数据）, 三柏硕 (missing)（无数据）, 箭牌家居 (missing)（无数据）
…
|
|||||||
| · Pharma & Biotech医药生物 | 125/478 | · | · | insufficient coverage覆盖不足 | — | ||
353 excluded353只未纳入
ST海王 (missing)（无数据）, 丰原药业 (missing)（无数据）, 英特集团 (missing)（无数据）, 南华生物 (missing)（无数据）, 国际医学 (missing)（无数据）, 四环生物 (missing)（无数据）, 海南海药 (missing)（无数据）, 古汉医药 (missing)（无数据）, 东北制药 (missing)（无数据）, 吉林敖东 (missing)（无数据）, 浙江震元 (missing)（无数据）, 贝瑞基因 (missing)（无数据）
…
|
|||||||
| · Utilities公用事业 | 62/137 | · | · | insufficient coverage覆盖不足 | — | ||
75 excluded75只未纳入
深南电A (missing)（无数据）, 川能动力 (missing)（无数据）, 胜利股份 (missing)（无数据）, 珠海港 (missing)（无数据）, 穗恒运Ａ (missing)（无数据）, 绿发电力 (missing)（无数据）, 太阳能 (missing)（无数据）, 德龙汇能 (missing)（无数据）, 新能股份 (missing)（无数据）, 韶能股份 (missing)（无数据）, 顺发恒能 (missing)（无数据）, ST金鸿 (missing)（无数据）
…
|
|||||||
| · Transportation交通运输 | 45/126 | · | · | insufficient coverage覆盖不足 | — | ||
81 excluded81只未纳入
盐 田 港 (missing)（无数据）, 深圳机场 (unscored)（未评分）, 中信海直 (unscored)（未评分）, 凤凰航运 (missing)（无数据）, 湖南投资 (missing)（无数据）, 西部创业 (missing)（无数据）, 远大控股 (missing)（无数据）, 山西高速 (missing)（无数据）, 海南高速 (missing)（无数据）, 现代投资 (missing)（无数据）, 厦门港务 (missing)（无数据）, 浙商中拓 (missing)（无数据）
…
|
|||||||
| · Real Estate房地产 | 16/95 | · | · | insufficient coverage覆盖不足 | — | ||
79 excluded79只未纳入
深振业Ａ (missing)（无数据）, 深物业A (missing)（无数据）, 沙河股份 (missing)（无数据）, 大悦城 (missing)（无数据）, 华联控股 (missing)（无数据）, 中洲控股 (missing)（无数据）, *ST皇庭 (missing)（无数据）, 华侨城Ａ (missing)（无数据）, 天健集团 (missing)（无数据）, 金 融 街 (missing)（无数据）, 渝 开 发 (missing)（无数据）, 荣安地产 (missing)（无数据）
…
|
|||||||
| · Retail & Commerce商贸零售 | 22/99 | · | · | insufficient coverage覆盖不足 | — | ||
77 excluded77只未纳入
全新好 (missing)（无数据）, 中成股份 (missing)（无数据）, 合百集团 (missing)（无数据）, 通程控股 (missing)（无数据）, 武商集团 (missing)（无数据）, 供销大集 (unscored)（未评分）, 大连友谊 (missing)（无数据）, 厦门信达 (missing)（无数据）, 中兴商业 (missing)（无数据）, 中百集团 (missing)（无数据）, 居然智家 (missing)（无数据）, 天音控股 (unscored)（未评分）
…
|
|||||||
| · Consumer Services社会服务 | 7/82 | · | · | insufficient coverage覆盖不足 | — | ||
75 excluded75只未纳入
华天酒店 (missing)（无数据）, 张家界 (missing)（无数据）, 岭南控股 (missing)（无数据）, 学大教育 (missing)（无数据）, 天府文旅 (missing)（无数据）, *ST西旅 (missing)（无数据）, 西安饮食 (missing)（无数据）, 凯撒旅业 (missing)（无数据）, 峨眉山Ａ (missing)（无数据）, 桂林旅游 (missing)（无数据）, 丽江股份 (missing)（无数据）, 中钢天源 (missing)（无数据）
…
|
|||||||
| · Conglomerates综合 | 4/20 | · | · | insufficient coverage覆盖不足 | — | ||
16 excluded16只未纳入
特 力Ａ (missing)（无数据）, 南京公用 (missing)（无数据）, 红棉股份 (missing)（无数据）, ST三木 (missing)（无数据）, 泰达股份 (missing)（无数据）, 漳州发展 (missing)（无数据）, 亚联发展 (missing)（无数据）, 毅昌科技 (missing)（无数据）, 群兴玩具 (missing)（无数据）, 宁波联合 (missing)（无数据）, 天宸股份 (missing)（无数据）, 上海三毛 (missing)（无数据）
…
|
|||||||
| · Building Materials建筑材料 | 15/72 | · | · | insufficient coverage覆盖不足 | — | ||
57 excluded57只未纳入
南 玻Ａ (unscored)（未评分）, 方大集团 (missing)（无数据）, 金隅冀东 (missing)（无数据）, 海螺新材 (missing)（无数据）, 万年青 (missing)（无数据）, 中旗新材 (missing)（无数据）, 瑞泰科技 (missing)（无数据）, 鲁阳节能 (missing)（无数据）, 九鼎新材 (missing)（无数据）, 国统股份 (missing)（无数据）, 濮耐股份 (missing)（无数据）, 聚力文化 (missing)（无数据）
…
|
|||||||
| · Construction建筑装饰 | 29/147 | · | · | insufficient coverage覆盖不足 | — | ||
118 excluded118只未纳入
*ST美丽 (missing)（无数据）, 高新发展 (unscored)（未评分）, 甘咨询 (missing)（无数据）, 誉帆科技 (missing)（无数据）, 宝鹰股份 (missing)（无数据）, 宏润建设 (missing)（无数据）, 中国海诚 (missing)（无数据）, 东南网架 (missing)（无数据）, 东华科技 (missing)（无数据）, 海南发展 (unscored)（未评分）, 交投生态 (missing)（无数据）, 北新路桥 (missing)（无数据）
…
|
|||||||
| · Power Equipment电力设备 | 123/378 | · | · | insufficient coverage覆盖不足 | — | ||
255 excluded255只未纳入
中国宝安 (missing)（无数据）, 德赛电池 (unscored)（未评分）, 国际实业 (missing)（无数据）, 许继电气 (missing)（无数据）, 顺钠股份 (missing)（无数据）, 东方电子 (unscored)（未评分）, 滨海能源 (missing)（无数据）, 新能泰山 (missing)（无数据）, 和展能源 (missing)（无数据）, ST京机 (missing)（无数据）, 佳电股份 (missing)（无数据）, 华菱线缆 (missing)（无数据）
…
|
|||||||
| · Defense & Military国防军工 | 52/137 | · | · | insufficient coverage覆盖不足 | — | ||
85 excluded85只未纳入
烽火电子 (missing)（无数据）, 甘化科工 (missing)（无数据）, 炼石航空 (missing)（无数据）, 航发控制 (unscored)（未评分）, 海特高新 (unscored)（未评分）, 威海广泰 (missing)（无数据）, 北斗星通 (unscored)（未评分）, 中光学 (missing)（无数据）, 大立科技 (missing)（无数据）, 博云新材 (missing)（无数据）, 合众思壮 (missing)（无数据）, 雷科防务 (missing)（无数据）
…
|
|||||||
| · Computers计算机 | 82/334 | · | · | insufficient coverage覆盖不足 | — | ||
252 excluded252只未纳入
常山北明 (missing)（无数据）, 云鼎科技 (missing)（无数据）, 美利云 (missing)（无数据）, 南天信息 (missing)（无数据）, 新 大 陆 (missing)（无数据）, 魅视科技 (missing)（无数据）, 远光软件 (unscored)（未评分）, 东华软件 (missing)（无数据）, 广电运通 (unscored)（未评分）, 石基信息 (unscored)（未评分）, 延华智能 (missing)（无数据）, 奔图科技 (unscored)（未评分）
…
|
|||||||
| · Media传媒 | 46/130 | · | · | insufficient coverage覆盖不足 | — | ||
84 excluded84只未纳入
华数传媒 (unscored)（未评分）, 华媒控股 (missing)（无数据）, 湖北广电 (missing)（无数据）, ST华闻 (missing)（无数据）, 北京文化 (missing)（无数据）, 欢瑞世纪 (missing)（无数据）, 博纳影业 (missing)（无数据）, 生 意 宝 (missing)（无数据）, 天威视讯 (missing)（无数据）, 新 华 都 (missing)（无数据）, 遥望科技 (missing)（无数据）, 奥飞娱乐 (unscored)（未评分）
…
|
|||||||
| · Telecoms通信 | 47/122 | · | · | insufficient coverage覆盖不足 | — | ||
75 excluded75只未纳入
特发信息 (missing)（无数据）, 汇源通信 (missing)（无数据）, 国安股份 (missing)（无数据）, 中嘉博创 (missing)（无数据）, 东信和平 (unscored)（未评分）, 三维通信 (missing)（无数据）, 梦网科技 (unscored)（未评分）, 北纬科技 (missing)（无数据）, 辉煌科技 (missing)（无数据）, 日海智能 (missing)（无数据）, 二六三 (missing)（无数据）, 海能达 (missing)（无数据）
…
|
|||||||
| ▸ Banks银行 | 38/42 | -0.3% | +0.3% | quiet / insufficient data平静 / 数据不足 | – | accruing — 5/130 sessions累积中（5/130） | |
| top name = 6% of gross flow · without it: same direction 最大贡献个股占总流量6% · 剔除后：方向不变 — top: 江阴银行, 青农商行, 中信银行 · bottom: 南京银行, 上海银行, 建设银行 — 领涨：江阴银行、青农商行、中信银行 · 领跌：南京银行、上海银行、建设银行 | |||||||
4 excluded4只未纳入
兰州银行 (unscored)（未评分）, 郑州银行 (unscored)（未评分）, 常熟银行 (missing)（无数据）, 贵阳银行 (missing)（无数据）
|
|||||||
| 南京银行601009.SS | -3.3% | -4.0% | below norm, worsening低于常态·加剧 | — | |||
| 建设银行601939.SS | -2.5% | -3.1% | below norm, easing低于常态·趋缓 | — | |||
| 光大银行601818.SS | +1.1% | +2.9% | above norm, rising高于常态·升温 | — | |||
| 青农商行002958.SZ | +1.9% | +3.3% | above norm, rising高于常态·升温 | — | |||
| 中信银行601998.SS | +4.1% | +3.3% | above norm, rising高于常态·升温 | — | |||
| 上海银行601229.SS | -2.4% | -3.2% | below norm, worsening低于常态·加剧 | — | |||
| 江阴银行002807.SZ | +1.2% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 浙商银行601916.SS | +2.0% | +2.5% | above norm, rising高于常态·升温 | — | |||
| ▸ Non-bank Financials非银金融 | 61/79 | -2.2% | +0.9% | still selling, pressure easing仍净流出·压力改善 | – | accruing — 5/130 sessions累积中（5/130） | |
| top name = 7% of gross flow · without it: same direction 最大贡献个股占总流量7% · 剔除后：方向不变 — top: 锦龙股份, 华林证券, 中泰证券 · bottom: 东兴证券, 渤海租赁, 国元证券 — 领涨：锦龙股份、华林证券、中泰证券 · 领跌：东兴证券、渤海租赁、国元证券 | |||||||
18 excluded18只未纳入
华金资本 (missing)（无数据）, 海德股份 (unscored)（未评分）, 国海证券 (unscored)（未评分）, 中粮资本 (missing)（无数据）, 山西证券 (missing)（无数据）, 仁东控股 (missing)（无数据）, 国盛证券 (unscored)（未评分）, 华西证券 (missing)（无数据）, *ST九鼎 (missing)（无数据）, 湘财股份 (unscored)（未评分）, 新力金融 (missing)（无数据）, 五矿资本 (missing)（无数据）
…
|
|||||||
| 中泰证券600918.SS | -1.0% | +3.4% | above norm, rising高于常态·升温 | — | |||
| 锦龙股份000712.SZ | +4.0% | +6.2% | above norm, rising高于常态·升温 | — | |||
| 首创证券601136.SS | -1.8% | +3.4% | above norm, rising高于常态·升温 | — | |||
| 东兴证券601198.SS | -4.9% | -3.7% | below norm, worsening低于常态·加剧 | — | |||
| 华林证券002945.SZ | -0.8% | +3.7% | above norm, rising高于常态·升温 | — | |||
| 渤海租赁000415.SZ | -5.9% | -3.1% | below norm, easing低于常态·趋缓 | — | |||
| 东北证券000686.SZ | -0.8% | +3.2% | above norm, rising高于常态·升温 | — | |||
| 国联民生601456.SS | -1.6% | +3.1% | above norm, rising高于常态·升温 | — | |||
| · Automobiles汽车 | 75/290 | · | · | insufficient coverage覆盖不足 | — | ||
215 excluded215只未纳入
苏常柴Ａ (missing)（无数据）, 海马汽车 (missing)（无数据）, 威孚高科 (unscored)（未评分）, 贵州轮胎 (missing)（无数据）, 青岛双星 (missing)（无数据）, 襄阳轴承 (missing)（无数据）, 模塑科技 (missing)（无数据）, 浩物股份 (missing)（无数据）, 智慧农业 (missing)（无数据）, 安凯客车 (missing)（无数据）, ST云动 (missing)（无数据）, 中国重汽 (unscored)（未评分）
…
|
|||||||
| · Machinery机械设备 | 102/540 | · | · | insufficient coverage覆盖不足 | — | ||
438 excluded438只未纳入
神州高铁 (missing)（无数据）, 沈阳机床 (missing)（无数据）, 柳 工 (missing)（无数据）, 冰山冷热 (missing)（无数据）, 山推股份 (unscored)（未评分）, 中核科技 (missing)（无数据）, 石化机械 (missing)（无数据）, 冀东装备 (missing)（无数据）, 潍柴重机 (unscored)（未评分）, 众合科技 (missing)（无数据）, 欧克科技 (missing)（无数据）, 和泰机电 (missing)（无数据）
…
|
|||||||
| · Coal煤炭 | 19/33 | · | · | insufficient coverage覆盖不足 | — | ||
14 excluded14只未纳入
新大洲A (missing)（无数据）, 美锦能源 (missing)（无数据）, 冀中能源 (missing)（无数据）, 郑州煤电 (missing)（无数据）, 盘江股份 (unscored)（未评分）, 安泰集团 (missing)（无数据）, 山煤国际 (unscored)（未评分）, 云维股份 (missing)（无数据）, 辽宁能源 (missing)（无数据）, 云煤能源 (missing)（无数据）, 宝泰隆 (missing)（无数据）, 陕西黑猫 (missing)（无数据）
…
|
|||||||
| · Oil & Petrochem石油石化 | 18/47 | · | · | insufficient coverage覆盖不足 | — | ||
29 excluded29只未纳入
广聚能源 (missing)（无数据）, 泰山石油 (missing)（无数据）, 茂化实华 (missing)（无数据）, ST沈化 (missing)（无数据）, 岳阳兴长 (missing)（无数据）, 蓝焰控股 (missing)（无数据）, 大庆华科 (missing)（无数据）, 润贝航科 (missing)（无数据）, *ST准油 (missing)（无数据）, 国创高新 (missing)（无数据）, 新叶股份 (missing)（无数据）, 惠博普 (missing)（无数据）
…
|
|||||||
| · Environmental环保 | 19/130 | · | · | insufficient coverage覆盖不足 | — | ||
111 excluded111只未纳入
华控赛格 (missing)（无数据）, 中原环保 (missing)（无数据）, 金圆股份 (missing)（无数据）, 创元科技 (missing)（无数据）, 兴蓉环境 (missing)（无数据）, 渤海股份 (missing)（无数据）, 京蓝科技 (missing)（无数据）, 山高环能 (missing)（无数据）, 神雾节能 (missing)（无数据）, *ST启环 (missing)（无数据）, 法尔胜 (missing)（无数据）, 劲旅环境 (missing)（无数据）
…
|
|||||||
| · Beauty & Care美容护理 | 3/28 | · | · | insufficient coverage覆盖不足 | — | ||
25 excluded25只未纳入
*ST美谷 (missing)（无数据）, 依依股份 (missing)（无数据）, 登康口腔 (missing)（无数据）, 青岛金王 (missing)（无数据）, 中顺洁柔 (unscored)（未评分）, 诺斯贝尔 (missing)（无数据）, 延江股份 (missing)（无数据）, 水羊股份 (missing)（无数据）, 锦盛新材 (missing)（无数据）, 科思股份 (missing)（无数据）, 稳健医疗 (missing)（无数据）, 嘉亨家化 (missing)（无数据）
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Official (non-overlapping) Shenwan L1 sectors — never the curated theme baskets. A sector below the coverage floor renders insufficient coverage rather than a partial read: the Tushare large-order panel this desk uses does not track most small/micro-cap names, so several sectors legitimately have too little of their true membership scored to publish.官方（不重叠）申万一级行业——绝非精选主题篮子。低于覆盖门槛的行业会显示"覆盖不足"而非片面判读：本看板所用的Tushare主力大单面板未追踪多数中小市值个股，因此部分行业确实没有足够的真实成分被评分。
★ Watching a theme or sector isn't available yet — the existing watch list is a stock-ticker list shared with the Watchlist page, and a non-ticker group key would corrupt it rather than extend it. Recorded as a dependency for the watchlist-sentinel owner (server-side alerts on a state onset are a separate, not-yet-built system).暂不支持关注主题或行业——现有关注列表是与"关注列表"页面共用的股票代码列表，写入非股票代码的分组键会污染该页面，而非扩展该存储。已记录为关注列表哨兵负责人的依赖项（状态变化时的服务器端提醒是另一套尚未构建的系统）。
Velocity says which way; acceleration says whether it's getting stronger or running out. Fading inflow and slowing outflow are early turns — watch, don't act.流速指方向；加速度指其增强还是衰竭。流入转弱与流出放缓是早期拐点——观察，勿妄动。
When large-order flow and the Dragon-Tiger institutional seats agree, the positioning read is firmest. When they clash, treat the move with caution — someone is early or wrong.当主力大单流向与龙虎榜机构席位一致时，仓位判断最稳；当二者背离时，谨慎对待——总有一方过早或看错。
| Name名称 | Flow流向 | 5d hold Δ5日持仓Δ | Own %持股% | Hold持仓 |
|---|---|---|---|---|
| 和铂医药-B2142.HK | accumulating加仓 | · | 7.1 | HK$0.9B |
| 基石药业-B2616.HK | accumulating加仓 | · | 8.8 | HK$0.8B |
| 凯莱英6821.HK | accumulating加仓 | · | 51.8 | HK$2.2B |
| 泉峰控股2285.HK | accumulating加仓 | · | 8.3 | HK$1.1B |
| 泰格医药3347.HK | accumulating加仓 | · | 40.3 | HK$2.2B |
| 云知声9678.HK | accumulating加仓 | · | 24.4 | HK$0.8B |
| 博泰车联2889.HK | distributing减仓 | · | 10.6 | HK$0.8B |
| 迅策3317.HK | distributing减仓 | · | 4.3 | HK$1.1B |
| 同程旅行0780.HK | distributing减仓 | · | 7.3 | HK$1.9B |
| 迈富时2556.HK | distributing减仓 | · | 24.7 | HK$3.5B |
| 钧达股份2865.HK | distributing减仓 | · | 57.2 | HK$0.6B |
| 壁仞科技6082.HK | distributing减仓 | · | 8.9 | HK$4.0B |
Southbound holdings are mainland money via Connect — a flow confirmer, not a standalone signal. Per HK name: how much of it the mainland Connect crowd holds (% of free float) and whether it is ADDING (5-/10-day change in holding value). HK's dominant marginal buyer — a flow confirmer for sizing, not a standalone alpha.南向持仓为内地经互联互通的资金——资金确认项，非独立信号。