Large-order pressure ran above its norm in 4 of 22 themes; 1 saw positive absolute 4-week flow. Watch — don't chase 主力大单压力高于常态的主题 4/22；4周绝对净流入为正的主题 1 个。观察，勿追高
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: 4 above · 12 near · 6 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，4个高于常态 · 12个接近 · 6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: Solar / Photovoltaics光伏, Autos & NEV Makers汽车整车, Food & Beverage食品饮料, Gold Miners黄金, Defense & Aerospace军工航天, Robotics & Automation机器人与自动化, Banks银行, Home Appliances家电, Battery & Lithium锂电池, Industrial Metals有色金属, Coal煤炭, AI Compute & OpticsAI算力与光模块
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 | 1528 | top inflow & outflow领涨与领跌 | |||||
| 百亚股份003006.SZ | +27.5% | +24.2% | above norm, rising高于常态·升温 | — | |||
| 贵州茅台600519.SS | +3.4% | +6.5% | above norm, rising高于常态·升温 | — | |||
| 国电南瑞600406.SS | +1.0% | +5.3% | above norm, rising高于常态·升温 | — | |||
| 诺瓦星云301589.SZ | +5.9% | +5.0% | above norm, rising高于常态·升温 | — | |||
| 天有为603202.SS | -1.2% | +4.2% | above norm, rising高于常态·升温 | — | |||
| 生物股份600201.SS | +3.1% | +5.9% | above norm, rising高于常态·升温 | — | |||
| 迎驾贡酒603198.SS | +3.7% | +4.3% | above norm, rising高于常态·升温 | — | |||
| 数字认证300579.SZ | +1.2% | +3.1% | above norm, rising高于常态·升温 | — | |||
| 国光电气688776.SS | -0.4% | +3.1% | above norm, rising高于常态·升温 | — | |||
| 片仔癀600436.SS | +1.2% | +5.2% | above norm, rising高于常态·升温 | — | |||
| 盛和资源600392.SS | -8.7% | -5.8% | below norm, worsening低于常态·加剧 | — | |||
| 江海股份002484.SZ | -6.5% | -6.0% | below norm, worsening低于常态·加剧 | — | |||
| 湖北宜化000422.SZ | -10.8% | -6.1% | below norm, worsening低于常态·加剧 | — | |||
| nan601838.SS | -7.4% | -7.0% | below norm, worsening低于常态·加剧 | — | |||
| 中国通号688009.SS | -8.1% | -6.6% | below norm, worsening低于常态·加剧 | — | |||
| 仙鹤股份603733.SS | -5.9% | -6.2% | below norm, worsening低于常态·加剧 | — | |||
| 华钰矿业601020.SS | -10.1% | -7.3% | below norm, worsening低于常态·加剧 | — | |||
| 金石资源603505.SS | -12.8% | -9.4% | below norm, worsening低于常态·加剧 | — | |||
| 源杰科技688498.SS | -3.7% | -4.2% | below norm, worsening低于常态·加剧 | — | |||
| 申能股份600642.SS | -8.5% | -8.3% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Baijiu / Liquor白酒 Consumer & BrandsConsumer & Brands | 7/7 2 inst seats机构席位 | +0.1% | +2.9% | real inflow, above norm真实流入·高于常态 session 1 in this state状态第1日 | ▲3 | ||
| top name = 33% of gross flow · without it: same direction 最大贡献个股占总流量33% · 剔除后：方向不变 — top: 五粮液, 贵州茅台, 泸州老窖 — 领涨：五粮液、贵州茅台、泸州老窖 | |||||||
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
2026-08-10
+2.69σ / -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
2026-07-31
+2.87σ / -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
2026-07-22
+2.41σ / -0.9%
over the next 10 sessions, pressure held and absolute flow improved此后10个交易日，压力持平，绝对流向改善
|
|||||||
| 贵州茅台600519.SS | +3.4% | +6.5% | above norm, rising高于常态·升温 | — | |||
| 五粮液000858.SZ | +0.5% | +6.7% | above norm, rising高于常态·升温 | — | |||
| 泸州老窖000568.SZ | 🏛 +2.5亿 4/2 | +0.4% | +4.0% | above norm, rising高于常态·升温 | — | ||
| 洋河股份002304.SZ | -1.1% | +1.4% | above norm, cooling高于常态·降温 | — | |||
| 今世缘603369.SS | +0.7% | +1.2% | above norm, rising高于常态·升温 | — | |||
| 古井贡酒000596.SZ | 🏛 +0.6亿 3/3 | -1.1% | +0.7% | near its norm接近常态 | — | ||
| 山西汾酒600809.SS | -2.0% | -0.0% | near its norm接近常态 | — | |||
| ▸ Medical Devices & TCM医疗器械与中药 Healthcare医疗 | 14/14 | -1.9% | +1.0% | still selling, pressure easing仍净流出·压力改善 session 14 in this state状态第14日 | ▲4 | ||
| 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: 片仔癀, 爱尔眼科, 同仁堂 · bottom: 新产业, 奕瑞科技, 华东医药 — 领涨：片仔癀、爱尔眼科、同仁堂 · 领跌：新产业、奕瑞科技、华东医药 | |||||||
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
2026-07-23
+1.50σ / -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
2026-10-15
+1.49σ / -2.0%
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
2026-03-11
+1.16σ / -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
|
|||||||
| 片仔癀600436.SS | +1.2% | +5.2% | above norm, rising高于常态·升温 | — | |||
| 同仁堂600085.SS | -1.7% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 迈瑞医疗300760.SZ | -0.3% | +2.4% | above norm, rising高于常态·升温 | — | |||
| 爱尔眼科300015.SZ | -1.0% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 惠泰医疗688617.SS | +0.0% | +1.9% | above norm, rising高于常态·升温 | — | |||
| 新产业300832.SZ | -2.0% | -1.4% | below norm, easing低于常态·趋缓 | — | |||
| 东阿阿胶000423.SZ | -0.1% | +1.0% | above norm, rising高于常态·升温 | — | |||
| 联影医疗688271.SS | -2.4% | +1.2% | above norm, cooling高于常态·降温 | — | |||
| ▸ SOE Blue Chips (中特估)中特估·央企 Financials & ValueFinancials & Value | 16/16 | -1.7% | +1.2% | still selling, pressure easing仍净流出·压力改善 session 25 in this state状态第25日 | ▲1 | ||
| 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: 中国石化, 中国中车, 中远海控 · bottom: 中国化学, 中国移动, 长江电力 — 领涨：中国石化、中国中车、中远海控 · 领跌：中国化学、中国移动、长江电力 | |||||||
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
2026-10-15
+1.55σ / -1.8%
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
2026-09-21
+1.58σ / -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
2026-08-26
+1.63σ / -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
|
|||||||
| 中远海控601919.SS | +1.5% | +4.1% | above norm, rising高于常态·升温 | — | |||
| 中国石油601857.SS | +3.0% | +3.8% | above norm, rising高于常态·升温 | — | |||
| 中国石化600028.SS | +0.2% | +4.8% | above norm, cooling高于常态·降温 | — | |||
| 中国中车601766.SS | +1.3% | +4.3% | above norm, rising高于常态·升温 | — | |||
| 中国海油600938.SS | +1.3% | +2.8% | above norm, cooling高于常态·降温 | — | |||
| 中国化学601117.SS | -5.4% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 长江电力600900.SS | -1.1% | -1.0% | below norm, worsening低于常态·加剧 | — | |||
| 中国电信601728.SS | +1.8% | +1.2% | above norm, rising高于常态·升温 | — | |||
| ▸ Innovative Pharma & CXO创新药与CXO Healthcare医疗 | 14/14 | -1.3% | +0.6% | still selling, pressure easing仍净流出·压力改善 session 1 in this state状态第1日 | ▲8 | ||
| top name = 26% of gross flow · without it: same direction 最大贡献个股占总流量26% · 剔除后：方向不变 — top: 诺诚健华, 恒瑞医药, 康龙化成 · bottom: 凯莱英, 甘李药业, 药明康德 — 领涨：诺诚健华、恒瑞医药、康龙化成 · 领跌：凯莱英、甘李药业、药明康德 | |||||||
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
+0.96σ / -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
2026-08-07
+0.52σ / -1.4%
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
2026-09-30
+0.39σ / -1.5%
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
|
|||||||
| 诺诚健华688428.SS | +2.2% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 康龙化成300759.SZ | -0.3% | +1.7% | above norm, cooling高于常态·降温 | — | |||
| 恒瑞医药600276.SS | -0.9% | +1.8% | above norm, rising高于常态·升温 | — | |||
| 荣昌生物688331.SS | -0.7% | +1.5% | above norm, rising高于常态·升温 | — | |||
| 泰格医药300347.SZ | +0.2% | +1.1% | above norm, rising高于常态·升温 | — | |||
| 甘李药业603087.SS | -3.6% | -0.8% | below norm, worsening低于常态·加剧 | — | |||
| 凯莱英002821.SZ | -1.4% | -0.8% | near its norm接近常态 | — | |||
| 科伦药业002422.SZ | -1.6% | +0.4% | near its norm接近常态 | — | |||
| ▸ Solar / Photovoltaics光伏 New Energy & AutosNew Energy & Autos | 15/15 | -2.6% | +0.3% | quiet / insufficient data平静 / 数据不足 session 25 in this state状态第25日 | ▼1 | ||
| top name = 21% of gross flow · without it: same direction 最大贡献个股占总流量21% · 剔除后：方向不变 — top: TCL中环, 锦浪科技, 通威股份 · bottom: 阳光电源, 阿特斯, 固德威 — 领涨：TCL中环、锦浪科技、通威股份 · 领跌：阳光电源、阿特斯、固德威 | |||||||
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
2026-06-24
+0.32σ / -2.5%
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
2026-05-29
+0.30σ / -2.6%
over the next 10 sessions, pressure held and absolute flow worsened此后10个交易日，压力持平，绝对流向恶化
2026-09-02
+0.26σ / -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
|
|||||||
| 阳光电源300274.SZ | -6.6% | -3.2% | below norm, worsening低于常态·加剧 | — | |||
| TCL中环002129.SZ | +2.2% | +4.1% | above norm, rising高于常态·升温 | — | |||
| 锦浪科技300763.SZ | +0.4% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 阿特斯688472.SS | -5.1% | -1.6% | below norm, worsening低于常态·加剧 | — | |||
| 固德威688390.SS | -2.9% | -1.0% | below norm, worsening低于常态·加剧 | — | |||
| 晶科能源688223.SS | -3.5% | +1.0% | above norm, rising高于常态·升温 | — | |||
| 德业股份605117.SS | +0.1% | +1.1% | above norm, rising高于常态·升温 | — | |||
| 通威股份600438.SS | -1.8% | +1.4% | above norm, cooling高于常态·降温 | — | |||
| ▸ Autos & NEV Makers汽车整车 New Energy & AutosNew Energy & Autos | 16/16 overlap 2重叠2 | -2.1% | +0.3% | quiet / insufficient data平静 / 数据不足 session 2 in this state状态第2日 | ▲1 | ||
| top name = 22% of gross flow · without it: same direction 最大贡献个股占总流量22% · 剔除后：方向不变 — top: 潍柴动力, 江淮汽车, 长安汽车 · bottom: 一汽解放, 比亚迪, 长城汽车 — 领涨：潍柴动力、江淮汽车、长安汽车 · 领跌：一汽解放、比亚迪、长城汽车 | |||||||
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
2025-12-22
+0.19σ / -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
2025-11-10
+0.14σ / -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
2026-04-01
+0.63σ / -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
|
|||||||
| 一汽解放000800.SZ | -5.3% | -4.6% | below norm, worsening低于常态·加剧 | — | |||
| 潍柴动力000338.SZ | +1.8% | +2.8% | above norm, rising高于常态·升温 | — | |||
| 江淮汽车600418.SS | -1.1% | +2.8% | above norm, cooling高于常态·降温 | — | |||
| 长安汽车000625.SZ | -2.8% | +2.5% | above norm, cooling高于常态·降温 | — | |||
| 上汽集团600104.SS | -1.0% | +1.4% | above norm, cooling高于常态·降温 | — | |||
| 长城汽车601633.SS | -4.9% | -0.9% | below norm, worsening低于常态·加剧 | — | |||
| 赛力斯601127.SS | -3.2% | +1.0% | above norm, cooling高于常态·降温 | — | |||
| 宇通客车600066.SS | +1.5% | +0.7% | above norm, rising高于常态·升温 | — | |||
| ▸ Food & Beverage食品饮料 Consumer & BrandsConsumer & Brands | 10/10 1 inst seats机构席位 | -1.3% | +0.1% | quiet / insufficient data平静 / 数据不足 session 2 in this state状态第2日 | ▲2 | ||
| 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: 双汇发展, 海天味业, 伊利股份 · bottom: 东鹏饮料, 养元饮品, 金龙鱼 — 领涨：双汇发展、海天味业、伊利股份 · 领跌：东鹏饮料、养元饮品、金龙鱼 | |||||||
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
2026-07-20
+0.24σ / -1.3%
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
2025-11-10
+0.37σ / -1.3%
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
2026-06-02
+0.41σ / -1.4%
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
|
|||||||
| 东鹏饮料605499.SS | -2.8% | -2.2% | below norm, easing低于常态·趋缓 | — | |||
| 养元饮品603156.SS | -2.9% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 双汇发展000895.SZ | +2.1% | +1.7% | above norm, cooling高于常态·降温 | — | |||
| 海天味业603288.SS | -0.5% | +1.6% | above norm, cooling高于常态·降温 | — | |||
| 金龙鱼300999.SZ | -4.0% | -1.4% | below norm, worsening低于常态·加剧 | — | |||
| 伊利股份600887.SS | +1.0% | +1.4% | above norm, cooling高于常态·降温 | — | |||
| 燕京啤酒000729.SZ | 🏛 -0.9亿 1/4 | +0.2% | +1.1% | above norm, cooling高于常态·降温 | — | ||
| 青岛啤酒600600.SS | -3.8% | +0.5% | near its norm接近常态 | — | |||
| ▸ Gold Miners黄金 Cyclicals & ResourcesCyclicals & Resources | 6/6 overlap 1重叠1 | -1.6% | +0.0% | quiet / insufficient data平静 / 数据不足 session 14 in this state状态第14日 | ▼4 | ||
| top name = 34% of gross flow · without it: same direction 最大贡献个股占总流量34% · 剔除后：方向不变 — top: 山金国际, 赤峰黄金, 山东黄金 · bottom: 湖南黄金, 中金黄金, 紫金矿业 — 领涨：山金国际、赤峰黄金、山东黄金 · 领跌：湖南黄金、中金黄金、紫金矿业 | |||||||
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
2026-10-14
+0.22σ / -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
2026-04-21
+0.31σ / -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
2026-02-26
+0.07σ / -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
|
|||||||
| 山金国际000975.SZ | +1.8% | +2.9% | above norm, rising高于常态·升温 | — | |||
| 湖南黄金002155.SZ | -5.9% | -3.4% | below norm, worsening低于常态·加剧 | — | |||
| 赤峰黄金600988.SS | +0.5% | +2.0% | above norm, rising高于常态·升温 | — | |||
| 中金黄金600489.SS | -1.7% | -0.9% | below norm, worsening低于常态·加剧 | — | |||
| 紫金矿业601899.SSin 2 themes属2个主题 | -2.5% | -0.6% | near its norm接近常态 | — | |||
| 山东黄金600547.SS | -3.1% | +0.2% | near its norm接近常态 | — | |||
| ▸ Defense & Aerospace军工航天 Advanced ManufacturingAdvanced Manufacturing | 13/13 | -2.9% | +0.4% | quiet / insufficient data平静 / 数据不足 session 16 in this state状态第16日 | ▼1 | ||
| top name = 15% of gross flow · without it: same direction 最大贡献个股占总流量15% · 剔除后：方向不变 — top: 中航西飞, 中无人机, 振华科技 · bottom: 高德红外, 中航光电, 中航机载 — 领涨：中航西飞、中无人机、振华科技 · 领跌：高德红外、中航光电、中航机载 | |||||||
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
2026-10-13
+0.17σ / -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
2026-09-29
+0.30σ / -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
2026-03-04
+0.33σ / -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
|
|||||||
| 中无人机688297.SS | -0.3% | +3.2% | above norm, cooling高于常态·降温 | — | |||
| 中航西飞000768.SZ | -1.0% | +3.7% | above norm, rising高于常态·升温 | — | |||
| 高德红外002414.SZ | -6.4% | -3.6% | below norm, worsening低于常态·加剧 | — | |||
| 振华科技000733.SZ | +0.7% | +3.2% | above norm, cooling高于常态·降温 | — | |||
| 中航光电002179.SZ | -4.8% | -2.7% | below norm, worsening低于常态·加剧 | — | |||
| 中航成飞302132.SZ | -1.4% | +1.6% | above norm, rising高于常态·升温 | — | |||
| 中航机载600372.SS | -5.7% | -1.8% | below norm, worsening低于常态·加剧 | — | |||
| 中航沈飞600760.SS | -1.5% | +1.8% | above norm, rising高于常态·升温 | — | |||
| ▸ 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 | -2.2% | +0.1% | quiet / insufficient data平静 / 数据不足 session 6 in this state状态第6日 | ▲1 | ||
| top name = 34% of gross flow · without it: same direction 最大贡献个股占总流量34% · 剔除后：方向不变 — top: 机器人, 恒立液压, 绿的谐波 · bottom: 麦格米特, 国机精工, 埃斯顿 — 领涨：机器人、恒立液压、绿的谐波 · 领跌：麦格米特、国机精工、埃斯顿 | |||||||
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
2026-07-08
-0.07σ / -2.2%
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
2026-07-28
-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
2026-08-17
-0.06σ / -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
|
|||||||
| 麦格米特002851.SZ | -4.4% | -3.7% | below norm, worsening低于常态·加剧 | — | |||
| 机器人300024.SZ | -1.5% | +2.5% | above norm, cooling高于常态·降温 | — | |||
| 恒立液压601100.SS | -0.1% | +1.2% | above norm, rising高于常态·升温 | — | |||
| 国机精工002046.SZ | -0.6% | -1.0% | below norm, worsening低于常态·加剧 | — | |||
| 绿的谐波688017.SS | -1.7% | +1.1% | above norm, rising高于常态·升温 | — | |||
| 奥比中光688322.SS | -1.7% | +0.5% | near its norm接近常态 | — | |||
| 三花智控002050.SZ | -2.8% | +0.5% | near its norm接近常态 | — | |||
| 埃斯顿002747.SZ | 🏛 +0.6亿 1/0 | -2.1% | -0.2% | near its norm接近常态 | — | ||
| ▸ Banks银行 Financials & ValueFinancials & Value | 18/18 | -1.1% | -0.2% | quiet / insufficient data平静 / 数据不足 session 6 in this state状态第6日 | – | ||
| top name = 11% of gross flow · without it: flips 最大贡献个股占总流量11% · 剔除后：方向反转 — top: 兴业银行, 宁波银行, 招商银行 · bottom: 光大银行, 民生银行, 上海银行 — 领涨：兴业银行、宁波银行、招商银行 · 领跌：光大银行、民生银行、上海银行 | |||||||
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
2025-12-08
-0.11σ / -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
2026-08-27
-0.35σ / -0.9%
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
2026-09-11
-0.46σ / -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
|
|||||||
| 民生银行600016.SS | -4.9% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 光大银行601818.SS | -6.0% | -3.9% | below norm, worsening低于常态·加剧 | — | |||
| 兴业银行601166.SS | +1.0% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 宁波银行002142.SZ | +1.3% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 交通银行601328.SS | -3.7% | -2.9% | below norm, worsening低于常态·加剧 | — | |||
| 上海银行601229.SS | -2.5% | -3.0% | below norm, worsening低于常态·加剧 | — | |||
| 中国银行601988.SS | +2.0% | +1.9% | above norm, rising高于常态·升温 | — | |||
| 招商银行600036.SS | +1.1% | +2.2% | above norm, rising高于常态·升温 | — | |||
| ▸ Home Appliances家电 Consumer & BrandsConsumer & Brands | 8/8 | -2.0% | -0.2% | quiet / insufficient data平静 / 数据不足 session 6 in this state状态第6日 | ▼2 | ||
| top name = 22% of gross flow · without it: flips 最大贡献个股占总流量22% · 剔除后：方向反转 — top: 海尔智家, 美的集团, 格力电器 · bottom: 四川长虹, 科沃斯, 海信家电 — 领涨：海尔智家、美的集团、格力电器 · 领跌：四川长虹、科沃斯、海信家电 | |||||||
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
2026-06-12
-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
2026-05-26
-0.37σ / -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
|
|||||||
| 海尔智家600690.SS | +1.2% | +2.6% | above norm, rising高于常态·升温 | — | |||
| 美的集团000333.SZ | +2.1% | +2.1% | above norm, rising高于常态·升温 | — | |||
| 科沃斯603486.SS | -4.2% | -2.1% | below norm, worsening低于常态·加剧 | — | |||
| 四川长虹600839.SS | -9.3% | -3.2% | below norm, worsening低于常态·加剧 | — | |||
| 海信视像600060.SS | -3.6% | -1.3% | below norm, easing低于常态·趋缓 | — | |||
| 格力电器000651.SZ | +1.0% | +1.4% | above norm, rising高于常态·升温 | — | |||
| 海信家电000921.SZ | -2.2% | -1.4% | below norm, worsening低于常态·加剧 | — | |||
| 苏泊尔002032.SZ | -0.7% | +0.3% | near its norm接近常态 | — | |||
| ▸ Battery & Lithium锂电池 New Energy & AutosNew Energy & Autos | 16/16 overlap 1重叠1 1 inst seats机构席位 | -3.6% | -0.4% | 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: same direction 最大贡献个股占总流量19% · 剔除后：方向不变 — top: 恩捷股份, 湖南裕能, 国轩高科 · bottom: 华友钴业, 格林美, 天齐锂业 — 领涨：恩捷股份、湖南裕能、国轩高科 · 领跌：华友钴业、格林美、天齐锂业 | |||||||
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
2026-07-17
-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
2026-06-23
-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
2026-07-02
-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
|
|||||||
| 恩捷股份002812.SZ | +0.4% | +3.2% | above norm, rising高于常态·升温 | — | |||
| 华友钴业603799.SS | -7.8% | -3.4% | below norm, worsening低于常态·加剧 | — | |||
| 天齐锂业002466.SZ | -5.6% | -1.7% | below norm, easing低于常态·趋缓 | — | |||
| 格林美002340.SZ | -6.4% | -2.0% | below norm, easing低于常态·趋缓 | — | |||
| 欣旺达300207.SZ | -4.7% | -1.3% | below norm, worsening低于常态·加剧 | — | |||
| 新宙邦300037.SZ | -2.3% | -1.1% | below norm, worsening低于常态·加剧 | — | |||
| 湖南裕能301358.SZ | -1.8% | +1.3% | above norm, rising高于常态·升温 | — | |||
| 亿纬锂能300014.SZ | -5.0% | -1.2% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Industrial Metals有色金属 Cyclicals & ResourcesCyclicals & Resources | 13/13 overlap 1重叠1 | -2.7% | -0.9% | quiet / insufficient data平静 / 数据不足 session 1 in this state状态第1日 | ▼8 | ||
| top name = 16% of gross flow · without it: same direction 最大贡献个股占总流量16% · 剔除后：方向不变 — top: 中国铝业, 云铝股份, 宏桥控股 · bottom: 铜陵有色, 金钼股份, 洛阳钼业 — 领涨：中国铝业、云铝股份、宏桥控股 · 领跌：铜陵有色、金钼股份、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
2026-09-24
-0.70σ / -2.8%
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
2025-11-28
-0.63σ / -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
2025-12-15
-0.51σ / -2.8%
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
|
|||||||
| 金钼股份601958.SS | -7.1% | -4.5% | below norm, worsening低于常态·加剧 | — | |||
| 云铝股份000807.SZ | +1.6% | +2.4% | above norm, rising高于常态·升温 | — | |||
| 铜陵有色000630.SZ | -6.9% | -4.8% | below norm, worsening低于常态·加剧 | — | |||
| 宏桥控股002379.SZ | +0.5% | +2.4% | above norm, rising高于常态·升温 | — | |||
| 中国铝业601600.SS | +0.3% | +3.0% | above norm, rising高于常态·升温 | — | |||
| 洛阳钼业603993.SS | -6.9% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 西部矿业601168.SS | -2.2% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 江西铜业600362.SS | -3.9% | -2.4% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Coal煤炭 Cyclicals & ResourcesCyclicals & Resources | 10/10 | -1.8% | -0.5% | quiet / insufficient data平静 / 数据不足 session 5 in this state状态第5日 | ▲2 | ||
| top name = 26% of gross flow · without it: same direction 最大贡献个股占总流量26% · 剔除后：方向不变 — top: 山西焦煤, 华阳股份, 苏能股份 · bottom: 中国神华, 陕西煤业, 中煤能源 — 领涨：山西焦煤、华阳股份、苏能股份 · 领跌：中国神华、陕西煤业、中煤能源 | |||||||
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
2026-03-24
-0.58σ / -1.9%
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
2026-04-08
-0.69σ / -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
2026-04-23
-0.54σ / -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
|
|||||||
| 中国神华601088.SS | -4.2% | -3.9% | below norm, worsening低于常态·加剧 | — | |||
| 陕西煤业601225.SS | -2.9% | -2.4% | below norm, worsening低于常态·加剧 | — | |||
| 山西焦煤000983.SZ | -0.2% | +1.7% | above norm, cooling高于常态·降温 | — | |||
| 中煤能源601898.SS | -3.3% | -1.8% | below norm, worsening低于常态·加剧 | — | |||
| 淮北矿业600985.SS | -1.8% | -1.5% | below norm, worsening低于常态·加剧 | — | |||
| 华阳股份600348.SS | -1.5% | +1.1% | above norm, cooling高于常态·降温 | — | |||
| 潞安环能601699.SS | -0.2% | +0.7% | above norm, rising高于常态·升温 | — | |||
| 晋控煤业601001.SS | -0.2% | +0.5% | 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 3 inst seats机构席位 | -3.3% | -0.9% | quiet / insufficient data平静 / 数据不足 session 1 in this state状态第1日 | – | ||
| 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: 沐曦股份, 光库科技, 摩尔线程 · bottom: 盛科通信, 浪潮信息, 工业富联 — 领涨：沐曦股份、光库科技、摩尔线程 · 领跌：盛科通信、浪潮信息、工业富联 | |||||||
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
2026-07-28
-0.74σ / -3.2%
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
2026-06-11
-0.67σ / -3.2%
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
2026-02-09
-0.75σ / -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
|
|||||||
| 盛科通信688702.SS | -6.3% | -4.5% | below norm, worsening低于常态·加剧 | — | |||
| 浪潮信息000977.SZ | -4.5% | -2.9% | below norm, worsening低于常态·加剧 | — | |||
| 新易盛300502.SZ | -4.4% | -2.6% | below norm, worsening低于常态·加剧 | — | |||
| 沐曦股份688802.SS | +0.9% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 光库科技300620.SZ | 🏛 +1.6亿 4/3 | +0.4% | +2.4% | above norm, rising高于常态·升温 | — | ||
| 工业富联601138.SS | -5.8% | -2.7% | below norm, worsening低于常态·加剧 | — | |||
| 光迅科技002281.SZ | -4.1% | -2.3% | below norm, worsening低于常态·加剧 | — | |||
| 胜宏科技300476.SZ | -5.7% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Consumer Electronics消费电子 Technology & AITechnology & AI | 15/15 2 inst seats机构席位 | -2.7% | -0.8% | real outflow, below norm真实流出·低于常态 session 17 in this state状态第17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: 歌尔股份, 立讯精密, TCL科技 · bottom: 东山精密, 欧菲光, 深南电路 — 领涨：歌尔股份、立讯精密、TCL科技 · 领跌：东山精密、欧菲光、深南电路 | |||||||
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
2026-09-15
-0.82σ / -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
2026-07-20
-0.73σ / -2.8%
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
2026-02-04
-0.75σ / -2.8%
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
|
|||||||
| 东山精密002384.SZ | 🏛 -4.3亿 3/3 | -6.8% | -4.1% | below norm, worsening低于常态·加剧 | — | ||
| 欧菲光002456.SZ | -6.5% | -2.6% | below norm, easing低于常态·趋缓 | — | |||
| 深南电路002916.SZ | -1.8% | -2.2% | below norm, worsening低于常态·加剧 | — | |||
| 歌尔股份002241.SZ | +0.1% | +2.7% | above norm, rising高于常态·升温 | — | |||
| 顺络电子002138.SZ | -1.5% | -1.2% | below norm, worsening低于常态·加剧 | — | |||
| 京东方Ａ000725.SZ | -3.5% | -1.7% | below norm, worsening低于常态·加剧 | — | |||
| 鹏鼎控股002938.SZ | 🏛 -0.7亿 3/4 | -2.1% | -1.4% | below norm, worsening低于常态·加剧 | — | ||
| 蓝思科技300433.SZ | -4.7% | -1.7% | below norm, easing低于常态·趋缓 | — | |||
| ▸ Insurers保险 Financials & ValueFinancials & Value | 5/5 | -3.0% | -1.3% | real outflow, below norm真实流出·低于常态 session 3 in this state状态第3日 | ▼1 | ||
| top name = 34% of gross flow · without it: same direction 最大贡献个股占总流量34% · 剔除后：方向不变 — top: 中国平安 · bottom: 中国人寿, 新华保险, 中国人保 — 领涨：中国平安 · 领跌：中国人寿、新华保险、中国人保 | |||||||
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
2026-08-21
-1.00σ / -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
2026-10-15
-0.79σ / -2.8%
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
2026-08-10
-1.15σ / -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
|
|||||||
| 新华保险601336.SS | -6.9% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 中国人寿601628.SS | -5.9% | -4.0% | below norm, worsening低于常态·加剧 | — | |||
| 中国平安601318.SS | +1.1% | +2.6% | above norm, rising高于常态·升温 | — | |||
| 中国人保601319.SS | -2.4% | -0.7% | near its norm接近常态 | — | |||
| 中国太保601601.SS | -1.8% | -0.5% | near its norm接近常态 | — | |||
| ▸ Semiconductors半导体 Technology & AITechnology & AI | 22/22 overlap 2重叠2 | -2.3% | -0.7% | real outflow, below norm真实流出·低于常态 session 2 in this state状态第2日 | ▲3 | ||
| top name = 13% of gross flow · without it: same direction 最大贡献个股占总流量13% · 剔除后：方向不变 — top: 复旦微电, 中芯国际, 澜起科技 · bottom: 紫光国微, 华虹宏力, 通富微电 — 领涨：复旦微电、中芯国际、澜起科技 · 领跌：紫光国微、华虹宏力、通富微电 | |||||||
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
2025-10-24
-0.79σ / -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
2026-07-28
-0.84σ / -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
2026-09-24
-0.73σ / -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
|
|||||||
| 复旦微电688385.SS | +1.4% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 紫光国微002049.SZ | -7.8% | -4.4% | below norm, worsening低于常态·加剧 | — | |||
| 沪硅产业688126.SS | -4.7% | -2.3% | below norm, worsening低于常态·加剧 | — | |||
| 华海清科688120.SS | -3.0% | -2.3% | below norm, easing低于常态·趋缓 | — | |||
| 华虹宏力688347.SS | -4.3% | -2.7% | below norm, worsening低于常态·加剧 | — | |||
| 通富微电002156.SZ | -4.3% | -2.6% | below norm, worsening低于常态·加剧 | — | |||
| 晶合集成688249.SS | -3.0% | -1.8% | below norm, worsening低于常态·加剧 | — | |||
| 中芯国际688981.SS | -0.6% | +1.6% | above norm, rising高于常态·升温 | — | |||
| ▸ Software & AI Apps软件与AI应用 Technology & AITechnology & AI | 15/15 1 inst seats机构席位 | -4.7% | -1.3% | real outflow, below norm真实流出·低于常态 session 3 in this state状态第3日 | ▼3 | ||
| top name = 16% of gross flow · without it: same direction 最大贡献个股占总流量16% · 剔除后：方向不变 — top: 达梦数据, 深信服 · bottom: 用友网络, 软通动力, 指南针 — 领涨：达梦数据、深信服 · 领跌：用友网络、软通动力、指南针 | |||||||
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
2026-10-13
-1.45σ / -4.7%
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
2026-09-28
-1.46σ / -4.7%
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
2025-11-14
-1.44σ / -4.4%
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
|
|||||||
| 软通动力301236.SZ | -7.0% | -3.4% | below norm, worsening低于常态·加剧 | — | |||
| 用友网络600588.SS | -5.9% | -3.7% | below norm, easing低于常态·趋缓 | — | |||
| 恒生电子600570.SS | -6.1% | -2.7% | below norm, easing低于常态·趋缓 | — | |||
| 指南针300803.SZ | 🏛 -0.2亿 2/3 | -6.5% | -2.8% | below norm, worsening低于常态·加剧 | — | ||
| 三六零601360.SS | -5.6% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 同花顺300033.SZ | -4.8% | -1.6% | 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 | — | |||
| 润和软件300339.SZ | -5.1% | -0.9% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Rare Earth & Magnets稀土永磁 Cyclicals & ResourcesCyclicals & Resources | 9/9 | -4.8% | -1.8% | real outflow, below norm真实流出·低于常态 session 25 in this state状态第25日 | ▼1 | ||
| 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: 中国稀土, 金力永磁 · bottom: 盛和资源, 中钨高新, 章源钨业 — 领涨：中国稀土、金力永磁 · 领跌：盛和资源、中钨高新、章源钨业 | |||||||
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
2026-09-11
-1.65σ / -4.7%
over the next 10 sessions, pressure held and absolute flow improved此后10个交易日，压力持平，绝对流向改善
2026-07-17
-1.67σ / -4.7%
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
-1.59σ / -4.6%
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
|
|||||||
| 盛和资源600392.SS | -8.7% | -5.8% | below norm, worsening低于常态·加剧 | — | |||
| 章源钨业002378.SZ | -6.2% | -2.7% | below norm, worsening低于常态·加剧 | — | |||
| 中钨高新000657.SZ | -5.7% | -2.9% | below norm, worsening低于常态·加剧 | — | |||
| 横店东磁002056.SZ | -4.6% | -2.2% | below norm, worsening低于常态·加剧 | — | |||
| 中稀有色600259.SS | -3.9% | -2.0% | below norm, worsening低于常态·加剧 | — | |||
| 厦门钨业600549.SS | -4.2% | -1.0% | below norm, worsening低于常态·加剧 | — | |||
| 中国稀土000831.SZ | -0.9% | +0.7% | near its norm接近常态 | — | |||
| 北方稀土600111.SS | -6.0% | -0.4% | near its norm接近常态 | — | |||
| ▸ Brokers & Securities券商 Financials & ValueFinancials & Value | 15/15 | -5.7% | -2.8% | real outflow, below norm真实流出·低于常态 session 15 in this state状态第15日 | ▼1 | ||
| top name = 15% of gross flow · without it: same direction 最大贡献个股占总流量15% · 剔除后：方向不变 — top: 国泰海通, 中信建投 · bottom: 长江证券, 广发证券, 兴业证券 — 领涨：国泰海通、中信建投 · 领跌：长江证券、广发证券、兴业证券 | |||||||
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
2025-12-01
-1.80σ / -5.8%
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
2025-11-21
-1.90σ / -5.9%
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
2026-08-20
-1.75σ / -5.5%
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
|
|||||||
| 广发证券000776.SZ | -7.7% | -5.9% | below norm, worsening低于常态·加剧 | — | |||
| 长江证券000783.SZ | -9.1% | -6.4% | below norm, worsening低于常态·加剧 | — | |||
| 兴业证券601377.SS | -9.1% | -5.1% | below norm, worsening低于常态·加剧 | — | |||
| 国信证券002736.SZ | -5.4% | -4.1% | below norm, worsening低于常态·加剧 | — | |||
| 中信证券600030.SS | -6.1% | -3.5% | below norm, worsening低于常态·加剧 | — | |||
| 申万宏源000166.SZ | -4.2% | -3.2% | below norm, worsening低于常态·加剧 | — | |||
| 中国银河601881.SS | -6.5% | -2.9% | below norm, worsening低于常态·加剧 | — | |||
| 东方证券600958.SS | -7.9% | -3.7% | below norm, worsening低于常态·加剧 | — | |||
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 | 18/103 | · | · | insufficient coverage覆盖不足 | — | ||
85 excluded85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 | 93/412 | · | · | 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 (unscored)（未评分）, 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 | 89/141 | -2.9% | -0.8% | real outflow, below norm真实流出·低于常态 | – | accruing — 36/130 sessions累积中（36/130） | |
| 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: 西部材料, 中国铝业, 山金国际 · bottom: 华钰矿业, 盛和资源, 博迁新材 — 领涨：西部材料、中国铝业、山金国际 · 领跌：华钰矿业、盛和资源、博迁新材 | |||||||
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）, 力勤资源 (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）
…
|
|||||||
| 华钰矿业601020.SS | -10.1% | -7.3% | below norm, worsening低于常态·加剧 | — | |||
| 盛和资源600392.SS | -8.7% | -5.8% | below norm, worsening低于常态·加剧 | — | |||
| 博迁新材605376.SS | -7.2% | -5.8% | below norm, worsening低于常态·加剧 | — | |||
| 金钼股份601958.SS | -7.1% | -4.5% | below norm, worsening低于常态·加剧 | — | |||
| 金徽股份603132.SS | +1.7% | +2.9% | above norm, rising高于常态·升温 | — | |||
| 600711.SS600711.SS | -7.5% | -4.9% | below norm, worsening低于常态·加剧 | — | |||
| 寒锐钴业300618.SZ | -7.1% | -3.2% | below norm, worsening低于常态·加剧 | — | |||
| 腾远钴业301219.SZ | -5.1% | -2.7% | below norm, worsening低于常态·加剧 | — | |||
| · Electronics电子 | 220/497 | · | · | insufficient coverage覆盖不足 | — | ||
277 excluded277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 | 20/92 | · | · | insufficient coverage覆盖不足 | — | ||
72 excluded72只未纳入
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）, 002035.SZ (missing)（无数据）, 星光股份 (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 | 12/105 | · | · | insufficient coverage覆盖不足 | — | ||
93 excluded93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）, 002029.SZ (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 | 125/481 | · | · | insufficient coverage覆盖不足 | — | ||
356 excluded356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 | 63/137 | · | · | insufficient coverage覆盖不足 | — | ||
74 excluded74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 (unscored)（未评分）, 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 | 123/379 | · | · | insufficient coverage覆盖不足 | — | ||
256 excluded256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 (unscored)（未评分）, 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 | 48/122 | · | · | insufficient coverage覆盖不足 | — | ||
74 excluded74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 | -1.7% | -0.9% | real outflow, below norm真实流出·低于常态 | ▲1 | accruing — 36/130 sessions累积中（36/130） | |
| top name = 10% of gross flow · without it: same direction 最大贡献个股占总流量10% · 剔除后：方向不变 — top: 兴业银行, 宁波银行, 招商银行 · bottom: 601838.SS, 沪农商行, 光大银行 — 领涨：兴业银行、宁波银行、招商银行 · 领跌：601838.SS、沪农商行、光大银行 | |||||||
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 (unscored)（未评分）, 601997.SS (missing)（无数据）
|
|||||||
| 601838.SS601838.SS | -7.4% | -7.0% | below norm, worsening低于常态·加剧 | — | |||
| 民生银行600016.SS | -4.9% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 沪农商行601825.SS | -2.4% | -4.4% | below norm, worsening低于常态·加剧 | — | |||
| 光大银行601818.SS | -6.0% | -3.9% | below norm, worsening低于常态·加剧 | — | |||
| 兴业银行601166.SS | +1.0% | +3.5% | above norm, rising高于常态·升温 | — | |||
| 浙商银行601916.SS | -3.8% | -3.4% | below norm, worsening低于常态·加剧 | — | |||
| 宁波银行002142.SZ | +1.3% | +2.5% | above norm, rising高于常态·升温 | — | |||
| 交通银行601328.SS | -3.7% | -2.9% | below norm, worsening低于常态·加剧 | — | |||
| ▸ Non-bank Financials非银金融 | 59/77 | -4.1% | -1.2% | real outflow, below norm真实流出·低于常态 | ▼1 | accruing — 36/130 sessions累积中（36/130） | |
| top name = 5% of gross flow · without it: same direction 最大贡献个股占总流量5% · 剔除后：方向不变 — top: 华林证券, 渤海租赁, 中国平安 · bottom: 长江证券, 广发证券, 国联民生 — 领涨：华林证券、渤海租赁、中国平安 · 领跌：长江证券、广发证券、国联民生 | |||||||
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）, 600095.SS (unscored)（未评分）, 新力金融 (missing)（无数据）, 五矿资本 (missing)（无数据）
…
|
|||||||
| 广发证券000776.SZ | -7.7% | -5.9% | below norm, worsening低于常态·加剧 | — | |||
| 长江证券000783.SZ | -9.1% | -6.4% | below norm, worsening低于常态·加剧 | — | |||
| 国联民生601456.SS | -8.9% | -5.3% | below norm, worsening低于常态·加剧 | — | |||
| 新华保险601336.SS | -6.9% | -3.8% | below norm, worsening低于常态·加剧 | — | |||
| 中国人寿601628.SS | -5.9% | -4.0% | below norm, worsening低于常态·加剧 | — | |||
| 兴业证券601377.SS | -9.1% | -5.1% | below norm, worsening低于常态·加剧 | — | |||
| 国信证券002736.SZ | -5.4% | -4.1% | below norm, worsening低于常态·加剧 | — | |||
| 东北证券000686.SZ | -6.4% | -3.1% | below norm, worsening低于常态·加剧 | — | |||
| · 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 | 103/541 | · | · | 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）
…
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| · 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 (unscored)（未评分）, 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）
…
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| · 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 |
|---|---|---|---|---|
| 森松国际2155.HK | accumulating加仓 | · | 21.7 | HK$1.8B |
| 丽珠医药1513.HK | accumulating加仓 | · | 25.1 | HK$1.7B |
| 中国外运0598.HK | accumulating加仓 | · | 48.3 | HK$4.5B |
| 富智康集团2038.HK | accumulating加仓 | · | 8.4 | HK$0.9B |
| 中国心连心化肥1866.HK | accumulating加仓 | · | 4.4 | HK$0.5B |
| 中国宏桥1378.HK | accumulating加仓 | · | 11.3 | HK$22.0B |
| 凯莱英6821.HK | distributing减仓 | · | 41.4 | HK$1.2B |
| 乐普生物2157.HK | distributing减仓 | · | 30.1 | HK$1.7B |
| 康诺亚-B2162.HK | distributing减仓 | · | 43.8 | HK$8.8B |
| 长飞光纤光缆6869.HK | distributing减仓 | · | 41.9 | HK$17.9B |
| 云顶新耀1952.HK | distributing减仓 | · | 59.4 | HK$6.3B |
| 江西铜业股份0358.HK | distributing减仓 | · | 18.1 | HK$6.6B |
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。