Group 1 - The semiconductor sector is experiencing significant activity, with JunDa Co., Ltd. hitting the daily limit up [1] - JuGuang Technology and Optech both saw their stock prices increase by over 12% [1]

Core Viewpoint - On January 28, 2026, the company Oputai (920414) was featured on the trading leaderboard of the Beijing Stock Exchange due to a significant trading volume and turnover rate, indicating heightened investor interest and activity in the stock [1]. Trading Activity Summary - The turnover rate for Oputai reached 26.34% on the trading day, with a total trading volume of 14.77 million shares and a transaction value of 261 million yuan [1]. - The top buying position was held by CITIC Securities Co., Ltd. Nanchang Honggu Middle Avenue Securities Business Department, which purchased shares worth approximately 7.90 million yuan [2]. - The top selling position was held by Guojin Securities Co., Ltd. Shenzhen Branch, which sold shares worth approximately 7.39 million yuan [2].

Core Viewpoint - The photovoltaic equipment sector experienced a decline of 2.77% on January 28, with Optec leading the drop, while the Shanghai Composite Index rose by 0.27% and the Shenzhen Component Index increased by 0.09% [1]. Group 1: Market Performance - The closing price of Optec was 17.16, reflecting a decrease of 10.81% with a trading volume of 147,700 shares and a transaction value of 261 million [2]. - The sector saw a net outflow of 5.216 billion from major funds, while retail investors contributed a net inflow of 3.687 billion [2]. Group 2: Individual Stock Performance - Shuangliang Energy closed at 68.8, with a rise of 9.08% and a trading volume of 2.8015 million shares, resulting in a transaction value of 2.491 billion [1]. - The stock of Jianqiang Technology closed at 18.01, up by 3.09%, with a trading volume of 1.1109 million shares and a transaction value of 1.997 billion [1]. - The stock of Jicheng Technology saw a decline of 5.97%, closing at 128.57, with a trading volume of 351,200 shares and a transaction value of 4.570 billion [2].

Core Viewpoint - The stock of Opteye has experienced an abnormal fluctuation, with a cumulative increase of 43.05% in closing prices over the three trading days from January 23 to January 27, 2026 [2] Company Information - Opteye's board of directors confirmed that there are no undisclosed matters that should be reported according to the Beijing Stock Exchange's listing rules, nor are there any plans, discussions, intentions, or agreements related to this matter that have not been disclosed [2] - The board has also stated that it is not aware of any information that could significantly impact the company's stock price that has not been disclosed [2]

Core Viewpoint - Oputai (920414) has experienced a significant stock price fluctuation, with a cumulative increase of 43.05% over the last three trading days, indicating abnormal trading activity [1] Company Summary - As of January 27, Oputai's stock price closed at 19.24 yuan per share, reflecting a daily increase of 7.85% and a total market capitalization of 1.534 billion yuan [1] - The company has stated that it has not identified any media reports or market rumors that could significantly impact its stock price, nor is it involved in any hot concept matters [1] - Oputai confirmed that there have been no significant changes in its operational situation or external business environment recently [1] - The company, its controlling shareholders, and actual controllers have no undisclosed significant matters related to the company or any major events in the planning stage that could affect stock prices [1] Industry Summary - The recent surge in stock prices for Oputai is part of a broader trend in the photovoltaic sector, driven by speculation around the "space photovoltaic" concept, which has led to rising stock prices for various listed companies in the solar energy field [1]

Core Viewpoint - The stock of Oputai (920414) experienced significant trading activity on January 27, 2026, with a cumulative price deviation of 43.05% from January 23 to January 27, 2026, and a total trading volume of 61.55 million shares, amounting to 1.13 billion yuan [1][2]. Group 1 - Oputai's closing price on January 27, 2026, was 19.24 yuan [1]. - The stock was listed on the Beijing Stock Exchange and appeared on the "Dragon and Tiger List" due to its notable trading activity [1]. - The top buying seat was Dongguan Securities Co., Ltd., which purchased shares worth approximately 11.73 million yuan [1][2]. Group 2 - The top selling seat was Guosen Securities Co., Ltd., which sold shares worth approximately 23.63 million yuan [1][2]. - The total trading amount for Oputai during this period reached 1.13 billion yuan [1]. - The trading volume of 61.55 million shares indicates high investor interest and activity in Oputai's stock [1].

Core Viewpoint - On January 26, 2026, the company Oputai (920414) was featured on the stock trading leaderboard due to a significant trading volume, with a turnover rate of 48.60% and a transaction amount of 532 million yuan [1]. Trading Activity Summary - The total trading volume for Oputai on that day reached 27.25 million shares, with a total transaction value of 532 million yuan [1]. - The top buying seat was from GF Securities Co., Ltd., which purchased approximately 7.61 million yuan worth of shares [2]. - The top selling seat was from Guosen Securities Co., Ltd., which sold shares worth approximately 17.59 million yuan [2].

Market Overview - The market is experiencing a unique situation where indices are rising, but individual stock sentiment has been lukewarm, indicating a clear cooling of market enthusiasm [1] - Despite maintaining trading volumes above 2 trillion yuan for over 20 consecutive trading days, there are signs of main funds reducing their holdings in broad-based ETFs, suggesting a cautious approach to the current market [1] Precious Metals Sector - The recent surge in the precious metals sector is driven by three core factors: enhanced financial attributes, industrial demand resonance, and supportive funding conditions, alongside geopolitical and policy cycle benefits [1] - Gold and silver have distinct upward trends, with gold's appeal as a "super-sovereign credit asset" becoming more pronounced as global central banks continue to increase their gold reserves [1] - The global central bank gold reserve ratio is projected to rise to 25.94% by January 2026, with China increasing its gold holdings for 14 consecutive months [1] Economic Indicators - Major economies are showing signs of weak recovery, compounded by trade tensions between the US and Europe, which further enhance the safe-haven value of precious metals [3] - The price of gold has surpassed $5,000 per ounce for the first time, with silver futures also experiencing significant gains, reflecting a broader trend of rising commodity prices [3][5] Sector Performance - The rare metals, gold concepts, and insurance sectors are performing strongly, while sectors like sports, aerospace equipment, and military industries are lagging [3] - The solar photovoltaic sector is also seeing substantial gains, with companies like Mingyang Smart Energy and others reaching their daily price limits [3] Index Movements - The Shanghai Composite Index opened high but faced volatility, indicating a mixed performance in individual stocks despite overall index gains [5] - The ChiNext Index showed weakness, with many small and medium-sized stocks struggling, reflecting a challenging environment for growth in this segment [5]

Market Overview - The three major stock indices in A-shares opened higher, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index increasing by 0.37%, and the ChiNext Index up by 0.48% [1] - The STAR Market Index saw a slight increase of 0.04% [1] Sector Performance - The photovoltaic industry chain showed strong performance, particularly the space photovoltaic concept stocks, which led the gains [1] - Notable stocks such as Mingyang Smart Energy, Tuori New Energy, GCL-Poly Energy, Junda Co., and Shuangliang Eco-Energy hit the daily limit up, while stocks like Dongfang Risen, Optec, Aotwei, and Liancheng CNC opened over 10% higher [2] Hong Kong Market - The Hang Seng Index opened up by 0.35%, while the Hang Seng Tech Index saw a minor increase of 0.05% [3] - Stocks such as Pop Mart and Zijin Mining experienced significant gains, with Pop Mart rising over 4% and Zijin Mining nearly 3% [3]

Group 1 - The space photovoltaic concept stocks experienced a significant surge in early trading on January 26, with several companies hitting the daily limit up [1] - Companies such as Mingyang Smart Energy, Tuori New Energy, GCL-Poly Energy, Junda Co., and Shuangliang Eco-Energy all reached the daily limit up [1] - Other companies like Dongfang Risheng, Optec, Aotwei, and Liancheng CNC opened more than 10% higher [1]