MENDALE(SZ:002397) Chang Sha Wan Bao·2026-01-21 14:40Market Overview - A-shares saw collective gains on January 21, with the Shanghai Composite Index rising by 0.08% to close at 4116.94 points, the Shenzhen Component Index increasing by 0.70% to 14255.13 points, and the ChiNext Index up by 0.54% to 3295.52 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 26,240 billion yuan, a decrease of 1,804 billion yuan compared to January 20 [1] - The market experienced a net inflow of funds, contributing to a positive sentiment despite insufficient trading volume [1] Sector Performance - The precious metals, energy metals, mining, electrical machinery, semiconductors, and electronic components sectors showed significant gains, while the coal, liquor, commercial retail, and power grid sectors faced declines [1] - Precious metals surged due to geopolitical instability, with international gold prices rising by 2% to exceed 4,870 USD per ounce, leading to strong performance in the A-share precious metals sector [1] Company Insights - Mengjie Co., Ltd. specializes in home textiles, particularly bedding products, and is a leading manufacturer in China [3] - For the third quarter of 2025, Mengjie reported earnings per share of 0.03 yuan and a net profit of 25.54 million yuan, reflecting a year-on-year growth rate of 3.23% [3] - The company has maintained its position as the top seller of high-end bedding products in China for 16 consecutive years and is expanding its market through a C2M smart factory model [3] - Mengjie’s stock performance was positively influenced by national policies aimed at boosting domestic demand, aligning with its status as a consumer goods company [3] Semiconductor Sector - The semiconductor sector experienced a significant rally, driven by surging demand for AI and rising prices of storage chips, which are expected to boost the performance of global storage industry companies [2] - The securities sector, however, is facing challenges, with its performance being stable but not conducive to significant price increases due to market conditions [2] - The overall market is anticipated to see a rotation of sectoral hotspots, with the semiconductor sector likely to remain a focal point in upcoming earnings reports [2]