Market Overview - The A-share market experienced a collective decline of over 1% across the three major indices, with the Shanghai Composite Index down 1.32% to 4063.54 points, the Shenzhen Component down 1.41%, and the ChiNext Index down 1.18% [3][4] - A total of 3496 stocks fell, while only 1844 stocks rose, with 87 stocks hitting the daily limit up [4] Sector Performance - The gold stock index dropped by 8.2%, while indices for non-ferrous metals, industrial metals, and A-share resources all fell by over 5% [1] - The coal index decreased by over 4%, and the semiconductor index fell by 3% [1] - Conversely, the liquor sector showed resilience, with major brands like Kweichow Moutai and Wuliangye rising by 2.64% and 2.68% respectively [5][6] - The banking sector also saw gains, with CITIC Bank rising over 3% and several other banks increasing by more than 1% [9][10] - The electric grid equipment sector experienced a "limit-up" trend, with multiple stocks hitting the daily limit [11] Liquor Sector Insights - Kweichow Moutai's stock price reached 1438 CNY, with a market capitalization of 18008 billion CNY [5][7] - The wholesale price of Feitian Moutai rose to 1710 CNY per bottle on January 30, before retreating to 1630 CNY on February 1 [8] Banking Sector Developments - The China Securities Regulatory Commission (CSRC) proposed allowing various institutional investors, including public funds and bank wealth management products, to participate as strategic investors in stock issuances [10] Electric Grid Equipment Sector - The electric grid equipment sector is experiencing a surge due to increased demand for power transformers, with many factories operating at full capacity [11] Precious Metals and Industrial Metals - The precious metals sector faced significant declines, with multiple stocks hitting the daily limit down, including major players like Zhaojin Mining and Sichuan Gold [13][14] - The industrial metals sector also saw substantial drops, with companies like Tongling Nonferrous Metals and Jiangxi Copper recording limit down [15][16]
“涨停潮”!这些板块 逆市走强!
Zhong Guo Ji Jin Bao·2026-02-02 04:46