Baiyin Nonferrous(SH:601212) 智通财经网·2026-02-11 00:46Group 1: Industry Insights - Premier Li Qiang emphasized the need for rational development of rare earth resources and the expansion of rare earth technology applications in new energy and new materials [1] - The central bank plans to continue implementing a moderately loose monetary policy, utilizing tools like reserve requirement ratio cuts and interest rate reductions to maintain ample liquidity and relatively loose social financing conditions [3] - The AI threat to traditional business models is spreading to wealth management stocks, with significant market reactions observed, such as Charles Schwab's stock dropping over 9% due to concerns about AI tools targeting core business areas [4] Group 2: Company Updates - MSCI announced its quarterly index adjustments, including the addition of 37 stocks such as Liou Co., Silver Nonferrous, and Anji Technology to the MSCI China Index, while removing 16 stocks including Great Wall Motors [2] - China Railway Construction recently won major projects totaling 451.42 billion yuan [14] - Tian Shun Wind Power signed or won new offshore orders amounting to approximately 870 million yuan [14]