Sou Hu Cai Jing·2026-02-11 07:49Group 1 - The three major indices showed mixed performance, with the ChiNext and Sci-Tech 50 indices dropping over 1%, while the Shanghai Composite Index rose by 0.09% [2] - The trading volume in the Shanghai and Shenzhen markets fell below 2 trillion yuan for the first time in 31 trading days, decreasing by 121.3 billion yuan compared to the previous trading day [2] - The ETF market saw significant gains, particularly in the rare metals sector, with notable increases in stocks such as Dongfang Tantalum Industry and Zhongtung High-tech, which hit the daily limit [2] Group 2 - Analysts highlight that the limited reserves and high extraction difficulty of strategic minor metals, combined with rapidly growing demand from sectors like new energy and semiconductors, are intensifying supply-demand conflicts [3] - The collective price increase of minor metals is primarily driven by tight supply and explosive demand, particularly for tungsten, where domestic production is constrained by stricter environmental standards and rising operational costs [3] - Future price trends for rare metals are expected to rise due to resource scarcity, demand structure upgrades, and policy adjustments, benefiting companies with resource advantages and compliance in export channels [3]