Xin Lang Cai Jing·2026-02-11 11:35Market Overview - A-shares experienced narrow range consolidation with mixed performance across the three major indices, as the trading volume in the Shanghai and Shenzhen markets fell below 2 trillion yuan for the first time in 31 trading days, with over 3,200 stocks declining [1][19] - The market saw a return of funds to "price increase" themes, with prices of rare earths, tungsten, molybdenum, tin, and antimony rising [1][23] Sector Performance Non-ferrous Metals - The non-ferrous ETF Huabao (159876) rose by 2.29%, with a trading volume of 89.8 million yuan, marking an 80% increase in trading activity [1][20] - Significant inflows into the non-ferrous metals sector, with over 13.7 billion yuan in main funds entering, making it the top sector in terms of capital inflow [22] - Key stocks in the small metals sector, such as Xiamen Tungsten and Jinchuan Group, saw gains exceeding 7% [22] Chemical Sector - The chemical ETF (516020) surged by 2.19%, with a peak increase of 3.02% during the trading session, reflecting strong market momentum [8][26] - The chemical sector attracted 13.8 billion yuan in main funds, ranking second among all sectors [11] - Notable stock performances included New Zhonbang, which surged by 8.16%, and Tongkun Co., which rose by 7.82% [9][26] Hong Kong Market - The Hong Kong market showed signs of recovery, with the Hong Kong Stock Connect Automotive ETF Huabao (520780) gaining 1.6% for four consecutive days [1][21] - The Hong Kong Internet ETF (513770) rose nearly 1%, driven by the performance of major internet companies [1][21] Investment Insights - Analysts suggest that the recent adjustments have released certain risks, and upcoming events and the "Spring Festival effect" may create a favorable environment for market recovery [1][20] - Key investment themes include TMT (Technology, Media, and Telecommunications), high-end manufacturing, and price increase chains [1][20] - The Hong Kong Internet ETF is expected to highlight the value of AI core assets as new AI-related companies enter the market [2][21]