Venture(US:VEMLY) Zhi Tong Cai Jing·2026-02-12 04:05Core Viewpoint - A-shares experienced a positive trading session with major indices rising, driven by strong performance in specific sectors such as electric grid equipment and non-ferrous metals, while some sectors like media and gaming faced declines [1] Group 1: Sector Performance - The electric grid equipment sector saw collective strength, with companies like Siyuan Electric and Sifang Co. reaching new highs, and stocks such as Wangbian Electric and Shun Sodium hitting the daily limit [2] - The non-ferrous metals sector continued to rise, with nickel and cobalt stocks experiencing a rebound, including Pengxin Resources and Shengtun Mining hitting the daily limit [3] - The CPO (Chip-on-Board) concept gained momentum, with stocks like Tianfu Communication and Juguang Technology rising over 10% and reaching historical highs [4] Group 2: Market Insights - According to Caixin Securities, as the Spring Festival approaches, market trading activity is expected to decline, leading to a reduction in trading volume and a quick rotation in market styles, although structural opportunities may still exist in certain sectors [5] - Dongguan Securities noted that with the upcoming holiday, investor sentiment is becoming more cautious, potentially leading to a phase of reduced trading activity and profit-taking pressure [6] - CITIC Securities projected that commodities will remain a preferred investment direction in 2026, driven by factors such as risk aversion and fundamental improvements in certain metals [7]