中国基金报·2026-01-27 04:39Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index slightly up by 0.03% at 4134.03 points, while the Shenzhen Component Index fell by 0.37% and the ChiNext Index rose by 0.44% [2][3]. Sector Performance - The technology sector rebounded, with significant gains in precious metals, semiconductors, and large financial sectors, while the battery supply chain and retail sectors experienced declines [4][6][22]. Precious Metals Sector - The precious metals sector continued to rise, with stocks like Hunan Gold and Zhaojin Gold hitting the daily limit, both recording two consecutive limit-up days. Other stocks such as Xiaocheng Technology and Shengda Resources saw increases exceeding 7% [8][10]. - As of January 27, spot gold prices fluctuated around $5070 per ounce, with a daily increase of over 1%, while silver surged by 6%, surpassing $110 per ounce. This surge was attributed to increased demand for safe-haven assets amid rising U.S. Treasury yields [10]. Semiconductor Sector - The semiconductor sector showed a strong rebound, with stocks like Dongxin Technology hitting the daily limit with a 20% increase. Other notable performers included Mingwei Electronics and Puran Technology, both rising over 16% [12]. - Reports indicated that Samsung Electronics plans to raise NAND flash supply prices by over 100% in Q1, highlighting a severe supply-demand imbalance in the semiconductor market [12]. Financial Sector - The large financial sector saw significant gains, with insurance stocks performing particularly well. China Life Insurance rose over 4%, while China Pacific Insurance and Ping An Insurance increased by over 3% [17]. - Recent reports indicated a substantial increase in the allocation of public funds to the insurance sector, with the proportion of non-bank financial stocks rising to 2.96%, a 102 basis point increase from the previous quarter [19]. Battery Supply Chain Sector - The battery supply chain faced significant declines, with lithium battery electrolytes, positive electrodes, and lithium mining stocks leading the downturn. Companies like Tianji Shares and Huasheng Lithium fell by over 9% and 8%, respectively [22][24].