Dawei Technology (Guangdong) Grou(SH:600589) 雪球·2026-02-12 04:34Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing up 0.12%, while the Shenzhen Component and ChiNext Index rose by 0.81% and 1.18% respectively [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.33 trillion yuan, an increase of 30.7 billion yuan compared to the previous trading day, with over 2,700 stocks rising [4] Sector Performance - AI-related sectors, including computing power and liquid cooling servers, saw significant gains, with Tianfu Communication rising over 10% to reach a new historical high [5] - The non-ferrous metals sector remained active, with Xianglu Tungsten Industry achieving three consecutive trading limits and Zhangyuan Tungsten Industry hitting two consecutive limits [6] - Conversely, the film and cinema sector experienced a collective decline, with companies like Huanrui Century and Hengdian Film hitting the daily limit down [7] Company-Specific News - Jili Rigging, a leading stock in the commercial aerospace sector, faced a significant sell-off, with its stock price dropping 10.02% to 17.15 yuan per share, amid a large sell order exceeding 1.35 million shares [9] - Jili Rigging's stock had previously surged over 200% since December, with a market capitalization exceeding 10 billion yuan. However, the company denied claims of being a "new leader in commercial aerospace" and stated that it had not signed any significant contracts, emphasizing that its fundamentals had not changed [13][15] Computing Power Sector - The computing power sector continued its strong performance, with companies like Dazhi Technology achieving four consecutive trading limits and Youkede rising by 20% [17] - Tianfu Communication reached a new high of 327.88 yuan per share, with a significant increase in stock price attributed to rising demand in AI applications and hardware [19] - The Ministry of Industry and Information Technology announced plans for a national computing power interconnection node system, aimed at improving resource efficiency and promoting high-quality development in the sector [22][23] Liquid Cooling Sector - The liquid cooling sector saw explosive growth following a strong earnings report from the US-based leader, Viavi Solutions, which reported a 23% year-over-year increase in sales [25][28] - Companies like Chuanrun Co. and Dayuan Pump Industry opened with a trading limit up, reflecting the positive sentiment in the market [24] - Analysts suggest that the next potential growth area could be in energy storage, driven by increasing demand and significant capital investments from major tech companies [29][30]