（原标题：单日涨超4.8%，这只ETF逆袭） 来源：ETF洞察 【导读】今日跨境ETF表现亮眼，稀有金属ETF"霸榜" 中国基金报记者 曹雯璟 大家好，这里是ETF洞察。 2月11日，A股三大指数走势分化，小金属、油气开采走强，影视院线板块回调；有色金属、化学纤维、磷化工、钢铁等概念涨幅居前。 稀有金属板块全面爆发 稀有金属ETF最高上涨3.86% 今日，稀有金属板块全面爆发，嘉实稀有金属ETF上涨3.86%，紧随其后的是工银瑞信、广发、华富旗下稀有金属ETF，分别上涨3.79%、3.78%、 3.53%，占据涨幅榜靠前席位。 其中，嘉实稀有金属ETF规模最大，超65亿元。紧随其后的是广发稀有金属ETF，规模超51亿元；工银瑞信、华富旗下稀有金属ETF规模分别超13 亿元、2亿元。全市场4只稀有金属ETF产品中，仅工银瑞信基金旗下产品管理费和托管费为0.45%和0.07%，其余3只的管理费和托管费均为 0.5%、0.1%。 ETF方面，当日全市场共有640只股票ETF（含跨境）上涨，其中，华夏日经ETF涨4.85%，多只稀有金属ETF涨幅居前。 同时，有713只股票ETF下跌，多只影视ETF、传媒ETF领跌。 ...

Group 1 - The company announced that its seventh board meeting was held on February 9, 2026, via telecommunication voting [1] - The meeting reviewed the proposal regarding the signing of a tripartite supervision agreement for raised funds [1] Group 2 - The industry is experiencing a surge in stock prices due to advancements in video generation technology, with a new Chinese video model being referred to as the "strongest on earth" [1] - The model can generate a 15-second video from dozens of prompts, indicating significant potential for commercial delivery [1]

每经头条（nbdtoutiao）——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强"，几十个提示字生成15秒视频可商业交付，影视股大涨！记者亲测 （记者 张明双） 每经AI快讯，*ST云网2月11日晚间发布公告称，公司第六届2026年第一次董事会临时会议于2026年2月 11日以通讯会议方式召开。会议审议了《关于修订 <董事会议事规则> 的议案》等文件。 ...

Market Overview - The A-share market experienced a slight increase followed by a decline, with the Shanghai Composite Index rising by 0.09% to 4131.98 points, while the Shenzhen Component Index fell by 0.35%, and the ChiNext Index dropped by 1.08% [1] - Overall market trading volume was below 2 trillion yuan, decreasing by over 100 billion yuan compared to the previous trading day [1] - More than 3200 stocks in the market declined, indicating a weak risk appetite [1] Sector Performance - The cyclical sectors showed strong performance, with non-ferrous metals, chemicals, and oil and gas leading the gains [1] - The Mining ETF (561330) rose by 2.93%, the Gold Stocks ETF (517400) increased by 2.62%, and the Chemical ETF (516220) gained 2.20% [1] - The coal sector also performed well, with the Coal ETF rising by 1.40%, supported by short-term supply-demand catalysts and long-term valuation support due to weakening dollar credit [2] Investment Opportunities - The non-ferrous sector's long-term outlook remains positive, driven by resource nationalism and supply-demand conflicts, with expectations for upward elasticity after recent volatility [1] - Investors are advised to focus on the only coal ETF (515220) for potential investment opportunities [2] - The film sector faced adjustments, with the Film ETF (516620) declining by 5.80%, attributed to rapid gains and potential overextension in expectations [2] - The bond market has been recovering, with the 10-year Treasury ETF (511260) rising by 0.87% over the past 20 days, driven by unexpected bank deposits and allocation strength [2]

Group 1: Private Equity and Market Trends - The number of private equity managers in China exceeding 10 billion yuan has reached a historical high of 122 as of January 2026, indicating a strengthening "Matthew effect" in the private equity industry amid market recovery and improved risk appetite [1] - Over 90% of the private equity firms that reported performance in January achieved positive returns, with an average gain of 6.41% [1] Group 2: Legal and Regulatory Developments - The Shanghai Financial Court recently ruled on a case involving the Shanghai Securities Regulatory Commission, marking the first administrative case related to market manipulation in Shanghai [1] - The Hong Kong Securities and Futures Commission has warned the public about investment scams involving impersonation of well-known stock analysts, urging vigilance against such fraudulent activities [1] Group 3: Technology and Manufacturing - TrendForce reported that DRAM spot trading has slowed down due to the upcoming Lunar New Year, with limited short-term price increases expected [2] - Global smartphone production is projected to decline by 10% in 2026, with total production expected to drop to approximately 1.135 billion units, influenced by rising memory prices [2] Group 4: Commodities and Industry Performance - Nickel prices have continued to rise, with LME nickel prices reaching $17,780 per ton, as Indonesia plans to significantly reduce its nickel ore production [3] - In January 2026, the average profit in the electrolytic aluminum industry exceeded 7,500 yuan per ton, with the average price of SMM A00 spot aluminum rising by 1,840 yuan per ton [4] Group 5: Automotive Industry - The Chinese automotive industry maintained stable operations in January 2026, with production and sales of 2.45 million and 2.346 million vehicles, respectively [4] - The new energy vehicle market showed steady performance, with production and sales reaching 1.041 million and 945,000 units, reflecting year-on-year growth [4] Group 6: Corporate Announcements and Financial Performance - NetEase reported a total revenue of 112.6 billion yuan for 2025, with an operating profit of 35.8 billion yuan, marking a 21% year-on-year increase [8][9] - *ST Songfa announced a shipbuilding contract worth approximately $1.7 billion to $2 billion for constructing 15 super-large crude oil tankers [16]

Group 1 - The company, Lihe Kexin, held its sixth board meeting on February 11, 2026, to discuss the adjustment of the board's specialized committee members [1] - The meeting was conducted in person at the company's conference room [1] Group 2 - A new Chinese video model, referred to as the "strongest on earth," can generate 15-second videos from dozens of prompts, leading to a surge in film-related stocks [1] - The model's capabilities were tested by a reporter, showcasing its potential for commercial delivery [1]

Market Overview - The Shanghai Composite Index experienced a slight increase of 0.09%, closing at 4131.98 points, while the Shenzhen Component Index fell by 0.35% and the ChiNext Index dropped by 1.08% [2] - The total trading volume in the A-share market was approximately 2 trillion yuan, a decrease of over 120 billion yuan compared to the previous day [2] - Over 3200 stocks in the A-share market were in the red, with significant declines in short drama and film stocks, while the non-ferrous metals sector showed strength [2] Non-Ferrous Metals Sector - The non-ferrous metals sector saw a strong performance, particularly in tungsten stocks, with companies like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit and reaching new highs [5] - Recent data indicates that tungsten prices have been rising, with black tungsten concentrate priced at 685,000 yuan per ton, up 48.9% since the beginning of the year [7] - Factors such as controlled over-extraction of tungsten mines and rising production costs are tightening supply, while global demand for tungsten is expected to grow, particularly in high-value sectors like precision tools and aerospace [8] Glass Fiber Sector - The glass fiber sector experienced a collective surge, with companies like International Composites and Changhai Co. hitting the daily limit [10] - Recent price increases in electronic cloth, driven by high demand for AI chips, indicate a tightening supply situation, with major suppliers planning to increase production capacity significantly by 2028 [12] - Analysts predict that the supply-demand gap in the electronic cloth market will persist, leading to continued price increases through 2026 [12] Media Sector - The media sector faced a downturn, with significant declines in film stocks such as Haikan and Happiness Blue Sea, both dropping over 10% [14] - Haikan's stock had previously surged over 100% in the last 10 trading days, prompting a risk warning from the company regarding potential market overheating [16] - Shanghai Film also issued a statement confirming that its operational status remains normal, with no significant changes in the internal or external business environment [16]

每经头条（nbdtoutiao）——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强"，几十个提示字生成15秒视频可商业交付，影视股大涨！记者亲测 每经AI快讯，衢州东峰2月11日晚间发布公告称，公司第六届第十一次董事会会议于2026年2月11日以通 讯表决方式召开。会议审议了《关于以集中竞价交易方式回购股份预案的议案》等文件。 （记者 王晓波） ...

Group 1 - Company Nanji E-commerce announced on February 11 that Mr. Qian Shangyong has resigned from his position as the representative of securities affairs due to personal reasons, and he will no longer hold any position in the company after his departure [1] Group 2 - The industry is experiencing a surge in stock prices related to film and video, driven by the emergence of a powerful Chinese video model capable of generating 15-second videos for commercial delivery with just a few prompt words [1] - The reported advancements in video generation technology have led to significant interest and investment in the film sector, indicating a potential growth opportunity for companies involved in this space [1]

Market Overview - The A-share market closed with mixed results on February 11, with the Shanghai Composite Index rising by 0.09% and the Shenzhen Component Index falling by 0.35% [1] - Total trading volume decreased by 123.7 billion yuan compared to the previous trading day, with over 3,200 stocks declining and 2,047 stocks rising [1] Index Performance - Shanghai Composite Index: 4,131.98 (+0.09%) - Shenzhen Component Index: 14,160.93 (-0.35%) - ChiNext Index: 3,284.74 (-1.08%) - Total A-shares: 6,802.42 (-0.15%) [2] Sector Performance - The chemical sector showed strength, with companies like Jihua Group and Taihe New Materials hitting the daily limit [3] - The glass fiber concept surged, with stocks such as Honghe Technology and Shandong Glass Fiber reaching the daily limit [3] - The non-ferrous metals sector was active, with Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [3] - The film and television sector experienced a collective decline, with Hengdian Film and Television hitting the limit down after multiple days of gains [3][4] Notable Stock Movements - Significant declines were observed in the film and television sector, with stocks like Huayi Brothers and Wanda Film dropping by over 10% [4] - Digital currency-related stocks saw a surge, with Yuyin Co. hitting the daily limit, closing at 8.72 yuan per share, up 6.99% [6] Energy Sector Insights - Oil and gas stocks experienced a rebound, with companies like CNOOC Engineering hitting the daily limit [9] - The EIA's short-term energy outlook report revised the Brent crude oil price forecast for 2026 to $58 per barrel, up from $56 [9] Bond Market - Government bond futures mostly rose, with the 30-year main contract up 0.05% to 112.75 yuan [12] Industry Trends - The film market is expected to benefit from the upcoming Spring Festival holiday, with a longer holiday period potentially boosting box office performance [12] - The photovoltaic industry is anticipated to accelerate the replacement of raw materials due to rising silver prices, with leading manufacturers likely to benefit [13]