Trust Chem(001335.SZ)

February 6th Midday Review: ChiNext opened lower but rose to gain 0.65%, with chemical and robotics concept stocks collectively strengthening

The market opened lower in the morning but rose throughout the day, with all three major indices turning positive. Traditional Chinese medicine stocks surged at the opening, with TY PHAR. and Hansen Pharmaceutical hitting the daily limit. Chemical stocks strengthened collectively, with CZDH and RTGF also reaching the daily limit. Robotics concept stocks performed actively, with XCC and LMC hitting the daily limit. Consumer stocks such as liquor, tourism, and retail fell, with Huangtai Liquor hitting the daily limit and Baida Group and Guoguang Chain dropping over 7%. The Shanghai Composite Index rose by 0.11%, the Shenzhen Component Index increased by 0.65%, and the ChiNext rose by 0.65%

Commodity futures opened, with the main contract for Shanghai silver rising over 3%, fuel oil and crude oil rising over 2%, and LU fuel oil, styrene, and benzene rising over 1%. BR rubber fell over 3%, Shanghai tin fell over 2%, and international copper, Shanghai copper, and iron ore fell over 1%

The Office of the State Council Work Safety Committee has deployed to ensure safety production work before and after the Spring Festival

The Office of the State Council's Work Safety Committee issued an urgent notice, deploying all regions, relevant departments, and central enterprises to effectively carry out safety production work before and after the Spring Festival, strengthen major risk prevention and control, and resolutely prevent and curb mass casualties, especially major production safety accidents. (CCTV)

2026: Must pay attention to "4 rebalancing"

The rebalancing of institutional investors in 2026 is underway, emphasizing the co-allocation of new AI technologies and cyclical industries. Key changes include rebalancing within technology, the extension of overseas businesses to the midstream and upstream, and adjustments in resource pricing. The consensus among institutional investors is focused on AI technology, overseas equipment, and globally priced resources, which is expected to drive A-share earnings into a new cycle in 2026-2027

Most of the domestic futures night market closed lower, with fuel oil down 4%, coking coal up about 0.5%, and coke up over 0.6%

Most commodities in the domestic futures night market closed lower, with fuel oil down 4.02%, low-sulfur fuel oil down 2.22%, and pure benzene down 2.06%. Ethylene glycol, asphalt, and other commodities fell by up to 1.80%. Some commodities, such as coking coal, rose by about 0.5%, and coke rose by over 0.6%. Other commodities, such as PVC and propylene, also saw slight increases