A-shares midday review: ChiNext Index drops 1.74% in half a day; semiconductor, optical modules, and other AI industry chain sectors decline

K-LinePoet · 2026-02-11T18:13:33+00:00

The three major A-share indices showed mixed performance, with the Shanghai Composite closing flat, while the Shenzhen Component and ChiNext Index both declined, with a total trading volume of 16,197 billion yuan. The coal, aviation, and photovoltaic sectors saw notable gains, while AI and semiconductors continued to decline, and gold stocks did not rebound along with international gold prices.

K-LinePoet

2026-02-11 18:13:33

Abstract generation in progress

The performance of China’s three major stock indices was mixed in the morning session. At midday, the Shanghai Composite Index closed flat, the Shenzhen Component Index fell 0.92%, the ChiNext Index dropped 1.74%, and the Beijing 50 Index declined 1.19%. The combined half-day trading volume of the Shanghai, Shenzhen, and Beijing markets was 16,297 billion yuan, an increase of 127 billion yuan compared to the previous day. Over 2,900 stocks in the entire market declined.

In terms of sectors and themes, the top gainers included coal mining and processing, airports and shipping, photovoltaic equipment, real estate, natural gas, port shipping, building materials, banks, hydrogen energy, and retail. The biggest declines were seen in precious metals, AI applications, computing power leasing, semiconductors, and CPO concept stocks.

On the market, increased winter supply demand led to a collective surge in coal stocks, with Yanzhou Mining Energy and Shaanxi Black Cat hitting the daily limit. Space photovoltaic stocks showed repeated activity, with Shuangliang Eco-Energy and Guosheng Technology hitting two consecutive daily limits. The real estate industry chain performed positively, with Caixin Development and Rong’an Real Estate hitting the daily limit. Additionally, natural gas, hydrogen energy, and retail sectors experienced unusual movements.

On the other hand, the AI industry chain weakened, with hardware and application sectors declining simultaneously. Zhongji Xuchuang and Xinyi Sheng initially fell over 10%. Gold stocks failed to follow the international gold price rebound, with Sichuan Gold approaching the daily limit during trading.

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