Xingyu Recap 0211: AI Web Series Disagreements, Electronic Fabric, Chemical, and Non-Ferrous Price Rotation

Recap Directory: [Taogu Ba]

1. Recap Summary (including: consecutive board tiers, market data overview, market indices, market brief, theme brief).

2. Reasons for Limit Up (including: consecutive board charts, one-word limit-up stocks, N-shaped boards, ChiNext limit-ups, STAR Market and Beijing Stock Exchange limit-ups, hot topic classifications, other limit-ups, limit-up openings).

3. Featured Data Supplement (including: recent limit-up stocks, ChiNext index).

4. Dragon and Tiger List Data (including: hot money tracking, institutional buying and selling, business department buy-in rankings).

5. Sentiment Index (including: hotspot intensity, sentiment nine-grid, monitoring pool, three major group interval gains).

6. Stock Analysis (sorted by limit-up time, detailed reasons or analysis for individual stock limit-ups).

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1. Recap Summary

4-board: Baichuan Shares

3-board: Dawi Technology, Zhangyue Technology, Longyun Shares, Yabo Shares, Huanshui Century, Jihua Group, Decai Shares

2-board: Tefa Information, CuHua Shares, Xiao Zong Shares

Market data: 2050 stocks in the red, 3241 stocks in the green, 51 limit-up stocks, 7 limit-down stocks, 147 big positive candles, 96 big negative candles, 213 negative wave of -5, 15 of -10, 83 positive attack waves.

Index: total market turnover 198.42 billion yuan, volume reduced by 121.3 billion yuan, major index up 0.09%, closing at 4132, high 4142, low 4122. Currently, index fluctuations are very small. Based on limit-up counts, trading volume, dragon and tiger list data, it all indicates the market is entering a pre-holiday mode. The expectation of sideways consolidation before the holiday is maintained, which supports the index and provides room for upward movement after the Spring Festival.

Market: After two days of unexpectedly strong AI animation dramas, today saw significant divergence, with notable losses in the back-end positions. This negative feedback stems from regulatory concerns with Hengdian Film & TV, which is expected to have a Spring Festival box office exceeding 5 billion yuan, but recent difficulties in follow-up projects have reduced regulatory buy-ins. Due to divergence in AI animation dramas, other themes began rotating. First, Dawi Technology’s large one-word order exceeded expectations, and Wanguo Technology’s large capacity surged over 10% despite regulatory concerns, fueling market interest in ByteDance’s computing power stocks. Pre-market news also favored electronic fabrics, with glass fiber stocks experiencing limit-up waves, as price increase expectations persist. Other sectors include non-ferrous metals and chemicals, with Baichuan Shares leading the charge in the non-ferrous sector, and tungsten price increase news. Overall, today’s market mainly revolves around pre-market news-driven extensions and rotations. Tomorrow is a sell-to-cash day, so selling pressure may increase. Caution is advised for high-position stocks and the risk of profit-taking on rising stocks.

2. Limit-Up Reasons
   Consecutive Board Stocks: 11 stocks, 9.49 billion yuan

One-word Limit-up Stocks: 5 stocks, 940 million yuan

N-shaped Rebound Stocks: 8 stocks, 7.52 billion yuan

ChiNext Limit-ups: 2 stocks, 2.4 billion yuan

STAR Market Limit-ups: 1 stock, 1.05 billion yuan

Electronic Fabrics: 8 stocks, 9.95 billion yuan
AI chip demand surge has tightened T-shaped glass fiber fabric supply. Main supplier Nitto Boseki plans to steadily increase capacity from the end of this year, aiming to triple capacity by 2028 compared to 2025.

AI animation dramas: 5 stocks, 5.42 billion yuan
ByteDance released video generation model Seedance 2.0

Computing Power: 9 stocks, 8.4 billion yuan
ByteDance released video generation model Seedance 2.0

Other AI: 2 stocks, 810 million yuan

Rare Earth & Non-Ferrous Metals: 10 stocks, 17.01 billion yuan
Zhangyuan Tungsten’s tungsten long-term order prices increased in early February

Chemical Price Increases: 10 stocks, 7.16 billion yuan
Some dispersed dye varieties reprice on February 8

Robotics: 9 stocks, 6.51 billion yuan

2025 Annual Report Stocks: 12 stocks, 19.32 billion yuan

Others: 5 stocks, 3.44 billion yuan

Limit-up Opening Stocks: 3 stocks, 10.03 billion yuan

First Limit-up Opening Stocks: 15 stocks, 19.95 billion yuan

3. Featured Data Supplement
   Recent Limit-up Stocks:

ChiNext Index:

4. Dragon and Tiger List Data:
   Hot Money Tracking:

Institutional Buying and Selling:

Business Department Buy-in Rankings:

5. Sentiment Index:
   Hotspot Intensity:

Sentiment Nine-Grid:

Monitoring Pool:

Monitoring Pool Interval Gains:

Top 19 stocks with five-day gains in the A-share market:

6. Stock Analysis: