The photovoltaic industry chain has once again exploded, with space photovoltaics, photovoltaic glass, and others triggering a surge in stock prices. Previously, it was reported that Tesla plans to expand its solar cell manufacturing business, aiming to achieve an annual solar manufacturing capacity of 100 gigawatts within the next three years. The precious metals sector has rebounded strongly, with international gold prices rising to around $5,040, and spot silver surpassing the $80 mark. The Liberal Democratic Party, led by high-ranking official Sakamoto, has secured a supermajority of two-thirds in the House of Representatives, clearing the way for more debt-driven fiscal stimulus, and the market expects that loose policies will continue, driving international gold prices to soar.
On February 9th, the A-shares opened higher in the morning, with all three major indices rising. The ChiNext Index briefly rose nearly 2% at the beginning, and the photovoltaic industry chain exploded again, with computing hardware and semiconductors lifting the market, and precious metals rebounding. The Hong Kong stock market also opened higher, with the Hang Seng Index and the Hang Seng Tech Index both rising over 1%, and tech stocks generally increased, with semiconductors surging, while non-ferrous metals and real estate were active.
In the bond market, government bond futures fluctuated and consolidated. In terms of commodities, domestic commodity futures showed a mixed performance, with platinum, Shanghai silver, and Shanghai gold futures all rising, while coking coal and coke fell. The core market trends are as follows:
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A-shares: As of the time of writing, the Shanghai Composite Index rose 0.95%, the Shenzhen Component Index rose 1.40%, and the ChiNext Index rose 1.69%.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bce20237-cc00-4d69-aa3a-88b9b239a564.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bce20237-cc00-4d69-aa3a-88b9b239a564.png"/>
Hong Kong stocks: As of the time of writing, the Hang Seng Index rose 1.45%, and the Hang Seng Tech Index rose 1.13%.
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Bond market: Government bond futures rose slightly, as of the time of writing, the 30-year main contract fell 0.03%, the 10-year main contract remained flat, the 5-year main contract rose 0.01%, and the 2-year main contract rose 0.02%.
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Commodities: Domestic commodity futures showed mixed results, as of the time of writing, platinum rose over 8%, Shanghai silver rose 7%, palladium rose 4%, Shanghai tin and Shanghai gold rose over 3%, Shanghai copper, caustic soda, Shanghai nickel, and Shanghai aluminum rose over 1%. Rubber, polysilicon, industrial silicon, soybean meal, stainless steel, and eggs rose, while eggs, iron ore, asphalt, ferrosilicon, alumina, hot-rolled coils, pulp, glass, rebar, and the shipping index fell. Coking coal and coke fell over 1%, and rapeseed fell over 2%.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/915e5155-4dee-4dcf-907f-7fa77555b4ea.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/915e5155-4dee-4dcf-907f-7fa77555b4ea.png"/>
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09:57
The Shanghai Composite Index rose over 1%, the Shenzhen Component Index increased by 1.45%, and the ChiNext Index climbed by 1.79%. Sectors such as photovoltaics, film and television, computing hardware, and chemicals saw the largest gains, with over 4,500 stocks in the Shanghai, Shenzhen, and Beijing markets rising.
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09:38
In the early session, the computing leasing concept continued its strong performance from last week, with Dawei Technology and Hengrun Co., Ltd. hitting the daily limit, while Pingzhi Information, Xiexin Energy Technology, Xiechuang Data, Litong Electronics, and Meili Cloud also rose.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/7567e3c1-3291-4d5d-8e99-f42c2769f764.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/7567e3c1-3291-4d5d-8e99-f42c2769f764.png"/>
In terms of news, the Ministry of Industry and Information Technology issued a notice on the construction of national computing interconnection nodes, aiming to build computing interconnection nodes for national hub nodes, major strategic areas, and key industries, establishing a national computing interconnection node system.
09:34
The dispersed dye concept repeatedly strengthened, with Runtu Co., Ltd. achieving two consecutive limit-ups, while Jihua Group, Haixiang Pharmaceutical, and Yabang Co., Ltd. also hit the daily limit, and Jinjis Co., Ltd., Zhejiang Longsheng, and Annuoqi saw significant gains.
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In terms of news, on February 8, Zhejiang Longsheng issued a price adjustment notice stating that starting from February 8, 2026, the prices of dispersed dyes will be further adjusted, with a uniform increase of 2,000 yuan/ton for all varieties, including dispersed black.
Industry insiders believe that the core driving force behind this price increase in dispersed dyes comes from the soaring prices of key upstream intermediates. Their prices have surged from 25,000 yuan/ton last year to 38,000 yuan/ton, an increase of over 50%.
09:32
The photovoltaic sector opened strongly, with Jinjing Technology hitting the daily limit, and Juhe Materials rising over 10%, while Xiexin Integration, Liancheng CNC, Aotwei, Junda Co., Ltd., and JinkoSolar also saw gains.
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09:30
CPO and other computing hardware stocks continued their strong performance, with Tianfu Communication soaring nearly 10%, reaching a new historical high, while Tiantong Co., Ltd., Zhili Fang, Taicheng Light, and Jepter also opened high.
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09:26
The Shanghai Composite Index opened up 0.93%, and the ChiNext Index rose by 1.95%. Sectors such as photovoltaics, computing hardware, semiconductors, AI applications, commercial aerospace, nuclear fusion, and gold saw widespread strength; while oil and gas, banking, and traditional Chinese medicine sectors weakened
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09:24
Lattice Semiconductor soared 57% on its first day of trading in Hong Kong.
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09:21
The Hang Seng Tech Index opened up 1.59%, with the Hang Seng Tech Index rising 1.9%. Hua Hong Semiconductor rose over 4%, XPeng, Bilibili, Baidu Group, Ping An Insurance, and China Life rose over 3%.
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09:01
Commodity futures opened, with platinum main contracts rising over 9%, palladium rising over 7%, Shanghai silver rising over 6%, Shanghai gold rising over 4%, and Shanghai tin, international copper, and Shanghai copper rising over 2%.
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In the early trading session, the concept of computing power leasing continued last week's strong momentum, with Dawei Technology and Hengrun Co., Ltd. hitting the daily limit, while Pingzhi Information, Xiexin Energy Technology, Xiechuang Data, Litong Electronics, and Meili Cloud also saw gains. The photovoltaic sector opened strongly, with Jinjing Technology hitting the daily limit, Juhe Materials rising over 10%, and Xiexin Integration, Liancheng CNC, Aotewei, Junda Co., Ltd., and JinkoSolar following suit

Wallstreetcn

AH shares opened significantly higher! The Shanghai Composite Index rose by 1%, the photovoltaic industry chain saw a surge in limit-up stocks, computing hardware and precious metals rallied, the Hang Seng Index rose over 1%, and tech stocks all increased