---
title: "CIMC (2039.HK): Short-term volatility intensifies, capital rotation in stages, new foreign trade policies become key catalysts"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/274625391.md"
description: "On February 3rd, CIMC experienced increased volatility during the trading session, with funds in the logistics and export chain flowing back. \"Upgraded foreign trade promotion measures\" and new logistics infrastructure policies have become the recent market focus. The main force repeatedly raised stock prices, quickly pushing them above the mid-track, but the pressure from the high-level platform affected the sustainability of the rebound, resulting in a day of range-bound trading. Short-term volume and price were released in sync, with the 20-day moving average becoming the intraday support area, leading to back-and-forth tug-of-war between bulls and bears. The export chain showed a month-on-month recovery, and the rebound in overseas orders increased the sector's attractiveness. However, chasing high prices led to divergences, and short-term volatility increased the risk. Overall, the sector is in a technical repair phase, and a breakthrough still requires key signals. If any negative news related to the export chain or a significant divergence in funds occurs, the risk of a pullback could increase at any time. Short-term trading suggestions are to respond flexibly to the main force and policy changes"
datetime: "2026-02-04T01:00:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274625391.md)
  - [en](https://longbridge.com/en/news/274625391.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274625391.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/274625391.md) | [English](https://longbridge.com/en/news/274625391.md)


# CIMC (2039.HK): Short-term volatility intensifies, capital rotation in stages, new foreign trade policies become key catalysts

On February 3rd, CIMC experienced increased volatility during the trading session, with funds in the logistics and export chain flowing back. "Upgraded foreign trade promotion measures" and new logistics infrastructure policies have become the main themes in the recent market. The main force repeatedly pushed up the stock price, quickly lifting it above the mid-track, but the pressure from the high-level platform affected the sustainability of the rebound, resulting in a day of range-bound trading.

Short-term volume and price were released simultaneously, with the 20-day moving average becoming the intraday support area, leading to a tug-of-war between bulls and bears. The export chain showed a month-on-month recovery, and the rebound in overseas orders increased the attractiveness of the sector. However, chasing high prices led to divergences, and short-term volatility increased the risk. Overall, the sector is in a technical repair phase, and a breakthrough still requires key signals.

If any negative news related to the export chain or a significant divergence in funds occurs, the risk of a pullback could increase at any time. Short-term trading suggestions are to respond flexibly to the movements of the main force and policy changes

### 相關股票

- [CIMC (000039.CN)](https://longbridge.com/zh-HK/quote/000039.CN.md)
- [CIMC (02039.HK)](https://longbridge.com/zh-HK/quote/02039.HK.md)

## 相關資訊與研究

- [CIMC Sets March Board Meeting to Approve 2025 Results and Mull Dividend](https://longbridge.com/zh-HK/news/278690257.md)
- [The HALO trade is powering a market rotation. The investor who coined the term says Wall Street is getting it wrong.](https://longbridge.com/zh-HK/news/278212445.md)
- [OSL Substantial Shareholder Liu Shuai Lifts Stake to Nearly 29%](https://longbridge.com/zh-HK/news/279171432.md)
- [Kingboard Laminates declares final dividend of HK25.0 cents per ordinary share](https://longbridge.com/zh-HK/news/279204734.md)
- [Kingboard Laminates Posts Strong 2025 Profit Rebound and Raises Dividend](https://longbridge.com/zh-HK/news/279208184.md)