Xingyu Recap 0206: Chemical Price Hikes, Robot and Solid-State Battery Rotation

Review Directory: [Taogu Ba]
1. Review Summary (including: consecutive board tiers, market data overview, market indices, market performance summary, thematic summary).
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 Supplements (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 grid, monitoring pool, three major group interval gains).
6. Stock Analysis (limit-up time sorting, detailed reasons or analysis for individual stock limit-ups).
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1. Review Summary
3-Board: Kailong Gaoke (new), Han Jian Heshan, Hangzhou Jiebai, GCL System Integration
2-Board: Jinfu Technology, Huangting International, Tianzhong Precision (new), Shenjian Shares

Market Data: 2574 stocks closed in the red, 2444 in the green, 55 stocks hit the limit-up, 5 stocks hit the limit-down, 159 stocks had large bullish candles, 63 stocks had large bearish candles, 126 stocks experienced a negative wave of -5%, 9 stocks -10%, 134 stocks in attack waves.

Index: Total market transaction volume was 214.57 billion yuan, with a volume reduction of 30.5 billion yuan. The main indices fell by 0.25%, closing at 4065, with a high of 4095 and a low of 4029. On Friday, the CSI 1000 and CSI 500 showed that the “Wang Wang Team” was actively working, reversing previous suppression trends. Friday’s large gap-down opening was protected by institutional support, preventing a breakdown. The intraday chart on Friday shows that the market was only supported but not pushed higher; after an hour of stabilization, it was allowed to run freely. The overall operation of the index was within a clear range, oscillating between 4000 and 4200.

Market performance: Market volume continued to shrink, returning to around 20 trillion yuan. The ongoing reduction in liquidity makes trading more difficult, which is understandable—without fresh capital entering to absorb positions, the remaining funds inside are increasingly entangled, weakening the sustainability and certainty of the trend. The decline in continuous capital indicates less willingness for relay trading; traders prefer to cut high and low positions and rotate themes. For example, on Friday, rotation shifted to robotics or individual stocks with snake-like movements, causing large fluctuations. This is damaging for short-term traders, as discipline and psychology are challenged. Stocks like Mingdiao Shares experienced limit-downs on Thursday and Friday, with significant volatility testing traders’ nerves. The certainty of the market has greatly decreased, resembling a “blind box” scenario—hard to distinguish between opportunities and risks. Stocks that rose today may hit the limit-down tomorrow, and stocks that fell sharply today may rebound the next day. During this period, the best approach is to control positions or repeatedly trade familiar stocks to ride volatility, waiting for clearer market signals before deploying full positions. The first three days of next week are likely to see similar fluctuations, with the last two days preparing for post-holiday trading, closely watching emerging directions or sectors gaining strength.

2. Reasons for Limit Up
Consecutive Board Stocks: 8 stocks, 14.41 billion yuan

One-Word Limit-Up Stocks: 2 stocks, 110 million yuan

N-Shaped Rebound Stocks: 7 stocks, 116.4 million yuan

ChiNext Limit-Up Stocks: 3 stocks, 15.5 million yuan

STAR Market Limit-Up Stocks: 0 stocks, 0 million yuan

Chemical Price Increase: 9 stocks, 67.3 million yuan
BASF announced an 11% price increase for TDI products in Asia-Pacific

Robotics: 16 stocks, 173.6 million yuan
Third-generation Tesla humanoid robot to debut

Solid-State Batteries: 9 stocks, 116 million yuan
The 3rd China Solid-State Battery Innovation Development Summit will be held

Artificial Intelligence: 13 stocks, 178.6 million yuan

Consumer Goods: 8 stocks, 59.1 million yuan
Ministry of Commerce and 8 other departments issued the “2026 ‘Le Gou New Year’ Spring Festival Special Activity Plan”

Photovoltaics: 5 stocks, 97.7 million yuan
News reports that Elon Musk’s team visited several Chinese photovoltaic companies

Aerospace & Aviation: 5 stocks, 196.7 million yuan

Healthcare: 3 stocks, 20.2 million yuan

2025 Annual Report Stocks: 17 stocks, 22.79 billion yuan

Others: 4 stocks, 54.4 million yuan, mostly price-increase series

Limit-up stocks opening: 1 stock, 1.27 billion yuan

First-limit stocks opening: 26 stocks, 58.06 billion yuan

3. Featured Data Supplements
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 Grid:

Monitoring Pool:

Monitoring Pool Range Gains:

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

6. Stock Analysis: