February 6 Evening Review

This review and information are solely personal summaries of the stock market; they are not stock recommendations. Please do not follow any stocks mentioned.
Some review content is provided one day in advance to facilitate dedicated fans’ evening review!

Key points for today’s review

[Taoguba]

1. Continuous Board Ladder and Limit-Up Distribution Chart

4 consecutive limit-ups: Han Jian Heshan

3 consecutive limit-ups: Kairong Gaoke, Hangzhou Jiebai, Xiexin Integration

2 consecutive limit-ups: Jinfu Technology, Royal Court International, Tanaka Precision Machinery, Shenjian Shares

2. Review and Simulation of Ladder Promotion (Orange indicates promotion)

3. Limit-Up Events

4. Chemical Industry (7)

1st Tier: Baichuan Shares, Runtu Shares, Jinniu Chemical, Demei Chemical, Cangzhou Dahuaxing, Lily Flower, Hangmin Shares

Event 1: Since this year, the prices of core intermediates for disperse dyes and their reducers have surged from 25,000 to 38,000, a 50% increase, driving dye prices up. Runtu Shares issued a price increase letter on February 5.

Event 2: Profits in bulk chemicals have hit a decade low, with a double turning point in capacity and inventory cycles, potentially entering an upward phase.

2. Lithium Battery/Solid-State Battery (7)

1st Tier: Shanshan Shares, Baili Technology, Tianji Shares, Kosen Technology, Dingsheng New Materials, Enjie Shares, Sanxiang New Materials

Event: By 2025, driven by dual forces of supply-side anti-involution and demand-side expansion, the lithium battery industry’s supply and demand are gradually improving. Data shows that as of February 5, 2026, 70 A-share listed companies in the lithium industry chain have disclosed earnings forecasts or quick reports, with 50 achieving year-over-year profit growth (including loss reduction), accounting for over 70%.

3. Announcement Limit-Ups (6)

4th Tier: Han Jian Heshan, planning to acquire 99.9978% of Xingfu New Materials (2.4)

3rd Tier: Kairong Gaoke, planning to purchase 70% of Jinwangda (2.4)

2nd Tier: Jinfu Technology, planning to acquire 51% each of Zhuohui Metal and Lianyi Thermal Energy (2.6)

1st Tier: Nankuang Group, planning to subscribe $30 million for a 10% stake in Yinggu Gold Co., Ltd. (2.6)

1st Tier: Jinlong Auto, achieved 4,712 bus sales in January, up 35.32% year-over-year (2.6)

1st Tier: Wanyuan High-tech, with Anhui Conch Group and its concerted actors holding a total of 33.24%, becoming indirect controlling shareholders (2.6)

4. Consumer Goods (5)

3rd Tier: Hangzhou Jiebai

2nd Tier: Royal Court International

1st Tier: Zhongxing Mushroom Industry, Jinghua Laser, Perfect World

Event 1: On February 2, the Ministry of Commerce and 8 other departments issued the “2026 ‘LeGou New Spring’ Spring Festival Special Activity Plan.”

Event 2: On February 3, Qianwen will launch a 3 billion “Qianwen Spring Festival Guest Plan,” emphasizing “Eat, Drink, Play, and Enjoy Free,” along with large cash red envelopes.

Event 3: On February 6, CCTV Spring Festival Gala set up its first exclusive card partner, with the Year of the Horse collectible cards integrated into the program.

5. Robotics (5)

1st Tier: Liancheng Precision, Wuzhou New Spring, Tianqi Shares, Baida Precision, Fulai New Materials

Event: The 2026 Spring Festival Gala will continue to focus on the integration of culture and technology, with embodied robots returning to stage, reaching new heights.

6. Photovoltaics (4)

3rd Tier: Xiexin Integration

1st Tier: Bangjie Shares, Chint Power, Xiexin Energy Science and Technology

Event: Recently, Elon Musk’s team conducted research on Chinese photovoltaic companies.

7. Power Grid (4)

1st Tier: Jicheng Electronics, Sanbian Technology, Jinkong Power, Hangdian Shares

Event: On February 1, CCTV Finance reported that many transformer factories are operating at full capacity, with some orders for data center-related business scheduled into 2027. Delivery cycles in the U.S. market have extended from 50 weeks to 127 weeks. In 2025, China’s transformer exports reached 64.6 billion yuan, a nearly 36% increase over 2024.

8. Commercial Spaceflight (3)

2nd Tier: Shenjian Shares

1st Tier: Yangtze River Communications, Galaxy Electronics

Event 1: The U.S. Federal Communications Commission has accepted SpaceX’s application for deploying a satellite system with millions of satellites.

Event 2: Media expect the Long March 10A rocket’s first test flight to be scheduled for February 11.

9. Pharmaceuticals (3)

1st Tier: Teyi Pharmaceuticals, Haixiang Pharmaceuticals, Hansen Pharmaceuticals

Event: On February 5, the Ministry of Industry and Information Technology and eight other departments issued the “Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026–2030).”

4. New Stock Price Highs

Today, 21 stocks closed at new highs, compared to 12 yesterday (find benchmarks, observe industry trends).

5. Institutional and Retail Investor Movements