February 27th Resource Boom and Middle East Turmoil

1. Market Sector Popularity (Total transaction amount within the limit-up stocks in parentheses): [Taogu Ba]

Resources (4.08 billion, high) > Electricity (1.59 billion, high) > Computing Power (2.80 billion, medium) > Chemicals (680 million, low) > Semiconductors (200 million, low)

2. Hot Sectors and Stock Analysis (Red text involves subjective comments, experts may skip)

Computing Power
002261 Tuo Wei Information 09:34:09 Huawei Ascend
603738 Taijing Technology 14:38:52 AI computing power has hit the limit-up.
688343 Yuntian Lifei 14:42:19 AI inference chips have hit the limit-up.
605398 Xinju Network 09:34:07 AI applications
688118 Puyuan Information 09:34:31 AI intelligent agents
300830 Jindai Modern 09:36:51 AI intelligent agents
603257 China Ruolin 14:10:10 AI intelligent agents
001209 Hongxing Shares 10:20:39 IP economy three consecutive limit-ups.
600126 Hanggang Shares 09:52:58 Computing power leasing has hit the limit-up.
603629 Litong Electronics 13:32:33 Computing power leasing has hit the limit-up.
Comment: Huawei’s AI code and intelligent agent news stimulated some AI intelligent agents to strengthen early in the session, but mainly short-term rotation, no core stocks. Many computing power stocks surged during the session, with Huasheng Tiancheng hitting the second limit-up and falling back in the afternoon, overall showing divergence.

Resources
002378 Zhangyuan Tungsten 09:36:36 Tungsten price three + three limit-ups.
002842 Xianglu Tungsten 09:36:51 Tungsten price rise has hit the limit-up.
002182 Baowu Magnesium 09:42:24 Small metals
002167 Oriental Zirconium 10:16:39 Small metals
600397 Jiang Tungsten Equipment 10:29:35 Private placement acquisition of tungsten-tantalum assets has hit the limit-up.
600259 China Rare Earth 11:15:25 Rare earths have hit the limit-up.
600549 Xiamen Tungsten 13:23:54 Rare earths
000657 Zhongwu High-tech 13:30:48 Tungsten price rise
000510 Xinjing Road 13:30:42 Non-ferrous metals have hit the limit-up.
000960 Tin Industry Shares 13:44:54 Non-ferrous metals have hit the limit-up.
600459 Guiyan Platinum 13:56:54 Private placement approved + platinum group metals have hit the limit-up.
601958 Molybdenum Shares 14:10:53 Non-ferrous metals have hit the limit-up.
002756 Yongxing Materials 14:18:30 Lithium carbonate price increase has hit the limit-up.
002155 Hunan Gold 14:27:45 Resumption of trading + tungsten-antimony price increase has hit the limit-up.
600301 Huaxi Nonferrous 14:28:51 Small metals
002470 Jindai Daxin 14:53:09 Phosphate mining construction has hit the limit-up, four consecutive limit-ups.
Comment: Resources continue to strengthen, Zhangyuan Tungsten is close to 3+3, Xianglu Tungsten also has 3+1, the sector overall has high momentum. Similar to the end of January with Baiyin Nonferrous. The sector’s main player should be Baogang Steel, which also nearly hit the limit today. Overall, strength is high, popularity comparable to electricity. Additionally, weekend Middle East tensions may further boost resource prices, especially oil and gas.

Electricity
002843 Taijia Shares 09:25:00 Data center power supplies two consecutive limit-ups.
002350 Beijing Kere 09:30:09 Power distribution equipment two consecutive limit-ups.
000899 Ganneng Shares 09:30:15 Thermal power three consecutive limit-ups.
001896 Yueneng Holdings 09:35:36 Power + shareholding in computing power has hit the limit-up. Seven consecutive limit-ups.
600744 Huayin Power 09:37:21 Power sector has hit the limit-up. Two consecutive limit-ups.
002980 Huashengchang 09:44:27 Power grid equipment
603530 Shenma Power 09:47:37 Ultra-high voltage has hit the limit-up. Two consecutive limit-ups.
002356 Heme Group 11:13:30 Smart grid
002015 Xiexin Energy 11:14:27 Green power
600821 Jinkai New Energy 11:19:34 Green power has hit the limit-up.
300317 Jiwei New Energy 13:03:09 Power station acquisition
003035 Nanjing Grid Energy 13:04:15 Turned profitable + virtual power plant
000993 Mindong Power 13:09:57 Green power
600452 Fuling Power 14:18:08 Green power has hit the limit-up.
603618 Hangdian Shares 14:53:59 Ultra-high voltage has hit the limit-up.
002865 JunDa Shares 10:07:36 Photovoltaic has hit the limit-up.
Comment: Compared to the non-ferrous sector, the power sector lacks a clear leader, mostly driven by unexpected surge of Yueneng Holdings with seven limit-ups. Today’s sector performance was quite intense.

3. Announcement Board
600725 Yunwei Shares 09:39:10 Restructuring of Honghe Power Generation + coal trading
000035 China Tianying 09:43:12 Green methanol + large order has hit the limit-up.
603353 Heshun Petroleum 10:22:18 Proposed acquisition of Kui Xin + refined oil
603093 Nanhua Futures 10:35:22 Overseas capital increase + futures brokerage
603226 Filinger 13:00:29 Control transfer + smart home
000593 Delong Hui Neng 13:26:03 Control change
001216 Huaci Shares 14:52:39 Private placement registration + Vietnam base

4. Other Limit-up Stocks and Concept Speculation
600230 Cangzhou Dahua 14:26:18 TDI price increase
002734 Limin Shares 14:56:36 Bayer large order + agrochemicals and veterinary drugs has hit the limit-up.
000628 High-tech Development 11:00:09 Power semiconductor
603578 Samsung New Materials 14:14:34 Photovoltaic glass
600498 Firefly Communications 13:31:10 Optical fiber has hit the limit-up. Two consecutive limit-ups.
000731 Sichuan Meifeng 13:38:03 Fertilizer has hit the limit-up.
603217 Yuanli Technology 14:11:02 Chemical industry
603381 Yongzhen Shares 10:05:04 Robotics
002628 Chengdu Road & Bridge 11:13:54 Robotics
002973 Qiaoyin Shares 13:05:42 Robotics
603897 Great Wall Technology 14:07:22 Robotics has hit the limit-up.
301226 Xiangming Intelligent 14:38:00 Robotics
688028 Wald 13:30:50 Diamond heat sink has hit the limit-up.
603117 Wànlín Logistics 11:15:48 Timber logistics
603318 Shui Fa Gas 14:38:04 Hydrogen energy has hit the limit-up.
002633 Shenke Shares 09:59:39 Gas turbines
603232 Geyer Software 09:25:00 Software development
002046 Sinomach Precision 13:59:39 Commercial aerospace
600456 Baotai Shares 14:27:55 Commercial aerospace has hit the limit-up.
002394 Lianfa Shares 10:23:15 Performance growth + Belt and Road
003018 Jinfu Technology 10:41:03 Liquid cooling acquisition
603950 Changyuan Dongu 09:30:29 Yuchai cooperation + diesel engine two consecutive limit-ups.
600108 Yasheng Group 10:26:43 Corn seed has hit the limit-up.
002216 Sanquan Food 09:36:03 Prepared dishes
002177 Yuyin Shares 10:01:33 Smart financial equipment has hit the limit-up.
002655 Gongda Electric 11:08:51 Smart speakers

5. Data in Numbers:
Today, the number of stocks with gains over 10% (including limit-ups): 94
Number of stocks with declines over 10%: 4
Shanghai Composite: Up 1,042 stocks; Down 1,199 stocks. Turnover: 1.0724 trillion
ChiNext: Up 807 stocks; Down 557 stocks. Turnover: 667.1 billion
Beijing Stock Exchange: Up 107 stocks; Down 184 stocks. Turnover: 18.3 billion
Stocks with gains over 5%: 278; stocks with declines over 5%: 39

6. Market Popular Stocks:
001896 Yueneng Holdings (Computing Power + Power, seven limit-ups)
002470 Jindai (Chemicals, four limit-ups)
002378 Zhangyuan Tungsten (Non-ferrous metals, three + three limit-ups)

Comment: The highest market cap stock hit seven limit-ups, and resources sector also has high momentum. The competition for mainstream dominance between these two sectors will be key. Weekend focus likely on Middle East tensions, which could significantly impact the short-term, especially if Iran blocks the strait, potentially causing global oil prices to spiral and inflation expectations to influence rate cuts.