March 11th, Power Computing Collaboration Continues to Trend

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

Electric Power (15.2 billion) > Chemical Industry (15.8 billion) > Computing Power (16.0 billion, low)

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

AI Computing Power
601858 China Science Transmission 10:20:34 Data Elements
601789 Ningbo Construction 14:13:52 Participating in Zhongjing Cloud + Computing Power hit limit-up. Four consecutive limit-ups.
603629 Litong Electronics 14:53:19 Computing Power Leasing
000839 Guoan Shares 14:17:39 AI Data Annotation opened. Two limit-ups.
603938 Sanfu Shares 9:52:16 Storage Chips
603773 Woge Optoelectronics 10:38:28 CPO
600172 Yellow River Cyclone 11:27:57 Cultivated Diamonds opened. Two limit-ups.
000062 Shenzhen Huasheng 14:09:21 Storage Chips
Comment: Meiliyun couldn’t continue, Ningbo Construction reached the four-limit level of new dragons, but the strength is not enough. Plus, the index rebounded for three consecutive days, so the new dragons here might face some pressure.

Power Lines and Cables
601700 Fanfeng Shares 9:35:43 China Southern Power Grid won bid, opened limit-up.
002445 Zhongnan Culture 9:25:00 Planning to acquire Sulong Thermal Power, three limit-ups.
601868 China Energy Construction 9:43:07 Power Collaboration opened.
000537 Green Power 9:42:12 Power Collaboration + Energy Storage, two limit-ups.
002150 Chint Power 9:48:48 Energy Storage
301658 Shouhang New Energy 10:03:00 Energy Storage
601330 Green Power 10:09:57 Green Certificate Trading + Waste Incineration opened.
002782 Kolik 10:11:09 Energy Storage
601016 Energy-saving Wind Power 10:15:43 Green Electricity + Energy Storage
002733 Xiongtao Shares 10:46:54 Energy Storage
000899 Gan Energy Shares 11:01:33 Thermal Power
600769 Xianglong Electric 11:08:42 Power two-limit.
600726 Huadian Energy 14:03:49 Green Power two-limit.
605117 Deye Shares 10:07:07 Photovoltaic opened limit-up.
603778 Guosheng Technology 14:31:40 Photovoltaic opened limit-up.
301150 Zhongyi Technology Solid-State Battery opened limit-up.
301361 Zhongzhi Technology Smart Grid opened limit-up.
Comment: Rotation is frequent. Yunnan Energy Control approached new highs at the close. New Dragon Shun Na Shares couldn’t hold the pressure and fell.

Chemical Industry
001207 Lianke Technology 9:59:03 Carbon Black opened limit-up.
000545 Jinpuh Titanium 10:23:45 Titanium Dioxide
600722 Jinniu Chemical 13:15:07 Methanol
002092 Zhongtai Chemical 13:47:27 Methanol
600409 Sanyou Chemical 13:51:32 Caustic Soda
600075 Xinjiang Tianye 13:54:21 Caustic Soda opened limit-up.
Comment: Mainly driven by Jinniu Chemical in the afternoon, creating a speculative atmosphere. Oil and gas are temporarily unable to rebound, so the chemical sector is taking a break and acting as a substitute.

3. Announcement Board
002455 Baichuan Shares 9:30:00 Capital increase in Ningxia + Lithium Battery

4. Other Limit-up Stocks and Concept Speculation
600873 Meihua Biological 14:49:21 Amino Acids opened limit-up.
603353 Heshun Petroleum 9:37:20 Refined Oil
002432 Jiuan Medical 11:00:03 Venture Capital opened limit-up.
000626 Yuanda Holdings 13:30:12 Bulk Commodity Trading opened limit-up.
600299 Andes Su 13:51:23 Methionine opened limit-up.
002248 East China CNC 14:04:54 Industrial Mother Machines opened limit-up.
300246 Baolait 10:27:24 State-owned Capital Involvement + Hemodialysis Equipment
002831 Yutong Technology 11:16:03 Robotics opened limit-up.
001369 Shuangxin Materials 13:11:39 Lithium Battery Electrolyte opened limit-up.
600108 Yasheng Group 13:42:25 Grain Concept + Corn Seeds opened limit-up, two limit-ups.
000833 Yuegui Shares 10:05:12 Pyrite opened limit-up.
600989 Baofeng Energy 13:36:05 Coal-to-Olefins
600328 Zhongyan Chemical 13:03:15 Sodium-ion Batteries
600433 Guanhao High-tech 9:49:09 Hydrogen Energy Materials opened limit-up.
002667 Weiling Shares 9:39:51 Lithium Carbonate
002177 Yuyin Shares 10:38:18 Smart Financial Equipment
002175 Dongfang Intelligent Manufacturing 10:46:21 Smart Logistics opened limit-up.

5. Data Talk:
Number of stocks with daily increase over 10% (including limit-up): 70
Number of stocks with daily decrease over 10%: 2
Shanghai Composite: Up 877, Down 1,390. Turnover: 1,063.4 billion
ChiNext: Up 432, Down 946. Turnover: 663.1 billion
Beijing Stock Exchange: Up 135, Down 158. Turnover: 20 billion
Stocks with over 5% increase: 198
Stocks with over 5% decrease: 36

6. Market Popular Stocks:
601789 Ningbo Construction (Computing Power four-limit)

Comment: Sentiment rebounded for three days in a row, but today showed some fatigue. During the session, Shenzhen approached new highs. Overall, the main sectors of power and computing power still lack clear leading stocks or core varieties. Most are in a trend rotation. The trend is good, but the rhythm is becoming harder to grasp.