April 8: Overview of concept stocks such as innovative drugs, supply chain security, animal vaccines, and energy powerhouse.

[Taoguba]

I. Selected fermentation news from last night.

1. Innovative drugs: Ten departments released the 《Several Measures (2026) to Support the High-Quality Development of Innovative Medicine and Pharmaceuticals in Beijing》. Improve the review and approval of innovative drugs and medical devices; promote the clinical use of innovative drugs and medical devices; and support innovative drugs and medical devices to be included in the scope of commercial insurance protection.
   Concept stocks: Jin Pharmaceutical, Luxiank Medical, Xintian Pharmaceutical, Jinling Pharmaceutical, Tonghua Guma, MenoPharma, BeiGene, BeiDa Pharmaceuticals, Dizhao Pharmaceuticals, Sute Shen, Novusland, BaioTai, China Biopharma, Yiqiao China, etc.

2. Supply chain security: The 《Regulations of the State Council on the Safety of Industrial Chains and Supply Chains》 have been released. Support key-area core technology research and development, as well as countermeasure measures and extraterritorial application.
   Concept stocks: Semiconductor/chip industry chain (Beifang Huachuang, InnoLight, SMIC, Nanda OptoElectronics, H. Silicium, Accel, Hua Da Jiu Tian, Haiming Information); Cybersecurity/Xinchuang (Venstar, Sangfin Technologies, Qi’anxin); Strategic resources/rare metals (Beifang Huachuang, Baofang Rare Earth, China Rare Earth); High-end equipment/independent controllability in industry (KeDe Numerical Control, Inovance Technology); Logistics supply-chain security (Sinotrans? Shares, Changjiu Logistics)

3. Animal vaccines: Foot-and-mouth disease strikes as a “black swan”! Animal vaccine concepts are surging. Recently, South Africa Type 1 foot-and-mouth disease was introduced from overseas into China’s Xinjiang and Gansu, leading to a cattle outbreak. The Ministry of Agriculture and Rural Affairs received a report from the China Animal Disease Prevention and Control Center. After confirmation by the Ministry’s foot-and-mouth disease reference laboratory, an outbreak of foot-and-mouth disease occurred in Yining County, Ili Prefecture, Xinjiang, and Gulang County, Wuwei City, Gansu Province. Jinyu Baoling, a subsidiary of Bio-Company, was approved to produce South Africa Type 1 foot-and-mouth disease subunit and inactivated vaccines.
   Concept stocks: Bio-Company, China Animal Husbandry? Shares, Ruipu Bio, Puleke, Keyan Bio, Shenlian Bio, Haili Bio, Jinho Bio, Tiankang Bio, Yongshun Bio, Hisun Pharmaceuticals, Weilan Bio, Kanghua Bio, Dah? Nong, etc.

4. Energy power: Study time: Build the foundation for constructing an energy power with future energy. The article mentions that China’s future energy will develop with high quality, focusing on strategic directions such as advanced nuclear energy, new-type energy storage, and green hydrogen energy, covering key tracks including fourth-generation nuclear power technologies and equipment, lithium batteries, new-type monocrystalline silicon solar cells and solid oxide fuel cells, as well as enhanced geothermal systems. China’s deepest offshore wind power project has achieved full-capacity grid-connected generation.
   Concept stocks: Xinzhonggang, Dongfang New Energy, CGN Science and Technology, Huadian Liaoneng, Energy Conservation Wind Power, Ningbo Energy. Wind power: Longyuan Power, China Three Gorges Energy, Goldwind, Mingyang Smart Energy, Daikin Heavy Industries; Solar: Tongwei Shares, LONGi Green Energy, TCL Zhonghuan, CGSN Integration; Nuclear power: China National Nuclear Power, CGN, Dongfang Electric, Shanghai Electric, China Nuclear Engineering & Construction; Hydrogen energy: EVA? Shares, Ever? Tong?, Houp? Co., and Weichai Power; Power grid: Guodian Nari, TBEA, XJ Electric, Pinggao Electric, CATL, EVE Lithium, Sunshine Power.

5. Iran crisis: Iran’s “oil heart”—Khark Island—was attacked by U.S. forces! A railway bridge in Iran was attacked, resulting in 2 deaths and 3 injuries. Earlier, people familiar with the matter said that the Israeli military would launch strikes against Iran’s railway-related facilities. Earlier, Iran warned: restraint is over.
   Concept stocks: Zhongman Petroleum, InterContinental Oil and Gas, Shouhua Gas, Tienergy, Shandong Molong, CNOOC Services, PetroChina Services, Jerry Shares, COSCO Shipping Energy, China Merchants? Shipping, China Merchants? South Oil, COSCO Shipping Special?, Zhongyou Capital, etc.

6. Sports: The provincial-level “City Super” will start intensive competitions in April, and the top event “Su Super” will reignite on the 11th. Investigation shows that “Su Super” is still the “top-tier”! Nearly 90% of people in Jiangsu are paying attention, and 44.9% are willing to spend more on “Su Super.”
   Concept stocks: Co-creation Lawn, Nanjing Sports, Double Elephant Shares, Jiangsu Bank, Leman Optoelectronics, Kangliyuan, Sports Industry, Jiangsu Cable Network, etc.

7. Growth in Q1 reports: During the holiday, Dongyue Silicones’ Q1 performance pre-increase announcement was above expectations; it hit the daily trading limit yesterday and drove a collective surge in the silicone sector. In the evening, multiple industry representative companies released their Q1 performance pre-increase announcements. Shannon? Chip Creation: In Q1, net profit is expected to increase year-on-year by 6715%~8747%; enterprise-grade storage product prices have continued to rise. Zhenyu Technology: In Q1, net profit is expected to increase year-on-year by 277.43%—318.61%. Dongshan Precision: In Q1, net profit is expected to increase year-on-year by 119%–152%; Solarsea’s optical module products are continuously being introduced to new major customers. Shenhuo Shares: In Q1, net profit is expected to increase year-on-year by 218%; the profitability of the electrolytic aluminum plate segment has been greatly enhanced.
   Concept stocks: Dongyue Silicones, Shannon? Chip Creation, Zhenyu Technology, Dongshan Precision, Shenhuo Shares, etc.

8. Chemicals: Affected by the geopolitical situation in the Middle East, oil and gas prices surged and gradually spread to the chemical industry; multiple chemical products worldwide saw price increases.
   Concept stocks: Qixiang Tengda, Longxing Technology, Jiangnan Comber, Hengyi Petrochemical, Youfu Shares, etc.

9. Optical fiber cables: Optical fiber prices have continued to rise. Fei? Optical Fiber (A+H) has a market value exceeding 200 billion, and speculative sentiment has extended to cables.
   Concept stocks: Huiyuan Communications, Hisheng Changchang, Hua Mai Technology, Farsing, Tongding Interconnection, etc.

10. PCB: Recently, Mitsubishi Gas Chemical and Jianto? Accumulated Layer Board announced one after another that they would raise prices for CCL-related products.
    Concept stocks: Shengquan Group, Hongchang Electronics, Tongyu New Materials, Lingwei Technology, Nord Shares, etc.

11. Organosilicon: Dongyue Silicones’ Q1 performance forecast states that year-on-year growth will be 397%–451%; major product prices in the organosilicon industry rose and returned to a reasonable range.
    Concept stocks: Dongyue Silicones, Xin’an Shares, Hoshine Silicon, Stellar Technology, Luxi Chemical, etc.

12. Apple phones: Bernstein: Strong demand for the iPhone 17 series; global sales in February surged 26%. Rumors say Apple’s foldable naming might be iPhone Ultra; it is reported that domestic manufacturers of new devices in the same category are also considering following up. (Furong Technology, Yian Technology)

13. Huawei phones: Media reports the world’s first large-screen foldable device; Huawei PuraX2 will be released this month. (BOE A, Dafu Technology)

14. TPU: Broadcom and Google have reached a long-term TPU and network supply agreement through 2031. (Inno? , Winson Technology)

15. Sodium-ion batteries: On the 6th, a team led by Hu Yongsheng from the Institute of Physics, Chinese Academy of Sciences published a major breakthrough in 《Nature Energy》. For the first time globally, they achieved a complete shutdown of thermal runaway in an anode-grade sodium-ion battery. (Hua Yang Shares, CATL)

16. Rare earths: Early April is the pricing adjustment window for rare-earth concentrate. This week, a price adjustment is expected to take place. (Beifang Rare Earth, China Rare Earth)

17. Commercial aerospace: SpaceX plans to launch an IPO roadshow in early June. (Rise Up Technology, Western Materials)

18. Sweeteners: On April 2, domestic mainstream suppliers of acesulfame sweetener—Jinhe Industry and Jiangsu Vidu—raised their quotes to 4.5 million yuan/ton (a price increase of 1.1 million yuan/ton). (Jinhe Industry, Cuihua Shares)

19. Global markets: The three major U.S. stock indexes closed with mixed performance. The Nasdaq and the S&P 500 notched a five-day winning streak on a daily basis. U.S. healthcare insurance stocks rose across the board. Tech stocks saw gains and losses mixed. Broadcom rose more than 6%, Intel rose more than 4%, Western Digital and Google-C rose more than 2%, Apple fell more than 2%, while Tesla, Oracle, and Qualcomm fell more than 1%.

II. Selected newly-added concepts for individual stocks.

1. Green power (TCL Zhonghuan, Benjiang Steel Plate, Xingfa Group, Shandong Expressway)

2. Data elements (China Merchants Expressway, Angang Shares)

3. Mergers and acquisitions and restructuring (Baihua Medicine, Yili? Da)

4. Energy storage (CNNC Science and Technology, East Software)

5. Offshore engineering equipment (Mingpu Optics, Yuelong Technology)

6. Humanoid robots (Great Wheel Intelligent)

7. New-energy vehicles (Guangwei Composites)

8. Innovative drugs (Shengquan Group)