1 апреля: Обзор концептуальных акций, связанных с высокоскоростным железнодорожным транспортом и городским рельсовым сообщением, машинами Zhang Xue, IPO China Academy of Space Technology, а также предварительным ростом по итогам первого квартала

[Taoguba]
I. Selected fermentation news from last night.

1. High-speed rail and rail transit: The electrification external power supporting project for the Qinghai–Tibet Railway (Tibet section) has started. Total investment: 149.02 billion yuan. Progress is here! All bridges along the Chengdu–Chongqing midline high-speed rail have been completely capped. The world’s largest-diameter high-speed rail shield tunneling machine “Navigator,” independently developed by China, has completed the underwater section construction task of the Yangtze River.
   Concept stocks: Shen Zhou High-Speed Railway, Jinyeing Heavy Industry, Kangni Electromechanical, Lei Erwei, Jinxi Axle, CRSC Technology, Zhonghe Technology, Tieke Rail Transit, High-speed Rail Electrical, CRRC, Times Electric, China Railway Signal & Communication, China Railway Engineering, Jinchuang Group, Dinghan Technology, Yonggui Electrical, Kean Da, Tongye Technology, Bide Technology, Harbin Railway Technology, Xianghe Industrial, Gongda Hi-Tech, Weiao Shares, Changqing Technology, etc.

2. Zhangxue locomotive: Zhangxue locomotive’s double-crown ignites the A-share motorcycle sector, and terminal orders are lined up for May to July. Authoritative national media outlet Guangming Network’s evening commentary: “The success of Zhangxue locomotive” is a new breakthrough in China’s high-end manufacturing. The commentary says that for the first time, a Chinese brand won in the top racing event, proving the strength of Chinese manufacturing; this not only can’t be separated from individual effort and striving, but also from the strong support of the country’s industrial manufacturing industry and a complete industrial chain supply chain.
   Concept stocks: Hongchang Technology, Hongquan Technology, Zhenghe Industrial, Tianrun Industrial, Huan Yuan Shares, Zhongyuan Internal Parts, Zhejiang Shibao, Chunfeng Power, Qianjiang Motorcycle, Loncin General, Dechang Shares, Yinlun Shares, Zongshen Power, Zhejiang Energy, Juhua Shares, etc.

3. CASIC Aerospace IPO: On March 31 after market close, it was reported that CASIC Aerospace’s STAR Market IPO application has been accepted. This IPO filing uses the second set of listing standards for the STAR Market. The fund-raising will focus on the development of low-cost, reusable large launch vehicles and reusable launchers and spacecraft and other products.
   Concept stocks: Yuexiu Capital, Guangbai Shares, CITIC Jianbei, Guanglian Aviation, Aerospace Hongtu, Xinyada, Guangri Shares, Taisheng Wind Energy, Gaohua Technology, Sirui New Materials, Hangyu Technology, Parker New Materials, Chaojie Shares, Su Shi Testing, Hangyu Micro, Aerospace Electrical, Sword-Jian Shares, PliTech, Sinomach Precision Machinery, Aerospace Dynamics.

4. First-quarter report profit forecast increase: April is a dense period for first-quarter report previews. Stocks with performance exceeding expectations have been getting very strong feedback recently. The performance expectation for Anhui Construction Engineering has already hit two consecutive limit-ups. Other companies with forecast growth in their first-quarter reports also surged sharply.
   Concept stocks: Anhui Construction Engineering, Demingli, Shengtun Mining Industry, Xinrui Shares, Huarui Precision, Ouke Yi, Fuxiang Pharmaceutical, Wanbangde, Dinglong Shares, Baitwei Storage, Fuliwang, Aolade, Youboxun, Ailis, Haiguang Information, Weierli, Shandong Hedda.

5. Internet of Things: Nine departments issued an innovation and development plan for the IoT industry. By 2028, the core industry scale will break through 3.5 trillion yuan, terminal connection counts are striving to reach the one-hundred-million-level, and 10 billion-level and 15 ten-million-level connection application areas will be cultivated.
   Concept stocks: Hanwei Technology, Keli Sensing, Hikvision, Huagong Technology, Goertek, Fibocom, CTCOM, Meige Intelligent, ZTE, Lihuan Technology, Taiting Micro, Dongxin Heping, Sangxinfu, Baoxin Software, UFIDA Network, State Grid Nari and others.

6. Humanoid robots: Musk revealed that Optimus Pillar No. 3 can already walk around everywhere. UBTECH released its full-year 2025 performance: embodied brain driven growth of 2203.7%; revenue and sales of full-size embodied intelligent humanoid robots topped the world No. 1.
   Concept stocks: Wuzhou Xinchun, Sanhua Zhikong, Top Group, Lude Harmonics, Zhaowei Electromechanical, Mingzhi Electrical, Zhongda Lide, Foulai New Materials, Oriental Precision, Jinghua New Materials, Hexiang Technology, Keli Sensing, Esidun, etc.

7. Memory chips: Demingli expects net profit for the first quarter of 2026 to be 3.15 billion–3.65 billion yuan, compared with a loss of 69.0877 million yuan in the same period last year. Kioxia issues another shutdown notice! It announced that it will stop producing some Floating Gate and BiCS Flash Gen3 products in 2028.
   Concept stocks: Baitwei Storage, Beijing Junzheng, Shangnong Chuangxin, Jiangbo Long, Demingli, Zhaoyi Innovation, Dawei Shares, North Huachuang, Lanchip Technology, etc.

8. Electric two-wheelers: On March 31 after market close, it was reported that Yadee decided to uniformly adjust the ex-factory prices of products across all categories starting from 00:00 on April 1, 2026, with an increase of more than 300 yuan per unit. Yadee, Ninebot, Tailong, Aima and several other two-wheeler electric vehicle brands collectively raised prices starting in April.
   Concept stocks: Aima Technology, Xinri Shares, Ninebot Company, Yadee Holding, Green Source Group, Bafang Shares, Tianneng Shares, Chaowei Power, Jiuqi Shares, etc.

9. Commercial aerospace: After the close of trading, Blue Arrow’s review was halted. The relevant parties responded: it’s all to补财报 data. A commercial satellite manufacturer, Galaxy Aerospace, has launched listing tutoring. Industry media revealed: Tiankin Technology’s “Tianlong No. 3” is expected to take its first flight at noon on April 3.
   Concept stocks: ReSheng Technology, Hangyu Micro, Shenjian Shares, Aerospace Development, Guanglian Aviation, Zhongrui Shares, Capital Online, Shunhao Shares, Xiangming Intelligent, Sirui New Materials, etc.

10. Unmanned driving: Changan Automobile has been approved for L4 Robotaxi testing licenses, and Tian Shu Intelligent’s commercialization value is set for full release. The first batch of purely driverless Robotaxis in Dubai is on the road! Didi and Uber joined hands to expand the purely driverless operation footprint in the Middle East again. (Changan Automobile, Yutong Heavy Industries)

11. Controllable nuclear fusion: On March 31 after market close, it was reported that Shanghai’s “artificial sun” has refreshed the record with a nuclear fusion breakthrough exceeding the 1,000-second-level operation. (Shanghai Electric, Jingda Shares)

12. Silicon photonics: Huang Renxun makes another move! Nvidia takes a $2 billion investment in Marvell to help integrate AI for 5G/6G networks. (Bocre Technology, Huagong Technology)

13. Low-voltage frequency conversion: Inovance Technology announced a price increase for its low-voltage frequency conversion products, with a maximum increase of 10%. (Inovance Technology, Inovance?)

14. Zhipu: On March 31 after market close, Zhipu released its 2025 annual report. Revenue from its open platform and API grew by nearly 3 times; the paid Token consumption achieved an exponential leap. (Guangdian Media, Lingyun Optics)

15. Global markets: US and European stock markets rose broadly; the Nasdaq rose nearly 4%. Tech stocks rebounded sharply. SanDisk rose over 10%, Western Digital rose over 7%, Intel rose over 7%, Oracle rose 6%, and Nvidia and Broadcom and Google rose over 5%. Aerospace stocks strengthened; the Nasdaq China Golden Dragon Index rose nearly 3%.

II. Newly added concept highlights for individual stocks.

1. New energy vehicles (Longyuan Shares)

2. Glyphosate (Guotou Fengle)

3. Vehicle networking (Noli Shares)

4. High-speed rail (Faraday Electronics)

5. Pharmaceutical e-commerce (Hengrui Medicine)

6. Smart city (China Railway Signal & Communication)

7. Commercial aerospace (Mingpu Optics & Magnetics)

8. AI intelligent agents (GuanglianDA)