March 19: US-Iran Conflict, Chemical, Hydrogen Energy, Chip and Other Concept Stocks Review

[Stock Forum]

1. Last night’s selected news highlights.

2. US-Iran Conflict: According to reports from Tasnim News Agency and other Iranian media on the 18th, Iran’s South Pars petrochemical facilities were attacked by the US and Israel. The Iranian Islamic Revolutionary Guard Corps issued an emergency warning, stating that oil facilities in Saudi Arabia, the UAE, and Qatar are legitimate targets and will be targeted in the coming hours, urging residents in the area to evacuate. Israel assassinated Iran’s intelligence minister.
   Concept stocks: Zhongman Petroleum, Intercontinental Oil & Gas, Shouhua Gas, Shandong Molong, CNOOC Services, Petrochemical Oil Services, Jereh Group, COSCO Shipping Energy, China Merchants Steamship, China Merchants South Oil, COSCO Shipping Special, Unmanned Aerial Vehicles, Aerospace Rainbow, etc.

3. Chemicals: BASF will raise prices for all products in Europe in the home care, industrial and public facility cleaning, and industrial formulation additives sectors.
   Concept stocks: Wanhua Chemical, Satellite Chemical, Binhua Shares, Lichen Industrial, Tinci Materials, Zanyu Technology, Real Madrid Technology, Transfar Zhilian, Lianlong, Hongbaoli, Suqian Liansheng.

4. Hydrogen Energy: Total investment of 4 billion yuan! Approval for a 300,000-ton green methanol project. Hydrogen Energy Hui learned that on March 17, the Jiamusi Hanya Wind Power Hydrogen Production and Green Methanol Integration Project was filed. Located in Heilongjiang Province, the project is operated by Jiamusi Hanya New Energy Co., Ltd., with a total investment of 4 billion yuan. The main construction includes a 300,000-ton green methanol production facility and thermal energy storage units, covering approximately 350,000 square meters.
   Concept stocks: Huaneng Liaoning, Antai Group, Haima Automobile, Zhejiang New Energy, Baofeng Energy, Huaguang Environmental Energy, Meijin Energy, Yihuatong, Weichai Power, XiongTao Shares, Beijing Capital, China National Materials, Houpu Holdings, Zhiyuan New Energy, Snowman股份, China Energy Construction, Huaneng Heavy Industry, Goldwind, Dongfang Electric, Zhongtai Shares, JinHong Gases, Dongyue Group, Keli Yuan, Satellite Chemical, Shanghai Electric, etc.

5. Chips: Expected to launch in May! Nvidia to release China version of GroqAI chip. Samsung Electronics may face large-scale strikes that could impact the global semiconductor supply chain.
   Concept stocks: Bawe Storage, Beijing Junzheng, Shannon Chip Innovation, Demingli, GigaDevice, Dawei Shares, North China Huachuang, Lankei Technology, Huahong Company, SMIC, etc.

6. Computing Power: The national (Guizhou) hub node for the integrated computing power network will hold a press conference on March 19 at 10:00 AM. Yesterday, Alibaba Cloud announced that due to the explosion in global AI demand and supply chain price increases, Alibaba Cloud’s AI computing power and storage products increased by up to 34%. After hours, Baidu Smart Cloud announced price adjustments for AI computing power and storage products. Tencent’s Q4 non-IFRS net profit was 64.69 billion yuan, up 17% year-over-year. Tencent President Liu Zhiping said AI investments will at least double this year.
   Concept stocks: Meili Cloud, Zhongbei Communications, Runze Technology, Halo New Network, DataPort, Wangsu Technology, Aofei Data, YunSai ZhiLian, Hongbo Shares, Capital Online, UCloud, Hengrun Shares, Lotus Health, TrueSight, Hanggang Shares, Chengdi Xiangjiang, Inspur Information.

7. Liquid Cooling: Reports indicate that Google recently dispatched a team to mainland China to investigate a product critical to the development of US AI technology—liquid cooling equipment for data center servers.
   Concept stocks: Jialitu, Dayuan Pump, Jinfu Technology, Ningbo Jingda, Jiangshun Technology, etc.

8. FPGA Concept: According to leaked notes, Nvidia GTC 2026 will release Groq 3 LPX rack, targeting AI inference acceleration, expected in the second half of the year. Each LPX tray contains 8 LPU and 1 FPGA, with the FPGA used for node interconnection to address the rigidity of SRAM architecture. Frost & Sullivan data shows that the global FPGA market will reach about $12.5 billion in 2025, with a CAGR of approximately 15%-20%. Large-scale AI server use of FPGAs will drive rapid market growth.
   Concept stocks: Anlu Technology, Fudan Microelectronics, Chengdu Huawei, Shanghai Fudan, Unigroup Guoxin, Hangjin Technology, SciTech Co., Ltd., Dagang Shares, Xingsen Technology, Inno Laser, Jingye Da, Hengwei Technology, Hualing Shares, etc.

9. Commercial Space: The Zhuque-2 modified Yao-5 launch vehicle will conduct a launch mission at 12:00 noon on March 19. Beijing supports expanding starship manufacturing and satellite operations, providing insurance premium subsidies for commercial space companies according to relevant policies. China Academy of Space Technology’s Tiying-4 upper stage engine with a 20kN main engine and 50N attitude control engines successfully completed boundary testing.
   Concept stocks: China Aerospace Development, Western Materials, CETC Lantian, Leike Defense, Tefa Information, Taijia Shares, FiberHome Technologies, Zhongtian Rocket, Jiangshun Technology, Xinwei Communications, Yongxin Zhicheng, Beixin Yuan, Huagong Technology, Vogt Optoelectronics, etc.

10. Power Equipment: People’s Daily published an article titled “Promoting the Construction of Smart Microgrids.”
    Concept stocks: Huaneng Liaoning, Guangdong Power A, Jicheng Electronics, Central South Culture, Tongli Tianqi, etc.

11. Controlled Nuclear Fusion: Chery announced strategic deployment of “Artificial Sun.” (He Dun Intelligent, Yingliu Shares)

12. Electronic Fabrics: Huai’an production line ignited! Annual production of 100,000 tons of electronic glass fiber and 390 million meters of electronic fabric. (China Jushi, Shandong Glass Fiber)

13. Superconductivity: Xue Qikun and Chen Zhuoyu’s team broke world records! Marking that research on ambient pressure nickel-based superconductors has entered the “60K era.” (Jinda Shares, Western Superconducting)

14. Low-Altitude Economy: The National Development and Reform Commission promotes the construction of low-altitude intelligent network systems, with government departments pushing for related infrastructure and standards. State media and MIIT support, enabling the low-altitude economy to soar. (CITIC Heli, Wanfeng Aowei)

15. Quantum Technology: Yesterday, the Turing Award was awarded to the father of quantum cryptography! Known as the “Nobel Prize of Computing.” (Guodun Quantum, UCAS Innovation)

16. The Federal Reserve maintained interest rates as expected, with the dot plot indicating a rate cut once within the year. The three major US stock indices all closed down over 1%, while the optical communications sector surged against the trend, and chip stocks rose. International oil prices surged, gold weakened.

Second, selected new concept stocks.

1. Computing Power (Yunda Shares, Guangdong Power A)

2. Coal Chemical Concept (Chengzhi Shares)

3. Virtual Power Plant (Zhonglai Shares)

4. Storage Chips (Shengbang Shares)

5. Commercial Space (Zhonggang Luonai)

6. Belt and Road (Keshun Shares)

7. Computing Power Leasing (Jiahua Technology)

8. High-speed Copper Cable Connections (Xinhongye)