April 1: High-speed rail transit, Zhang Xue locomotive, CAS Space IPO, first-quarter pre-increase forecast, and other concept stocks overview

[Taoguba]

1. Last night’s trending news highlights.

2. High-speed rail & electrified rail transit: The electrification and external power support project for the Qinghai-Tibet Railway (Tibet section) has started, with a total investment of 14.902 billion yuan. Progress is here! All bridges along the Chengdu–Chongqing central-line high-speed railway have been completed and closed. The world’s largest high-speed-rail tunnel boring machine “Navigator,” independently developed by China, has completed the underwater section construction task on the Yangtze River.
   Concept stocks: Shenzhou High-Speed Rail, Geying Heavy Industry, Konee Electromechanical, Railways Wei, Jinxi Axle, CRRC Control Technology, Zhonghe Technology, Tiekew Rail Transit, High-Speed Rail Electrical, CSR Times (China Railway Rolling Stock), CRRC, CRCC Communication, China Railway Engineering, Jinchuan Group, Dinghan Technology, Yonggui Electric, KoanDa, Tongye Technology, Bide Technology, Harbin Railway Technology, Xianghe Industrial, Gongda High-Tech, Weiao Shares, Changqing Technology, etc.

3. Zhangxue locomotive: Zhangxue locomotive’s double-crown ignition has lit up the A-share motorcycle sector; terminal orders have been scheduled for May–July. In a late-evening commentary, authoritative national media outlet Guangming Net said: “Zhangxue locomotive’s” success is a new breakthrough in China’s high-end manufacturing. The commentary states that for the first time, a Chinese brand won a top racing event, proving the strength of Chinese manufacturing. This not only relies on individual effort and perseverance, but also on the strong support of the country’s industrial manufacturing sector and complete industry-chain supply chain.
   Concept stocks: Hongchang Technology, Hongquan Technology, Zhenhe Industrial, Tianrun Industrial, Huaruan Shares, Zhongyuan Auto Parts, Zhejiang Shibao, CF Moto, Qianjiang Motorcycle, Loncin, Dechang Shares, Yilin Lun Shares, Zongshen Power, Zhejiang Energy Power, Juhua Shares, etc.

4. CASC/China Aerospace IPO: After the market close on March 31, it was reported that the China Aerospace Science and Technology Co., Ltd.’s STAR Market IPO application has been accepted. This IPO filing adopts the second set of listing standards for the STAR Market. The fundraising will focus on developing low-cost, reusable large launch vehicles and reusable launch vehicles and spacecraft and other products.
   Concept stocks: Yuexiu Capital, Guangbai Co., Ltd., CITIC Jianxi Securities, Broad Union Aviation, Aerospace Hongtu, Sinya Data, Guangri Shares, T Sheng Wind Energy, Gaohua Technology, SR Rui New Materials, Hangyu Technology, Parker New Materials, Chaojie Shares, Su Shi Testing, Hangyu Micro, Aerospace Electrical, Sword Shares, Tit Li Co., Ltd., GM Precision Engineering, Aerospace Dynamics.

5. Earnings preview increase: April is the concentrated period for first-quarter earnings forecasts. Stocks whose performance lines have exceeded expectations have received very strong feedback lately. Anhui Construction Engineering expects earnings growth and has already delivered two consecutive daily limit-ups; other companies with higher first-quarter forecast growth have also surged broadly.
   Concept stocks: Anhui Construction Engineering, Demingli, Shengcun Mining, Xinxin Shares, Huawei Precision, Oke Yi, Fuxiang Pharmaceutical, Wanbangde, Dinglong Shares, 100V Storage, Fuliwang, Aolait, Uboson, Ailisi, Haiguang Information, Weilixi, Shandong Hed, etc.

6. Internet of Things: Nine departments released an innovation and development plan for the IoT industry. By 2028, the core industrial scale will exceed 3.5 trillion yuan; the number of terminal connections will strive to reach the “100 billion-level”; and 10 billion-level and 15 million-level connection application areas will be cultivated.
   Concept stocks: Hanwei Technology, Caili Sensing, Hikvision, Hubei University of Science and Technology, GoerTek, Fibocom, Greahe Tong, Mige Smart, ZTE, Lixin Technology, Telink Micro, Dongxin Heping, Sangxin Net, Baoxin Software, UFIDA Network, State Grid Nanrui Electric, etc.

7. Humanoid robots: Musk leaked that Optimus Pillar No. 3 can already walk around. UBTECH released full-year 2025 performance: the embodied-brain driven growth hit 2203.7%; revenue and unit sales of full-size embodied intelligent humanoid robots topped the world at No. 1.
   Concept stocks: Wuzhou Xinchun, Sanhua Zhikong, Top Group, Lede Harmonic, Zhaowei Electromechanical, Mingzhi Electrical, Zhongda Lide, Folai New Materials, Dongfang Precision, Jinghua New Materials, Hechuan Technology, Caili Sensing, Eston, etc.

8. Memory chips: Demingli expects net profit for the first quarter of 2026 to be 3.15 billion yuan–3.65 billion yuan; the same period last year posted a loss of 69.0877 million yuan. Kioxia issues another production-stoppage notice! It announced it will stop producing some Floating Gate (Floating Gate) and BiCS Flash Gen3 products in 2028.
   Concept stocks: 100V Storage, Beijing Junzheng, Shangnong Chip Creation, J Bo Long, Demingli, Zhaoyi Innovation, Dawen Shares, North Huachuang, L Qi Technology, etc.

9. Electric two-wheel vehicles: After the market close on March 31, it was reported that Yadee decided that starting from 00:00 on April 1, 2026, the ex-factory prices for all product categories will be uniformly adjusted, with an increase of more than 300 yuan per unit. Multiple two-wheeler brands including Yadee, Ninebot, Tailin, and AIMA have announced collective price hikes starting in April.
   Concept stocks: AIMA Technology, Xinri Shares, Ninebot Company, Yadee Holding, Luyuan Group, Bafang Shares, Tieneng Shares, Chaowei Power, Jiuqi Shares, etc.

10. Commercial space: After the market close, Blue Arrow terminated the review; related parties responded, saying it is all to supplement financial report data. Commercial satellite manufacturer Galaxy Aerospace has started listing guidance. Industry media revealed: Tianbing Technology’s “Tianlong No. 3” is expected to make its first flight on April 3 at noon.
    Concept stocks: Zhaosheng Technology, Hangyu Micro, Shenjian Shares, Aerospace Development, Broad Union Aviation, Zhongrui Shares, Capital Online, Shunhao Shares, Xiangming Intelligent, SR Rui New Materials, etc.

11. Unmanned driving: Changan Automobile has been approved for an L4-level Robotaxi testing license, and Tianshu Intelligent’s commercial value is set for full release. The first batch of fully driverless Robotaxis in Dubai is already on the road! Weilai Zhixing, in partnership with Uber, is further expanding the Middle East’s fully driverless operations footprint. (Changan Automobile, Yutong Heavy Industries)

12. Controllable nuclear fusion: After the market close on March 31, it was reported that Shanghai’s “artificial sun” has refreshed the record with nuclear fusion breakthrough at the thousand-second-level operation. (Shanghai Electric, Jingda Shares)

13. Silicon photonics: Huang Renxun makes another move! NVIDIA invests $2 billion into Marvell to help drive AI integration over 5G/6G networks. (Bocr Technology, Hubei University of Science and Technology)

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

15. Zhipu: After the market close on March 31, Zhipu released its 2025 annual report. Among them, open platform and API revenue grew nearly 3x; the paid Token consumption volume achieved an exponential jump. (Guangdian Media, Lingyun Light)

16. Global markets: Stocks in the US and Europe rose broadly; the Nasdaq rose nearly 4%; technology stocks rebounded sharply. SanDisk rose more than 10%, Western Digital rose more than 7%, Intel rose more than 7%, Oracle rose 6%, and NVIDIA, Broadcom, and Google rose more than 5%. Aviation stocks strengthened, and the Nasdaq China Golden Dragon Index rose nearly 3%.

17. Newly added concept stock highlights.

18. New energy vehicles (Longyuan Shares)

19. Glyphosate (State Investment Fengle)

20. Vehicle networking (Noli Shares)

21. High-speed rail (Faraday Electronics)

22. Pharma e-commerce (Hengrui Medicine)

23. Smart city (China Railway Signal & Communication)

24. Commercial space (Mingpu Optics and Magnetics)

25. AI agents (Broadcom, Broad Union)