Price increase! 000636 covers AI computing power + CPO + commercial spaceflight + robotics + energy storage concepts

In the past week, more than 20 institutional research reports have been conducted on individual stocks, with Fenghua High-Tech receiving the most institutional attention.

According to data from Securities Times · Data Treasure, Fenghua High-Tech (000636) has been researched by 104 institutions, including 37 fund companies, 6 securities firms, 12 private equity firms, 5 insurance companies, and others.

The company stated during research that it has formed major markets in smart terminals, industrial control, automotive electronics, and home appliances. It is also continuously accelerating its layout in emerging application fields such as AI computing power, low-altitude economy, and energy storage, increasing R&D investment, optimizing product structure, and steadily improving the proportion of high-end and specialized products. The high-end transformation process is accelerating. Technological innovation in the electronic information industry is expected to drive terminal upgrades, boosting global demand for electronic components; meanwhile, the application of emerging technologies has increased electrical performance requirements for terminals, promoting higher per-unit consumption of electronic components. The company will seize market development opportunities, increase R&D efforts for new products, and enhance overall competitiveness.

The company also revealed that in Q4 2025, it adjusted prices for some products such as chip resistors, inductors, magnetic beads, and varistors in response to the sustained rise in raw material prices.

Fenghua High-Tech encompasses many popular themes, including AI computing power projects like East Data West Computing, CPO, robotics, liquid cooling, commercial aerospace, and energy storage. After the Spring Festival, the company’s stock price surged more than 22% in one week.

Additionally, stocks such as Frontier Biotech-U, Hars, Chaojie Shares, and Huayi Group attracted significant institutional attention.

Chaojie Shares revealed during research that currently, the structure components account for over 25% of the cost of a mainstream size commercial rocket. Over the past year, the company has achieved stable, small-batch deliveries to private rocket companies, accumulating solid R&D and manufacturing experience. Its current rocket structural components are large or extra-large thin-walled structures, requiring strict size accuracy, mechanical uniformity, and cost control. Due to the size limitations of current metal 3D printing equipment and the maturity of post-processing techniques, such large structural parts cannot yet be mass-produced economically via 3D printing. The company will continue to monitor advanced manufacturing technologies, including 3D printing, and actively evaluate their potential impact on product structure and manufacturing systems, steadily advancing technological innovation and capacity building.

Huayi Group revealed during research that its main plant or project designed capacities include 660,000 tons of methanol and 600,000 tons of acetic acid at Anhui base; 320,000 tons of acrylic acid at Caoging; tire production bases in Anhui, Jiangsu, Chongqing, Xinjiang, Thailand, and others, with recent increases in passenger tire capacity; 750,000 tons of new materials acrylic and 200,000 tons of BPA in Guangxi. New capacity projects include industrial gases, synthetic gas supply and supporting projects, 320,000 tons/year of butanol and acrylates in Guangxi, among others. The 100,000-ton green methanol project was commissioned in December 2025, built and operated by the company in partnership with Shenergy, Shanghai Port Group, and Urban Investment, injecting strong momentum into Shanghai’s international shipping center construction and green low-carbon transformation.

The company also stated that recent product prices have risen somewhat, but overall market prosperity remains limited.

In terms of market performance, stocks researched by institutions over the past week have averaged nearly 8% gains, with Xieye Shares, Fenghua High-Tech, and China Tianying each rising over 20%.

Xieye Shares revealed during research that the company has an integrated industry chain covering tin, indium, zinc, copper, and other non-ferrous metals exploration, smelting, deep processing, new material R&D, and trade. Its main products include tin ingots, cathode copper, zinc ingots, and indium ingots. Its significant associated enterprise, Yunnan Tin New Materials Co., Ltd., produces tin materials and chemical products. Additionally, the company’s indium production bases in Longlong Mining Area are rich in indium resources, holding the world’s largest indium reserves and being the largest native indium production base in China.

Jereh Group revealed during research that it currently has the capacity to assemble various equipment such as electric drive/turbine fracturing units and gas turbine power generation equipment in North America, meeting local production needs. The company is also actively advancing the construction of new production and office bases in Dubai, UAE, which can effectively supplement related product capacity. Its domestic and overseas capacities can be adjusted mutually, and the company plans to utilize its capacities reasonably based on actual orders, strengthening delivery capabilities.

(Article source: Data Treasure)