Yunnan Energy Holdings breaks through 7 limit-ups, Huasheng Tiancheng reaches 17 billion and hits the 2nd limit-up, mood window opens.

1. Environment: [Taogu Ba]

Currently, the major indices show clear signs of stagnation on various minute-level charts. This stagnation structure can only be gradually resolved with increased volume reaching over 2.8 trillion. Otherwise, beware of a pullback similar to mid-November 2025.

The good news is that hot money and active traders started showing signs of entering on Friday. Yesterday, the 20-day transaction indicator significantly increased in volume, combined with Yunnan Energy Holding breaking out and hitting the 7th limit-up, so the market sentiment is gradually improving.

Therefore, the key variable in the environment is trading volume. If volume drops significantly below 2.5 trillion, market sentiment will also weaken. Be sure to manage positions carefully or consider taking a break.

2. Impact of Iran Event: (1) Watch for fluctuations in crude oil prices. As long as oil prices do not rise above 130, there is no need to worry about a financial crisis similar to 2007. (3) Positive directions: A. Oil sector has already started to show gains; be cautious of a high open and a downward move tomorrow. B. Shipping sector: VLCCs have risen to 200,000 per day, but the pace is likely to synchronize with oil prices, so watch out for a gap-up at open and a pullback. Keep an eye on Yaxing Anchor Chain and China Power. C. Chemical resources may become the biggest expected divergence. I shared earlier that chemical pricing power is gradually shifting to China, and the Iran event acts as a catalyst for this new branch. Urea: Iran is a key supplier in the global urea market, with an annual capacity of about 13 million tons, accounting for 5.42% of global capacity. Watch Sichuan Meifeng, Hualu Hengsheng, and China Xinlianxin Fertilizer. Ethylene: Iran’s annual ethylene capacity is about 7.88 million tons, making it the second-largest in the Middle East, with 23% of the region’s total capacity. Watch Baofeng Energy and Satellite Chemical. Methanol: Iran is the second-largest methanol producer globally, with an annual output of about 9 to 10 million tons. Over 80% is exported. Watch Hualu Hengsheng, Jinniu Chemical, Yunmei Energy, etc. Bromine: Global dominance Capacity: Israel Chemicals (ICL) will have a bromine capacity of 280,000 tons in 2024, accounting for 33% of the global market. Watch Yake International, Shandong Haihua, Lubao Chemical, and Binzhou Chemical. Potash: Important global supplier Production: About 2.4 million tons in 2024, ranking sixth worldwide; the fourth-largest potash exporter globally. Watch Yake International and Dongfang Tietuo. C. Military industry: Focus on overlapping sectors, such as commercial aerospace combined with military applications, and upstream consumables like tungsten, represented by Zhangyuan Tungsten and Xianglu Tungsten. D. Other sectors like gold and military informatization lack strong logical catalysts to push stock prices in this wave.

3. Other A-share developments: (1) Computing power: Overall showing a high-low segmentation.

A. Domestic computing power: 【Huawei’s first overseas launch of super-node products】 On February 28 in Barcelona during MWC26, Huawei showcased its latest super-node products based on the new interconnection protocol “Lingqu” (UnifiedBus), including AI super-node Atlas950SuperPoD and the industry’s first general-purpose super-node TaiShan950SuperPoD.

Continue to focus on the Ascend industry chain: Pioneer Taijia, hype around capacity, Zhongjun Huashengtian, pure hardware logic, trend-driven chips like Yuntian LiFei (with heavyweights Cambricon and Hygon Information), exchange chips Shengke Communication (second-tier Hengwei Technology), supporting industry chain companies like Huafeng Technology and Yihua Shares.

B. Latest overseas computing branch LPU: After screening on Friday, only Shenghong Technology, Huatian Electric, and Philiware remain. There’s a GTC conference on March 15. If Tianfu Communication stabilizes, the latest branch LPU could be the best offensive option.

Overall, choose high-low segmentation for computing power, possibly via domestic Ascend chips. Monitor core benchmarks for feedback tomorrow.

(2) Commercial aerospace: The U.S. Space Force’s first involvement with Iran’s military actions acts as a new catalyst. Coupled with SpaceX’s potential to submit an IPO application as early as March, observe the volume increase in aerospace gradually; no rush.

4. Participation rhythm: The Iran event was preheated in the market, similar to the AI hype before the Spring Festival holiday, with significant speculation beforehand. Tomorrow’s market should not focus solely on an initial high open but on the divergence-to-convergence among the sectors mentioned above, with very clear intraday signals. Take a screenshot:

Other fermentations outside Iran, such as in computing power, may present buying opportunities if the index opens lower due to expectations.

If the main post gets 300 likes, I will provide a detailed plan tomorrow morning!

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