Xingyu Review 0302: External conflicts trigger a surge in oil and gas price limits, gold, non-ferrous metals, and military industry strengthen.

StrawberryIce · 2026-03-02T19:09:11+00:00

The article summarizes the stock market review, including market data, individual stocks on the rise, reasons for limit-up, and sentiment index. The historic limit-up of the three oil giants drove the market higher, but the overall market trend remains weak. Due to geopolitical influences over the weekend, sectors such as military industry and oil & gas performed strongly. Continued attention to the follow-up developments of related events is necessary.

StrawberryIce

2026-03-02 19:09:11

Abstract generation in progress

**Recap Directory: [Taogu Ba]
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1. Recap Summary (Includes: Continuous Board Tiers, Market Data Overview, Market Index, Market Brief, Theme Brief).

2. Reasons for Limit Up (Includes: Continuous Board Chart, One-Word Limit Up Stocks, N-Word Boards, ChiNext Limit Up, STAR Market and Beijing Stock Exchange Limit Ups, Hot Topic Classifications, Other Limit Ups, Limit Up Breakouts).

3. Featured Data Supplement (Includes: Recent Limit Up Stocks, ChiNext Index).

4. Dragon and Tiger List Data (Includes: Capital Chase, Institutional Trading, Business Department Buy List).

5. Sentiment Index (Includes: Hotspot Intensity, Sentiment Grid, Monitoring Pool, Three Major Grouping Gains).

6. Stock Analysis (Limit Up Time Sorting, Additional Details or Analysis on Stock Limit Up Reasons).
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1. Recap Summary

Three-Board Stocks: Taijia Co., FiberHome Technologies, Changyuan Donggu
Two-Board Stocks: Huashengchang, Yasheng Group, China Tanying, Shui Fa Gas, Huaxi Nonferrous, Hemei Group, Great Wall Technology, Xinjing Road, Taijing Technology, Heshun Petroleum, Fuling Electric Power, Xianglu Tungsten, Litong Electronics, China Ruilin, Hunan Gold, Zhongxi Nonferrous, Xiyye Shares

Market Data: 1103 stocks in the green, 4026 stocks in the red, 87 limit-up stocks, 8 limit-down stocks, 240 big positive candles, 375 big negative candles, 229 negative waves at -5, 8 at -10, 117 positive attack waves.

Index: Total market turnover 30,207 billion yuan, increase of 5,327 billion yuan, major indices up 0.47%, closing at 4182, high of 4188, low of 4131. Today’s market was very strong, mainly because the three oil giants all hit limit up, with what seems to be a historic first. This contributed significantly to the index. The yellow-white line was pulled apart, mainly driven by large-cap weights, matching today’s 4,000 green stocks.

Market Overview: Over the weekend, the M伊 incident dominated headlines, with everyone worried about military expenses. From today’s situation, it seems the expenses were paid, with the average stock price down 1.25%. There are more big negative candles than big positive ones, indicating a generally weak market. However, fewer limit-down stocks compared to the last collapse, showing the market remains relatively rational. The strongest sectors today are related to the M伊 incident, including oil & gas, military industry, gold, shipping, and chemicals. The most robust is the oil & gas sector, with all three oil giants hitting historic limit ups. The M伊 theme will depend on the event’s progress; if it ends quickly, we should watch for profit-taking. Besides M伊, the other notable theme is computing power, with Huasheng performing well, and Yueneng also resilient. Li Tong’s second board and Taijia’s third board are also notable today. These themes are worth tracking further. Commercial aerospace also showed some performance today, with China Satellite and Western Materials touching the limit. As the US-Iran situation cools, commercial aerospace may see another wave.

2. Reasons for Limit Up
Continuous Board Stocks: 20 stocks, 39.89 billion yuan

One-Word Limit Up Stocks: 8 stocks, 13.9 billion yuan

N-Word Rebound Board Stocks: 25 stocks, 321.5 billion yuan

ChiNext Limit Up Stocks: 9 stocks, 14.91 billion yuan

STAR Market Limit Up Stocks: 2 stocks, 13.4 billion yuan

Oil Price Increase: 31 stocks, 564.1 billion yuan (Strait of Hormuz blockade, crude oil futures surged)

Natural Gas Price Increase: 4 stocks, 7.99 billion yuan

Gold & Silver: 7 stocks, 31.2 billion yuan
COMEX gold gap-up opening above $5,344, Shanghai Gold main contract up nearly 3%, futures and spot linked to boost market sentiment.

Nonferrous Metals Price Increase: 9 stocks, 13.39 billion yuan

Chemical Price Increase: 9 stocks, 14.69 billion yuan

Military Industry: 11 stocks, 16.86 billion yuan

Artificial Intelligence: 18 stocks, 27.31 billion yuan

Others: 9 stocks, 9.62 billion yuan

Continuous Board Breakouts: 6 stocks, 15.46 billion yuan

First Board Breakouts: 27 stocks, 94.45 billion yuan

3. Featured Data Supplement

Recent Limit Up Stocks:

ChiNext Index:

4. Dragon and Tiger List Data:
Capital Chase:

Institutional Trading:

Business Department Buy List:

5. Sentiment Index:
Hotspot Intensity:

Sentiment Grid:

Monitoring Pool:

Monitoring Pool Range Gains:

Top 19 A-shares with 5-day Range Gains:

6. Stock Analysis:

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