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【Statement】This article is a personal study note and does not constitute securities recommendations or investment advice. It is for research and market awareness purposes only. Some information sources include major financial websites. If there are any corrections, please leave a message for the author. [Taoguba]

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Popular Topics and Events

1. US-Israel-Iran Conflict
2. Iran’s Supreme National Security Council Secretary: No negotiations with the US. The Iranian people are united. US and Israel cannot just walk away after attacking Iran.
3. Iran’s President appoints acting Defense Minister.
4. Iran’s military claims to have shot down three US military aircraft.
5. Trump: Military actions against Iran may last about 4 weeks.
6. US Central Command confirms: 3 US aircraft crash in Kuwait.
7. US-Iran conflict impacts global supply chains: multiple shipping giants raise prices urgently, Middle Eastern air freight severely disrupted.
8. Container shipping index European futures main contract hits daily limit, up 15%.
9. Goldman Sachs: If the Strait of Hormuz is blocked for a month, European natural gas prices could surge 130%.
10. European natural gas prices increase by 50%, the largest rise since March 2022.
11. Dubai Global Port Group announced on March 1 that, due to recent regional developments, Jebel Ali Port, the largest artificial port and container throughput port in the Middle East, has suspended operations.
12. Saudi Arabia closes its largest refinery after drone attack from Iran.
13. According to Al Jazeera on the 2nd, citing Iranian military sources, three British and American oil tankers were attacked in the Persian Gulf and the Strait of Hormuz.
14. Iran claims nuclear facilities were airstruck by US and Israel.
15. Israeli Prime Minister: Will intensify strikes on Iran in the coming days.
16. Iran’s Supreme National Security Council Secretary: Prepared for long-term war.
17. China Military Signal official microblog posts tonight to promote unmanned warfare.
18. Western military-industrial and defense stocks surge pre-market.
19. On the 1st, Iran’s Islamic Revolutionary Guard Corps issued a warning: if Iran’s oil and gas facilities are attacked, all regional oil and gas facilities will be destroyed. Oil & Gas: Shui Fa Gas, Intercontinental Oil & Gas, Jun Oil Shares, Shandong Molong, Hesun Petroleum, Tongyuan Petroleum, Keli Shares, China Petroleum, Potential Energy Hengxin, Haimer Technology, New Sky Gas, Shoufa Gas Oil Shipping: COSCO Shipping, China COSCO Shipping Energy, Nanjing Port, COSCO South Oil, Air China Ocean Precious Metals: Hunan Gold, Xiaocheng Technology, CICC Gold, Zhaojin Gold Tungsten, Titanium, Antimony: Jiang Tung Equipment, Zhangyuan Tung, Zhongtung High-tech, Xiamen Tung, Baotai Shares, Baose Shares Rare Earths: China Rare & Precious Metals, China Rare Earth, Baogang Shares, Northern Rare Earth Methanol: Jinniu Chemical, Xinghua Shares, Chitianhua, Lutianhua, Oriental Iron Tower Military Industry: Huaru Technology, Zhanpeng Technology, Leike Defense, Guoxiang Technology, Zhongtian Rocket, Aerospace Rainbow

2. AI

3. Four departments: Encourage insurance funds to support companies undertaking major national science and technology projects, strengthen investment in emerging and future industries. Focus on innovation in tech insurance products and services, with emphasis on AI, integrated circuits, quantum technology, brain-computer interfaces.

4. Beijing Ascend Ecosystem Pioneer Center launched to promote high-quality development of AI industry.

5. MINI MAX: M2 series text models’ average daily token consumption in February 2026 increased over 6 times compared to December 2025.

6. Coherent pre-market gains over 10%, Nvidia announced a $2 billion investment.

7. Nvidia invests $2 billion in Lumentum, focusing on high-end laser components. Computing Power: Yunnan Energy Holdings, Taijia Shares, Tuowei Information, Hanggang Shares, High-tech Development, Litong Electronics, Yuntian Lifei, Yakang Shares, Runze Technology Gas Turbines: Changyuan Donggu, Shenk Shares, Shui Fa Turbine, Changbao Shares AI Programming: Xinjuyun Network, Puyuan Information, Jinhai Modern, Haoyun Technology Cloud Computing: Qingyun Technology, UCloud, Wangsu Technology, Capital Online DeepSeek: Meiri Interactive, Parallel Technology Nvidia Concepts: Zhongji Xuchuang, Xinyi Sheng, Yingweike, Shenghong Technology Diamond Heat Dissipation: Yellow River Cyclone, Sifangda, Power Diamond, World, Huifeng Diamond

8. Commercial Space Gesi Aerospace’s Qianfan constellation first satellite (Batch 03-1) factory review held. Experts agree the satellite’s functions and performance meet design requirements, unanimously passing the factory review. Concept Stocks: Leike Defense, Jiangshun Technology, FiberHome, China Satellite, Western Materials, Hige Communications, E-Science Blue Sky, Aerospace Development, Goldwind Technology

9. Controlled Nuclear Fusion

10. NPC member and Fusion New Energy (Anhui) Chairman Yan Jianwen: Progress of the fusion reactor BESS project exceeds expectations. The core proposal this year is to promote fusion energy development into the national strategic layout.

11. Nuclear Fusion Spring Conference: From laboratory to “productivity account,” industry has entered a “15-year planning phase.” Concept Stocks: Heedong Intelligent, Yongding Shares, Hah Welding Huadong, Zhongzhou Special Materials, Guoguang Electric, Lianchuang Optoelectronics

12. Quantum Technology

13. R&D success! China’s quantum technology makes milestone progress. Significant progress in solid-state quantum light sources, successfully developing a high-efficiency, high-purity biphoton emitter.

14. Four departments: Encourage insurance funds to support companies undertaking major national science and technology projects, strengthen investment in emerging and future industries. Focus on innovation in tech insurance products and services, with emphasis on AI, integrated circuits, quantum tech, brain-computer interfaces. Concept Stocks: Geer Software, University of Science and Technology of China Innovation, Guodun Quantum, Shenzhou Information

Interaction Platforms and Industry News

1. Low-altitude Economy: National Development and Reform Commission official microblog: Promoting diversified development of low-altitude economy enters fast lane (Wanfeng Aowei, Zongshen Power, Shangong Shenbei)
2. BYD: On March 5, BYD will hold a disruptive technology launch event (BYD)
3. Humanoid Robots: Galaxy General completes new round of financing of 2.5 billion yuan. (Tianqi Shares, Hengwei Technology, Jingsheng Electromechanical)
4. Brain-Computer Interface: Academician Gu Xiaosong: Brain-computer interfaces may become a new growth engine for future industry (Chuang Medical, Sanbo Brain Science)

Notable Announcements

1. Daily announcements, share increases/decreases, buybacks, trading suspensions/resumptions

2. Risk Warnings

3. Significant Movements and Regulatory Notices

Market Hotspots

Limit-up Events

Investment Calendar

【Statement】This article is for personal investment note-taking only and for reference purposes. It does not constitute any investment advice. $Haru Technology(sz301302)$ $Guoxiang Technology(sz301213)$ $Keli Shares(bj920088)$ $Haimer Technology(sz300084)$ $Tongyuan Petroleum(sz300164)$