Xingyu Recap 0306: Computing power, power supplies, generators, smart grids, chemical energy, and other sectors are all part of the energy competition.

Review Summary: [Taogu Ba]

1. Review Summary (including: continuous board tiers, market data overview, market indices, market sentiment, thematic summaries).

2. Reasons for Limit Up (including: continuous board charts, one-word limit-up stocks, N-shaped limit-ups, ChiNext limit-ups, STAR Market and Beijing Stock Exchange limit-ups, hot topic classifications, other limit-ups, opening of limit-ups).

3. Featured Data Supplement (including: recent limit-up stocks, ChiNext index).

4. Dragon and Tiger List Data (including: capital追踪, institutional trading, business department buy榜).

5. Sentiment Index (including: hotspot intensity, sentiment grid, monitoring pool, three major group interval gains).

6. Stock Analysis (sorted by limit-up time, detailed reasons or analysis for individual stock limit-ups).

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1. Review Summary

3-board: Wangli Security, Shunna Shares, Zhuolang Intelligent, Hanlan Cable

2-board: Taihao Technology, Aoshikang, Meili Cloud, Huashu Technology

Market data: 4069 stocks in the red, 1051 stocks in the green, 74 limit-ups, 0 limit-downs, 298 stocks with large gains, 38 stocks with large declines, 68 negative reversal waves, 0 negative ten waves, 154 positive attack waves.

Indices: Total market turnover: 2201 billion yuan, reduced volume: 189.9 billion yuan, major index up 0.38%, closing at 4124, high of 4129, low of 4085. The trend remains clear: oscillating within the 4000-4200 range. During the Two Sessions, there are still stability requirements, making this trend more certain. The meeting ends in three days next week; any index fluctuations are likely to occur in the latter half of the week.

Market sentiment: From Friday’s data, the market remains very healthy, with over 4000 stocks in the green. Only 38 stocks with large declines, no stocks with a drop of more than ten points excluding Beijing Stock Exchange and STAR Market, indicating a very mild market. However, short-term trading feels difficult due to the lack of market momentum—no major themes or main lines. Daily themes rotate: Wednesday’s smart economy, focusing on “smart,” with little premium; Thursday’s optical interconnection theme, focusing on “optical,” also with limited gains; Friday’s market was mostly subdued. Some stocks like Jufei opened down 8%, Weida down 9%, but in the morning, there was a focus on electric power collaboration, with electric power stocks rising, which is relatively rare recently. North America’s power shortage logic, then later in the afternoon, computing power and mining themes emerged. This weekend, discussions about oil price surges are ongoing, and whether oil and gas stocks will rally on Monday remains to be seen. Meanwhile, lobster farming has become a hot topic, though no clear consensus has formed yet. Stocks that surged late Friday may become more recognizable, such as Tuowei. The short-term cycle remains chaotic; the main upward trend will only become clear with time. Next week’s second half, after the Two Sessions, will reveal where funds focus.

2. Limit-up Reasons

Continuous board stocks: 8 stocks, 7.86 billion yuan

One-word limit-up stocks: 3 stocks, 540 million yuan

N-shaped rebound stocks: 11 stocks, 18.49 billion yuan

ChiNext limit-up stocks: 5 stocks, 733 million yuan

STAR Market limit-up stocks: 1 stock, 98 million yuan

Artificial Intelligence: 29 stocks, 37.48 billion yuan

1. China’s AI call volume in February surpasses the US, with four large models ranking in the top five globally.
2. “Compute power collaboration” is written into the government work report for the first time.
3. North American top seven tech giants sign self-supply power commitments.

Split into: compute power stocks, power supply stocks, and others.

Compute power: 16 stocks, 26.29 billion yuan

Compute power & power supply: 8 stocks, 9.11 billion yuan

Other AI: 5 stocks, 2.08 billion yuan

Smart grid: 12 stocks, 17.15 billion yuan

Chemical price hikes: 14 stocks, 12.98 billion yuan
Conflict escalation causes shipping disruptions in the Strait of Hormuz, Y-Lang urea exports pause, global fertilizer supply gap appears, urea futures break through $530/ton.

Healthcare: 8 stocks, 4.94 billion yuan

Others: 18 stocks, 19.86 billion yuan

Limit-up stocks opening: 4 stocks, 943 million yuan

First-limit stocks opening: 23 stocks, 3.133 billion yuan

3. Featured Data Supplement

Recent limit-up stocks:

ChiNext Index:

4. Dragon and Tiger List Data:

Capital追踪:

Institutional trading:

Business department buy榜:

5. Sentiment Index:

Hotspot strength:

Sentiment grid:

Monitoring pool:

Monitoring pool interval gains:

Top 19 stocks with the highest five-day gains in A-shares:

6. Stock Analysis: