February 4: Review of Concept Stocks Including No. 1 Document, Commercial Spaceflight, AI Applications, Non-Ferrous Metals, and Others

[Guba Bar]

1. Selected Highlights of Last Night’s Rumors.

2. No. 1 Document: The first Central No. 1 Document of the “14th Five-Year Plan” is here! Promoting the integration of artificial intelligence and agriculture, expanding application scenarios such as drones, the Internet of Things, and robots, accelerating the research and application of high-end intelligent and suitable agricultural machinery for hilly and mountainous areas, speeding up the breeding and promotion of breakthrough varieties, and advancing the industrialization of biological breeding.
   Concept stocks: Shennong Seed Industry, Top Yunong, Yituo Shares, Smart Agriculture, Daye Shares, Boshi Shares, New Beiyang, Longxin General, Jifeng Technology, Weima Agricultural Machinery, Fubon Technology, Starlight Agricultural Machinery, Longping High-Tech, Denghai Seed Industry, Nongfa Seed Industry, Quanyin High-Tech, Dabeinong, Zoomlion, Pingshui Construction, Beidahuang, Suken Agricultural Development, Dayu Water Saving, Yuntianhua, Muyuan Shares, COFCO Technology, COFCO Sugar, China Animal Husbandry, Honghui Fruits and Vegetables, Supply and Marketing Cooperative, China Shenzhou Information, etc.

3. Commercial Space: Yesterday, the strongest branch in the commercial space field was the SpaceX industry chain and space photovoltaics, mainly stimulated by Musk’s latest moves. SpaceX acquires xAI, planning to launch millions of satellites in the future. After this deal, SpaceX will become the highest-valued private company globally, valued at $1.25 trillion. China’s reusable rocket “Yinliang No. 2” is expected to complete its first flight by mid-2026. China plans to launch the “Xihe No. 2” probe to the Sun-Earth L5 point between 2028 and 2029.
   Concept stocks: Aerospace Development, Hangyu Micro, Aerospace Technology, Tianyin Electromechanical, Haozhi Electromechanical, Shunhao Shares, Xinwei Communications, Qianzhao Optoelectronics, etc.
   SpaceX industry chain: Xinwei Communications, Tongyu Communications, Zaisheng Technology, Western Materials, Shuangliang Energy Saving, Yingliu Shares, Parker New Materials, Chaojie Shares, Tianyin Electromechanical, Saiwu Technology, Leo Shares, Orient Sun, Roboteck, Shenglu Communications, Jintuo Shares, etc.
   Space photovoltaic concept stocks: Shuangliang Energy Saving, Yujing Shares, Autoway, Orient Sun, Maiwei Shares, Junda Shares, Trina Solar, Shanghai Port, Ruihuatai, Longi Green Energy.

4. AI Applications: During trading, a small essay about gaming caused many gaming stocks to plunge temporarily, but the National Society clarified after hours. Alipay’s “Gathering Blessings” officially launched in 2026, with the “Ant A Fu” app downloads reaching the third spot on the Apple Store free charts. The domestic Ollama version is here, and Clawdbot is no longer just for Mac and Nvidia. Qingmiao Intelligent released the open-source version of Xuanwu CLI. US AI application company Palantir’s revenue and guidance both exceeded expectations, causing its stock to surge against the trend.
   Concept stocks: BlueFocus, Hand Enterprise, EPoint, Hangyu Micro, Haozhi Electromechanical, Dongxin Peace, Remote Vision Technology, Hengdian Film & TV, Bona Film, Zhejiang Wenhu Interconnect, Leo Shares, Tiandi Online, Sensi Electronics, Zhongfutong, OneNetOneCreate, Green Alliance Technology, Daily Interactive, Tianxia Show, WinTime, Tongda Hai, etc.

5. Non-Ferrous Metals: Gold futures rebounded sharply, surpassing $5,000 per ounce during trading. The US precious metals sector surged against the trend, with gold resources rising over 20%. On the afternoon of February 3, Shanghai copper prices surged directly, with Shanghai Copper 2603 once jumping nearly 3%. Copper industry stocks like Tongling Nonferrous and Zijin Mining also surged sharply. Precious metals and related stocks continued to strengthen, lifting the market higher. The shadows from the previous two trading days seem to be fading. On the news front, two catalysts emerged: first, the China Nonferrous Metals Industry Association announced research to include copper concentrate with large trade volume and easy liquidity into reserves; second, the US is expected to initiate a critical mineral reserve plan with an initial fund of $12 billion. A brokerage commented that the domestic replenishment volume might reach 7-8 million tons, aligning with the safety stock levels for manufacturing countries under the anti-globalization backdrop.
   Concept stocks: Silver Nonferrous, Sichuan Gold, Hunan Silver, China Gold, Yuguang Gold & Lead, Shandong Gold, Chifeng Gold, Western Gold, Hengbang Shares, Hunan Silver, Zhaojin Gold, Xiaocheng Technology, Shanjin International, Hunan Gold, Zijin Mining, Jiangxi Copper, Yunnan Copper, Zhongjin Lingnan, Tongling Nonferrous, Western Mining, etc.

6. Oil & Gas Extraction: On February 3, the National Development and Reform Commission announced an increase in domestic refined oil prices, with gasoline and diesel rising by 205 yuan/ton and 195 yuan/ton respectively, adding 8 yuan to a full tank of fuel. International crude oil prices rose amid supply reductions and geopolitical tensions. Crude oil futures increased by over 2%.
   Concept stocks: Intercontinental Oil & Gas, Zhongman Petroleum, Petrochemical Oil Services, Zhunyou Shares, Tongyuan Petroleum, New Tide Energy, Guanghui Energy, Xintian Green Energy, Blue Flame Holdings, Shouhua Gas, Beiken Energy, etc.

7. Computing Hardware: Major companies launched the Spring Festival AI application “traffic war,” with Alibaba, Tencent, and Baidu all releasing cash red envelope activities during the holiday.
   Concept stocks: Shunna Shares, Sanbian Technology, Yuan Dong Shares, Taihao Technology, CIMC Group, etc.

8. Capital Metropolitan Area: The “Modern Capital Metropolitan Area Spatial Coordination Plan (2023-2035)” has been issued, aiming to build a world-class metropolitan area centered on the capital and to develop Hebei Xiong’an New Area to high standards and high quality.
   Concept stocks: Jingtou Development, Langfang Development, Jidong Equipment, Jinyu Group, Urban Construction Development, etc.

9. CDN: Moltbook recently went viral, with Agent driving a surge in CDN demand. Google Cloud CDN prices will increase in May 2026.
   Concept stocks: Wangsu Technology, Shunwang Technology, Tianwei Video, Shengtian Network, Qingyun Technology, etc.

10. Large Aircraft: C919 and C929 jointly appeared at the Singapore Airshow! (Aviation Science & Technology, Triangle Hospitality)

11. Storage Chips: Amid global supply tightness, storage and Yangtze Memory Technologies will significantly expand storage chip production. (Yake Technology, Jingzhida)

12. Zhiyuan Robots: The world’s first large-scale evening gala! Zhiyuan Robots announced live broadcast of “Robot Wonderful Night” on the evening of February 8. (Ningbo Huaxiang, Wolong Electric Drive)

13. US Stock Major Indices: All three major US indices closed lower, with popular tech stocks falling across the board. Broadcom dropped over 3%, Microsoft, Nvidia, and Meta fell more than 2%. Rare earths, nonferrous metals, and precious metals led gains, with gold resources up over 20%, Southern Copper up over 11%, Americas Silver up over 8%, and Pan American Silver up over 5%.

Second, Selected New Concept Stocks.

1. Beijing-Tianjin-Hebei Integration (Huadian Science & Industry, Xinxing Foundry, Huali Chuangtong, Financial Street, Shuangjie Electric, Yinli Media)

2. AI Applications (Huatai Shares, Libang Instruments, Dongyang Sunshine, 365 Network, Yuhe Tian)

3. Commercial Space (Zhenjiang Shares, Kabei Yi, GAC Group, Longhua Technology)

4. Hydrogen Energy (Xizhuang Shares, Zhongji Recognition Inspection)

5. Xiong’an New Area (Zhisheng Information, Zhitai New Materials)

6. Satellite Navigation (Hangjin Technology)

7. Small Metal Concept (Sains)

8. Quantum Technology (Xianfeng Electronics)

9. Nuclear Power (Huoju Electronics)

10. Optical Fiber Concept (Zhongli Group)