March 2nd, 3 oil companies hit the daily limit, unprecedented.

1. Market Hotspots (Total transaction amount of stocks hitting the daily limit in parentheses): [Taogu Ba]

Oil & Gas (64.8 billion, high) > Non-ferrous metals (46.8 billion, high) > Military Industry (11.3 billion, medium) > Power (8.8 billion, medium) > Computing Power (19.5 billion, medium)

2. Hot Sector and Stock Analysis (Red text involves subjective comments, experts may skip)

Computing Power
002843 Taijia Co., Ltd. 09:30:27 Data center power supply hits limit-up for three consecutive days.
002536 Feilong Co., Ltd. 11:24:18 Liquid-cooled servers open for trading.
603629 Litong Electronics 13:44:26 Computing power leasing opens for trading. Two consecutive limit-ups.
300911 Yitian Intelligent AI computing power opens for trading.
300731 Kechuang Yuanyuan Liquid-cooled servers open for trading.
Comment: Computing power was relatively sluggish today, with hardly any stocks hitting the limit-up. Taijia Co., Ltd. probably benefited from the power sector, with three limit-ups, making it a high target today.

Military Industry
301302 Huaru Technology 09:25:00 Military AI
603488 Zhanpeng Technology 09:25:05 Military simulation
600498 Firefly Communications 09:32:29 Commercial aerospace hits limit-up for three consecutive days.
002413 Leike Defense 09:38:00 Military industry
001400 Jiangshun Technology 10:04:45 Commercial aerospace
003009 Zhongtian Rocket 10:14:15 Military stock opens for trading.
002389 Aerospace Rainbow 14:00:12 UAV military trade opens for trading.
600435 Northern Navigation 14:36:47 Military industry
688297 China UAV Industry 14:36:47 Military industry opens for trading.
Comment: Driven by news and hype, Firefly Communications led a rally in the morning, combining both themes. It’s a relatively high-value stock, but today’s volume was lower, making future continuation more difficult.

Resources
600714 Jinxin Mining 09:25:03 Gold
601069 Western Gold 13:48:13 Gold
001337 Sichuan Gold 13:54:09 Gold
300139 Xiaocheng Technology 14:18:24 Gold opens for trading.
002155 Hunan Gold 14:19:51 Gold two-day limit-up.
000506 Zhaojin Gold 14:31:09 Gold
600988 Chifeng Gold 14:53:00 Gold opens for trading.
000510 Xinjin Road 10:26:48 Non-ferrous metals opens for trading. Two-day limit-up.
603257 China Ruolin 13:59:18 Non-ferrous metals opens for trading. Two-day limit-up.
600367 Red Star Development 09:38:03 Barium carbonate opens for trading.
600301 Huaxi Non-ferrous Metals 09:46:20 Small metals opens for trading. Two-day limit-up.
002667 Weiling Co., Ltd. 09:49:12 Tungsten-tin
002842 Xianglu Tungsten Industry 13:13:30 Tungsten price rises, opens for trading. Two-day limit-up.
600259 China Rare Earth 14:52:23 Rare earths price increase, opens for trading. Two-day limit-up.
000960 Tin Industry Co., Ltd. 14:53:39 Tin full industry chain opens for trading. Two-day limit-up.
Comment: The rare earth and non-ferrous metals sector shows divergence and some rhythm disruption. Gold, driven by Middle East tensions, was already strong this year, and now it may accelerate further.

Oil & Gas
002207 Junyou Co., Ltd. 09:25:00 Oil & Gas
600759 Intercontinental Oil & Gas 09:25:02 Oil & Gas
002490 Shandong Molong 09:31:48 Oil & Gas opens for trading.
000554 Taishan Petroleum 09:34:30 Oil & Gas opens for trading.
002828 Beiken Energy 09:38:18 Oil & Gas opens for trading.
300164 Tongyuan Petroleum 09:38:57 Oil & Gas opens for trading.
600871 Sinopec Oilfield Service 09:39:17 Oil & Gas opens for trading.
603619 Zhongman Petroleum 09:47:47 Oil & Gas opens for trading.
000968 Blue Flame Holdings 10:24:39 Oil & Gas
300191 Potential Hengxin 10:33:00 Oil & Gas
600968 CNOOC Development 10:49:42 Oilfield engineering
002554 Huibo P 10:56:45 Oil & Gas
920088 Keli Co., Ltd. 11:01:50 Oil & Gas
603727 Bomai Co., Ltd. 11:02:56 Oil & Gas
600583 CNOOC Engineering 11:06:44 Oil & Gas opens for trading.
603318 Shui Fa Gas 11:12:15 Gas operation opens for trading, two-day limit-up.
600938 China National Offshore Oil 11:20:11 Oil & Gas
300157 Xinjing Power 13:05:00 Oil & Gas
000096 Guangju Energy 13:06:21 Oil & Gas
600688 Shanghai Petrochemical 13:04:40 Petrochemical
603353 Heshun Petroleum 13:07:04 Oil & Gas opens for trading, two-day limit-up.
601808 CNOOC Services 13:39:16 Oil & Gas opens for trading.
600256 Guanghui Energy 14:09:42 Oil & Gas opens for trading.
601857 PetroChina 14:11:57 Oil & Gas opens for trading.
603393 New Natural Gas 14:51:04 Oil & Gas opens for trading.
300084 Haimer Technology 14:53:24 Oil & Gas equipment
002629 Renzhi Co., Ltd. 11:28:42 Oil & Gas rally
301158 Deshi Co., Ltd. 11:05:03 Oil & Gas equipment
002040 Nanjing Port 10:32:15 Oil transportation opens for trading.
600339 CNPC Engineering 10:44:32 Oil transportation opens for trading.
601975 China Merchants South Oil 11:22:01 Oil transportation opens for trading.
600026 COSCO Energy 13:53:10 Oil transportation opens for trading.
601872 China Merchants Shipping 14:28:19 Oil transportation
Chemical & Petrochemical
600722 Jinyu Chemical 09:25:02
600227 Chitianhua 09:47:24
000912 Luzhou Tianhua 09:48:18
000637 Maohua Shihua 10:35:00
002109 Xinghua Co., Ltd. 09:37:42 Methanol opens for trading.
002545 Dongfang Iron Tower 13:53:06 Potash fertilizer price increase + UHV project bid
000035 China Tanying 14:48:45 Green methanol opens for trading, two-day limit-up.
600989 Baofeng Energy 14:46:40 Coal-to-olefins opens for trading.
Comment: Short-term stimulus mainly, the strength is within expectations. In the afternoon, the market lacked other directions, leading funds to flock to oil & gas, so the sector continues to strengthen. All three major oil companies hit limit-up, a historic first.

Power
002980 Huashengchang 09:25:00 Power grid equipment two-day limit-up.
600452 Fuling Power 09:43:10 Power sector opens for trading, two-day limit-up.
600236 Guiguan Power 13:08:09 Power sector opens for trading.
603861 Baiyun Electric 13:23:33 UHV
603950 Changyuan Donggu 14:17:55 Generator hits limit-up for three consecutive days.
Comment: Today’s high-flyers may be due to regulatory pressure causing some stocks to hit limit-up, but there’s no loss-making effect in the power sector. It remains to see if the later stocks can continue to drive the sector.

AI & Semiconductors
000070 Tefa Information 09:34:24 CPO opens for trading.
301338 Kaige Precision Machinery 10:36:21 CPO opens for trading.
001267 Hui Green Ecology 10:38:33 CPO opens for trading.
000890 Fasheng 10:45:42 Optical fiber opens for trading.
603083 Cambridge Technology 14:53:28 CPO opens for trading.
603738 Taijing Technology 13:16:03 CPO + AI computing power opens for trading, two-day limit-up.
301362 Minbao Optoelectronics PCB opens for trading.
Comment: Tefa Information may have benefited from military attributes for hype, but the other CPO stocks are solid tech stocks. The market’s CPO, electronics, and other themes are still rotating, mostly trend-based plays.

3. Announcement Board

4. Other Limit-up Stocks and Concept Hype
002432 Jiuan Medical 14:29:48 Venture Capital opens for trading.
605117 Deye Co., Ltd. 14:56:28 Photovoltaic opens for trading.
688307 Zhongrun Optics 14:31:51 Lithography machine filters
002380 Keyuan Wisdom 10:03:00 Robotics
603897 Great Wall Technology 10:21:15 Robotics opens for trading, two-day limit-up.
603011 HeDuan Intelligent 13:17:33 Controlled nuclear fusion
301213 Guanxiang Technology 09:43:15 Proposed acquisition of Liaojing Electronics + Military AI
300936 Zhongying Technology proposed restructuring opens for trading.
002356 Heme Group 10:01:42 Hydrogen energy two-day limit-up.
600108 Yasheng Group 09:25:02 Corn seeds two-day limit-up.

5. Data Highlights:
Number of stocks up more than 10% (including limit-up): 119
Number of stocks down more than 10%: 14
Shanghai Composite: Up 587, Down 1725. Turnover: 1,345.9 billion
ChiNext: Up 201, Down 111. Turnover: 743.7 billion
Beijing Stock Exchange: Up 39, Down 256. Turnover: 25.5 billion
Stocks with over 5% increase: 281; stocks with over 5% decrease: 457

6. Market Popular Stocks:
600498 Firefly Communications (Military + CPO three-day limit-up)
002843 Taijia Co., Ltd. (Computing power power supply three-day limit-up)
603950 Changyuan Donggu (Power three-day limit-up)

Comment: High-flyers are being suppressed. Small-cap stocks suffered heavily today, but the profit-making effect remains. Many of the strong stocks from Friday gave exit opportunities today. The focus now is on how far oil & gas, military, and gold stocks started today can go.