March 17: Biotech Manufacturing, Marine Economy, Hydrogen Energy, Nvidia and Other Concept Stocks Review

[Stock Forum]

1. Highlights of Last Night’s Selected News.

Biomanufacturing: Last Friday evening, authoritative central media published the full government work report, which included some new content and expressions compared to the March 5 report. The future industrial direction now adds “biomanufacturing.” Compared with the March 5 report and media reports, besides maintaining future energy, quantum technology, embodied intelligence, brain-computer interfaces, and 6G, “biomanufacturing” has been added. The official definition of biomanufacturing includes breakthroughs in enzyme formulations, biological germplasm intelligent design, smart fermentation, and other key technologies, promoting innovation in biological breeding, chemical and biological industries, biomedicine, and bioenergy. Accelerate the development and application of cell and gene therapy drugs, antibody drugs, nucleic acid drugs, radioactive drugs, and enhance emergency vaccine and drug research capabilities.
Concept stocks: Kaisa Bio, Huaheng Bio, Huaxi Bio, Chuaning Bio, BlueBiotech, Tailin Bio, JabiYou, Meihua Bio, Angel Yeast, Jincheng Pharmaceutical, Shengda Bio, Hanyu Pharma, Dongbao Bio, YiduoLi, Nuotai Bio, Borui Pharma, Jiet Bio, Garden Bio, Jianyou Co., Kewah Bio, Haiseng Pharma, Guoyao Modern, Lutai Pharma, Boen Group, Wotte Co., Jinfeng Tech, Jindan Tech, Ruifeng High-tech, etc.

2. Marine Economy: Major news—“Qiushi” magazine published an important article titled “Promoting High-Quality Development of the Marine Economy.” Yesterday, the marine economy sector surged collectively. The headline on the evening news was also this. Qiushi published an article by the Ministry of Natural Resources: “Unwaveringly Promoting High-Quality Development of the Marine Economy.” Accelerate the cultivation of leading marine science and technology enterprises and specialized, innovative small and medium-sized enterprises involved in the sea.
   Concept stocks: Deepwater Haina, China COSCO Shipping, Oriental Marine, Shunnai Co., Yufu Co., Shenkai Co., Puni Testing, China Merchants Energy Shipping, COSCO Shipping Energy, China Water Fisheries, Juli Sling, China Marine Information, Zhuangzi Island, Xingtong Co., Haodangjia, Oriental Guoxin, Kent Co., Shengbang Security, Chuangxin International, Guorui Tech, Yaxing Anchor Chain, Guolian Aquatic, etc.

3. Hydrogen Energy: Three departments are conducting hydrogen energy comprehensive application pilots, with a maximum reward limit of 1.6 billion yuan for a single city cluster during the pilot period. Only five city clusters are selected for the pilot. By 2030, the nationwide fuel cell vehicle ownership will double compared to 2025, aiming for 100,000 vehicles; achieve iterative upgrades of fuel cells, electrolyzers, storage and transportation devices, and promote hydrogen energy as a new economic growth point supporting green transformation. Construct renewable energy-based hydrogen production projects gradually replacing coal, natural gas, and other fossil fuels.
   Concept stocks: Baofeng Energy, Huaguang Huaneng, Meijin Energy, Yihuatong, Weichai Power, Xiongtao Co., Jingcheng Co., CNMC Technology, Houpu Co., Zhiyuan New Energy, Xuemian Co., China Energy Construction, Huadian Heavy Industry, Goldwind, Dongfang Electric, Zhongtai Co., Jinhong Gas, Dongyue Group, Keli Yuan, Satellite Chemical, Shanghai Electric, etc.

4. Nvidia Concept: Jensen Huang will deliver a keynote speech at 2026-03-17 (Tuesday) early morning Beijing time. Recap of Jensen Huang’s “Full Stack AI” speech: the launch of a trillion-dollar new blueprint.
   Concept stocks: Zhongji Xuchuang, Tianfu Communication, Xinyi Sheng, Shenghong Technology, Hudian Co., DeepSouth Circuits, Borun New Materials, InnoPeak, Gaolan Co., Changdian Tech, Helin Micro, Bojie Co., Ziguang Co., Huqin Tech, Yuanjie Tech, Zhaolong Interconnect, Wolr Core Materials, Magritte, Hongbo Co., Lankei Tech, Tongfu Microelectronics, Huadian Tech, Shenling Environment, AVIC Optoelectronics, Lixun Precision, Yihua Co., Ding Tong Tech, Jingwang Electronics, Sheny Tech, Yak Technology, Chunzong Tech, Huhaichengke, Jucheng Co., Zhongke Shuguang, Desay SV, Zhongke Chuangda, etc.

5. US-Iran Situation: UAE state-owned oil giant Abu Dhabi National Oil Company has been forced to implement widespread shutdowns, with daily oil output dropping by over half. The US government plans to announce the formation of a so-called Strait of Hormuz “escort coalition” soon.
   Concept stocks: Zhongman Petroleum, CNOOC Services, Petrochemical Oilfield Services, Jereh Co., COSCO Shipping Energy, China Merchants Energy Shipping, China Merchants Nanhai Oil, COSCO Shipping Special, China Unmanned Aerial Vehicles, Aerospace Rainbow, etc.

6. AI Applications: On the 16th, “Global Top Model” Zhipu announced the launch of the world’s first base model GLM-5-Turbo for intelligent agents like Openclaw (“Lobster”). Guangdong supports eligible early-stage AI OPCs with computing power through “computing power vouchers” and other measures.
   Concept stocks: Ningbo Construction, Nanling Tech, Yongxin Zhicheng, Jingyan Tech, Sanwei Xin’an, Beixin Yuan, Lakala, Guoan Co., etc.

7. Commercial Spaceflight: Institutions believe a new wave of commercial spaceflight is about to start. QuMi Core Interstellar’s first “Yao Tai” computing base station successfully launched on a Kuaizhou-11 rocket. Hainan:坚持“以场带产”发展火箭链、卫星链、数据链，赋能商业航天产业高质量发展。The National Satellite Internet System and Service Standardization Technical Committee has been approved. By 2030, monthly active users will surpass 400 million, with satellite direct connection to mobile phones accelerating toward consumer markets.
   Concept stocks: China Aerospace, Western Materials, CETC Blue Sky, Leike Defense, Tefa Information, Taijia Co., FiberHome, Zhongtian Rocket, Jiangshun Tech, Xinwei Communication, Yongxin Zhicheng, Beixin Yuan, Huagong Tech, Woge Photoelectric, etc.

8. Cooling Agents / Vanillin Price Increase: According to brokerage notes, on March 16, Yaxiang Co. cooling agent WS-23 factory price was 320,000 RMB/ton, now adjusted to 415,000 RMB/ton; synthetic vanillin from Thailand was $14,000 USD/ton, now adjusted to $17,000 USD/ton. (Yaxiang Co., Brothers Tech, Guotou Fengle)

9. Storage Chips: AI “抢走” storage capacity—Vivo and iQOO announced partial product retail price adjustments. (Beiwei Storage, GigaDevice)

10. Autonomous Vehicles: Jensen Huang announced that BYD, Nissan, Geely, and Hyundai have joined Nvidia’s Robotaxi Ready platform, claiming “the era of autonomous driving ChatGPT has arrived.” Nvidia VP Wu Xinzhu’s speech focused on L4-level autonomous driving. (BYD, Desay SV)

11. Space Computing Power: Nvidia CEO Jensen Huang stated that data centers are entering space; Nvidia launches space computing. (SoftPower, Les Information)

12. Humanoid Robots: UBTECH partners with Siemens! Mass production of humanoid robots accelerates. (Fenglong Co., Tianqi Co.)

13. Nuclear Power: IEA Director: Global nuclear capacity under construction hits a new high. (China Nuclear Power, Rongfa Nuclear)

14. Strontium Carbonate: Surged 60% intraday—sellers say, aside from Middle East influence, 60% of domestic ore supply has essentially disappeared. Next week, a near-record surge may occur. (Red Star Development, Jinnui Mining)

15. Global Markets: US stock indices all closed higher—Nasdaq and S&P up over 1%. Major tech stocks rose across the board, Nebius up nearly 15%, Meta up over 2%, with a $27 billion AI computing power supply deal. Nvidia, Amazon, AMD, Tesla, Microsoft, Apple all up over 1%. Storage chip stocks rose, international oil prices fell over 4%.

Second, Selected New Concept Stocks.

1. Energy Storage (Hongde Co., Hongwei Tech)

2. Wind Power (Real Madrid Tech, Qin Chuan Machine Tool)

3. Smart Grid (Dianke Blue Sky)

4. Drones (Sirui Pu)

5. Photovoltaic Concept (Neusoft Carrier)

6. Controlled Nuclear Fusion (Baosheng Co.)

7. Solid-State Batteries (Xizhuang Co.)

8. Military Industry Informatization (Zhengyuan Geospatial)