February 27 Evening Review

This review and information are solely personal stock market summaries and do not constitute stock recommendations. Please do not follow any stocks mentioned.

Some review content is provided a day in advance to facilitate dedicated followers’ evening analysis!

Today’s key review points

Expectations for the Two Sessions, continued sector rotation, and stable index performance

[Taoguba]

1. Continuous Board Ladder and Limit-Up Distribution Chart

7-day limit: Yunnan Energy Holdings

4-day limit: Jinzhengda

3-day limit: Gannan Energy Shares, Zhangyuan Tungsten, Hongxing Shares

2-day limit: Taijia Shares, Beijing Kere, Changyuan Donggu, Huayin Electric Power, Shama Electric Power

2. Review and projection of ladder promotions (orange indicates promotion)

3. Limit-up events

4. Non-ferrous metals (19)

3-day limit: Zhangyuan Tungsten

1-day limit: Xianglu Tungsten, Baowu Magnesium, Oriental Zirconium, Yasheng Group, Jiang Tungsten Equipment, Chengdu Road & Bridge, Zhongxi Youse, Xiamen Tungsten, New Jinlu, Zhongtung Gaoxin, Tin Shares, Guiyan Platinum, China Rulin, Molybdenum Co., Ltd., Hunan Gold, Baotai Shares, Huaxi Nonferrous, Huaci Shares

Event: The US plans to use AI models to set reference prices for critical global mineral trade, starting with germanium, gallium, antimony, and tungsten. Prices for tungsten, tin, and rare earth metals continue to rise.

2. Power Grid (9)

3-day limit: Gannan Energy Shares

2-day limit: Huayin Electric Power, Shama Electric Power

1-day limit: Yunwei Shares, Jinkai New Energy, Southern Power Grid Energy, Mindong Electric, Fuling Electric, Hang Electric Shares

Event: Trump will convene tech executives at the White House next week to pledge that their companies will bear the electricity costs of high-energy-consuming data centers.

3. Computing Power (6)

2-day limit: Taijia Shares

1-day limit: Tuowei Information, Hanggang Shares, Gaoxin Development, Litong Electronics, Yuntian Lifei

Event 1: As token demand rapidly increases, computing power demand surges. 2026 is expected to be a major year for domestic computing power, with Huawei’s Ascend 950PR likely to be launched soon. Reports say DeepSeek V4 breaks conventions and is optimized for Huawei.

Event 2: China’s AI call volume surpasses the US for the first time, with four large models ranking in the top five globally.

Event 3: Hetzner announces another price increase, with cloud service prices rising nearly 40%.

4. Announcements and Limit-Ups (5)

7-day limit: Yunnan Energy Holdings, planning to invest 1.4 billion yuan in Xiantian Computing Power (2.11)

2-day limit: Beijing Kere, winning a 288 million yuan project from Southern Power Grid (2.26)

1-day limit: China Tianying, has signed the world’s first electric methanol supply order with a top international energy giant (2.27)

1-day limit: Jiwei New Energy, wholly owned subsidiary completes business registration for power station asset acquisition (2.27)

1-day limit: Liming Shares, signs long-term supply contract for agricultural chemicals with Bayer (2.27)

5. Chemical Industry (4)

4-day limit: Jinzhengda

1-day limit: Sichuan Meifeng, Yuanli Technology, Cangzhou Dahuang

Event 1: The US announces key strategic materials including elemental phosphorus and glyphosate as critical supplies, with international phosphate fertilizer prices surpassing $700/ton.

Event 2: BASF’s TDI plant in Korea undergoes planned maintenance from February 25 to March 15.

6. Gas Turbines (3)

2-day limit: Changyuan Donggu

1-day limit: Shenk Shares, Shifa Gas

Event: Global gas turbine orders (by capacity) are projected to jump from about 60 GW in 2024 to nearly 85 GW in 2025, with order quantities rising from around 800 to over 1,000 units, reaching a new high since 2011.

7. AI Programming (3)

1-day limit: Xinjun Network, Puyuan Information, Jinxian

Event: Huawei Cloud’s CodeMind AI coding assistant beta launched on the 26th, covering code generation and other AI programming technologies.

8. Photovoltaics (3)

1-day limit: Junda Shares, GCL System Integration, Samsung New Materials

Event: Chinese companies visit SpaceX in the US to discuss space photovoltaic cooperation.

4. New Stock Highs

Today, 72 stocks closed at new highs, yesterday 100, the day before 59 (match benchmarks and industry trends).

Mainly concentrated in non-ferrous metals, optical communications, and semiconductors.

5. Institutional and Retail Investor Movements