20260311 Tomorrow's Focus: Energy-saving Wind Power, Runtu Co., Ltd., Tuowei Information, Wanze Co., Ltd.

Tomorrow’s Focus: Energy-saving Wind Power, Runtu Co., TuoWei Information, Wanze Co.

In terms of trends, pay attention to Wanze Co., Goldwind, Guodian Nanzi.

The computer collaboration continues to be bullish and optimistic, but in the late trading session, Yunnan Energy Holdings was overly uniform in its rush to buy, so tomorrow’s opening might only be up one or two points. To succeed, we need a strong upward push. China Energy Construction opened about three points higher; accordingly, GCL-Poly Energy Science and Guodian Nanzi can both be bought.

My benchmark is Yunnan Energy Holdings, platform development, and the aerospace development cycle’s leading position.

For China Energy Construction, I compare it to China Satellite; for Guodian Nanzi, I compare it to Aerospace Electronics.

Of course, this is just my personal positioning. Previously, I mentioned that Guodian Nanzi and Southern Power Grid Energy are my preferred trend plays, but this requires deep digging and patience to hold.

In terms of computing power, Huasheng Tiancheng’s chip structure showed some loosening today; Ningbo Sangtian Road has moved on. Tomorrow, watch for Ningbo Construction’s opening about three points higher; two points is also acceptable. If it opens higher, Shenzhen Huashang is about two points higher, and Litong Electronics rallied at the close. For computing power, a higher outlook is warranted. Huasheng Tiancheng expanded its dimension information and led a rally; tomorrow, see if TuoWei Information moves. (Huasheng Tiancheng gained 5 points today; I took many profits. Whether the pattern continues depends on tomorrow’s opening.)

For energy storage, focus on Chint Power.

On hardware, the key players are Diamond Yellow River Cyclone, Longfei Fiber, FiberHome Technologies, and the 3.2T optical modules from Hui Green Ecology. Continue to hold Huagong Technology; I didn’t add more today as profits are substantial. Watch further developments.

In chemicals, focus on Jinniu Chemical and Chitianhua, both methanol companies. Chitianhua mainly rolls over in quantitative trading, similar to Antai Group or Guosheng Technology during their early stages, continuously trading in and out. Essentially, Chitianhua and Jinniu miners rotate and rise together.

Also, Baofeng Energy in coal chemical industry, Zhongtai Chemical in PVC, and Baichuan Shares in Tm P. Baichuan Shares is expected to upgrade tomorrow, but it has convertible bonds. I played it with difficulty; today, it dropped 8 points on low volume. I didn’t buy it, but normally, it will have high premium tomorrow because of its attributes: 1. engaged in acetic ester, phthalic anhydride, and ester chemical products; 2. actively expanding lithium battery materials industry chain—building a chain from lithium iron phosphate/stick coke to lithium iron phosphate/graphite anode, then to lithium iron phosphate batteries and recycling.

Then, TDL’s Cangzhou Dahua, chemical dyes, Runtu Co., Zhejiang Longsheng—focus on Runtu Co., still bullish but haven’t bought recently.

Further down, other stocks are less core, such as Genggengma Jinjingda.

In commercial aerospace, continue to watch aerospace development. Its position has been somewhat replaced by Goldwind today, which performed strongly intraday, seemingly aligning with Friday’s expectations. Goldwind also integrates energy storage, photovoltaics, and exports. Mingyang Smart mainly focuses on the domestic market; Dajin Heavy Industry targets Europe. Focus on Goldwind and Western Materials, though Western Materials can be tricky.

Photovoltaics: JinkoSolar is active.

Lithium mining: Yongxin Materials or Dazhong Mining.

Battery separators: Fosun Technology.

LiPF6: Tinci Materials.

Liquid-cooled servers: Feilong Shares.

Long-term, consider KOH Data, Wanze Co., Dongfang Electric. Previously held Fenghua High-Tech, which should be bullish long-term, or switch to Honghe Technology. If Fenghua High-Tech isn’t losing much, consider switching to Honghe Technology, which has higher technical barriers.

The core is a deep comparison of electronic fabrics, optical fibers, and copper-clad laminates, especially highlighting the scarcity and price increase logic of electronic fabrics in the AI computing era. Key conclusions:

1. Core positioning: roles of the three

• Electronic fabric: the steel skeleton of PCB, the core reinforcement layer of copper-clad laminate, called the chip armor. It is the key substrate for AI server PCBs; Nvidia GB300 single-machine electronic fabric use is five times that of traditional servers, directly supporting chip computing power.
• Optical fiber: the transmission arteries of data centers, responsible for signal interconnection, mainly solving long-distance transmission needs.
• Copper-clad laminate: made from electronic fabric + resin + copper foil, the base material, directly supporting PCBs; electronic fabric accounts for about 20-30% of its cost.

2. Price and scarcity: electronic fabric’s crushing advantage

• Price tiers: ordinary electronic fabrics keep raising prices; high-end Low-DK Q fabrics have increased over 50%, priced 3-10 times higher than standard types.
• Barriers: electronic fabrics (especially high-end) have dual technical and certification barriers; only a few manufacturers worldwide can mass produce. Certification for Nvidia supply chain takes 6-12 months; fiber industry is mature with high threat of new entrants and strong substitutability.

3. Price increase logic (AI-driven)

• Capacity upgrades: AI servers require low dielectric, low thermal expansion fabrics; normal capacity upgrades to high-end are limited, and transitioning from conventional to high-end is difficult.
• Rigid demand explosion: AI computing power release directly boosts demand for high-end electronic fabrics; single-machine usage surges, supply-demand gap widens.
• Irreplaceability: as the foundational “skeleton material,” cannot be replaced by wireless or copper cables; demand is fully rigid.

4. Investment and industry insights

• Electronic fabric is one of the most robust price increase drivers in the AI computing chain. Focus on high-end low-dielectric fabrics, quartz Q fabrics, and other scarce capacities.
• Compared to fiber, electronic fabric offers greater performance elasticity and scarcity, making it a key area to track in the current computing power industry chain.