March 13: Analysis of Millisecond Computing, Wind Power, AI Applications, Fiber Optic Cable and Other Concept Stocks

[淘股吧]

1. Last night’s selected news highlights:

• Millisecond Computing: On March 12 after market hours, the Ministry of Industry and Information Technology launched the 2026 Urban Area “Millisecond Computing” special campaign, planning to carry out this initiative in 50 regions to enhance high-efficiency computing power and promote the integration of computing networks.
  Concept stocks: Huagong Tech, Inspur, Sugon, Haiguang Information, Wangsu Science & Technology, Dongtu Science & Technology, ZTE, Unigroup, Longfei Fiber, Hengtong Optoelectronics, CETC, FiberHome, DataPort, Runze Tech, Capital Online, Hengwei Tech, Unigroup Micro, Changshan Beiming, Wanmatech, etc.

• Wind Power: The UK announced that starting April 1, it will eliminate import tariffs on 33 wind turbine components, including blades and cables, reducing core component tariffs from 6% and 2% to 0%. Media reports suggest Germany, France, and Italy may follow suit.
  Concept stocks: Energy-saving Wind Power, Goldwind, Mingyang Smart Energy, Yunda, Daikin Heavy Industries, Tianshun Wind Power, Taisun Wind Power, Haili Wind Power, Taineng Heavy Industries, CNMC Technology, Times New Material, Xinqiang Lian, Jinlei, Sun Moon, Tongyu Heavy Industry, HeWang Electric, Zhenjiang, Zhongji United, Feiwo Tech, Deli Jia, Hengrun, Guangda Special Materials, etc.

• AI Applications: Media reports that DeepSeek-V4 will officially launch in April, covering 50 regions! The 2026 urban area “Millisecond Computing” campaign has started. It’s extremely popular! Baidu’s mobile lobster app went viral instantly, and OpenClaw founder has also invited joint development.
  Concept stocks: Ningbo Construction, Nanling Tech, Yongxin Zhicheng, Jingyan Tech, Sanwei Security, Beixin Yuan, Lakala, Guoan Shares, etc.

• Optical Fiber and Cables: Prices surged up to 100%! The prices of optical fiber and cables are accelerating, with significant increases in bidding price limits in many regions for 2026, some products seeing a 100% price increase. Driven by supply-demand reversal and AI data center construction, the global market is experiencing growth, especially in North America.
  Concept stocks: Longfei Fiber, Hengtong Optoelectronics, CNMC Technology, FiberHome, Futong Information, Tongding Interconnection, Tefa Information, Yongding Shares, Tongguang Cables, Changyingtong, Hangdian Shares, Sun Cable, etc.

• Computing and Electricity Collaboration: On March 12, according to online minutes, China Datang Group New Energy plans to be the main implementer of the Zhongwei Big Data Computing Power Industry Green Power Park Phase II project, with supporting new energy capacity of 2.6 GW; China General Nuclear Power Group: by 2025, will cooperate with Huawei, Tencent, three major telecom operators, and Global Data, with a scale exceeding 30 billion kWh, and will expand to direct green power connections for data centers, source-grid-storage, and virtual power plant construction. It is believed that central enterprises are entering the power generation sector, accelerating the implementation of computing and electricity collaboration.
  Concept stocks: GCL System Integration, State Grid South, Kehua Data, China National Electric Power, Bofei Electric, Dongfang Electric, Zhizheng Shares, Jiadian, Jiangsu Shentong, Xinwei Communications, Yongxin Zhicheng, Beixin Yuan, Huagong Tech, Woge Optoelectronics, etc.

• Commercial Space: China Satellite Corporation released a space footage of ships. The Long March 12Y rocket will have its first flight in the first half of this year using liquid oxygen kerosene propellant. Mars sampling and return missions are underway! Tianwen-3 is planned to enter the sample development stage this year. NASA plans to transfer the lunar landing rocket to the launch pad on March 19.
  Concept stocks: China Aerospace, Western Materials, Aerospace Blue Sky, Leike Defense, Tefa Information, Taijia Shares, FiberHome, Zhongtian Rocket, Jiangshun Technology, Xinwei Communications, Yongxin Zhicheng, Beixin Yuan, Huagong Tech, Woge Optoelectronics, etc.

• Hydrogen Energy: The 2026 Hydrogen Industry Conference was held in Chengdu, where Sichuan announced the top ten hydrogen application scenarios and industry supply-demand list.
  Concept stocks: Baofeng Energy, Meijin Energy, Weichai Power, Yihuatong, Jingcheng Shares, Houpu Shares, Shuangliang Eco-Energy, CNMC Technology, Seagull Shares, Shudao Equipment, Antai Technology, Furutai, Xiongtuo, Snowman, China Energy Construction, Dongfang Electric, Huadian Heavy Industries, etc.

• Nuclear Power: The first “Hualong One” nuclear unit in the Yangtze River Delta was connected to the grid for power generation. The Paris Nuclear Summit called for the return of civilian nuclear energy.
  Concept stocks: China Nuclear Power, Huayin Electric Power, Southern Road & Bridge, China Power Investment, Bofei Electric, Dongfang Electric, Zhizheng Shares, Jiadian, Jiangsu Shentong, Zhongmi Holdings, Yingliu Shares, Newave, China National Nuclear, Kexin Mechanical & Electrical, etc.

• Oil: Iran’s new Supreme Leader Mujeetaba Khamenei stated that the Strait of Hormuz must remain closed, causing oil prices to surge.
  Concept stocks: Intercontinental Oil & Gas, Sinopec Oilfield Services, Tongyuan Petroleum, Zhongman Petroleum, Huai Oil, Keli Shares, CNOOC Engineering, CNOOC, New Natural Gas, *ST New Tide, Blue Flame Holdings, CNOOC Services, Beiken Energy, China Oilfield Services, Bomaike, Potential Energy, Shouhua Gas, Huibo Pulp, China Oil Engineering, etc.

• Brain-Computer Interface: Neuralink co-founder states that with the integration and development of AI and BCI technology, the first humans capable of living to 1,000 years old may have already been born. Gestalt Tech completed a 150 million yuan angel round, the largest in China’s BCI field.
  Concept stocks: Sanbo Brain, Xiangyu Medical, Chuangyi Medical, Dineke, Yanshan Tech, Zhongke Information, Saili Medical, Yingqu Tech, Chengyi Tong, Aipeng Medical, Nanjing Panda, iFlytek, Hanwei Tech, Gaode Infrared, Jiahe Intelligent, Lihé Tech, Dongfulong, Aopu Optoelectronics, Oriental Zhongke, St Voice, Beilu Pharmaceutical, Fudan Fuhua, New Intelligence Cognition, etc.

• Stablecoins: Media reports that Hong Kong may issue stablecoin licenses to HSBC, Standard Chartered, and OSL, with the list possibly announced next week.
  Concept stocks: Lakala, Sifang Jingchuang, Yuyin Shares, Bank of China Securities, Huafeng Superfiber, etc.

• Leap Star: On March 12, Leap Star launched the cloud AI assistant StepClaw based on OpenClaw, offering 50,000 free deployment slots; on March 5 after hours, Leap Star’s Step3.5 Flash topped the OpenClaw leaderboard. (Zhongbei Communications, YunSai Intelligence)

• Optical Communication: After market close on March 12, the domestic optical interconnect and optical switch super node “Guangyue 128 Card Commercial Version” was officially launched. (Zhongji Xuchuang, Tianfu Communications)

• Urea: India is seeking to purchase urea from China. (Hualu Hengsheng, Hubei Yihua)

• Copper Foil: Mitsui Kinzoku to raise prices by 12% starting April for all MicroThinTM copper foil products. (Nuode Shares, Jiayuan Tech)

• U.S. stock market: The three major indices all declined, with banks and chip stocks falling across the board, while international oil prices surged 10%.

2. Selected new concept stocks:

• Hydrogen Energy (CSSC Tech, Sichuan Chengyu)
• Medical E-commerce (Fangsheng Pharmaceutical)
• Nvidia Concept (Hand Enterprise)
• Smart Grid (Canqin Tech)
• Photovoltaic Concept (Tianzheng Electric)
• Underground Pipelines (Sinopec Mechanical)
• Liquid-cooled Servers (Xinan Shares)
• AI Glasses (Tantuo)