Leader in the 50 billion market cap track, strong surge to the daily limit

Morning session, the organic silicon concept saw widespread strength. Dongyue Silicon Material hit the daily limit with a 20cm increase; Hesong Silicon Industry surged intraday to hit the daily limit, with a market value exceeding 50 billion yuan; Morning Light New Materials, Silicob Technology, Jianghan New Materials, and others followed the upward trend.

On the news front, Dongyue Silicon Material previously disclosed its first-quarter performance forecast. The company expects to achieve a net profit attributable to shareholders of listed companies between 183 million and 203 million yuan in the first quarter of 2026, representing a year-over-year increase of 397.02% to 451.34%. Since December 2025, influenced by market conditions and improved industry supply and demand patterns, the prices of major products in the organic silicon industry have risen and returned to a reasonable range, significantly boosting the company’s gross profit margin. Additionally, the company continues to promote refined management and internal efficiency improvements, maintaining stable production, effectively controlling costs and expenses, and further enhancing profitability.

Furthermore, the computing power chip concept continued to rebound intraday. Cambricon once rose over 11%, and as of the time of writing, it was still up over 10%. Previously, Dashi Da broke out with 14 consecutive limit-ups over 7 days, with East Chip, Chipone, Muxi, and others leading the gains.

Keep a close eye on intraday hot spot rotations, capture sector anomaly signals, and monitor the movement of major funds.

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