February 25: Overview of concept stocks such as silver-haired economy, chips and semiconductors, electronic fabrics, Shenghe Jingwei, and phosphor chemical industry

[Value Stock Bar]

1. Selected Highlights from Last Night’s Rumors.

2. Silver Age Economy: The State Council deployed work related to promoting the silver age economy and elderly care services. Emphasized releasing elderly consumption, increasing inclusive elderly care supply, and strengthening safety regulation of elderly care institutions to provide strong support for addressing population aging.
   Concept stocks: Yuexin Health, Shuangjian Shares, Nanjing Xinhui, Xinhuajin, Hunan Development, Yuwell Medical, Xinlong Health, Reliable Shares, Aier Eye Hospital, Meinian Health, Lepu Medical, Ojiahua, Yasha Shares, Yajiaotong, Jiajia Yue, Hengfeng Information, Zhujiang Shares, etc.

3. Chip Semiconductors: Meta and AMD signed a multi-year agreement to deploy up to 6 gigawatts of GPU computing power, using MI450 GPU and AI-optimized CPUs, with shipments starting this year. AMD stands to gain hundreds of billions of dollars in potential revenue, and Meta can subscribe to 160 million AMD shares under certain conditions. US stock AMD surged over 8%. Apple: will purchase over 100 million advanced chips produced by TSMC by 2026.
   Concept stocks: Tongfu Microelectronics, Haiguang Information, China Electric Port, Shannong Chip Innovation, Shenghong Technology, Jingwang Electronics, Shennan Circuit, Industrial Fulian, Inspur Information, Lingyi Zhi Zao, Xinyuan Shares, Sugon, etc.

4. Electronic Cloth: On February 21, reports indicate that due to rising costs and tight supply, glass fiber manufacturers are expected to initiate a second round of price hikes. The planned monthly adjustment is 10% to 15%. If current plans proceed, prices could double by year-end. Sellers: Electronic cloth prices will be raised once more in the coming days, with ordinary cloth (7628) expected to increase by 10%, reaching over 6 yuan.
   Concept stocks: Shandong Fiberglass, Honghe Technology, China Jushi, Zaisheng Technology, International Composite Materials, China National Materials, Philihua, Changhai Shares, Jinan Guoji, Jiuding New Materials, etc.

5. Shenghe Jingwei Concept: After market close on February 24, Shenghe Jingwei’s IPO on the STAR Market was approved by the listing committee.
   Concept stocks: Yidao Information, Shangfeng Cement, Jingxing Paper, Shanghai Lingang, Anji Technology, Yushun Electronics, Puran Shares, Saiwu Technology, Xinyuan Micro, Aisen Shares, Zhizheng Shares, SMIC, North Huachuang, Shengmei Shanghai, Dinglong Shares, Qiangli New Materials, etc.

6. Phosphorus Chemical Industry: The US announced that key herbicides such as elemental phosphorus and glyphosate are now classified as critical strategic materials. International phosphate fertilizer prices have surpassed $700/ton.
   Concept stocks: Meibang Shares, Jinniu Chemical, Jinjingda, Chengxing Shares, Yuntianhua, Xingfa Group, Chuanfa Longmang, Chuanheng Shares, Hubei Yihua, Yuntu Holdings, Xinyangfeng, Hebang Biological, Liuguo Chemical, Chuanjinnuo, etc.

7. Green Power: On February 24, Google announced on its official website that it will build a new data center in Minnesota, USA, in cooperation with local utility Xcel Energy, to accelerate the implementation of innovative energy solutions.
   Concept stocks: GCL Energy Technology, Jinkai New Energy, TBEA, State Grid NARI, Zhongheng Electric, Inovance, Jinpian Technology, Southern Power Storage, E-Town Energy, Far East Shares, Sifang Shares, CTT Technology, etc.

8. Lithography Machines: ASML plans to increase EUV light source power to 1000W, which could boost wafer throughput by 50% by 2030.
   Concept stocks: Zhangjiang Hi-Tech, Saiwei Electronics, Han’s Laser, Zhongci Electronics, Maolai Optics, Wavelength Photonics, Tongfei Shares, Juguang Technology, etc.

9. Commercial Spaceflight: Elon Musk envisions electromagnetic launch of AI satellites from the Moon. China StarNet initiates major procurement! Involving phased array broadband terminals, etc.
   Concept stocks: Aerospace Development, Tianyin Electromechanical, Hangyu Micro, Hongxin Electronics, Xinwei Communications, Zaisheng Technology, Yangtze River Communications, FiberHome Technologies, etc.

10. USTree Robotics: The German Prime Minister’s visit to China has been announced, including a visit to USTree Technology in Hangzhou. USTree launched its first major robot product of the Year of the Horse—the quadruped robot Unitree As2, capable of carrying 200 kg.
    Concept stocks: Hongxin Electronics, Hangyu Micro, Wolong Electric Drive, Zhongda Lide, Changsheng Bearings, Mingzhi Electric, Allwinner Technology, Baili Technology, Tianrun Industrial, Huazhi Jie, etc.

11. AI Applications: Latest news indicates that the Trump administration plans to use AI models developed by the US Department of Defense to set reference prices for critical global mineral trade. ByteDance’s AI coding tool Trae has changed its payment model from per-use to per-token billing. The world’s largest open-source AI community Hugging Face released a new list of open-source large models, with Alibaba’s latest multi-modal model Qianwen 3.5 topping the global charts. Nubia’s new AI product announced: claimed to be a new species of mobile phone, to be seen at MWC.
    Concept stocks: Fengyu Zhu, Liyade, iFlytek, Kingsoft Office, Wanshing Technology, BlueFocus, Yidian Tianxia, Zhejiang Wenhulian, Chinese Online, Jiecheng Shares, Visual China, Kunlun Wanyuan, etc.

12. Oil & Gas: The US continues to reinforce troops in the Middle East, US-Iran relations are increasingly tense, and crude oil prices have recently risen. Latest evening news: Iran’s Foreign Minister hopes to reach a fair agreement with the US in the shortest possible time. Brent crude oil futures for April fell 1.01%, closing at $70.77 per barrel.
    Concept stocks: Tongyuan Petroleum, Zhunyou Shares, Zhongman Petroleum, Shandong Molong, Intercontinental Oil & Gas, etc.

13. Shipping: VLCC daily rental rates exceed $170,000! A-share oil tanker stocks hit the daily limit! (COSCO Shipping Energy, China Merchants Energy)

14. Military Industry: Some South China Sea areas will conduct live-fire drills starting tomorrow! Entry prohibited. (Yaxing Anchor Chain, Tiantong Shares)

15. Autonomous Vehicles: Tesla Robotaxi priced under 200,000 yuan! (Zhejiang Shibao, Lianchuang Electronics)

16. Urban Renewal: By 2025, China Development Bank will issue 786.3 billion yuan in loans for urban renewal projects. Beijing released its first batch of urban renewal project lists this year, with an investment of 104.95 billion yuan. (New City, Jingtou Development)

17. Quantum Technology: Anhui clarifies that by 2026, over 300 quantum application scenarios will be implemented. (Guodun Quantum, University of Science and Technology of China Innovation)

18. US Major Indices: The three major US stock indices all closed higher, with most large tech stocks rising. Intel up over 5%, Tesla, Netflix, Apple up over 2%, Microsoft and Amazon up more than 1%, Nvidia and Meta slightly higher; Google slightly down.

II. Selected New Concept Stocks.

1. New Energy Vehicles (Hefei Gaoke, Haibo Sichuang)

2. Liquid-cooled Servers (Tongyuan Environment, Baoxin Software)

3. Humanoid Robots (Xinya Manufacturing)

4. Cross-border E-commerce (Hande Information)

5. Photovoltaic Concept (Zhongrong Electric)

6. Wind Power (China Nuclear Construction)

7. Drones (Anjie Technology)

8. AI Intelligent Agents (GaoxinXing)

9. Computing Power Leasing (Huasu Media)

10. Data Elements (Donghua Testing)