March 4: Concept stocks overview of oil and natural gas, shipping ports, helium, domestic computing power, and other related sectors

[淘股吧]

1. Last night’s selected news highlights.

Oil and Natural Gas: Iraq has begun shutting down the Rumaila oil field due to full storage facilities. Iraq has reduced crude oil production at the West Qurna 2 oil field by 450,000 barrels per day. French shipping group CMA CGM has suspended booking services at ports in Bahrain, Kuwait, and Qatar starting today. In the evening, European natural gas prices surged further to 40%, with a two-day increase of over 100%.
Concept stocks: Intercontinental Oil & Gas, Petrochemical Oil Services, Tongyuan Petroleum, Zhongman Petroleum, Huai Oil Shares, Keli Shares, CNOOC Engineering, CNOOC Development, New Natural Gas, *ST New Tide, Blue Flame Holdings, CNOOC Services, Beiken Energy, China National Offshore Oil Corporation, Bomaq, Potential Hengxin, Shouhua Gas, Huibo Pulp, China Oil Engineering, Guanghui Energy, Water Development Gas, Kaitian Gas, Tianhao Energy, Hongtong Gas, Wan Natural Gas, Changchun Gas, etc.

Shipping Ports: On March 3, due to Middle East conflicts, oil tanker freight rates soared to record levels, with benchmark oil tanker daily earnings reaching $424,000.
Concept stocks: COSCO Shipping, COSCO South Asia, Ningbo Marine, COSCO Shipping Holdings, China COSCO Shipping, Nanjing Port, Jinjiang Shipping, COSCO Energy, Ningbo Ocean Shipping, COSCO Shipping Technology, COSCO Port, Phoenix Shipping, Lianyungang, Nanjing Port, Shenghang Shares, etc.

Helium: On March 3, according to online reports, the Strait of Hormuz was shut down, combined with yesterday’s Qatar natural gas production halt (helium is a byproduct of natural gas extraction). Qatar supplies 35% of the world’s helium, causing a sudden tightening of the helium supply chain. Domestic retail helium prices increased from 64 yuan per cubic meter to 71 yuan per cubic meter, an 11% rise. During the Russia-Ukraine war in 2022, helium prices peaked at over 800 yuan per cubic meter.
Concept stocks: Water Development Gas, Guanggang Gas, Jinhong Gas, Hangyang Shares, Jiufeng Energy, Huate Gas, Kaimet Gas, China Shipbuilding Special Gas, Heyuan Gas, Shudao Equipment, etc.

Domestic Computing Power: After market close on March 3, during MWC26 in Barcelona, Huawei ICTBG CEO Yang Chaobin stated that AI is accelerating, with the global daily token consumption increasing nearly 300 times. Hainan is promoting digital economy upgrades by building intelligent computing infrastructure and exploring large AI model applications.
Concept stocks: Inspur Information, Tuo Wei Information, Zhongbei Communications, Runze Technology, Capital Online, Jingjia Micro, Zhongji Xuchuang, Xinyi Sheng, Yingweike, Huxi Shares, Shengyi Technology, ZTE, Changshan Beiming, GCL Energy Science & Technology, Yueneng Holdings, etc.

Green Fuels: Green methanol, biodiesel, and hydrogen energy: On March 3, after market close, the National Energy Administration held a special symposium on green fuel industry development, analyzing prospects and planning future industry measures.
Green methanol concept stocks: China Tianying, China Power Green Energy, Goldwind Technology, Longi Green Energy, Boren Energy, Meijin Energy, Jiazhe New Energy, Huaneng Science & Technology, China Oil & Gas, Baofeng Energy, Hualu Hengsheng, China Chemical, Donghua Technology, Fuje Environmental Protection, Jidian Shares, Shaangu Power, Junzheng Group, Shanghai Electric.

Biodiesel concept stocks: Zhuoyue New Energy, Jiaoao Environmental Protection, Haixin Energy, Fengbei Bio, Langkun Technology, Pengyao Environmental Protection, Shangaohuan Energy, Donghua Energy, Houpu Shares, Shengyuan Environmental Protection, Qidi Environment, Boren Energy, Guoji Industrial.

Hydrogen Energy concept stocks: Weichai Power, Yihuatong, Jingcheng Shares, CSMC Technology, Houpu Shares, Baofeng Energy, Longi Green Energy, Sunshine Power, Huaguang Huaneng, Meijin Energy, etc.

Stem Cells: After market close on March 3, the international standard for stem cell data core features, led by China, was officially released, filling a gap in the international standards for stem cell data.
Concept stocks: Zhongyuan Hehe, Guanhao Biotech, Nanhua Biotech, Nanjing Xinbai, Davy Medical, Tailin Biotech, Kaineng Health, Jimian Health, Zhenghai Biotech, Xiangxue Pharmaceutical, WuXi AppTec, International Medical, Tasly, Jiuzhitang, Xinkaiyuan, Yiqiao Shenzhou, Sihuan Biotech, Hanshang Group, etc.

Commercial Space: Miexing Technology satellite high-definition images of the Iran battlefield; Yuanxiao expressed: very pleased to receive everyone’s recognition. Elon Musk confirmed SpaceX’s IPO target valuation exceeding $1.75 trillion.
Concept stocks: China Aerospace Development, Western Materials, Electronics Blue Sky, Leike Defense, Tefa Information, Taijia Shares, FiberHome Technologies, Zhongtian Rocket, Jiangshun Technology, etc.

Storage Chips: ChipBivi Storage expects revenue of 4 to 4.5 billion yuan in January-February 2026, a year-over-year increase of 340% to 395%; net profit attributable to parent company is projected at 1.5 to 1.8 billion yuan, up 921.77% to 1086.13%. Bivi Storage states that 2026 will see a high boom in the storage industry, driven by AI computing power and domestic industry localization, with continuous rising prices for DRAM/NAND, and significant industry demand.
Concept stocks: Bivi Storage, Beijing Junzheng, Shannon Chip, Demingli, GigaDevice, Dawei Shares, North Huachuang, Lankeng Technology, Huahong Company, Zhongwei Company, Shennan Circuit, Yitang Shares, Changdian Technology, Unigroup Micro, etc.

The three major US stock indices all closed lower, with most large tech stocks down: Micron roughly -8%, Intel over -5%, Tesla over -2%, Nvidia over -1%, Google and Apple slightly down; Microsoft up over 1%, Amazon and Netflix slightly up.

2. Selected new concept stocks.

AI Applications (Guotai Group, Zhongwang Software, Zhisheng Information)

Lithium Battery Concept (Zhongdian Xinlong, Gude Electric Materials)

Military Industry Informatization (Fantuo Shuchuang, Boya Jinggong)

Natural Gas (Lanke High-tech)

Wind Power (Luo Man Shares)

Drones (Yuncong Technology)

Solid-State Batteries (Yongshan Lithium)

Soccer Concept (Wanda Film)

Water Conservancy (Southern Power Storage)

Charging Piles (Tongbao Optoelectronics)