March 10th Rebound after hitting the bottom

1. Market Popularity (Total transaction amount of stocks hitting the daily limit in parentheses): [Taogu Ba]

Computing power (540 billion, high) > Electricity (86 billion, medium) > Robotics (27 billion, medium)

2. Hot Sectors and Stock Analysis (Red text involves subjective comments; experts may skip)

AI Computing Power
601789 Ningbo Construction 09:25:03 Computing power leasing three consecutive limit-ups.
603115 Haixing Co., Ltd. 10:22:16 AI servers
002575 Qunxing Toys 11:27:06 Computing power leasing two consecutive limit-ups.
601869 Changfei Optical Fiber 13:03:59 Hollow-core optical fiber
600498 FiberHome Technologies 13:56:14 Computing power has opened the limit.
002536 Feilong Co., Ltd. 09:40:27 Liquid-cooled servers have opened the limit.
001400 Jiangshun Technology 09:57:36 Liquid-cooled servers
603269 Seagull Co., Ltd. 11:10:27 Liquid-cooled servers
000839 Guoan Co., Ltd. 09:35:12 AI data annotation has opened the limit.
605287 Decai Co., Ltd. 10:04:11 AI animation
605318 Fashi Long 10:23:01 AI subsidiary
002467 263.com 13:08:12 AI digital human has opened the limit.
688229 Borui Data AI applications have opened the limit.
Comment: Today, computing power is slightly stronger than electricity, but not by much. Meiliyun’s four-limit also got crushed, overall, the current high-standard pressure is really high.

Electric Power Cables
000537 Green Power 09:25:00 Computing and electricity synergy
603421 Dixin Communications 09:39:50 Smart grid has opened the limit.
600726 Huaneng Power 09:46:33 Green energy transformation
002298 Zhongdian Xinlong 11:23:00 Computing and electricity synergy
002993 Aohai Technology 13:00:09 AI server power supply
601778 Jinko Solar 13:19:56 Computing and electricity synergy
300257 Kaishan Co., Ltd. 13:24:18 Geothermal power generation has opened the limit.
600769 Xianglong Electric 14:12:31 Power has opened the limit.
002335 Kehua Data 14:35:12 Computing and electricity synergy
Comment: Originally a mainstream sector, but as it progressed, high standards one after another exploded, causing today’s index to surge. There are no stocks hitting the limit in the main line sectors. It’s quite frustrating.

Chips
688655 Xunjiexing 09:56:42 800G optical module
603803 RiseKanda 09:25:03 High-speed optical module
002290 Hesheng New Materials 10:16:24 Control rights change + computing power chips
001267 Hui Green Ecology 10:49:42 CPO silicon photonic module has opened the limit.
002281 Guangxun Technology 13:04:09 800G optical module
002384 Dongshan Precision 13:29:21 Optical chips
600345 Yangtze River Communications 13:32:53 Holding shares in Changfei Optical Fiber
688048 Changguang Huaxin 14:05:26 Optical communication chips have opened the limit.
002636 Jinan Guoji 09:41:54 Copper-clad laminate
001389 Guanghe Technology 10:39:51 Computing server PCB
688300 Lianrui New Materials 13:15:48 Copper-clad laminate has opened the limit.
300936 Zhongying Technology 14:25:33 Copper-clad laminate has opened the limit.
Comment: Chip rotation is the main trend. The past two days focused on computing power, today shifted to CPO and PCB. The trend is long-term, but short-term rhythm is hard to grasp, with no consecutive limit-ups, and the rallying sentiment is average.

Robotics
605268 Wangli Security (Security doors + data elements + intelligent manufacturing, five consecutive limit-ups)
002903 Yuhuan CNC 09:43:54 Robotics has opened the limit. Two consecutive limit-ups.
603949 Xuelong Group 09:53:00 Robotics + indirect investment in Yushu Technology
600376 Shoukai Co., Ltd. 10:28:04 Indirect holding in Yushu Technology + real estate
003021 Zhaowei Electromechanical 14:06:36 Robotics
Comment: Wangli Security has many concepts, possibly driven by capital rotation in other directions. Overall, the robotics sector is not particularly strong.

3. Announcement Board
002445 Zhongnan Culture 09:25:00 Proposed acquisition of Sulong Thermal Power + thermal power transformation, two consecutive limit-ups.
002760 Fengxing Co., Ltd. 10:08:36 Proposed acquisition of hazardous waste assets + military industry special motors
300629 Xinjingang 14:55:57 Proposed acquisition of Gaozhi Technology, has opened the limit.
000014 Shahe Co., Ltd. 11:27:27 Proposed acquisition of Jinghua Electronics + real estate

4. Other Stocks Hitting the Limit and Concept Speculation
600135 Lekai Films 10:47:53 TAC membrane, two consecutive limit-ups.
000949 Xinxiang Chemical Fiber 09:51:39 Ammonia fiber expansion
002729 Haoli Technology 11:13:48 Energy storage fuse
002294 Xinli Tai 11:14:00 Innovative medicine
002632 Doming Optics 09:39:30 Solid-state batteries, has opened the limit.
001332 Xizhuang Co., Ltd. 10:43:12 Controlled nuclear fusion
600108 Yasheng Group 14:02:34 Grain concept, has opened the limit.
600172 Yellow River Cyclone 13:07:12 Cultivated diamonds, has opened the limit.
002350 Beijing Kerei 11:20:54 Power distribution equipment
603017 Zhongheng Design 09:44:06 Commercial aerospace
002025 Aerospace Electric 10:09:03 Commercial aerospace, has opened the limit.
600330 Tiantong Co., Ltd. 10:35:13 Commercial aerospace, has opened the limit.
002969 Jiamei Packaging 09:43:15 ZuiMi takeover + three-piece can leader, has opened the limit.

5. Data Insights:
Number of stocks up more than 10% (including limit-ups): 101
Number of stocks down more than 10%: 7
Shanghai Composite: Up 1913, Down 385. Turnover: 1,036.4 billion
ChiNext: Up 1241, Down 137. Turnover: 648.7 billion
Beijing Stock Exchange: Up 234, Down 60. Turnover: 23.3 billion
Stocks with over 5% gain: 411; stocks with over 5% decline: 49

6. Market Popular Stocks:
605268 Wangli Security (AI applications + robotics, five limit-ups)

Comment: Overall, a big rally or broad increase. Market sentiment is hard to judge—if positive, few stocks hit the limit; if negative, the number of red days over 4500+ is quite rare. Overall, the market has stopped falling, but based on volume and main trends, there is no clear direction, likely to continue oscillating.