Xingyu Recap 0226: Disagreement on Chemical Price Hikes, Resurgence of Hash Rate Surge

Market Review Directory: [Taogu Ba]

1. Review Summary (including: continuous board tiers, market data overview, market indices, market sentiment summary, thematic summary).
2. Reasons for Limit Up (including: consecutive limit-up charts, one-word limit-up stocks, N-shaped limit-up, ChiNext limit-up, STAR Market and Beijing Stock Exchange limit-ups, hot topic classifications, other limit-ups, limit-up openings).
3. Featured Data Supplement (including: recent limit-up stocks, ChiNext index).
4. Dragon and Tiger List Data (including: capital chase tracking, institutional buying and selling, business department purchase rankings).
5. Sentiment Index (including: hotspot intensity, sentiment grid, monitoring pool, three major group interval gains).
6. Stock Analysis (sorted by limit-up time, detailed reasons or analysis for individual stock limit-ups).

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1. Review Summary
   6-Board: Yunnan Energy Holdings
   4-Board: Farsen
   3-Board: Chengxing Shares, Jinzengda
   2-Board: Hongxing Shares, Ganneng Shares, Yunnan Germanium, Tsinghua Environment, Zhangyuan Tungsten

Market data: 2394 stocks in the red, 2670 stocks in the green, 61 limit-ups, 3 limit-downs, 221 big positive candles, 34 big negative candles, 131 negative waves below -5, 8 below -10, 114 positive attack waves.

Indices: Total market turnover 2,538.4 billion yuan, increased by 75.9 billion yuan. Major indices fell 0.01%, closing at 4146, high of 4152, low of 4127. The market trend remains cautious; yesterday’s suppression from GJD indicates a slow bull, continued consolidation, and today’s slight correction was expected.

Market sentiment felt warmer today, from a short-term trader’s perspective. Mainly, AI computing power finally rebounded and recovered. During the holiday, the logic of token going overseas still feels solid, but on the first trading day, AI computing power was hit hard. Funds rushed into less hot topics like price increase themes, which rose for two days and became consensus. Currently, consensus equals divergence—today’s divergence is in price increases, AI computing power returning, commercial aerospace stabilizing and rebounding. The main line for short-term traders has returned: AI computing power, Huawei AI, Daqiao, commercial aerospace, electric science and technology, Lantian, aerospace engine. However, the current market remains in a chaotic cycle, mainly rotating, and a true breakout of sentiment-driven main upward movement may require a stock to break through resistance, a sustained main theme, and most importantly, time.

2. Limit-Up Reasons
   Consecutive limit-up stocks: 9 stocks, 9.75 billion yuan

One-word limit-up stocks: 2 stocks, 1.9 billion yuan

N-shaped rebound stocks: 11 stocks, 24.07 billion yuan

ChiNext limit-up stocks: 5 stocks, 9.91 billion yuan

STAR Market limit-up stocks: 3 stocks, 2.7 billion yuan

Artificial Intelligence: 33 stocks, 58.36 billion yuan.
Split into: computing power power supplies, liquid cooling for computing power, CPO, other computing power, Huawei AI.
Nvidia announced quarterly revenue of $68 billion and strong guidance; CEO Jensen Huang said AI agency has reached a turning point, and computing power directly translates into revenue.

Computing power power supplies: 10 stocks, 11.77 billion yuan

Computing power liquid cooling: 6 stocks, 7.28 billion yuan

Computing power CPO: 7 stocks, 16.48 billion yuan

Huawei AI: 5 stocks, 10.54 billion yuan

Other computing power: 8 stocks, 22.2 billion yuan

Other AI: 2 stocks, 630 million yuan

Smart grid: 6 stocks, 5.43 billion yuan

Chips: 12 stocks, 27.47 billion yuan

Aerospace and aviation: 16 stocks, 27.74 billion yuan
Private commercial aerospace leader LandSpace announced that the Zhuque-3 rocket plans to conduct recovery tests again in Q2 2026, aiming for its first reuse flight in Q4 based on recovery test results.

Chemical price increases: 4 stocks, 2.01 billion yuan

Lithium batteries: 4 stocks, 1.82 billion yuan
Lithium carbonate main contracts surged over 10% in two days; UBS raised lithium carbonate target price to $26,000/ton, reinforcing expectations of a third super cycle in the global lithium market.

Environmental protection: 3 stocks, 2.18 billion yuan

Robotics: 9 stocks, 14 billion yuan

Others: 4 stocks, 2.3 billion yuan

Limit-up stocks opening: 4 stocks, 1.376 billion yuan

First limit-up stocks opening: 23 stocks, 5.65 billion yuan

3. Featured Data Supplement
   Recent limit-up stocks:

ChiNext index:

4. Dragon and Tiger List Data:
   Capital chase tracking:

Institutional buying and selling:

Business department purchase rankings:

5. Sentiment Index:
   Hotspot strength:

Sentiment grid:

Monitoring pool:

Monitoring pool interval gains:

Top 19 stocks with five-day interval gains in A-shares:

6. Stock Analysis: