February 5: Overview of concept stocks such as space photovoltaics, AI applications, coal, and entertainment economy

[Stock Forum]

Part 1: Selected Highlights of Last Night’s News.

1. Space Photovoltaics: Media reports that Elon Musk’s team has inspected and visited multiple A-share photovoltaic companies, focusing on those with heterojunction and perovskite technology routes. Musk’s team has examined Chinese photovoltaic companies; previously, there were only rumors and broker reports, with no media coverage. Yesterday, three companies were confirmed by media reports, driving the overall space photovoltaic sector higher. Liu Yiyang from the China Photovoltaic Industry Association stated that space photovoltaics are still premature. If future commercial spaceflight capacity makes significant breakthroughs, the industry chain will face huge opportunities.
   Concept stocks: Shuangliang Eco-Energy, Guosheng Technology, Jinko Solar, TCL Zhonghuan, Jing Sheng Electromechanical, GCL System Integration, JunDa Shares, Tuori New Energy, Orient Sunlight, Qianzhao Photoelectric, Trina Solar, Maiwei Shares, Shanghai Harbor, Mingyang Smart, etc.

2. AI Applications: Amid a global decline in software stocks, Jensen Huang refuted claims that AI will replace software! The most illogical thing in the world. Yesterday, the AI application sector suffered heavy declines, triggered by US AI developer Anthropic releasing an upgraded chatbot, which intensified concerns that AI might disrupt traditional business models of software companies. After hours, the China AI Industry Development Alliance announced efforts to optimize application ecosystems through breakthroughs in computing chips and industrial large models.
   Concept stocks: BlueFocus, Hand Enterprise, EPoint, Hangyu Micro, Haozhi Electromechanical, Dongxin Peace, Remote Vision Technology, Hengdian Film & TV, Bona Film, Zhejiang Wenlian, Lio Shares, Tiandi Online, Sensi Electronics, Zhongfutong, OneNetOneCreation, Green Alliance Technology, Daily Interactive, TianxiaXiu, WinShine, Tongda Hai, etc.

3. Coal: Indonesia announced reductions in thermal coal production and export restrictions. Last year, Indonesia produced 790 million tons, planning to cut production to 600 million tons by 2026, a 24% decrease. Indonesia accounts for 9-10% of global coal output, making it the third-largest coal producer after China and India. About 50% of global coal trade volume is exported by Indonesia, making it the largest exporter. The Indonesian government believes last year’s coal prices were not ideal, so they aim to control volume and stabilize prices. This is a major positive for domestic coal companies, with short-term coal prices expected to rise by 10-15%.
   Concept stocks: China Shenhua, Shaanxi Coal Industry, China Coal Energy, Yankuang Energy, Lu’an Environmental Energy, Shanxi Coking Coal, Huayang Shares, Huaibei Mining, Shanxi Coal International, Shaanxi Black Cat, Meijin Energy, JinKong Coal, Yunmei Energy, Shanxi Coking, Baotailong, etc.

4. Performing Arts Economy: After-market news on February 4th, the Ministry of Culture and Tourism and the National Fire Rescue Agency issued notices to promote healthy and orderly development of new performance venues.
   Concept stocks: Songcheng Performance, Fengshang Culture, Sanxiang Impression, Qujiang Cultural Tourism, Roman Shares, Silk Road Visual, Leyard, Dafen Industry, etc.

5. Commercial Spaceflight: Nasdaq plans to introduce a “Fast Inclusion” rule to respond to large IPOs like SpaceX. Competition in the US-China commercial space sector is intensifying. The US is emulating China by facilitating green channels for leading commercial space companies, likely accelerating SpaceX’s listing process. Tianbing Technology’s “36 Satellites in One Rocket” satellite testing facility has passed acceptance, fully matching the launch needs of the Tianlong No.3 reusable liquid rocket for future “36 Satellites in One Rocket” missions.
   Concept stocks: China Aerospace Development, Hangyu Micro, Aerospace Science & Technology, Tianyin Electromechanical, Haozhi Electromechanical, Shunhao Shares, Xinwei Communications, Tongyu Communications, Zaisheng Technology, Western Materials, Shuangliang Eco-Energy, Yingliu Shares, Parker New Materials, Chaojie Shares, Saiwu Technology, Lio Shares, Orient Sunlight, Roboteck, Shenglu Communications, Jintuo Shares, etc.

6. Hydrogen Energy: Media reports that new hydrogen policies are imminent, marking a new stage of systematic industry development, focusing on the entire hydrogen “production, storage, transportation, and utilization” chain, especially the storage and transportation segments.
   Meijin Energy, E-Hua Tong, Weichai Power, Baofeng Energy, Concept stocks: Longi Green Energy, Snowman Shares, Hopu Shares, Jingcheng Shares, China National Materials Technology, Xiongtao Shares, etc.

7. Autonomous Driving: Guangdong expands public transportation operations for autonomous vehicles, increasing testing and demonstration of intelligent connected vehicles on roads. (Desay SV, Huafeng Shares)

8. AI Anime Short Dramas: Tencent launches the “Fire Dragon Anime Drama” platform, exploring the AI anime short drama market. (Chinese Online, Jiecheng Shares)

9. Winter Olympics: Countdown to the Milan Winter Olympics, opening ceremony scheduled for February 6 at San Siro Stadium. (Lehman Optoelectronics, Bingshan Cold & Hot)

10. Energy Storage Compressors: The world’s first domestically developed, largest single-unit power compressed air energy storage compressor has achieved a breakthrough. (Shaanxi Digu Power, Dongfang Electric)

11. Electronic Fabric Price Increase: Ordinary electronic fabric prices increased: Guangyuan New Materials and International Composites raised prices by 1 yuan/meter and 0.5-0.6 yuan/meter respectively, with current quotes at 6 yuan/meter and 5.1-5.3 yuan/meter. (International Composites, Shandong Fiberglass)

12. TDI Price Increase: BASF Asia-Pacific raised prices by $200/ton, approximately an 11% increase. (Wanhua Chemical, Cangzhou Dahua)

13. AI Manufacturing: MIIT: Insist on empowering manufacturing with AI as the main battlefield, and fully promote “AI + Manufacturing” to deepen and solidify. (Dingjie Digital Intelligence, Baoxin Software)

14. 8K Equipment: Spoilers for the 2026 CCTV Spring Festival Gala, featuring domestically produced 8K equipment with full-chain 3D immersive sound. (Zhouming Technology, Leyard)

15. Nuclear Fusion: German Chancellor states that nuclear fusion will bring extremely cheap electricity and could replace wind power within thirty years. (Hechuan Intelligent, Yongding Shares)

16. Russia-Ukraine Reconstruction: A new round of trilateral talks among Ukraine, the US, and Russia has begun in Abu Dhabi. (Northern International, Xinjiang Communications Construction)

17. US Stock Market: The three major US indices closed mixed; semiconductor equipment and materials, storage concept stocks, and crypto mining companies declined sharply. Popular tech stocks generally fell, with AMD down over 17%, Nvidia, Tesla, Broadcom, Meta down over 3%, Google and Amazon down over 2%, and Apple up over 2%.

Part 2: Selected New Concept Stocks.

1. Beijing-Tianjin-Hebei Integration (Jinneng Thermal, Liu Jin Technology, Shiemeng Shares, Chengyitong, Beijing Junzheng, Power Source, Unigroup Micro)

2. Rural Revitalization (Shaanxi Construction Shares, Nanwei Software)

3. Xiong’an New Area (Leyard, Jianlang Hardware)

4. Coal Chemical Industry Concept (Yongtai Energy)

5. Virtual Digital Humans (Wireless Media)

6. Internet of Things (Huiwei Technology)

7. Smart Wearables (Meinian Health)

8. Photovoltaic Concept (National Inspection Group)

9. Smart Logistics (Shiemeng Shares)

10. Agricultural Machinery (Beidou Star)