March 6 Pre-market Morning Report: Hot Topics

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No.1 Pre-market Hot Topics

1. Yesterday’s Hot Topics
   MiniLED: Zhaochi Co., Ltd., Guoxing Optoelectronics, Huacan Optoelectronics
   Power Grid: Shunna Shares, Hanlan Shares
   Smart Economy: Zhuolang Intelligent, Intelligent Automation

2. New Key Words in the Two Sessions Report for Advanced Productivity

3. Smart Economy - First mention of “Intelligent Agents”
   Create new forms of smart economy, deepen AI+ development, promote faster adoption of next-gen smart terminals and agents, and scale AI commercial applications in key industries.
   AI Agents: Nanxing Shares, Kute Intelligent, Leo Shares, Tiandi Online, Gravity Media
   Beijing Stock Exchange + AI Agents: Cube Holdings

4. Future Energy First Mentioned
   Cultivate and develop future industries such as future energy, quantum technology, embodied intelligence, brain-computer interfaces, 6G, with future energy leading. Develop new growth points like hydrogen energy and green fuels. (Future energy includes hydrogen energy, nuclear fusion; green fuels include biodiesel, electro-fuels, green methanol, ammonia fuels)
   Hydrogen Energy: Xiongtao Shares, Jingcheng Shares, Houpu Shares, Shenghui Technology
   Nuclear Fusion: Snowman Group, China Nuclear Construction, HeDuan Intelligent, Harbin Welding HuaTong
   Green Methanol: Jiazexineng, Fuje Technology, Donghua Technology, China Tianying
   Biodiesel: Haixinengke, Shanggao Environmental, Zhuoyue New Energy

5. Computing Power and Electricity Collaboration First Mentioned
   Implement large-scale intelligent computing clusters and compute-power-electrical synergy projects.
   Compute-Power-Electricity Collaboration: Yunnan Energy Holdings, GCL New Energy, Jinkai New Energy

6. Satellite Internet First Mentioned
   Accelerate development of satellite internet.
   Satellite Internet: Xinwei Communications, Tongyu Communications, Hige Communications, Xinke Mobile

7. LeapStar Step 3.5 Flash Tops OpenClaw List
   On March 5, at OpenClaw, over half of the top models were from Chinese large-model startups. LeapStar Step 3.5 Flash model surged to the top globally in call volume, followed by MiniMax M2.5, Trinity Large Preview (free), Kimi K2.5, and Claude Sonnet4.6.
   LeapStar: Zhongbei Communications, Xinhua Media, YunSai ZhiLian

8. OpenAI Releases GPT-5.4 Model, a Major Step Toward Autonomous AI Agents
   OpenAI officially launched GPT-5.4, its latest flagship AI model. The company states that the new model shows significant improvements in reasoning, programming, and handling professional tasks like spreadsheets, documents, and presentations, with fewer user interactions needed. It is also the first OpenAI model with native computer operation capabilities, meaning it can operate a computer on behalf of users, executing tasks across applications and workflows. This release marks another step forward in the AI industry’s pursuit of building “intelligent agents.”
   AI Agent Concept

9. U.S. Plans to Extend AI Chip Export Controls Globally
   According to media reports, U.S. officials have drafted regulations to restrict AI chip exports worldwide without U.S. approval. The legislation would grant Washington broad authority to decide whether and under what conditions other countries can build facilities for training and running AI models. The proposed rules would require companies to obtain U.S. licenses to export nearly all AI accelerators produced by Nvidia, AMD, and others, expanding current controls covering about 40 countries to a global scope.
   Domestic Computing Power: Cambrian, Mooresoft, Muxi Shares, Hygon Information, Yuntian Lifei
   Beijing Stock Exchange + Computing Power: Parallel Technology

10. Seven U.S. Tech Companies Sign Pledge for Autonomous Power Supply at the White House
    On March 4, local time, representatives from Microsoft, Google, and five other companies visited the White House and signed a document pledging to supply or purchase electricity needed for AI data centers independently.
    Transformers: Shunna Shares, Hanlan Shares, Jicheng Electronics
    Gas Turbines: Dongfang Electric, Changbao Shares, LianDe Shares
    Diesel Generators: Taihao Technology, Weichai Heavy Machinery, Keta Power

11. Industry News

12. Bahrain Oil Refinery Hit by Iranian Missile. (Shandong Molong, Intercontinental Oil & Gas)

13. BYD’s second-generation Blade Battery’s energy density increased by 5%, charging from 10% to 97% in just 9 minutes.

14. Shenghe Jingwei Micro IPO registration approved.

15. On March 13, Long March 8甲 rocket to perform its maiden flight at Hainan Commercial Launch Site No.1.

16. Iran: Ships belonging to the U.S., Israel, European countries, and their supporters are strictly prohibited from passing through the Strait of Hormuz. (Other countries?)

17. Chinese scientists break through flexible thermoelectric material technology, turning plastic films into “energy converters.”

18. PBOC: On March 6, conduct 800 billion yuan of reverse repurchase operations.

19. On March 6, at 3 PM, a press conference on the economy will be held with Zheng Zanjie, Lan Fuan, Wang Wentao, Pan Gongsheng, and Wu Qing attending.

20. On March 7 (Saturday) at 3 PM, a briefing will be held where Vice Director Zheng Bei of the National Development and Reform Commission will interpret the “14th Five-Year Plan” Outline (Draft).

No.2 Selected Announcements

1. Daily Announcements
   Samsung Medical: Subsidiary signs a 949 million yuan framework contract with Enexis Power Grid in the Netherlands
   Amaton: Continues supplying solar tile glass and energy storage products to North American clients
   Yinlun Shares: Secured fixed orders from international clients, expected annual sales of $131 million
   Parallel Technology: Plans to purchase GPU computing servers and storage equipment worth 80.66 million yuan
   Hongsheng Huayuan: Subsidiary pre-approves a project worth about 975 million yuan with Southern Power Grid
   *ST Huawang: Company applies to revoke delisting risk warning and other risk alerts

2. Trading Suspensions and Resumptions
   None

3. Mines and Risks
   Jinpintesezhuang: Shareholders plan to reduce holdings by 3.00%
   Nanjing Julong: Shareholders plan to reduce holdings by 2.94%
   Kain Technology: Shareholders plan to reduce holdings by 2.00%
   Dianlian Technology: Shareholders plan to reduce holdings by 1.99%
   Zhonglun New Materials: Shareholders plan to reduce holdings by 1.37%
   Lijia Technology: Shareholders plan to reduce holdings by 1.35%
   Kangqiang Electronics: Shareholders plan to reduce holdings by 1.00%
   Yuean New Materials: Shareholders plan to reduce holdings by 0.87%

4. Unusual Movements and Announcements
   Jufei Optoelectronics: MicroLED technology not applied in CPO field nor generating revenue from CPO
   Lingwei Technology: The acquired Jiangsu Huimai’s revenue is small, with risks of failing to meet performance commitments
   Haixinengke: Completed HVO orders and signed new SAF orders, maintaining high overall sales volume and full production schedule

5. Dynamic Updates

No.3 Global Markets

1. Global Markets
   U.S. major stock indices all declined, with large tech stocks mixed.
   A50 down 0.38%.

2. Popular U.S. and Chinese Concept Stocks

3. Commodities (Night Trading Varieties)