Pre-market thoughts for February 25: An outperforming system

StrawberryIce · 2026-02-25T01:05:21+00:00

The article analyzes market expectations across multiple industries, pointing out that in the chemical sector, sub-industries such as phosphate chemicals and fiberglass have high opening expectations. Communication materials like optical fibers and electronic fabrics are facing increased demand, and AI applications are driving material demand. In the petroleum and petrochemical sector, New Jin Power and Potential Hengxin may influence bidding, while the hydrogen energy industry has growth potential due to policy support. Overall, the market shows divergence and uncertainty.

StrawberryIce

2026-02-25 01:05:21

Abstract generation in progress

Index contraction divergence expectations, AI applications, cultural media, continued divergence in artificial intelligence, chemical industry expected to surge [Taogu Bar]

Strongest chemical sub-sector: Phosphorus Chemical Industry: Core is Chengxing Shares. Expectation is one word; if not one word, then below expectations.
Glass fiber: Core of the Growth Enterprise Market: International Refractory Materials. Main board trend core: Honghe Technology. Tier position: Shandong Glass Fiber. Expected to open high, but a one-word opening is quite difficult.

Optical fiber concept in communication: Farsight. Expected to open high, but still not a one-word expectation.
Electronic fabric in communication: Logic electronic fabric, the core weaving machine. The only supplier of high-quality weaving machines globally is Toyota Shinkansen. The order cycle for machines is up to two years, and priority is given to AI-specific thin fabrics with higher profit margins. One weaving machine produces 300,000 meters of fabric per year; producing AI thin fabric would only yield 80,000 meters, putting pressure on core components in AI hardware.
Core of the Growth Enterprise Market: International Refractory Materials. Main board trend core: Honghe Technology. Both are expected to open high. China Jushi has a surge expectation. Currently, main funds are still locking positions.
Core of resistors and capacitors: Fenghua High-Tech. Expected to open high.
Core of PCB copper foil: Copper Crown Copper Foil.
Resistors, capacitors, copper foil, and electronic fabric are all due to overseas large manufacturers’ expansion speeds lagging behind the AI explosion. Materials have become the most shortage-prone link in the entire AI supply chain, leaving room for further growth.

Petroleum and Petrochemicals: Core of the Growth Enterprise Market: Tongyuan Petroleum. Expected to open high, but beware of competition from Xinjin Power and Qian Neng Hengxin, which may compete for positions. The probability is small, but caution is advised.
Main board core: Intercontinental Oil & Gas, expected to open high, not a one-word expectation.

Hydrogen Energy: Logic: favorable policies announced, research on establishing a national low-carbon transition fund to cultivate hydrogen energy, a new growth point for green fuels. National Energy Administration Planning Department Director Ren Yuzhi: pushing to initially establish a new energy system during the 14th Five-Year Plan, with national backing and subsidies. Currently, the country’s hydrogen production capacity is about 36 million tons annually; water electrolysis hydrogen production capacity is 500,000 tons, with significant growth potential.
Yunnan Energy Holding has a one-word strong expectation; less than 1 billion yuan is below expectations.

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