February 26th, the wave of computing power technology is surging

StrawberryIce · 2026-02-26T12:31:51+00:00

Today's market hot sectors are mainly focused on AI semiconductors, computing power, and electricity, with several stocks performing well. Notably, Yunnan Energy Holdings maintained a six-day streak of limit-up, showing strong resilience. The total number of advancing stocks exceeded 90, with a trading volume of 1,067.2 billion, reflecting that market enthusiasm remains active. Different sectors performed variably, with computing power and semiconductor sectors standing out in particular.

StrawberryIce

2026-02-26 12:31:51

Abstract generation in progress

1. Market Hotspots (Total transaction amount for stocks hitting the daily limit in parentheses): [Taoguba]
AI Semiconductors (38.4 billion) > Power (6 billion) > Computing Power (16 billion) > Resources (6.8 billion) > Commercial Aerospace (6 billion)

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

Computing Power
002970 Ruiming Technology 9:33:33 Data Center
002843 Taijia Co. 9:38:00 Data Center Power Supply, opened.
001209 Hongxing Co. 9:50:18 IP Economy, two consecutive limit-ups.
600410 Huasheng Tiancheng 10:44:14 AI Computing Power
600841 Dongli New Tech 14:30:09 Data Center
603912 Jialitu 10:15:42 Liquid Cooling Servers, opened.
002272 Chuanrun Co. 10:19:06 Liquid Cooling Servers
300499 Gaolan Co. 13:03:03 Liquid Cooling Servers, opened.
300442 Runze Tech Liquid Cooling Servers, opened.
301317 Xinlei Co. Computing Server, opened.
Comment: Gao Biao Yunei Holdings also has computing attributes, but the market shows that power is driving more. Most of these are trend stocks,

Semiconductors
603267 Hongyuan Electronics 10:38:54 MLCC
002141 Xianfeng Holdings 9:32:21 PCB, opened.
001389 Guanghe Tech 9:42:45 Server PCB
002913 Aosikang 11:13:27 PCB
002916 Shennan Circuit 14:32:48 PCB, opened.
300739 Mingyang Circuit 14:55:30 PCB, opened.
002463 Hudian Co. 14:56:51 PCB, opened.
301630 Tongyu New Materials 13:42:06 PCB concept, opened.
002008 Han’s Laser 10:09:06 PCB equipment, opened.
688530 Oulai New Materials 14:22:30 Semiconductor Target Material, opened.
603163 Shenghui Integration 13:28:05 Semiconductor Clean Room
688025 Jepter 9:43:34 CPO, opened.
600487 Hengtong Optoelectronics 10:30:52 CPO, opened.
688786 Yue’an New Materials 13:43:18 GPU Inductor, opened.
600237 Tongfeng Electronics 13:56:58 Copper Foil, opened.
002491 Tongding Interconnection 9:42:39 Optical Fiber
600522 Zhongtian Tech 9:43:56 Optical Fiber
000890 Farsight 9:43:57 Optical Fiber concept, four consecutive limit-ups.
300303 JuFei Optoelectronics 13:36:39 Optical Module, opened.
Comment: These are the main trends today, many are trend stocks like Light, CPO, PCB leading the way to new highs. Shenzhen Index also hit new highs, some core stocks haven’t hit the limit yet, showing strong popularity. The key is whether they can continue to rise with the trend.

Resources
002470 Jinzengda 9:25:00 Phosphate Mine, three limit-ups.
600078 Chengxing Co. 9:31:01 Phosphorus Chemical, opened. Three limit-ups.
000546 Jinyuan Co. 9:25:00 Salt Lake Lithium Extraction
002428 Yunnan Geology 9:31:18 Small Metal, two limit-ups.
600478 Keli Yuan 9:33:24 Lithium Carbonate
603867 Xinhua Co. 14:48:33 Salt Lake Lithium, opened.
300267 Erkang Pharma Lithium Mine, opened.
Comment: After two days of continuous performance, resource stocks started to diverge today, mainly due to the lack of clear core leaders. The relatively strong trend is seen in Haisi Jiang Tung Equipment, but it also failed to hit the limit today.

Power
001896 Yunei Holdings 9:32:48 Power + Participating in Computing Power, opened. Six consecutive limit-ups.
000899 Ganneng Co. 9:36:54 Thermal Power, two limit-ups.
002350 Beijing Kere 9:43:30 Won bid for 588 million + Distribution Equipment
600744 Huayin Power 10:31:59 Thermal Power, opened.
603530 Shenma Power 10:57:01 Ultra High Voltage
600979 Guang’an Aizhong 11:26:28 Power, opened.
002546 Xinlian Electronics 11:27:45 Power Grid Equipment
600875 Dongfang Electric 14:15:45 Controlled Nuclear Fusion, opened.
Comment: The leader remains Yunei Holdings, but the sector is still not strong enough. It surged early but the follow-up stocks are relatively average.

Commercial Aerospace
300943 Chunhui Zhikong 11:29:54 Commercial Aerospace
001400 Jiangshun Tech 13:01:12 Commercial Aerospace
000534 Wanze Co. 13:05:36 Commercial Aerospace, opened.
600343 Aerospace Power 13:05:46 Commercial Aerospace, opened.
600399 Fushun Special Steel 13:20:21 Commercial Aerospace, opened.
603308 Yingliu Co. 14:05:00 Commercial Aerospace, opened.
Comment: Aerospace seems to be purely rotational without clear core stocks.

3. Announcement Board
301100 Fengguang Co. 9:32:39 Acquisition + Military Industry
605178 Shikong Tech 9:52:14 Merger with Jiahui Jinwei + Storage Chips, opened. Two consecutive limit-ups.
000661 Changchun High-tech 14:47:42 GenSci141 Ointment + Clinical Trial Approved, opened.

4. Other Limit-up Stocks and Concept Speculation
603950 Changyuan Donggu 11:03:48 Diesel Engine
002478 Changbao Co. 13:10:06 Nuclear Power Pipe Materials, opened.
603315 Fuan Co. 13:58:05 Nuclear Power Castings
301175 Zhongke Environmental 14:37:24 Environmental Protection
000826 Qidi Environment 14:34:39 Environmental Management, two consecutive limit-ups.
001339 Zhimei Intelligence 9:37:36 Robotics
002162 Yuexin Health 9:52:54 Robotics, opened.
002283 Tianrun Industry 10:29:15 Robotics
600540 Xin Sai Co. 9:33:46 Cotton
002099 Haixiang Pharma 9:32:36 Dyes
002095 Business Treasure 10:46:57 Launch of “Stock Pass” + AI Intelligence
002378 Zhangyuan Tungsten 13:05:39 Tungsten Industry Chain, opened. Two consecutive limit-ups.
603958 Hasen Co. 13:09:14 Consumer Electronics
000010 Meili Ecology 14:39:30 Garden Landscaping
002286 Baolingbao 13:16:45 Increased Holdings + Sugar Substitutes

5. Data Insights:
Number of stocks up more than 10% (including limit-ups): 90
Number of stocks down more than 10%: 4
Shanghai Composite Up: 1082, Down: 1206. Turnover: 106.72 billion
ChiNext Up: 725, Down: 650. Turnover: 69.71 billion
Beijing Stock Exchange Up: 91, Down: 200. Turnover: 18.4 billion
Stocks with over 5% gain: 278
Stocks with over 5% decline: 39

6. Market Popular Stocks:
001896 Yunei Holdings (Computing Power + Power, six limit-ups)

Comment: It’s been a long time since a high-standard stock hit six limit-ups; the last was during the Silver Age, around late January. Yunei currently has attributes of both computing power and power, showing resilience, but regulatory risks are still high. The main upward trend will depend on computing power and semiconductors—these two sectors working together can push the index to new highs. Otherwise, relying on resources or other themes makes it more difficult.

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