March 9th, the power of the Calculation and Electricity Collaboration turns the tide

StrawberryIce · 2026-03-09T16:43:24+00:00

Today’s stock market performance was active, with AI computing power and electricity sectors attracting significant funds respectively. The former had a total transaction amount of 40.4 billion yuan for stocks hitting the daily limit, while the latter was 21.1 billion yuan. The number of advancing stocks significantly outperformed declining ones, especially Shunna Shares and Wangli Security. Analysts believe that the linkage between computing power and electricity provides support for the index to stop falling, and the future market warrants attention.

StrawberryIce

2026-03-09 16:43:24

Abstract generation in progress

1. Market Popularity (Total transaction amount of stocks hitting the daily limit in parentheses): [Taoguba]

Computing power (404 billion, high) > Electricity (211 billion, high) > Chemical industry (80 billion, medium)

2. Hot sectors and stock analysis (Red text involves subjective comments, experts may skip)

AI Computing Power
605268 Wangli Security 9:25:02 Security door locks + data elements four consecutive limit-ups.
601789 Ningbo Construction 9:25:04 AI computing power two consecutive limit-ups.
688158 Youketde 9:41:47 AI computing power
688229 Borui Data 9:53:25 AI computing power
600602 YunSaiZhiLian 10:02:37 AI computing power with open board.
002730 Electric Light Technology 10:56:06 AI computing power
002575 Qu Xing Toys 11:06:36 AI computing power
603138 Massive Data 11:29:22 AI computing power with open board.
301606 GreenLink Technology 13:25:00 AI computing power with open board.
002229 Hongbo Shares 13:25:30 AI computing power
000815 Meili Cloud 13:32:48 AI computing power with open board. Three consecutive limit-ups.
688316 Qingyun Technology 13:34:05 Computing power leasing
001339 Zhiwei Intelligent 13:50:39 AI computing power
300113 Shunwang Technology 13:55:57 AI computing power with open board.
000066 China Great Wall 14:07:24 AI servers
301396 Hongjing Technology 14:13:48 AI computing power with open board.
Comment: Early trading was led by Youketde, and in the afternoon, Meili Cloud also led a wave, making it a key contributor to today’s index stabilization. The rhythm seems to be coordinated with electricity, so let’s see how high it can go later.

Electric Power Cables
600821 Jinkai New Energy 9:25:01 Electric synergy two consecutive limit-ups.
000533 Shun Na Shares 9:30:12 Smart grid four consecutive limit-ups.
002300 Solar Cables 9:33:45 Smart grid
001258 L New Energy 9:37:42 Smart grid
002015 Xiexin Energy Tech 9:48:36 Smart grid with open board. Two consecutive limit-ups.
000862 Yin Xing Energy 9:59:39 Smart grid
301179 Zeyu Intelligent 10:13:48 Smart grid
002112 Sanbian Technology 10:33:30 Smart grid
600268 Guodian South 10:42:57 Smart grid
601877 Chint Electric 13:26:56 Smart grid with open board.
000601 Shao Neng Shares 13:38:51 Smart grid with open board. Two consecutive limit-ups.
003035 Southern Grid Energy 14:01:18 Smart grid
601567 Samsung Medical 14:44:27 Smart grid with open board. Two consecutive limit-ups.
301658 Shouhang New Energy Smart grid with open board.
920375 Pino Technology Smart grid with open board.
Comment: Overall, the rotation continues to strengthen. The new high is likely Shun Na Shares, with China Western Electric as the core, accelerating the trend.

Chemical Industry
002930 Hongchuan Wisdom 10:53:21 Petrochemical storage
601969 Hainan Mining 13:05:25 Oil & gas projects + planned acquisition of fluorite mine
600227 Chitianhua 14:20:22 Methyl alcohol with open board. Two consecutive limit-ups.
Comment: The entire petrochemical sector opened high and then declined. On one hand, overnight futures were very strong; on the other hand, the mainstream intra-day focus was not on this sector. PetroChina and CNOOC both opened with one word, which is normal for relay.

3. Announcement Board
002445 Zhongnan Culture 9:25:00 Planning to acquire Sulong Thermal Power + transition to thermal power
002082 Wanbangde 10:44:12 Q1 profit forecast increase + Alzheimer’s + innovative drugs with open board.

4. Other stocks hitting the limit and concept speculation
002261 Tuowei Information 14:10:33 Huawei Ascend two consecutive limit-ups.
002903 Yuhuan CNC 9:39:51 Robotics
603165 Rongsheng Environmental Protection 11:23:18 Indirect investment in Yushu Technology
600135 Lekai Films 9:46:54 Lithium battery separator film
000973 Fosun Technology 13:50:06 Lithium battery separator film
000534 Wanze Shares 14:37:24 Gas turbine parts with open board. Two consecutive limit-ups.
002068 Black Cat Shares 11:29:27 Carbon black leader
600851 Haixin Shares 10:21:30 Pharmaceutical manufacturing

5. Data insights:
Number of stocks up more than 10% (including limit-ups): 106
Number of stocks down more than 10%: 8
Shanghai Composite: Up 388, Down 1943. Turnover: 119.41 billion
ChiNext: Up 411, Down 958. Turnover: 65.38 billion
Beijing Stock Exchange: Up 48, Down 249. Turnover: 23.3 billion
Stocks with more than 5% increase: 162
Stocks with more than 5% decrease: 161

6. Market Popular Stocks:
000533 Shun Na Shares (electricity four limit-ups)
605268 Wangli Security (AI applications four limit-ups)

Comment: Electricity has been strong for three days in a row. Although there are no widespread limit-up surges, the rotation seems to have found a suitable rhythm. Today, computing power took over from electricity, and these two sectors are leading the index’s stabilization. Let’s see if tomorrow can effectively trigger a volume-driven rebound.

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