[Red Packet] Analyzing the core themes of collaboration, lobsters, and the Iran-U.S. conflict. A comprehensive follow-up on Ma Qian Pao Yu Neng Holdings!

Core Stocks for the Horse Race: Yunnan Energy Holdings [Taoguba]

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Calculative Collaboration: Understanding the Complete Fermentation Path Behind This AI Mainline from a “Multi-Dimensional Dialectical” Perspective

Brothers, today we’ll use our “Multi-Dimensional Dialectical Trading System” framework to dissect the topic of “Calculative-Energy Collaboration” from start to finish.
It’s not just simple concept hype but a complete mainline path from policy ignition, industry chain resonance, to capital consensus.
Viewing it through a systematic lens, each step has logic, each wave has nodes to catch.

1. Underlying Logic: AI’s End is Energy, Computing Power Drives the Power Revolution

Explosive Computing Demand: Large model training/inference consumes huge electricity, data centers’ electricity use rapidly rising, expected to reach 3%-5% of total societal electricity by 2030.

The Essence of Calculative-Energy Collaboration: Optimizing computing power with electricity, supporting computing with electricity.
Electric support for computing: providing stable, low-cost, green electricity (green power direct supply, UHV, source-grid-storage).
Computing Optimization Electricity: Data centers become flexible loads/virtual power plants, participating in grid peak shaving and valley filling, digesting renewable energy curtailment.

2. Policy Ignition: From Local Pilot to National Strategy (Strongest Catalyst)

March 5, 2026: The government work report explicitly mentions “Implementing ultra-large-scale intelligent computing clusters, calculative-energy collaboration, and other new infrastructure projects.”

Strategic Positioning: National-level new infrastructure, elevating calculative-energy collaboration from industry consensus to top-level design.

Funding Signal: On the day of policy release, many stocks in the sector hit the daily limit, capital rapidly flowing in.

3. Are pure electric power stocks considered computing power concept stocks?
Yes, but with three levels of authenticity:

First Tier: True Integrated Calculative-Energy (Most Authentic)
Model: Own electricity + self-built/operated computing centers/IDCs, achieving green power direct supply with significant cost advantages.
Representatives: GCL-Poly Energy (002015), Yunnan Energy Holdings (001896), Electric Power Investment Energy (002128), Jinkai New Energy (600821).
Logic: Transition from utility to infrastructure service provider, revaluing.

Second Tier: Power + Supporting Computing (Moderately Authentic)
Model: Power companies + supporting computing (power supply, dispatch, energy storage, liquid cooling), deeply tied to the computing industry chain.
Representatives: State Grid South Electric (600406), State Grid Digital (301638), XJ Electric (000400), State Grid Energy Storage (600995).
Logic: Selling infrastructure for computing power, rigid demand, high performance certainty.

Third Tier: Pure Power + Computing Transformation (Less Authentic)
Traditional power companies deploying computing/IDC/green power absorption, but with low business proportion and slow implementation.
Representatives: Huaneng Hydropower (600025), Changyuan Electric Power (000966), Three Gorges Energy (600900).
Logic: Driven by themes, focus on transformation progress, computing business share, green power cost advantages.

4. Capital and Sentiment Fermentation: From “Policy Theme” to “Mainline Consensus”

First Stage (March 5-6): Policy ignition → Power/Grid stocks surge (China Energy Construction, State Grid South Electric limit up).
Second Stage (March 6): Spread to green power, energy storage, IDC (GCL-Poly Energy, UCloud, etc. explode).
Current Stage: Dual resonance of computing power + electricity, forming a strong logical loop of “AI computing power → calculative-energy collaboration → new power infrastructure.”

Key Features:
Low valuation + high prosperity: Power/grid leaders have low valuations, combined with high growth in AI computing power, easy to resonate valuation and performance.
Institutional + retail force: High policy certainty, institutional accumulation; theme attractiveness, retail capital follow-up.

5. One-sentence Summary of the Fermentation Path
AI computing power explosion → Power bottleneck → Government work report sets the tone for calculative-energy collaboration → Power/grid stocks rise first → Green power/energy storage spread → IDC/computing landing → Full industry chain resonance → Becomes a core branch of the AI computing mainline.

Current calculative-energy collaboration cycle, dialectical view: Longfei Optical Fiber (Tianfu Communication) cycle, may become the new main cycle and main line for price increases.

Core Stocks:

1. Yunnan Energy Holdings / Hangdian Shares (grouping)
2. Shun Na Shares, Hanlan Cable, Node Stocks; Samsung Medical large order as strength indicator for the theme

Authenticity Ranking of Calculative-Energy Collaboration (from left to right):
GCL-Poly Energy (dual main business loop), State Grid South Electric (grid brain), China Energy Construction (infrastructure general contractor), Yunnan Energy Holdings / Jinkai New Energy (green power + computing), Kehua Data / Zhongheng Electric (power supply equipment)

Other Authentic Targets:
South Grid Digital: Subsidiary of China Southern Power Grid, computing + digital grid, surged +20% on Friday.
Hailanxin: UDC submarine data center, ultra-low PUE + offshore wind collaboration, scarce green computing power.
Ankelo Intelligent Electric: GIL intelligent computing center + modular substation, suitable for high-load green power direct supply.

AI Lobster: “Lobster” refers to the currently hot OpenClaw (Open Source AI Agent)

Tencent and Xiaomi are the two core players domestically, positioning from cloud and edge sides, forming an “cloud + edge” lobster ecosystem.

1. First, understand: What is “Lobster” (OpenClaw)?
Essence: Open-source AI agent capable of automating software operations, cross-app task execution, device control, upgrading from “chat AI” to “work AI.”
Nickname origin: Logo is a red cartoon lobster, netizens jokingly call it “lobster,” deploying/using it as “raising a lobster.”
Core value: Next-generation human-computer interaction portal, replacing manual app operations, connecting digital and physical devices.

2. Market hype logic (Lobster concept):
Explosive compute demand: Large-scale deployment of OpenClaw drives demand for cloud servers, IDC, compute leasing (benefiting Tencent Cloud, Kingsoft Cloud, IDC vendors).
Edge hardware upgrade: Phones, IoT devices need stronger computing power and system adaptation (benefiting Xiaomi supply chain, ODM manufacturers).
AI ecosystem: Third-party applications integrate “Lobster,” creating new AI tools and service scenarios.
One-sentence summary: Tencent builds “cloud lobster,” selling computing power and cloud services; Xiaomi builds “mobile lobster,” occupying edge and IoT entry points. Both promote the OpenClaw ecosystem, the core players of the current AI intelligent agent wave.

3. One-sentence summary: Tencent builds “cloud lobster,” selling computing power and cloud services; Xiaomi builds “mobile lobster,” occupying edge and IoT entry points. Both promote the OpenClaw ecosystem, the core players of the current AI intelligent agent wave.

Last Friday, after financial market stabilization, stocks like Tuowei Information, Hangjing Technology hit the limit, UCloud moved.
Weekend news further stimulated, viewed as a rotation line.

Core stocks: Tuowei Information, Hangjing Technology, UCloud

US-Iran Conflict Theme:
Weekend heavy catalysts: escalation of US-Iran conflict + crude oil surge + data center attacks

This weekend was turbulent.

Triple catalysts: US-Iran tension heats up, crude oil breaks upward, Middle East data centers attacked—each blow hits the core assets’ vital points.

Oil & Gas: Intercontinental Oil & Gas, Shandong Moluolong
Chemicals: Jinniu Chemical
Shipping: COSCO Shipping Energy

The US-Iran conflict theme is heavily influenced by external effects, but the conflict is unlikely to end in the short term, and the theme may compete with the calculative-energy mainline.
Next, it should be viewed as a main rotation line.

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Live broadcast link:
[Multi-Dimensional Dialectical Trading System Live Entrance] https://www.tgb.cn/user/blog/toLiveTrends?userID=12401099
[Additional links] https://www.tgb.cn/user/blog/toLiveTrends?userID=12401099

Part 1: Understanding the Trading System: https://www.tgb.cn/a/2pMQlPIrNs4
“The Birth of the Multi-Dimensional Dialectical Trading System!” https://www.tgb.cn/a/2nlzMo6HJoF
Don’t be caught in the cycle of anxiety; it should be the starting point of awakening! https://www.tgb.cn/a/2ojmrq1owjy
Must-see for every stock trader’s learning journey! https://www.tgb.cn/a/2oQtBhtdtfF
Ten years of ups and downs: from deep pits to systems, honest words from an old trader https://www.tgb.cn/a/2oF6UR61EJ7
Cycle analysis of the connection between leading stocks! https://www.tgb.cn/a/2mMHipET0Xx
Market monitoring, sentiment cycle turning points, high-pressure teaching! https://www.tgb.cn/a/2mpMol1Qae3

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