March 9: Concept stocks overview of oil and natural gas, lobster farming, electricity calculation collaboration, drones, and more

[Stock Forum]

1. Selected Highlights of Last Night’s News.

2. Oil and Natural Gas: International oil prices experienced an epic surge on Friday evening (March 6), with the single-day increase reaching a record in recent years, and market sentiment extremely euphoric. Ongoing tensions in Iran continue to impact, causing the global oil transportation “throat”—the Strait of Hormuz—to nearly halt. Due to the blockade, oil exports from Middle Eastern producers (such as Kuwait and Iraq) are disrupted, leading to nearly full storage tanks. The Middle Eastern oil “production halt” is spreading rapidly: the UAE and Kuwait announced production cuts. Qatar’s energy minister warned that if the Strait remains blocked, oil prices could soar to $150 per barrel within weeks. Major investment banks like Goldman Sachs have also raised price expectations, believing that if the situation persists, oil prices could break through $100. On the 9th, local time, a source from the central broadcaster learned that an expert meeting in Iran confirmed the new Supreme Leader candidate as the late Khamenei’s son.
   Concept stocks: Intercontinental Oil & Gas, Petrochemical Oil Services, Tongyuan Petroleum, Zhongman Petroleum, Huai Oil Shares, Keli Shares, CNOOC Engineering, CNOOC Development, New Natural Gas, *ST New Tide, Blue Flame Holdings, CNOOC Services, Beiken Energy, China National Offshore Oil Corporation, Boma Tech, Potential Hengxin, Shouhua Gas, Huibo Pulp, China Oil Engineering, Guanghui Energy, Water Development Gas, Kaitan Gas, Tianhao Energy, COSCO Shipping, COSCO South China Sea, Ningbo Shipping, COSCO Shipping Holdings, etc.

3. Lobster Farming Concept: OpenClaw (formerly Clawdbot, Moltbot), an AI agent deployable on personal computers, designed with a “lobster” icon, hence colloquially called “Little Lobster.” On March 6, a long queue formed outside Tencent’s headquarters, with nearly a thousand developers and AI enthusiasts visiting Tencent Building. With the help of Tencent cloud engineers, they completed the cloud installation of OpenClaw (“Lobster”), collectively becoming “cloud lobster farmers.”
   Concept stocks: Topway Information, Ningbo Construction, Hangjin Technology, Yakang Shares, Pingzhi Information, Lianang Technology, Dawi Technology, Kingsoft Cloud, Yidao Information, MegSmart, Loongson Zhongke, iFlytek, Qingyun Technology, Beixin Source, Lotus Holdings, Shunwang Technology, Capital Online, UCloud, Daily Interactive, Lakala, Digital China, Ruantong Power, Wanguo Gas, Tianan Gas, Huitong Gas, Tianhao Energy, COSCO Shipping, COSCO South China Sea, Ningbo Shipping, COSCO Shipping Holdings, etc.

4. Computing Power Collaboration: First included in the “Government Work Report,” proposing “Implement large-scale intelligent computing clusters, computing-power and electricity collaboration, strengthen nationwide integrated computing power monitoring and scheduling, and support public cloud development.”
   Concept stocks: Jinkai New Energy, Yunnan Energy Control, China Energy Construction, Southern Grid Digital, Tongli Tianqi, Huazhi Technology, Zhongheng Electric, Kehua Data, Ankao Smart Electric, Hailanxin, Henghua Technology, Yishite, Hengdian East Magnet, Hanxin Technology, etc.

5. Drones: Multiple media reports, including state media, revealed that the US military admits that Iranian drones are difficult to counter, and Ukraine is reportedly helping the US counter Iranian drones. US media reports that the US plans to deploy anti-drone systems urgently in the Middle East.
   Concept stocks: China Drones, Aerospace Rainbow, Aerospace Electronics, Zongheng Shares, Hongdu Aviation, Xingwang Yuda, Wanfeng Aowei, Shenjian Shares, Anbang Guards, Guandian Defense, Zhenlei Technology, Northern Navigation, Saiwei Intelligence, Guanglian Aerospace, Aerospace Hongtu, etc.

6. Commercial Spaceflight: The “14th Five-Year” plan draft added five “powerful country” construction goals, with space power included for the first time. The other four are energy power, financial power, tourism power, and agricultural power. Notably, official media interpret that space power is ranked first! China’s core launch vehicle for Starlink! Long March 8A Yao 8 rocket recently launched from the transfer launch zone. China is tackling long-term extraterrestrial survival issues.
   Concept stocks: China Aerospace Science and Technology, Western Materials, Electric Science and Blue Sky, Leike Defense, Tefa Information, Taijia Shares, FiberHome Communications, Zhongtian Rocket, Jiangshun Technology, etc.

7. Storage Chips: On March 7, CITIC Securities continued to be optimistic about storage demand exceeding expectations, expecting industry supply shortages to persist into Q1 2027. After Samsung Electronics raised prices by 100% in Q1 this year, it is expected to continue increasing NAND prices by another 100% in Q2.
   Concept stocks: Bawei Storage, Demingli, Jiangbolong, Shannon Chip, GigaDevice, Puran Shares, Beijing Junzheng, Dongxin Shares, Hengshuo Shares, etc.

8. Six Emerging Pillar Industries and Six Future Industries: On March 6, at the Fourth Session of the 14th National People’s Congress, Zheng Ganjie, director of the National Development and Reform Commission, stated that six emerging pillar industries and six future industries will be prioritized. The six emerging pillar industries include integrated circuits, aerospace, biomedicine, low-altitude economy, new energy storage, and intelligent robots. Their output value is close to 6 trillion yuan in 2025, expected to double or more by 2030, expanding to over 10 trillion yuan. The six future industries include quantum technology, biomanufacturing, green hydrogen and nuclear fusion energy, brain-computer interfaces, embodied intelligence, and 6G. These industries are on the brink of technological breakthroughs; today’s future industries may become tomorrow’s new pillar industries.
   Integrated Circuits: SMIC, North Huachuang
   Aerospace: China Satellite, Aerospace Electronics
   Biomedicine: Hengrui Medicine, WuXi AppTec
   Low-Altitude Economy: China Drones, Aerospace Rainbow
   New Energy Storage: CATL, Sungrow
   Smart Robots: Lide Harmonics, Inovance Technology
   Quantum Technology: Quantum Shield, Guangku Technology
   Biomanufacturing: Kaisa Biotech, Huaheng Biotech
   Green Hydrogen + Nuclear Fusion: Baofeng Energy (Green Hydrogen), Western Superconducting (Fusion Superconducting)
   Brain-Computer Interface: Sanbo Brain Science, Innovation Medical
   Embodied Intelligence: Lide Harmonics, OBOR Light
   6G: ZTE, China Satcom

9. Global Market: US stock markets declined across the board, with the Nasdaq and S&P 500 down over 1%. Major tech stocks fell sharply, with Intel down over 5%, Nvidia down 3%, Amazon, Tesla, and Meta down over 2%, Apple down more than 1%, and Microsoft and Google slightly lower. International oil prices surged over 12%.

10. Selected New Concept Stocks.

11. MicroLED (Huagong Tech, L’Oréal, Foster)

12. Quantum Technology (Zhongfu Information, Linyang Energy)

13. MILILED (Foster, Oulai New Materials)

14. Smart Grid (Xinpeng Micro)

15. Computing Power Leasing (*ST Yushun)

16. Carbon Neutrality (Putailai)

17. Power IoT (Hanlan Shares)

18. Hydrogen Energy (Bettery)

19. AI Applications (Kangguan Technology)

20. Data Centers (Luoman Shares)